Vyzer Weekly

Vyzer
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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. Investing in European Football | A.GAIN Capital

    8 mai

    Investing in European Football | A.GAIN Capital

    European football is moving from trophy asset to institutional asset class — and the multiple gap between NFL/NBA franchises (7–10x revenue) and elite European clubs (3–5x) is the alpha thesis pulling Apollo, Sixth Street, RedBird, and others into the space. In this episode, Steven and James of Again Capital walk through how their $150–200M multi-club fund is positioned across elite minority stakes (Atlético Madrid, Leeds United) and transformational majority positions, and why the "three World Cup super cycle" makes 2026 the moment to underwrite this asset class. Highlights: - Why UEFA's 70% squad cost ratio is dragging European football EBITDA from -5% (2018) to +10% (2024), and why the Premier League adopting it next season changes the underwriting math. - The barbell strategy: minority positions alongside elite co-investors like 49ers Enterprises and Apollo, paired with controlling stakes in transformational clubs where real estate and stadium development drive the alpha. - Why sports has a 0.2 correlation to the S&P 500 (second-lowest of major asset classes) and has grown ~30% annually for 20 years per the RASFA index — and why JP Morgan reports 60% of their UHNW clients now hold a stake in a major sports franchise. - Regulatory nuance by jurisdiction: Italy enforces strict 1% or 100% ownership rules, Spain caps minority positions at 5%, England at 10% — and why Crystal Palace's demotion from the Europa League is the cautionary tale every multi-club operator now studies. - Why player trading is excluded from their base-case underwriting and treated as pure upside, and why the "three World Cup super cycle" (2026, 2030, 2034) is the multi-decade tailwind underpinning the thesis. Steven and James are partners at Again Capital, a Madrid-based multi-fund platform investing in private equity, real estate, infrastructure, and now sports and entertainment. Want to learn more about Rondo and A.GAIN's Sports & Entertainment strategy? Email Jaclyn@again.capital or mitchel.gorecki@again.capital — they'll coordinate a meeting and bring in the rest of the team. Subscribe to weekly calls: https://luma.com/vyzerweekly 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

    53 min
  2. Why Your Diversified Portfolio Is Really One Big Bet | Sarah Shores, ex-Blackrock

    30 avr.

    Why Your Diversified Portfolio Is Really One Big Bet | Sarah Shores, ex-Blackrock

    Sarah Shores spent 20 years at BlackRock — most recently as head of product for the firm's entire $2.8 trillion active investment platform. In this conversation, she walks through three institutional truths every individual investor should internalize: you own a portfolio (not a collection of deals), diversification matters more than almost anything, and liquidity is the catalyst for nearly every market crisis. Highlights: - The three Lego blocks that explain almost every asset class return: economic growth, real interest rates, and inflation — and why ~90% of most investors' return variance is dominated by growth alone. - Why the long bond stopped diversifying equity portfolios in 2022, and what institutions are buying instead (real assets, infrastructure, market-neutral hedge funds, catastrophe bonds, litigation funds). - The misunderstanding at the heart of the private credit boom: with capital pouring in, the liquidity premium has shifted to whoever can step in as lender of last resort during redemption gates — not to passive long-run LPs. - Why owning 20 multifamily value-add deals isn't diversification ("if it looks like a duck and sounds like a duck...") and how to think about risk-balancing rather than capital-balancing across a portfolio. - Why an independent central bank may be the single most important variable for investors right now — and why inflation shocks are far more dangerous than growth shocks. Sarah Shores is the founder of her own advisory practice helping asset managers, asset owners, and wealth tech companies design products and go-to-market strategies. Prior to that, she spent two decades at BlackRock leading factor investing, systematic active strategy, and the firm's full active platform. Want to connect with Sarah directly? Feel free to reach out to her directly - Sara.shores@madrone-ridge.com 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

    56 min
  3. Health Insurance Without a W-2 | Amber Flanagan

    17 avr.

    Health Insurance Without a W-2 | Amber Flanagan

    What are your health insurance options when you don't have an employer plan? Amber Flanagan, breaks down the real choices — COBRA, ACA, union plans, small group LLCs, health shares, and HSAs — through the lens of risk management, not benefit shopping. Highlights: • Why a $110,000 emergency surgery is exactly what insurance should cover — and your copay isn't • How to form a two-person LLC with a family member to unlock nationwide group insurance (no revenue required) • ACA subsidies are income-based, not asset-based — and how investors with depreciation should navigate declared income • Union plans offer Blue Cross Blue Shield nationwide networks with no qualifying life event to join mid-year • HSAs as the most tax-efficient vehicle: $8,600 family deduction, tax-free growth, and you can invest the balance at Fidelity Amber Flanagan is the owner of Ashcon Financial, a Certified Financial Planner, and an insurance specialist focused on employee benefits and business succession planning. 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

    59 min
  4. Build a Thesis, Not a Deal Pipeline | Scott Trench

    11 avr.

    Build a Thesis, Not a Deal Pipeline | Scott Trench

    Most passive investors don't have a real investment strategy — they react to whatever hits their inbox. Scott Trench, former CEO of BiggerPockets (100K to 3M+ members in 11 years), joins Vyzer Weekly to explain why that approach cost him serious money in 2020–2022 syndicated deals, and how he now approaches private real estate investing with a thesis-first framework. The call dives deep into hard money debt funds — how they work, what separates quality operators from disasters, and why geography, leverage structure, and operator background matter more than advertised yield. Highlights: • Why any fund promising conservative underwriting + national scale + zero leverage + double-digit returns all at once is a red flag — not a feature • The 50–250 loan sweet spot for hard money debt funds, and why rapid AUM growth is a warning sign • How to evaluate operators: look for former flippers with deep local networks who can take over a distressed project themselves • Why holding debt fund income in a Solo 401k, IRA, or HSA is critical for high earners — and why a taxable brokerage account often kills the return • Scott's geographic diversification thesis: invest with 5–7 regional operators across unrelated markets instead of betting on one national fund About Scott Trench: Scott is the former CEO of BiggerPockets, host of the Passive Pockets podcast, and a Denver-based real estate investor with 20+ units across seven structures. He spent 11 years helping build BiggerPockets from 100,000 to over 3 million members and oversaw two private equity sales of the company (2018 and 2024). He now focuses on financial planning tools and content at BiggerPocketsMoney. Want to connect with Scott directly? Reach out at scott@biggerpocketsmoney.com 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

    59 min
  5. You're Already Running a Family Office | Christopher Nelson

    27 mars

    You're Already Running a Family Office | Christopher Nelson

    Most people with wealth think "family office" means something reserved for billionaires. Christopher Nelson, founder of Wealth Ops, argues the opposite: if you have any meaningful wealth, you're already running one — you just might be running it badly. In this episode, Christopher breaks down the seven components of a micro family office, the cautionary tale of the Vanderbilts (a $100B fortune gone in three generations), and why the three-bucket portfolio framework used by ultra-wealthy families applies even at the $1–30M net worth range. We also dig into the CEO question: are you actively managing your wealth, delegating with oversight, or abdicating by default? Highlights: • The Vanderbilt vs. Rockefeller contrast — why $100B disappeared in three generations while the Rockefellers are still growing seven generations later • 87% of financial education targeting executives and business owners comes from firms selling something — the family office playbook is intentionally withheld from the mass market • The three-bucket portfolio model (growth, income, capital preservation) that replaces the retirement drawdown mindset • Why isolation is the #1 hidden challenge for first-generation high net worth individuals — and how community changes the game • The seven components every family office — from $2M to $2B — must have: CEO/vision, portfolio architecture, legal/tax, operations, performance/data, team leverage, and governance Christopher Nelson is the founder of Wealth Ops, the engine behind the micro family office. He helps first-generation high net worth families build the framework, infrastructure, and systems to manage and grow their wealth across generations. Want to connect with Christopher directly? Reach out at https://www.wealthops.io/go 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

    54 min
  6. Recession Timing & the Private Credit Trap | Jeremy Roll

    20 mars

    Recession Timing & the Private Credit Trap | Jeremy Roll

    What does it look like when a recession is already baked in — but most investors haven't noticed yet? In this episode, Litan Yahav sits down with Jeremy Roll, a seasoned real estate and alternative asset investor managing 60+ LLCs, to dig into the macro signals that have him hoarding cash, avoiding private credit, and waiting for one final downturn before deploying capital aggressively into real estate. They cover recession timing, why private credit funds can fail even when assets perform, the hidden CapEx pause that will slow AI adoption, and the specific metrics Jeremy uses to evaluate real estate deals in a high-rate environment. Highlights: • Why PE ratios at the 97th-99th percentile historically precede 30-40%+ market corrections — and why this time isn't different • The "fire door" problem in private credit: how redemption waves can force solvent funds into distressed liquidations with no warning • Oil prices as the #1 historical cause of US recessions — and why the current geopolitical setup has Jeremy watching it multiple times a day • Mobile home parks vs. multifamily: why a 9-year average tenant tenure (vs. 50% annual turnover in apartments) fundamentally changes risk math • The 1,000-day Bitcoin cycle and how Jeremy is positioning around it with puts rather than outright shorts Jeremy Roll is a full-time real estate and alternative asset investor based in the US, managing capital across 60+ LLCs spanning multifamily, mobile home parks, senior housing, and more. No guest contact information was shared during this call. 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

    45 min
  7. Vyzer Weekly: How to Spot GP Fraud & Red Flags in Private Markets | Leyla Kunimoto

    13 mars

    Vyzer Weekly: How to Spot GP Fraud & Red Flags in Private Markets | Leyla Kunimoto

    Most LPs get on a call with a GP, like what they hear, and wire the money. Leyla Kunimoto does the opposite: she reads the financials first, and only 10% of deals make it past the first two minutes. In this episode of Vyzer Weekly, Leyla shares the exact framework she uses to vet GPs, detect fraud, and avoid the herd mentality that gets retail investors into trouble — with specific insights on private credit, real estate funds, and the Cliffwater CCLFX situation unfolding right now. Highlights from this episode: • The Cliffwater CCLFX situation explained: a $32B private credit fund facing 14% redemption requests against a 5-7% quarterly cap — and what it means for everyone holding private fund equivalents • Why unrealized NAV is unreliable and how to use realized gains/losses as the real signal for fund health • The cash flow statement test: why refusing to provide one is an automatic deal-killer, and what auditor requirements should look like at different AUM thresholds • Hard money real estate lending vs. private company lending — and why collateral transparency matters more than advertised yields • How fraud prevalence in private markets dwarfs public markets, and why diversification alone won't protect you from counterparty risk About Leyla Kunimoto: Leyla is an independent retail investor and newsletter writer who has been investing in private markets since 2020. She invests only her own capital, publishes a private newsletter twice a week (nearly 15,000 subscribers) covering private credit, real estate, and infrastructure, and spent years cold-calling hundreds of GPs to build her due diligence process. Want to connect with Leyla directly? This is her website - https://www.accreditedinsight.com/ 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

    54 min
  8. Why Many Fundraising Decks Are Misleading (and How LPs Get Trapped)

    6 mars

    Why Many Fundraising Decks Are Misleading (and How LPs Get Trapped)

    Most investors think vetting a deal is about reading the deck carefully. The real skill is knowing what's missing, what's misleading, and what to ask before you wire money. In this episode of Vyzer Weekly Calls, Litan and Mike are joined by Hans Box, a CPA-turned-real estate operator and LP investor who has raised over $100M across 25+ deals and holds nearly 100 K-1s a year across real estate, private equity, and venture capital. Hans brings both sides of the table — he has underwritten and sponsored deals, and he has been burned as an LP early in his career, which is what pushed him into the operator seat in the first place. In this conversation, we discuss: What the first 10 minutes of reading a deck should tell youWhy unrealistic year-one income projections are one of the most common red flagsHow bridge debt was misused as permanent debt and why it blew up so many 2019–2023 dealsWhat fees to expect and when a fee structure is a warning signThe difference between preferred return and cash-on-cash — and why LPs consistently confuse the twoHow catch-up provisions work and what you're actually giving up when one is buried in a waterfallGP skin in the game: what it signals and what it doesn'tWhere Hans sees opportunity in multifamily right nowThis is not a presentation or a pitch. It's a live, open conversation focused on how experienced investors actually read deals before committing capital. About Hans Hans is a CPA with a decade of experience as a multifamily sponsor, and an LP portfolio spanning real estate, private equity, and venture capital. Reach out to him here: hbox@boxwilson.com https://boxwilson.com/ 🎧 Listen / Watch the recording: 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 📅 Join future sessions live: 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.

    1 h
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Notes et avis

À propos

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

Informations

  • Création
    Vyzer
  • Années d’activité
    2025 - 2026
  • Épisodes
    20
  • Classification
    Tous publics
  • Copyright
    © Vyzer
  • Site web de l’émission
    Vyzer Weekly

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