Alt Funds Network

Mike Schroeder, Skyler Steinke
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The Alt Funds Investment podcast explores those making investments in the alternative asset landscape, as well as the vendors who service these funds. We provide resources for emerging managers and insights for those in the alternative fund space.

  1. -12 h

    #156 "It Looked Like a Ponzi Scheme" — Why This Hedge Fund CIO Changed His Mind on MSTR | Michael Treidl, Blue Coin Capital

    Find us online: https://altfunds.io/ Email us with topic ideas: info@altfunds.io Spotify: https://bit.ly/4afXcan Apple Podcast: https://apple.co/4akXAUS Google: https://bit.ly/4am9oXk   👇 Click Below to be a guest on our video podcast: 👇   https://bit.ly/46X7cSQ   Connect with Mike Treidl: Website: http://bluecoin.capital LinkedIn: https://www.linkedin.com/in/mtreidl/   Timestamps: 00:00 Bullish Coins Teaser 00:18 Podcast Intro Guests 00:49 TradFi to Crypto Journey 01:55 Bitcoin Accident Coinbase Link 03:53 Why Launch BlueCoin 05:54 Token Due Diligence Framework 07:57 Top Holdings Bullish Picks 09:56 Market Timing Crypto Winter 12:36 Cycle Signals Allocation Leverage 15:41 Spot vs ETFs Staking 17:54 Using Leverage Like Pros 20:42 AI Meets Crypto Payments 23:44 MicroStrategy Deep Dive Setup 25:25 Premium Flywheel Explained 26:37 Why Pay The Premium 27:06 Leverage Via Capital Markets 29:21 Bull Markets And Doom Loop 31:41 Bear Case And Commodity Analogy 32:39 Stretch Preferred Shares Basics 33:44 From Margin Calls To Preferreds 35:49 Why Stretch Broke The Buck 38:18 Deleveraging And Stablecoin Contagion 40:02 Stabilizing The Capital Stack 41:15 Who Should Buy Stretch 42:50 Diversify And Key Man Risk 44:41 Moving Goalposts And MNAV 46:55 Fund Manager Lessons Learned 47:56 Raising Capital And Fund Design 50:44 Wrap Up And Where To Find Mike   Disclaimer: Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

    #156 "It Looked Like a Ponzi Scheme" — Why This Hedge Fund CIO Changed His Mind on MSTR | Michael Treidl, Blue Coin Capital

  2. 31 juil.

    #155 The Vault That Cut FalconX's Back Office by 80%

    Find us online: https://altfunds.io/  Email us with topic ideas: info@altfunds.io  Spotify: https://bit.ly/4afXcan  Apple Podcast: https://apple.co/4akXAUS  Google: https://bit.ly/4am9oXk  👇 Click Below to be a guest on our video podcast: 👇 https://bit.ly/46X7cSQ    Connect with Matteo Pandolfi & Thibault Labidi:  M11 Credit Twitter/X: https://x.com/M11Credit  M11 Credit LinkedIn: https://www.linkedin.com/company/m11-credit/  Pareto Twitter/X: https://x.com/paretocredit  Pareto LinkedIn: https://www.linkedin.com/company/paretocredit/ Timestamps:00:00 Welcome and Guests00:51 Pareto Growth Drivers05:35 Beyond Crypto Borrowers10:12 M11 Credit Curator Role14:34 How Deals Get Done28:11 FalconX Vault Deep Dive33:29 Institutions and Vaults38:57 Legal Meets Smart Contracts41:27 Receipt Tokens and DeFi Uses51:39 Yields and Ops Savings55:50 Whats Next and Wrap Up Disclaimer: Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

    #155 The Vault That Cut FalconX's Back Office by 80%

  3. 24 juil.

    #154 Why the S&P 500 Ignores Founders — And How This ETF Fixes It | Haren Bhakta, Inside Ownership

    Find us online: https://altfunds.io/ Email us with topic ideas: info@altfunds.io Spotify: https://bit.ly/4afXcan Apple Podcast: https://apple.co/4akXAUS Google: https://bit.ly/4am9oXk Connect with Haren Bhakta: firm website: www.insideownership.com Youtube: https://www.youtube.com/@OwnershipIndex   Timestamps:  00:00 Podcast Introductions 00:19 Haren’s Career Journey 01:23 Microcap Proxy Battle 03:12 Finding Microcap Ideas 04:04 Berkshire Aha Moment 07:14 Free Float Explained 08:16 Power Law Returns 10:17 Founders and Innovation 12:24 IBM Leadership Lesson 15:59 Passive Indexing Problem 21:21 Inside Ownership Index 22:25 Insiders and Weighting 25:38 100 Bagger Research 26:20 Insider Ownership Edge 27:19 Skin in the Game 29:02 Electrons vs Atoms 33:12 Indexing in Winner Take All 37:17 Rethinking Valuation 40:27 Launching the ETF 40:49 Fast Partner and Costs 48:37 Marketing and Lessons 49:55 Global Expansion Plans 51:11 Wrap Up and Contact   Disclaimer: Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

    #154 Why the S&P 500 Ignores Founders — And How This ETF Fixes It | Haren Bhakta, Inside Ownership

  4. 17 juil.

    #153 Why the Biggest Investment Gains Happen Before You Can Buy?

    Find us online:  https://altfunds.io/  Email us with topic ideas: info@altfunds.io  Spotify: https://bit.ly/4afXcan  Apple Podcast: https://apple.co/4akXAUS  Google: https://bit.ly/4am9oXk  👇 Click Below to be a guest on our video podcast: 👇  https://bit.ly/46X7cSQ Connect with Mike Collins:  LinkedIn (Personal): https://www.linkedin.com/in/mikecollinsalumniventures  LinkedIn (Company): https://www.linkedin.com/company/alumni-venturesTimestamps:00:00 Welcome and Guest Intro01:01 Mike Collins Origin Story02:09 Why Alumni Ventures Exists04:16 How the AV Model Works05:14 Going Global Expansion06:04 Community in the AI Era09:34 Big Idea Group Beginnings10:46 Power Law Portfolio Mindset13:15 Why Companies Stay Private22:02 Founder First Investing23:59 Scaling to 11000 Investors29:17 Diversification Made Practical32:04 Index Funds Plus Fun32:56 Common Angel Mistakes34:39 Why Top VCs Win37:54 Founder Traits That Matter43:05 Going Global Tokyo London49:13 AI Bubble Or Revolution57:48 Future Of Venture Capital58:50 Wrap Up And Where To Go Disclaimer:  Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

    #153 Why the Biggest Investment Gains Happen Before You Can Buy?

  5. 10 juil.

    #152 How Institutional Investors Are Reshaping Crypto ETFs with Krista Lynch of Grayscale Investments

    Find us online: https://altfunds.io/  Email us with topic ideas: info@altfunds.io  Spotify: https://bit.ly/4afXcan  Apple Podcast: https://apple.co/4akXAUS  Google: https://bit.ly/4am9oXk  👇 Click Below to be a guest on our video podcast: 👇  https://bit.ly/46X7cSQ  Connect with Krista Lynch:  Website: https://x.com/Grayscale  X (Krista): https://x.com/Krista_Lynch_XTimestamp:00:00 Post Call Recap01:15 Welcome And Introductions01:30 Krista Crypto Journey03:05 Grayscale Today05:19 Clarity Act Explained07:32 Stablecoin Yield Debate08:36 Infrastructure And ETFs10:46 Tokenization And VTFs15:16 Spot ETF Demand Surge17:04 Market Slump And Catalysts19:10 Hyperliquid And Altcoins20:19 How ETF Flows Move Price23:06 Perps And Onchain Derivatives26:07 AI Inside Grayscale30:12 MicroStrategy And DATs35:07 Institutional Adoption Playbook39:01 Crypto 5 Index Basket42:25 Hyperliquid Quick Primer44:02 Closing And Where To Connect Disclaimer: Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

    #152 How Institutional Investors Are Reshaping Crypto ETFs with Krista Lynch of Grayscale Investments

  6. 3 juil.

    #151 Growth Equity with Isabelle Tashima of Volition Capital

    Find us online: https://altfunds.io/ Email us with topic ideas: info@altfunds.io Spotify: https://bit.ly/4afXcan Apple Podcast: https://apple.co/4akXAUS Google: https://bit.ly/4am9oXk 👇 Click Below to be a guest on our video podcast: 👇   https://bit.ly/46X7cSQ   Connect with Isabelle Tashima: Website:  https://www.volitioncapital.com/     Timestamps:  00:00 Welcome and Guest Intro 00:22 Growth Equity Explained 02:37 Why Companies Raise 03:23 Volition Investment Focus 05:48 Under the Radar AI 08:48 Diligence and Process 10:44 Support Model and Portfolio 13:07 Capital Efficiency Mindset 15:23 Market Cycles and Funding 17:07 Big Win Chewy Story 19:39 Lessons from Losses 21:59 Signals of Winners 23:20 Social as Distribution Moat 25:27 What Makes 10X 28:04 How Volition Uses AI 30:58 Sourcing and Outreach 31:41 Founder Red Flags 33:39 Questions Before Raising 35:42 Future of Growth Investing 36:57 Wrap Up and Where to Connect   Disclaimer: Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

    #151 Growth Equity with Isabelle Tashima of Volition Capital

  7. 12 juin

    #150 ETFs, Market Themes, and New Credit Ideas with Matthew Tuttle

    Find us online: https://altfunds.io/ Email us with topic ideas: info@altfunds.io Spotify: https://bit.ly/4afXcan Apple Podcast: https://apple.co/4akXAUS Google: https://bit.ly/4am9oXk   👇 Click Below to be a guest on our video podcast: 👇   https://bit.ly/46X7cSQ   Connect with Matthew Tuttle: Website: https://www.tuttlecap.com/     Timestamps:  00:00 Post Interview Teaser 01:18 Meet Matt Tuttle 02:09 From Wall Street to ETFs 04:20 Weird Active ETF Innovation 07:04 COVID and Thematic Trading Boom 09:07 Photonics and AI Bottlenecks 11:59 Finding Themes Early 15:36 ETF Launch Timing Playbook 18:37 Marketing Without Wholesalers 20:52 Why 60/40 Is Broken 23:03 His Portfolio Framework HALO 25:02 Better Than Bonds Sleeve 26:16 Digital Credit Yield 26:54 Tail Risk ETF OHNO 27:48 Stretch Versus SADA 28:22 AI Research Workflow 31:28 Markets Always Up Myth 33:18 Stagflation Warning Signs 36:32 ETF Innovation Trends 37:45 Younger Investor Pitfalls 43:11 Contrarian Sentiment Rules 46:13 Rebalancing And Final Themes 47:51 Closing And Where To Find   Disclaimer: Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

    #150 ETFs, Market Themes, and New Credit Ideas with Matthew Tuttle

  8. 5 juin

    #149 Automate or Die: The Secret Tech Saving Real-World Factories - Renan Devillieres of OSS Ventures

    Find us online: https://altfunds.io/ Email us with topic ideas: info@altfunds.io Spotify: https://bit.ly/4afXcan Apple Podcast: https://apple.co/4akXAUS   👇 Click Below to be a guest on our video podcast: 👇 https://forms.gle/eUNLxbPj5utv8bar7   Connect with Renan Devillieres: Website: www.oss.ventures Personal LinkedIn: https://www.linkedin.com/in/renan-devillieres/   Timestamps:  00:00 Post Interview Takeaways 02:26 Meet Renan And OSS 03:28 Renan Origin Story 06:13 From Startup Exit To Builder 06:59 Venture Builder Model 08:51 AI Industrialization Example 11:25 Why Factory Immersion Matters 13:44 Why Factories Partner Up 17:38 New Manufacturing Constraints 19:49 Reshoring Powered By AI 21:09 Hunting For Efficiencies 21:18 AI Winners In Factories 22:17 Why AI Works Now 23:06 Hidden Data And Knowhow 24:47 OSS Venture Fund Model 27:34 Industrial Software Unbundling 30:34 Chocolate Covered Broccoli 32:47 Founder Playbook For AI 34:47 Picking Founders And Partners 38:12 Global Clients And Referrals 39:45 Chips Data Centers And Wrap   Disclaimer: Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

    #149 Automate or Die: The Secret Tech Saving Real-World Factories - Renan Devillieres of OSS Ventures
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À propos

The Alt Funds Investment podcast explores those making investments in the alternative asset landscape, as well as the vendors who service these funds. We provide resources for emerging managers and insights for those in the alternative fund space.

Informations

  • Création
    Mike Schroeder, Skyler Steinke
  • Années d’activité
    2022 - 2026
  • Épisodes
    160
  • Classification
    Contenu explicite
  • Copyright
    © 2022, Alt Funds Investment Podcast
  • Site web de l’émission
    Alt Funds Network