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Welcome to our latest episode!
In this episode of The Mailbox Money Show, Bronson leads a panel from the 2025 Alternative Assets Summit on how investors can properly evaluate risk and build resilient, diversified portfolios.
Joined by Ryan Gibson, Kaaren Hall, and Patrick Grimes, the discussion covers risk-adjusted returns, operator quality, due diligence, and portfolio allocation across alternative investments. The panel shares real-world lessons on avoiding fraud, managing uncertainty, and balancing cash flow versus appreciation across different life stages.
The episode wraps with practical frameworks for assessing sponsors, using AI tools for smarter analysis, and building portfolios designed to perform across market cycles—not just in good times.
0:36 – Episode Intro: 2025 Alternative Asset Summit
1:40 – Panelist backgrounds and perspectives
3:42 – “Big Beautiful Bill” and key tax changes
6:21 – Return of 100% bonus depreciation
10:12 – Retirement accounts, HSAs, and self-directed investing
14:12 – Moving capital from Wall Street to Main Street
17:49 – Non-correlated alternative investing strategies
19:11 – Opportunistic investing in real estate and litigation finance
20:10 – Cash flow vs appreciation
27:21 – Portfolio allocation and liquidity management
32:46 – Evaluating risk in alternative investments
35:37 – Operator experience and risk-adjusted returns
37:12 – Due diligence and sponsor vetting
38:26 – Uncovering fraud with Google and FINRA BrokerCheck
39:36 – Black swan events and capital call risk
40:34 – Portfolio-level risk and public market overexposure
41:21 – Non-correlation as the foundation of financial security
42:44 – Aligning investments with life stage and time horizon
43:40 – Using ChatGPT for deal review and risk analysis
44:05 – Identifying the primary downside risk
45:27 – Hospitality and hotel investing risk
49:27 – Capital “buckets” and compounding cash flow
53:27 – Community resources and investor networking
54:11 – How to connect with the panelists
Joint the Wealth Forum: bronsonequity.com/wealth
Connect with the Guests:
Kaaren Hall:
Website: https://udirectira.com/
https://www.ocreia.com/
Linkedin: https://www.linkedin.com/in/kaarenhall/
Facebook: https://www.facebook.com/kaaren.hall/
Ryan Gibson:
Podcast: "Passive Income Pilots"
Email: ryan@spartan-investments.com
Website: https://spartan-investors.com/
Linkedin: https://www.linkedin.com/in/ryan-gibson-21784b5/
Instagram: https://www.instagram.com/spartaninvestmentgroup/
Youtube: https://www.youtube.com/spartanhomebuyers
Patrick Grimes:
Book: https://passiveinvestingmastery.com/book
Website: https://passiveinvestingmastery.com/
Linkedin: https://www.linkedin.com/in/patricksgrimes/
Email: Info@passiveinvestingmastery.com
#AlternativeInvestments
#RiskAdjustedReturns
#PortfolioDiversification
#PassiveIncome
#CommercialRealEstate
#TaxAdvantagedInvesting
#FinancialSecurity
