Vyzer Weekly

Vyzer
  • 5.0 (1)
  • Investing
  • Weekly

Vyzer Weekly is a recurring live conversation where investors come together to think more clearly about markets, risk, and private investing. Each Thursday we break down what actually mattered in the markets, take a focused deep dive into a key investing principle, and open the floor for real discussion. No hype, no pitches, no predictions, just practical clarity and a smarter way to approach investing. Join these shows live: https://go.vyzer.co/vyzerweeklycalls

  1. 19h ago

    Build Your Plan B Before You Need It | Nomad Capitalist

    Most investors spread their money across asset classes, sponsors and deals, then keep all of it in one country. Andrew Henderson, founder of Nomad Capitalist, thinks that is the risk most portfolios never look at, and that the time to deal with it is before you need to. In this episode of Vyzer Weekly Calls, Litan Yahav and Mike Arndorfer are joined by Andrew Henderson, author of Go Where You’re Treated Best. In this conversation, we discuss: What “go where you’re treated best” means ten years on, and why it is no longer only a tax questionWhy a second residency or citizenship has to be built before you need itBuying a safety option versus buying returns, and why they are two different decisionsWhere he sees opportunity in frontier markets, and how an investor who isn’t on the ground can get exposureHow to vet a deal in a country whose legal system you don’t knowBase currency, the Swiss franc as a hedge, and how currency can turn a great return into an average oneWhether the dollar loses its reserve status, and how fastMoving money abroad as a US person: reporting, tax, and when an exit tax appliesThis is not a presentation or a pitch. It’s a live, open conversation focused on how investors can think about diversifying beyond one country. Not financial, tax or legal advice. Talk to your CPA and attorney before acting on anything in this episode. About Andrew HendersonAndrew Henderson founded Nomad Capitalist in 2012 and is the author of Go Where You’re Treated Best. His firm helps people plan second residencies, citizenships and international structures.https://nomadcapitalist.com Apple Podcasts: https://podcasts.apple.com/us/podcast/vyzer-weekly/id1859061480Show playlist: https://www.youtube.com/playlist?list=PLVH9Pz5-HyDBtJSrgG6tbZhhdX1v-6G6ESpotify show: https://open.spotify.com/show/7F0JHBoB5SWvAi12WNmR2eRegister for the next live call: https://go.vyzer.co/vyzerweeklycalls Vyzer Weekly Calls are weekly, live conversations designed to help investors think more clearly about risk, private investing, and long-term decision-making.

    Build Your Plan B Before You Need It | Nomad Capitalist

  2. Oct 15

    Why Most Airbnb Owners Lose Money

    Most Airbnb owners lose money, and Ashton Levarek's view is that the market is rarely the reason. They bought the property, expected it to run itself, and never ran it like a business. In this episode of Vyzer Weekly Calls, Litan Yahav is joined by Ashton Levarek, a former Air Force para-rescue jumper who moved from special operations into multifamily syndication and then into short-term rentals. In this conversation, we discuss: Why the team you hire decides the deal more than the market doesWhy he buys in markets one to two hours from a major city, not inside oneHow to tell a regulatory risk from a market where you register the property and move onHow DSCR loans underwrite the property's income instead of yoursThe short-term rental tax rules: the seven-day average stay, and the hours you have to track yourselfWhy most owners leave money on the table with fixed pricing and no real operationsWhere the market stands after the 2020 to 2022 boom This is not a presentation or a pitch. It's a live, open conversation focused on how investors can think clearly about short-term rentals before they buy one. Not tax or legal advice. Talk to your CPA before acting on anything in this episode. About Ashton Levarek Ashton Levarek is Managing Partner of Valkere Investment Group. He has been investing in multifamily since 2018 and in short-term rentals since around 2020, and he runs his properties with the same team-first approach he took from special operations. valkeregroup.com | ashton.levarek@valkeregroup.com Apple Podcasts: https://podcasts.apple.com/us/podcast/vyzer-weekly/id1859061480 Youtube: https://www.youtube.com/playlist?list=PLVH9Pz5-HyDBtJSrgG6tbZhhdX1v-6G6E Spotify show: https://open.spotify.com/show/7F0JHBoB5SWvAi12WNmR2e Register for the next live call: https://go.vyzer.co/vyzerweeklycalls Vyzer Weekly Calls are weekly, live conversations designed to help investors think more clearly about risk, private investing, and long-term decision-making.

    Why Most Airbnb Owners Lose Money

  3. Oct 1

    Stop Chatting With AI. Start Delegating to It.

    Most of us use AI like a calculator. Ask, get an answer, close it, and next time it doesn't remember you. In this episode of Vyzer Weekly Calls, there's no guest. Litan Yahav and Mike Arndorfer sit on opposite ends of the spectrum: Litan runs a family assistant and a company staffed with AI agents, and Mike uses ChatGPT 98% of the time and wants it to just work. The room pushes back on both. In this conversation, we discuss: A 1 to 9 scale of how far people actually use AI, from asking questions to handing over whole jobs, and where the room put itselfA family knowledge folder that any AI can read, and how it handled a real emergency abroadInbox triage: the AI drafts every reply with the full history, and the send button stays humanThree terms before trusting any AI with your life: no lock-in, no training on your data, no app in the middle keeping what you shareThe new wave of personal assistants (Instinct, Muse, Grok Bot, Dots), why people love them, and the trade they ask forWhy AI gets simple facts wrong, and why telling it where to look fixes most of itWhat it looks like when agents are on the payroll: an always-on Slack agent, an AI investment committee for deal vetting, and a chief of staff that manages the restWhen it was confidently wrong, and the rule that came out of it: never answer from memory, show the sourceThe honest objection: "I just want it to be simple"This is not a presentation or a pitch. It's a live, open conversation about how far AI can actually go in an investor's life, and what you give up to get there. Listen and subscribeYouTube: https://www.youtube.com/playlist?list=PLVH9Pz5-HyDBtJSrgG6tbZhhdX1v-6G6ESpotify: https://open.spotify.com/show/7F0JHBoB5SWvAi12WNmR2eApple Podcasts: https://podcasts.apple.com/us/podcast/vyzer-weekly/id1859061480Register for the next live call: https://go.vyzer.co/vyzerweeklycalls Vyzer Weekly Calls are weekly, live conversations designed to help investors think more clearly about risk, private investing, and long-term decision-making.

    Stop Chatting With AI. Start Delegating to It.

  4. Sep 24

    What Investors Get Wrong About Biotech

    Most LPs in this community underwrite things they can see. A rent roll, a cap rate, a debt schedule, a comp set two streets over. Biotech offers none of that. It asks you to fund a molecule that either works or does not, on a timeline you do not control, with no distributions along the way. So most passive investors skip the category entirely and call it a science problem. The argument on this call is that it was never a science problem. By 2030, somewhere around $250 to $300 billion a year of branded drug revenue goes generic, the biggest patent cliff on record. Big pharma cannot invent its way out of that hole fast enough, and the math on why is stark: the real cost of an approved drug, done honestly, is $7 to $9 billion, not the $1 billion everyone quotes. That is not a forecast. It is a structural buyer with a deadline. Litan Yahav and Mike Arndorfer are joined by Ran Nussbaum, co-founder and managing partner of Pontifax, who has been investing in life sciences since 2004 and sat on the boards of Kite Pharma, Prevail, cCAM and ArQule before each was acquired. In this conversation, we discuss: Why "I don't understand the science" is the wrong reason to skip the categoryThe patent cliff in plain numbers, and what a forced buyer with a deadline does to priceThe real $7-9B cost of an approved drug, and why that forces big pharma to buy instead of buildHow a CAR-T therapy went from unproven idea to an 85%+ complete response rate and an acquisitionThe ultra-orphan playbook: proving a drug in 60 patients worldwide to unlock a much bigger population laterWhere AI actually helps in drug development today, and where it still doesn'tWhy biotech returns don't move with rates, occupancy, or cap ratesThe honest cost of entry: eight to twelve year holds, a deep J-curve, zero cash flow while you waitWhy some of the best-looking phase 2 results in an entire field don't survive phase 3This is not a presentation or a pitch. It's a live, open conversation focused on how passive investors can think clearly about an asset class most of them have written off without looking at it. About Ran NussbaumRan is co-founder and managing partner of Pontifax, a healthcare-dedicated investment firm he started in 2004, with offices in Tel Aviv and Boston. He has served on the boards of Kite Pharma (acquired by Gilead), Prevail (Lilly), cCAM Therapeutics (Merck) and ArQule (Merck). Listen and subscribeYouTube: https://www.youtube.com/playlist?list=PLVH9Pz5-HyDBtJSrgG6tbZhhdX1v-6G6ESpotify: https://open.spotify.com/show/7F0JHBoB5SWvAi12WNmR2eApple Podcasts: https://podcasts.apple.com/us/podcast/vyzer-weekly/id1859061480Register for the next live call: https://go.vyzer.co/vyzerweeklycalls Vyzer Weekly Calls are weekly, live conversations designed to help investors think more clearly about risk, private investing, and long-term decision-making.

    What Investors Get Wrong About Biotech

  5. Sep 11

    Why You Can't Actually Invest in a Data Center (And the One Way You Can)

    Everyone is buying data centers. Someone has to get them approved, and that turns out to be the part nobody can do. Most investors hearing about the AI build out are being sold a story they cannot actually buy into. A turnkey data center runs $10 to $15 million per megawatt. A 50 megawatt site is half a billion dollars before a single server goes in. The building itself is institutional capital only, full stop. In this episode of Vyzer Weekly Calls, Litan Yahav and Mike Arndorfer are joined by Jamie Earp, who has spent close to two decades getting contentious digital infrastructure approved across hundreds of US jurisdictions. Cell towers first, then fiber, now data centers. The conversation is about where the actual constraint sits, and whether there is any door in for someone writing a normal check. In this conversation, we discuss: Why a data center is an infrastructure play and not a technology play, and why that changes how you underwrite itWhat these things really cost: $2 to $3 million a megawatt for a powered shell, $10 to $15 million fully built outThe one layer a non-institutional investor can access, where entitled and powered sites trade at roughly $150,000 to $750,000 a megawattWhy this boom is not the tower bubble or the fiber bubble: the demand is already here, and only about 10% of announced compute capacity has actually come onlineHow the politics flipped in six months, why Texas hit the brakes, and what New York's 50 megawatt moratorium does and does not blockThe water and power claims sorted out: closed loop cooling, how usage compares to a golf course, and why electricity prices move in deregulated markets specificallyWhy the grid stays the holy grail even for sites generating their own power, and where nuclear and natural gas realistically fitMike's pushback on the one accessible deal shape: a preferred return with 90% of the upside going to the sponsor puts you first in line for the loss and last for the gainWhat happens to returns when the supply gap closes, and Jamie's estimate of how long that takesThis is not a presentation or a pitch. It is a live, open conversation about how individual investors should think about an asset class that is mostly being marketed to people who cannot buy it. About Jamie EarpJamie Earp has worked in digital infrastructure for close to 20 years. He co-founded and served as President of Branch Communications, which built a portfolio of more than 900 wireless assets across 38 states and Puerto Rico, and co-founded Ubiquity, an owner and operator of fiber networks and edge data centers. His background is in getting contentious infrastructure sited and approved: rezonings, special use hearings, planning boards, and neighborhood opposition. Listen and subscribeYouTube: https://www.youtube.com/playlist?list=PLVH9Pz5-HyDBtJSrgG6tbZhhdX1v-6G6ESpotify: https://open.spotify.com/show/7F0JHBoB5SWvAi12WNmR2eApple Podcasts: https://podcasts.apple.com/us/podcast/vyzer-weekly/id1859061480Register for the next live call: https://go.vyzer.co/vyzerweeklycalls Jamie offered to take questions one on one. He is at Jamie@DigitalVenturesGP.com Vyzer Weekly Calls are weekly, live conversations designed to help investors think more clearly about risk, private investing, and long-term decision-making.

    Why You Can't Actually Invest in a Data Center (And the One Way You Can)

  6. Aug 28

    17 Ways a Real Estate Syndication Can Break

    Most LPs don't discover the risk they accepted until it has already cost them money. By then it isn't a risk anymore. It's a stress point, and the deal is usually past the stage where anything can be done about it. The uncomfortable part is that the warning signs were sitting in the pitch deck the whole time. In this episode of Vyzer Weekly Calls, Litan Yahav and Mike Arndorfer are joined by Christine, an LP who has been investing in syndicated real estate since 2018 and spent the last year building a system for the thing she felt she had gotten wrong: understanding risk before committing capital. She calls it the Risk Radar. This call is the community stress-testing it in real time. In this conversation, we discuss: - Why the risk you took only becomes visible once it has become a stress point - The three rings of the Risk Radar: what is fixed at closing, what the market drives, and what the sponsor controls - Why every single variable should be able to kill a deal on its own, and why you should stop rather than finish the analysis - The difference between a deal that implodes and a deal that is dead to you, and how layers of rescue capital wipe out common equity on a "successful" exit - Whether low risk and high reward can actually coexist, and a sharp disagreement over what standard risk and return theory gets wrong - Where the framework breaks down on blind pool funds, and why it gets more useful the later you come into one - How far you can trust AI to populate market data, and the 70/30 split between what it gets you and where you still have to do the work - Why a sponsor's refusal to share a number is itself a maximum-risk data point This is not a presentation or a pitch. It's a live, open conversation focused on how passive investors can see risk clearly before they commit capital, not after. About Christine Christine has invested as an LP in syndicated real estate since 2018 and created the Risk Radar, a free framework for mapping deal risk across market-driven and sponsor-driven variables. The blank templates, user manual, asset-class variants, and AI guide are all available on her site. https://www.netzeroisawin.com/s/the-risk-radar Listen and subscribe YouTube: https://www.youtube.com/playlist?list=PLVH9Pz5-HyDBtJSrgG6tbZhhdX1v-6G6E Spotify: https://open.spotify.com/show/7F0JHBoB5SWvAi12WNmR2e Apple Podcasts: https://podcasts.apple.com/us/podcast/vyzer-weekly/id1859061480 Register for the next live call: https://go.vyzer.co/vyzerweeklycalls Vyzer Weekly Calls are weekly, live conversations designed to help investors think more clearly about risk, private investing, and long-term decision-making.

    17 Ways a Real Estate Syndication Can Break

  7. Jul 9

    Jeremy Roll: What Diversification Actually Means for LPs

    Jeremy Roll has been a full-time LP for 24+ years and has lived off his private-market cash flow since 2007. He joins Litan Yahav and Mike to unpack what diversification really means once you leave stocks and bonds behind. The big idea: spreading money across five deals with the same operator isn't diversification. Real risk-spreading happens across three axes at once, asset class, geography, and operator. In this episode: Why capital events (refis, sales) get reinvested, never treated as spendable cash flow The trap in fully-amortized deals like ATMs and equipment leasing Funds vs. single-asset deals, and what the mix reveals about where we are in the cycle Reading blind-pool fund docs before you wire Position limits and why proper private diversification takes 5-10 years How Jeremy vets operators, and where gold and Bitcoin fit An educational conversation between LPs. Not financial advice, and nothing is being sold.

    Jeremy Roll: What Diversification Actually Means for LPs

  8. Jun 11

    What LPs Can Do When a Deal Goes Sideways

    When a private fund stops answering your emails, what can a limited partner actually do? In this Vyzer Weekly conversation, Litan Yahav sits down with Adam August and Chris Kirkpatrick of Wick Phillips' investment funds group to break down LP rights, GP removal, fraud vs. plain mismanagement, and what really happens once the SEC or FBI gets involved. Chris is a former SEC Enforcement Division attorney who later spent a decade as a hedge fund general counsel, so he's seen these fights from every side. Highlights: - Why "the government is involved" rarely means you get your money back — investigations run ~14 months while assets disappear - The statutory information demand: a low-cost tool where, in many states, the fund pays your attorney's fees if you win - The indemnification carve-out sophisticated LPs negotiate so a GP can't use fund money to defend their own bad acts - How a deal's state of formation (Wyoming, Montana, Nevada vs. Delaware/Texas) can be a quiet red flag - Unregistered securities, missing Form D, and general solicitation can trigger a rescission right — your money back, plus interest - What you can and can't safely say about a bad operator on LP forums without inviting a defamation suit Guests: Adam August (Partner) and Chris Kirkpatrick (former SEC Enforcement; former hedge fund GC) of Wick Phillips, Dallas. Listen on Spotify: https://open.spotify.com/show/7F0JHBoB5SWvAi12WNmR2e Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/vyzer-weekly/id1859061480 Watch on YouTube: https://www.youtube.com/playlist?list=PLVH9Pz5-HyDBtJSrgG6tbZhhdX1v-6G6E Subscribe to weekly calls: https://luma.com/vyzerweekly

    What LPs Can Do When a Deal Goes Sideways
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Ratings & Reviews

About

Vyzer Weekly is a recurring live conversation where investors come together to think more clearly about markets, risk, and private investing. Each Thursday we break down what actually mattered in the markets, take a focused deep dive into a key investing principle, and open the floor for real discussion. No hype, no pitches, no predictions, just practical clarity and a smarter way to approach investing. Join these shows live: https://go.vyzer.co/vyzerweeklycalls

Information

  • Creator
    Vyzer
  • Years Active
    2025 - 2026
  • Episodes
    29
  • Rating
    Explicit
  • Copyright
    © Vyzer
  • Show Website
    Vyzer Weekly

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