Alternative Investments Chat | Podcast in RSS.com

Alternative Investments Chat

Alternative Investments Chat

di Invessio's Erica Lanier and Erin Akers

Investimenti Come fare

Stagione 1

Pokémon at 30: From Childhood Hobby to Alternative Asset

What if one of the most surprising alternative investments in 2026 isn’t art, wine, or watches but Pokémon cards? In this episode of Alternative Investments Chat, Erica and Erin explore how Pokémon evolved from a childhood pastime into a multi-billion-dollar collectible market powered by nostalgia, scarcity, grading, and community demand. They break down the market’s biggest segments (vintage, modern, sealed, and graded cards) and explain why some rare cards and unopened boxes have delivered lucrative and record-breaking returns. Listen to Learn: How Pokémon cards became a serious alternative asset class and why collectors and investors both care about the market. What drives value across vintage, modern, sealed, and graded segments, focus on condition, scarcity, and reporting, etc. Why grading systems like PSA, Beckett, and SGC dramatically changed pricing transparency and market behavior. How nostalgia, influencers, and market cycles impact pricing and long-term value. What makes Pokémon “semi-liquid,” why timing matters so much, and how to think about exit strategy. Whether you're a hobbyist who wants to collect or looking into alternative collectible investment markets, we’ll explore what Pokémon trading cards can teach us about scarcity, liquidity, and long-term value creation. This episode is perfect for anyone who is looking into the history of this unique collectible investment sleeve, whether you’re new or a seasoned investor looking for opportunities to diversify. Be sure to follow, subscribe, and turn on notifications. Let us know in the comments what you’ve learned about Pokémon trading cards, when and if you’ve started to collect, and what you’d like for us to cover next. Follow Alternative Investments Chat on social media: Facebook, Instagram, YouTube: @alternativeinvestmentschat LinkedIn: linkedin.com/company/alternativeinvestmentschat TikTok: @altinvestmentschat

Mid‑Year Portfolio Check: Rebalancing with Alternatives

Halfway through 2026 is a perfect moment to pause, take stock, and realign your investments for the second half of the year. In this episode of Alternative Investments Chat, Erica and Erin walk through a clear, practical mid‑year rebalance playbook, covering why portfolios drift, when to act, how professionals think about risk mid‑year, and how to rebalance tax‑efficiently. They also discuss what accounting for illiquid alternatives such as private credit, real estate, and private equity entails. They break rebalancing into simple steps, show a hands‑on example (Phoebe’s portfolio), and give the checklist pros use to decide whether to top up winners, trim outsized positions, or simply stay the course. Listen to Learn: Why a mid‑year rebalance matters and how to compare your current allocation to your original plan. Calendar vs. threshold methods, and how to prioritize taxable vs. tax‑advantaged accounts. How to treat illiquid alternatives and private holdings using distributions, scheduled exits, or contributions to other buckets. Tax considerations and practical tips to avoid unnecessary gains by rebalancing inside retirement accounts when possible. This episode is ideal for investors who want a calm, deliberate mid‑year check‑in, i.e., anyone wondering what to do with cash in 2026, curious about private credit and alternatives, or simply tired of following every market headline. Tune in to learn a simple checklist that turns a complex process into an actionable mid‑year reset. Follow, subscribe, and turn on notifications for more insights on how alternatives fit into a modern portfolio! Alternative Investments Chat socials: Facebook, Instagram, YouTube: @alternativeinvestmentschat LinkedIn: linkedin.com/company/alternativeinvestmentschat TikTok: @altinvestmentschat

Investing During Earnings Season: What Public Markets Don’t Tell You

Earnings season doesn’t have to hijack your strategy. This episode of Alternative Investments Chat explains how investors stay calm amid quarterly noise while using both public stocks and private alternatives to work toward their long‑term goals. Erin and Erica unpack what earnings season is, why stocks can swing so sharply around quarterly results, and how investor emotions often amplify those moves. They walk through the 2022 Netflix subscriber shock as a real example of expectations versus reality, then contrast public‑market volatility with the slower, longer‑term nature of private equity and private credit, where returns are driven more by business performance than by short‑term headlines. You’ll leave with practical questions to ask yourself before you buy, sell, or hold—plus a clearer view of how your public and private investments can complement each other through every earnings season. Listen to Learn: What earnings season is, when it happens, and why it makes markets feel so intense How analyst expectations, company guidance, and big names like Netflix can trigger major stock moves Why investor emotions (fear, FOMO, panic selling) often matter as much as the numbers How private equity, private credit, and other alternatives behave differently from public stocks during volatile periods Practical questions to ask yourself before you buy, sell, or hold, so your long‑term plans drive your decisions This episode is perfect for anyone feeling earnings‑season anxiety, investors curious about how private credit and other alternatives fit alongside their stock portfolio, and anyone who wants to stop treating every quarterly report like a crystal ball for the economy. Be sure to follow, subscribe, and turn on notifications. Let us know in the comments how you’re navigating earnings season and where you’re choosing to put your cash to work right now. Alternative Investments Chat socials: Facebook, Instagram, YouTube: @alternativeinvestmentschat LinkedIn: linkedin.com/company/alternativeinvestmentschat TikTok: @altinvestmentschat Parent company socials: Facebook, Instagram, YouTube: @invessio LinkedIn: linkedin.com/company/invessio/

Private Credit, Higher for Longer

Are higher interest rates just a phase, or are we officially in our "higher for longer" era? In this episode of Alternative Investments Chat, Erin and Erica tackle the question of living rent-free in every investor's head. A couple of years ago, everyone thought rising rates were a quick detour, but today there’s a plot twist: borrowing is still expensive. We'll start with cash and T-bills, actually earning real yield again. Then we'll explain what a T-bill ladder is and why it's an emotionally supportive financial strategy. Once investors earn 4-5% in T-bills, the next thought is inevitable: "Can I get more?" That's where private credit comes in. We break down SOFR, floating-rate loans, and why private credit is having a major moment. We'll also tackle defaults and what “shadow defaults” look like for organizations and private investors alike. Listen to Learn: Why cash finally pulls its weight What a T-bill ladder is and how it keeps you liquid while benefiting from higher rates How SOFR and floating-rate coupons work in private credit The difference between defaults and "shadow defaults" and red flags to watch for Why private credit is "helicopter investing," not passive income How to build a financial lasagna: T-bills as your base, private credit as your income-enhancing layer Why "higher for longer" means you should get intentional This episode is perfect for anyone wondering what to do with their cash in 2026, investors curious about private credit, and anyone who wants to stop using a Magic 8-Ball to predict rate cuts. Be sure to follow, subscribe, and turn on notifications; let us know in the comments where you're stashing your cash these days! Alternative Investments Chat socials: Facebook, Instagram, YouTube: @alternativeinvestmentschat LinkedIn: linkedin.com/company/alternativeinvestmentschat TikTok: @altinvestmentschat Parent company socials: Facebook, Instagram, YouTube: @invessio LinkedIn: linkedin.com/company/invessio/

Beyond Panels: The New Era of Solar Investing

What if solar investing in 2026 has less to do with rooftop panels and more to do with AI, advanced materials, and entire solar-powered communities? In this episode of Alternative Investments Chat, Erica and Erin revisit solar with a fresh lens, treating it as a fast-evolving infrastructure and innovation story rather than a niche “green-washed” add-on. They break down how costs have fallen, how efficiency has improved, and why solar is increasingly about integration with storage, grids, and software instead of just installation. Listen to Learn: How perovskite and tandem silicon–perovskite solar cells could reshape panel efficiency and product design How AI-driven solar farms, trackers, and autonomous cleaning robots are boosting output and cutting maintenance costs Why energy storage (especially lithium-ion batteries) is unlocking solar’s potential and attracting capital flows How innovations like agrivoltaics, high-altitude floating solar farms, and fully solar-powered communities are changing how land and real estate are used How global policies in the US, EU, China, and India are driving growth, along with key risks like interest rates, incentives, supply chains, and tech obsolescence Practical ways to access solar as an asset class through utilities, ETFs, infrastructure funds, private credit, and direct project investments This episode is ideal for investors curious about clean energy, infrastructure, and the evolving role of renewable technology in alternative assets. Tune in to see how solar is shifting from simple rooftop panels to a potential foundation of modern infrastructure, and what that could mean for your long-term portfolio. Be sure to follow, subscribe, and turn on notifications to catch the latest insights into the private sector! Alternative Investments Chat socials: Facebook, Instagram, YouTube: @alternativeinvestmentschat LinkedIn: linkedin.com/company/alternativeinvestmentschat TikTok: @altinvestmentschat

Beyond the Hype: Where Innovation Capital Is Really Moving in 2026

Innovation in 2026 is about far more than chatbots, crypto headlines, or the latest “hot” stock. In this episode of Alternative Investments Chat, Erica and Erin unpack the Q2 landscape and where institutional capital is quietly flowing, and why those trends matter for both entrepreneurs and investors. From the rise of agentic AI and the data centers powering it, to defense and the emerging space and satellite infrastructure economy, they walk through how technology, energy, and geopolitics are converging to reshape portfolios in real time. Listen to Learn: What agentic AI is, and why the real opportunity sits in infrastructure like chips, data centers, power, and high‑speed networks. How grids, pipelines, and AI generation are becoming core cash‑flow assets in an increasingly electric, AI‑driven world. Why geo‑patriation, nearshoring, reshoring, and friendshoring are driving multi‑year investment in supply chains, manufacturing, and industrial infrastructure. How defense and autonomy themes like drones, sensors, robotics, and software‑enabled systems are redefining modern defense spending. Why space and satellite infrastructure are shifting from sci‑fi to a real multi‑sector opportunity tied to connectivity, data, and cloud services. This episode is ideal for investors curious about where “alternative” is becoming mainstream, founders building in AI, infrastructure, or defense‑adjacent sectors, and anyone rethinking how to position their portfolio for the next wave of innovation‑led growth. Tune in to understand not just the narratives, but the capital flows behind them—and how to approach these themes with both curiosity and discipline. And be sure to like, follow, and subscribe for more insights into the private sector! Alternative Investments Chat socials: Facebook, Instagram, YouTube: @alternativeinvestmentschat LinkedIn: linkedin.com/company/alternativeinvestmentschat TikTok: @altinvestmentschat

International Equities Explained: Risk, Opportunity, and Global Growth

What if the biggest equity opportunities of this decade aren’t in the United States at all? In this episode of Alternative Investments Chat, Erin and Erica take their ongoing equities journey global with a deep dive into international stocks—what they are, why they matter, and how they might fit into a diversified portfolio in 2026. From developed markets like Japan, the UK, and Western Europe to fast-growing emerging economies such as India, Brazil, Mexico, and parts of Southeast Asia, they’ll explore how investing across borders can open the door to new sectors, currencies, policy environments, and consumer trends. Listen to Learn: How developed vs. emerging markets differ Why diversification across countries and currencies can help smooth uneven global cycles How currency movements can boost or drag returns when converting back to dollars How Japan, Europe, and emerging markets like India illustrate different international equity stories in 2026 Practical ways to gain international exposure using index funds, mutual funds, and ETFs This episode is ideal for equity investors, globally curious beginners, and anyone who feels over‑concentrated in US stocks. Tune in to learn how international equities can act like a seatbelt in your long‑term strategy, adding diversification, spreading risk, and helping you participate in emerging global markets. Be sure to follow, subscribe and turn on notifications to catch the latest insights into the private sector! Alternative Investments Chat socials: Facebook, Instagram, YouTube: @alternativeinvestmentschat LinkedIn: linkedin.com/company/alternativeinvestmentschat TikTok: @altinvestmentschat Parent company socials: Facebook, Instagram, YouTube: @invessio LinkedIn: linkedin.com/company/invessio/

Preferred Stock Equities: Where Stability Meets Ownership

In this episode of Alternative Investments Chat, Erin and Erica crack open the often-overlooked world of preferred shares—that hybrid zone where equity ownership meets bond-like income. Blending humor, real examples, and accessible analogies (yes, even Prius jokes), they unpack what makes preferred stock such a unique fixture between stability and upside...at least when you’re working the math right. Listen to Learn: What preferred shares are and how they sit between common stock and bonds in both structure and payout priority. The major types of preferred stock, including cumulative vs. non-cumulative, callable, participating, and convertible, and how each works in practice. How dividend rates are set, what “par value” means, and how credit quality, interest rates, and market demand shape income variability. Ways to buy preferred stock, from brokerage platforms to private placements, plus what to watch for around liquidity and accessibility. After listening, you’ll understand why preferred shares are designed to be reliable, not thrilling, and how they may provide steadier cash flow and defensive ballast alongside your common stocks and other alternatives. Whether you’re an entrepreneur thinking about capital structure or an investor craving insight into the private sector, this conversation will help you see where preferred stock might belong on your portfolio. Tune in, follow, and subscribe to Alternative Investments Chat for more deep dives that crack open the world beyond traditional markets! Alternative Investments Chat socials: Facebook, Instagram, YouTube: @alternativeinvestmentschat LinkedIn: linkedin.com/company/alternativeinvestmentschat TikTok: @altinvestmentschat Parent company socials: Facebook, Instagram, YouTube: @invessio LinkedIn: linkedin.com/company/invessio/

Dividend-Paying Stocks: The Equity That Pays You to Wait

In this episode of Alternative Investments Chat, Erin and Erica break down the fundamentals of common shares; what they are, how ownership actually works, and why even a small stake can represent real participation in a company’s success. From opening a brokerage account to understanding ticker symbols, voting rights, and dividends, they make the process of buying and holding stock clear and relatable. Tracing the journey from the Dutch East India Company to today’s markets, this episode highlights how common shares balance opportunity with volatility, reminding listeners that patience and thoughtful investing remain timeless advantages. Tune in, follow, and subscribe to Alternative Investments Chat for more deep dives that crack open the world beyond traditional markets! Listen to Learn: · What common shares are, and how they give you partial ownership and voting rights · How to open and fund a brokerage account and place your first stock trade online · Why companies issue stock, what an IPO is, and how the Dutch East India Company helped shape modern markets · The key benefits of common shares: growth potential, liquidity, aligned incentives, and limited liability · The major risks: volatility, dilution, last-in-line payout priority, and emotional decision-making Perfect for anyone nervous to ask “basic” questions about stocks, this episode makes common shares clear, approachable, and encouraging. Tune in, follow, and subscribe to Alternative Investments Chat for more deep dives that crack open the world beyond traditional markets! Alternative Investments Chat socials: Facebook, Instagram, YouTube: @alternativeinvestmentschat LinkedIn: linkedin.com/company/alternativeinvestmentschat TikTok: @altinvestmentschat Parent company socials: Facebook, Instagram, YouTube: @invessio LinkedIn: linkedin.com/company/invessio/

Common Shares Explained: The Equity that Built the Market

Dividend stocks might not grab headlines like crypto or high tech, but for the patient investor, they can be a quiet workhorse building long-term wealth. In this episode, Erica and Erin break down how dividend-paying equities work, how they relate to everyday common shares, and why some of the world’s most established companies have paid them for over a century. They explain how owning common shares in dividend-paying companies can generate income without constantly trading or timing the market, turning basic stock ownership into steady cashflow. From understanding key dividend dates to harnessing the power of reinvestment and compounding, they explore how these common share assets can anchor a portfolio. In a market where many investors are shifting from pure growth to income-focused strategies in 2026, our hosts spotlight real-world examples like consumer staples, utilities, and even special dividend payers. They’ll also discuss how younger investors are finally waking up to the appeal of getting paid while they wait. Listen to Learn: What dividend-paying stocks are, and how they differ from traditional growth-focused equities How the dividend calendar works for common shares and why they matter for payouts How dividend reinvestment plans (DRIPs) and compounding can turn cash from common shares into more ownership and larger future payouts The key benefits and risks of dividend investing, including yield traps, cuts, and inflation risk This episode is for long-term investors, retirees, income-focused savers, and anyone curious about using common shares to build cash flow instead of the next hot stock. Tune in to learn whether dividend-paying common shares deserve a place in your strategy, and how sophisticated investors tend to use them. Alternative Investments Chat socials: Facebook, Instagram, YouTube: @alternativeinvestmentschat LinkedIn: linkedin.com/company/alternativeinvestmentschat TikTok: @altinvestmentschat Parent company socials: Facebook, Instagram, YouTube: @invessio LinkedIn: linkedin.com/company/invessio/

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