Alternative Investments: Are You Riding the Wave or Facing the Risk?
Podcast: Alternative Investments- Are You Riding the Wave or Facing the Risk?
[00:01 – 09:30] The Shrinkage of the Number of Public Companies
- The market for special purpose acquisition companies (SPACs) has exploded in recent years, with a record number of companies going public.
- When the SPAC finds a merger partner and acquisition target, there is no need for disclosure since it is regulated under the merger laws rather than the IPO laws.
- There is a trend of private companies staying private longer, and this is due to the size of private equity today.
[09:31 – 20:33] SEC Updates Rules for Accredited Investors in Pre-IPO Arrangements
- Under the Investment Company Act of 1940, mutual funds can invest up to 15% in private companies.
- There is liquidity available for employees without going public because people in that private equity venture capital space are anxious to get shares before that IPO event.
- 13.1 million Americans have credit card debt, and they hold the vast majority of the wealth in the U.S. today
- There has been poor performance for SPACs since their inception, with many companies trading below their initial price.
[20:34 – 41:54] Alternative Investments: What to Look for When Trading These Cryptocurrencies
- Crypto is very similar to the dot-com bubble of the late 1990s, with prices going up rapidly and then crashing
- There is no scarcity in the crypto world, and the value of these assets is not based on real companies or anything tangible.
- Inflation is a concern for some people due to the high rates of inflation in some countries.
- Cryptocurrencies may be better suited to handle inflation than traditional assets.
- Bitcoin and other cryptocurrencies may hold their value better in an inflationary environment than fiat currencies.
[41:55 – 43:37] Closing Segment
- It’s always great to have a knowledgeable financial expert by your side.
Jeff Henriksen is the Founder and CEO of Thorpe Abbotts Capital, a behavioral-focused hedge fund focused on exploiting systematic biases in public markets.
With over 35 years of experience, Chris’s philosophy boils down to being a humanist and an optimist. He doesn’t believe in the dichotomy of high potential vs. low potential human beings…
Ryan McCostlin is the CEO and Founder of Tailwater Dental, an adjunct professor at Vanderbilt University in Nashville, and he writes publicly online at ryanmccostlin.com.
AJ is a co-founder of Capstone Companies, the US’s largest privately owned multifamily brokerage. AJ currently sits on the board of Capstone and leads his development company, Catalyst Capital Partners, which has 14 multifamily projects in various stages.
Adrian Reid is a full-time trader based in Australia and the Founder and Trading Coach at Enlightened Stock Trading, which focuses on educating and supporting traders on their journey to profitable systematic trading.
A real estate private equity firm that owns and operates high quality multi-tenant office assets in emerging secondary markets.
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