In episode #19 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) offers listeners a simplified look at the complex and often misunderstood world of alternative investments. What are alts? Why have they become so popular in recent years? And do they have a place in your portfolio?In this $how, you’ll hear all of that, along with:  A breakdown of the “Big 3” types of alternative investments (Private Equity, Venture Capital, and Hedge Funds) 4 things investors should consider before taking the plunge into alternative investments How Warren Buffett went toe-to-toe with the hedge fund world  Lessons about alternative investments from Steph Curry and Aaron Rodgers Hope you enjoy the $how! Episode 19 Key Takeaways: 00:00 What the dog days of summer have to do with alternative investments and your portfolio.  04:20 The recent explosion of interest in private equity. 06:51 A look at the data that suggests success in venture capital investing is a moonshot.  09:59 Taking a high-level look at hedge funds and liquid alts.  13:00 Overlooked concerns about liquidity and common misconceptions about returns in alts. 16:37 Warren Buffett’s comical bet with a hedge fund — and what it shows us about alternative returns 18:49 Eye-opening private equity data from a University of Oxford study. 21:33 What is the concept of “regime change” and why does it have such major implications on potential returns? 27:27 What can Steph Curry and Aaron Rodgers teach investors about alts? The content is developed from sources believed to be providing accurate information. The information in this podcast is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Julius Wealth Advisors, LLC (“JWA”) is a registered investment adviser located in Englewood, NJ. Registration as an investment adviser does not imply a certain level of skill or training.  The publication of The Big Bo $how should not be construed by any consumer or prospective client as JWA’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. A copy of JWA’s current written disclosure statement as set forth on Form ADV, discussing JWA’s business operations, services, and fees is available from JWA upon written request.  JWA does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. JWA is neither your attorneys nor your accountants and no portion of this podcast should be interpreted by you as legal, accounting, or tax advice.  We recommend that you seek the advice of a qualified attorney and accountant.

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