by kathrynj2
Private Funds, Private Equity, Hedge Funds, 40 Act Public Funds, Real Estate, Real Assets, Structured Products, Digital Assets, and Data Science for Investing. Discover the world of alternative investments and how they can potentially boost your portfolio’s performance. Historically, these investments were the domain of institutional investors, who for years have used them to lower risk without sacrificing returns, thanks to low return correlations with traditional assets. Now, explore the growing accessibility of alternative investment return exposures available to everyone. From hedge funds and real assets to private equity and beyond, learn how these previously exclusive strategies are becoming increasingly available
Language
🇺🇲
Publishing Since
3/8/2025
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April 16, 2025
This episode introduces structured products, explaining their creation from existing assets to meet specific investor needs regarding risk, tax, and liquidity. It covers various types, including equity-linked products, and the wrappers used to legally present them, detailing their potential tax effects. We discuss mortgage-backed securities (MBS), including residential (RMBS) and commercial (CMBS), along with the critical aspect of prepayment risk. We then examine more complex structured products like collateralized mortgage obligations (CMOs) and collateralized debt obligations (CDOs), outlining their tranching and risk distribution, and relating mezzanine tranches to option collars and spreads. Finally, we addresses valuation techniques, the use of payoff diagrams, investor motivations for using these products, and the recent availability of liquid structured products in ETF form. Podcast Disclaimer This podcast is an independent production and is not affiliated with or endorsed by any third-party entities unless explicitly stated. The content is for educational and informational purposes only and does not constitute financial, investment, legal, or professional advice. Listeners should consult qualified professionals before making any decisions based on this content. This episode is based on a chapter from my book, Alternative Investments: Expanding Frontiers (soon to be released on LeanPub.com), and was generated using Notebook LM and other AI tools. While I have reviewed the content for accuracy, it may still contain errors, inaccuracies, or omissions. Neither the producers nor any affiliates accept liability for any damages or losses arising from the use or interpretation of this content. By listening, you acknowledge that the information provided is subject to change and should not be solely relied upon for decision-making.
April 9, 2025
This episode provides a comprehensive overview of digital assets, beginning with the foundational distributed ledger technology (DLT) and its financial applications like asset tokenization and decentralized finance (DeFi). It explores various consensus mechanisms, including Proof of Work and Proof of Stake, and categorizes DLTs by governance and decentralization. We outline different types of digital assets, such as cryptocurrencies, tokens (including NFTs, security, and utility tokens), and stablecoins, alongside their investment characteristics like volatility and potential returns. Furthermore, we detail the forms and vehicles for investing in digital assets and analyze their unique risks, returns, and diversification benefits compared to traditional asset classes. Ultimately, the discussion serves as an introduction to the landscape of digital assets, highlighting their technological underpinnings, financial uses, investment considerations, and potential within the broader financial ecosystem. Podcast Disclaimer This podcast is an independent production and is not affiliated with or endorsed by any third-party entities unless explicitly stated. The content is for educational and informational purposes only and does not constitute financial, investment, legal, or professional advice. Listeners should consult qualified professionals before making any decisions based on this content. This episode is based on a chapter from my book, Alternative Investments: Expanding Frontiers (soon to be released on LeanPub.com), and was generated using Notebook LM and other AI tools. While I have reviewed the content for accuracy, it may still contain errors, inaccuracies, or omissions. Neither the producers nor any affiliates accept liability for any damages or losses arising from the use or interpretation of this content. By listening, you acknowledge that the information provided is subject to change and should not be solely relied upon for decision-making.
April 4, 2025
This episode provides a comprehensive overview of hedge funds, beginning with their fundamental characteristics, industry structure, and fee comparisons to private equity. We outline various hedge fund strategies, including global macro, managed futures, event-driven, relative value, and equity hedge funds, explaining their investment approaches and potential risks. The discussion also addresses the complexities and biases inherent in hedge fund indices used for benchmarking performance. We cover fund of funds, multi-strategy funds, and investable indices as indirect and passive investment methods for institutional investors, as well as public, liquid alternative investments for accessing hedge fund returns. Podcast Disclaimer This podcast is an independent production and is not affiliated with or endorsed by any third-party entities unless explicitly stated. The content is for educational and informational purposes only and does not constitute financial, investment, legal, or professional advice. Listeners should consult qualified professionals before making any decisions based on this content. This episode is based on a chapter from my book, Alternative Investments: Expanding Frontiers (soon to be released on LeanPub.com), and was generated using Notebook LM and other AI tools. While I have reviewed the content for accuracy, it may still contain errors, inaccuracies, or omissions. Neither the producers nor any affiliates accept liability for any damages or losses arising from the use or interpretation of this content. By listening, you acknowledge that the information provided is subject to change and should not be solely relied upon for decision-making.
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