The Alt Asset Allocation Podcast

Ben Lakoff
  • 4.9 (41)
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The Alt Asset Allocation Podcast

The Alt Asset Allocation Podcast is all about allocating a bit of your time, energy and money into Alternative Assets (e.g. PE, VC, Real Estate, Gold, Crypto). There are other investment options available outside traditional stocks and bonds. Join Ben Lakoff, CFA as he dives into Unique investment options for the everyday investor.

  1. 12/19/2022

    94: NFT Markets Macro Outlook with Ben Roy

    For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ NFTs - they’re dead according to the media (again), but all you have to do is spend a little time in our space to see that NFT developments continue despite the current market.  In this Benterview, we go into detail on what’s happening in the NFT market and what Ben thinks could be interesting!

    44 min

  2. 12/12/2022

    93: Cryptocurrency Taxes with Micah Fraim

    For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/  In this episode, we talked about why crypto taxes are so difficult. We covered some of the biggest misconceptions or mistakes people make when doing their crypto taxes, how to get smarter about taxes this year and in the future (e.g. tax loss harvesting) - then really enjoyed going into more detail around some of the specifics on things like: wash sale rules, NFTs taxed as collectibles, FBAR, Airdrops, Staking Income, etc.    Enjoy the episode with Micah on Crypto Taxes.

    54 min

  3. 11/08/2022

    92: Scaling Ethereum with Offchain Lab's Co-Founder Steven Goldfeder

    For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/   Today's interview is with Steven Goldfeder of Offchain Labs, the company behind Arbitrum.   This one is very Ethereum / Sclaing focused but pretty darn key for understanding how the future of ethereum might look.

    47 min

  4. 10/31/2022

    91: Crypto Liquid and Venture Fund of Funds with Greg of Scenius Capital

    For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/  Greg is a co-founder at Scenius which runs a hedge fund of funds and is launching a venture fund of funds in the crypto space.    He shares his bird's eye view on how the industry's best fund managers are allocating their capital and thinking about the future of the Crypto space.   We talk about trends he’s seeing in the liquid markets with their fund of funds and upcoming changes venture funding patterns. We discuss some of the potential advantages / disadvantages of the fund of funds model - especially in nascent inefficient crypto markets.

    56 min

  5. 10/24/2022

    90: Commercial Real Estate Investing with Streitwise Founder Jeff Karsh

    For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com  Today's interview is with Jeff Karsh, the co-founder & CEO of Streitwise, a private REIT.   Commercial Real Estate is a tricky one, spanning types like Office, Retail, Industrial, Multi-Family Apartments, Hotels, etc.  In this episode we talk about Commercial Real Estate types, some potentially attractive geographies (Indianapolis) and then more detail on Streitwise itself - fees, liquidity, types of properties and value add they make to the properties themselves.   Platforms like Streitwise offer long term Investment Vehicles with Real Estate with solid cash flows, but they don’t come without their risks. This wasn’t a paid or promotional interview, I just wanted to bring on Streitwise to discuss the platform and Commercial Real Estate in more detail.   Jeff Karsh on Commercial Real Estate Investing with Streitwise.

    34 min

  6. 10/17/2022

    89: Bitcoin is Sound Money with Rob Price

    For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com  Today's interview is with Rob Price.   Bitcoin. Sound Money or just another Risk asset? Globally there is likely a Monetary Regime change coming… What we change into is anyone’s guess, but Bitcoin could (who knows… keep that in mind) be a contender.    Rob is a rational thinker here, which I appreciate, so it’s nice to have a level head when thinking about this stuff. In this episode we cover all things bitcoin, including the current market update, positioning, crypto v. bitcoin and his investment thesis.    Rob Price on Bitcoin.

    57 min

  7. 10/10/2022

    88: Blockchain Gaming with Horizon

    For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Blockchain Gaming with Michael Sanders of Horizon Games (creators of Trading Card Game Skyweaver).  In this episode with Michael we go over the state of the blockchain gaming industry where it is and where it could be going, we talk about blockchain game developers - what chains they’re interested in and how to get started building a game, and a lot more.

    47 min

  8. 10/03/2022

    87: Macro Financial Markets Outlook with Peter Harlin

    For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Peter is one of those rare individuals that keeps pretty close tabs on a number of financial assets and markets. He’s my go-to guy for insight into where financial markets could be moving, and what sorts of things might be worth looking into a bit more.   Macro is tough to forecast, but I always enjoy talking to sharp thinkers like Peter to help provide a bit more clarity. Markets have a tendency to humble investors, but I still think that ideas like Peter's can provide tremendous benefits.

    37 min
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The Alt Asset Allocation Podcast is all about allocating a bit of your time, energy and money into Alternative Assets (e.g. PE, VC, Real Estate, Gold, Crypto). There are other investment options available outside traditional stocks and bonds. Join Ben Lakoff, CFA as he dives into Unique investment options for the everyday investor.

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