The Rational Reminder Podcast | RR #219 - Expected Returns for Alternative Asset Classes (plus Reading Habits w/ David Senra) @rationalreminder | Uploaded September 2022 | Updated October 2024, 19 hours ago.
The type of assets which usually come to mind when considering investments are stocks, bonds, or cash, but what are the alternatives? And what kind of returns do alternative asset classes offer? In today’s episode, we delve into the returns which can be expected from alternative asset classes such as private equity, venture capital, angel investing, private credit, hedge funds, direct real estate, and cryptocurrencies. Hear an in-depth analysis based on empirical studies to discover whether there is any merit to alternative asset classes as investments. We unpack the extra layer of complexity associated with predicting returns on alternative assets, how to approach calculating returns, and why the associated fees are an essential consideration. We also hear details about an interesting conference Cameron recently attended and briefly recap cryptocurrencies as an investment. You’ll also hear our conversation with our 22 and 22 reading challenge guest David Senra about his reading habits, the books that most inspire him, and his advice for people who want to read more.
Timestamps:
0:00 Intro
1:53 Expected Returns for Alternative Asset Classes
1:56 Private Equity
19:18 Venture Capital
24:29 Angel Investing
29:54 Private Credit
34:41 Hedge Funds
42:36 Direct / Unlisted Real Estate
46:34 Cryptocurrencies
53:23 Financial Literacy Follow Up
57:39 Future Proof Conference & Recent Reviews
1:11:35 Reading Habits w/ David Senra
Participate in our Community Discussion about this Episode:
community.rationalreminder.ca/t/episode-219-expected-returns-for-alternative-asset-classes-plus-reading-habits-w-david-senra/19337
Books From Today’s Episode:
Cable Cowboy: John Malone and the Rise of the Modern Cable Business — amzn.to/3SiHTE0
Titan: The Life of John D. Rockefeller, Sr. — amzn.to/3QWNFdj
A Man for All Markets: From Las Vegas to Wall Street, How I Beat the Dealer and the Market — amzn.to/3rePsAl
Estee: An Intimate Memoir Hardcover — amzn.to/3f1ZHVz
Links From Today’s Episode can be found on: rationalreminder.ca/podcast/219
The type of assets which usually come to mind when considering investments are stocks, bonds, or cash, but what are the alternatives? And what kind of returns do alternative asset classes offer? In today’s episode, we delve into the returns which can be expected from alternative asset classes such as private equity, venture capital, angel investing, private credit, hedge funds, direct real estate, and cryptocurrencies. Hear an in-depth analysis based on empirical studies to discover whether there is any merit to alternative asset classes as investments. We unpack the extra layer of complexity associated with predicting returns on alternative assets, how to approach calculating returns, and why the associated fees are an essential consideration. We also hear details about an interesting conference Cameron recently attended and briefly recap cryptocurrencies as an investment. You’ll also hear our conversation with our 22 and 22 reading challenge guest David Senra about his reading habits, the books that most inspire him, and his advice for people who want to read more.
Timestamps:
0:00 Intro
1:53 Expected Returns for Alternative Asset Classes
1:56 Private Equity
19:18 Venture Capital
24:29 Angel Investing
29:54 Private Credit
34:41 Hedge Funds
42:36 Direct / Unlisted Real Estate
46:34 Cryptocurrencies
53:23 Financial Literacy Follow Up
57:39 Future Proof Conference & Recent Reviews
1:11:35 Reading Habits w/ David Senra
Participate in our Community Discussion about this Episode:
community.rationalreminder.ca/t/episode-219-expected-returns-for-alternative-asset-classes-plus-reading-habits-w-david-senra/19337
Books From Today’s Episode:
Cable Cowboy: John Malone and the Rise of the Modern Cable Business — amzn.to/3SiHTE0
Titan: The Life of John D. Rockefeller, Sr. — amzn.to/3QWNFdj
A Man for All Markets: From Las Vegas to Wall Street, How I Beat the Dealer and the Market — amzn.to/3rePsAl
Estee: An Intimate Memoir Hardcover — amzn.to/3f1ZHVz
Links From Today’s Episode can be found on: rationalreminder.ca/podcast/219
