Trends with Benefits #108: Alternative Investment Allocation with Joe Taiber
24 October 2023
Listen Time 34:52
This episode is all about alternative investments as I am joined by Joe Taiber, Founder and CEO of Taiko, an independent investment consulting firm. We discuss various alternative investments, including private credit, hedge funds, and real estate. Additionally, we cover what makes these attractive given the current market environment and what factors to consider when allocating to these in a portfolio, such as liquidity needs and risk appetite. Lastly, Joe shares his economic outlook and his take on interest rates.
Show Notes:
01:57 Overview of Taiko
06:00 Upcoming investment trends
09:58 Private credit
11:03 Headwinds for funding for alternatives
14:36 Hedge funds
18:08 Areas in alternatives
20:10 Real estate
21:22 Approaching asset allocation to alternatives
25:48 Broad economic outlook and interest rates
31:11 Long-term trend
33:00 Trend or fad
Trend or Fad
Listen for Joe’s views on hybrid work, buying T-bills, crypto, electric vehicles, and artificial intelligence.
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