Shows
De Wereld | BNREconomische crisis in Duitsland: 'Merkel heeft economie nooit veranderd'De Duitse economie zit diep in de problemen. Volkswagen is daar het toonbeeld van. Volgens Carsten Brzeski, hoofdeconoom van ING Duitsland, heeft Duitsland de afgelopen tien jaar zitten slapen. Hij noemt Duitsland 'naïef' en verwijt Angela Merkel dat zij in haar 16-jarige regeerperiode niets heeft veranderd aan de economie. Olaf Scholz kwam volgens Brzeski met hele goede plannen om Duitsland verder te brengen. Maar in de praktijk is er van zijn plannen weinig terechtgekomen. Brzeski wijt dat aan het handhaven van de Duitse schuldenrem. Luister ook | 'De alarmbel klinkt in Centraal- en Oost-Europa' 2024-10-1743 minBernard Hammelburg | BNREconomische crisis in Duitsland: 'Merkel heeft economie nooit veranderd'De Duitse economie zit diep in de problemen. Volkswagen is daar het toonbeeld van. Volgens Carsten Brzeski, hoofdeconoom van ING Duitsland, heeft Duitsland de afgelopen tien jaar zitten slapen. Hij noemt Duitsland 'naïef' en verwijt Angela Merkel dat zij in haar 16-jarige regeerperiode niets heeft veranderd aan de economie. Olaf Scholz kwam volgens Brzeski met hele goede plannen om Duitsland verder te brengen. Maar in de praktijk is er van zijn plannen weinig terechtgekomen. Brzeski wijt dat aan het handhaven van de Duitse schuldenrem. Luister ook | 'De alarmbel klinkt in Centraal- en Oost-Europa' 2024-10-1743 min
Ochtendnieuws | BNRDe discussie over de Europese begrotingsregels barst weer losPresident Biden heeft zijn eerste endorsement binnen, namelijk die van senator Bernie Sanders. Sanders was in 2020 nog een rivaal van Biden in de voorverkiezingen. Tijdens zijn eerste toespraak sinds zijn aankondiging, werd Biden warm ontvangen. Maar er zijn ook kritische geluiden te horen over Bidens kandidatuur voor 2024. Volgens Amerika-correspondent Jan Postma vinden ook prominente Democraten Bidens leeftijd een issue. De discussie over de Europese begrotingsregels barst weer los. Landen mogen door de coronacrisis en het uitbreken van de oorlog in Oekraïne extra geld uitgeven. Maar volgend jaar moeten EU-lidstaten zich weer aan de regels houden. Aan w...2023-04-2623 min
Culture JumpersFriends — Fight Club — Austin Li: Media Censorship in ChinaCulture Jumpers takes a look at how the internet is different in China and why a simple dessert lands the country’s biggest influencer, Austin “Lipstick King” Li, in hot water. The hosts also look at what happens when American pop culture gets exported to China. How does Fight Club’s anarchist anti-hero hit in an authoritarian country? And could the TV show Friends be any more controversial?Episode TranscriptTimestamps:(00:00:00) - Prologue(00:03:17) - A Different Internet in China(00:04:19) - Austin Li, The Lipstick King(00:07:39) - The Tank...2023-03-0800 minOchtendnieuws | BNROchtendnieuws | Omsingeling Oekraïense troepen in Bachmoet dreigtDe hoge inflatie in Frankrijk en Spanje bezorgen centrale bankiers opnieuw kopzorgen. De Centrale bank zegt keer op keer te bekijken of er nog een renteverhoging nodig is. Ondertussen meldt persbureau Bloomberg dat de financiële markten verwachten dat de ECB doorgaat tot de rente op 4 procent staat. Hoofdeconoom Carsten Brzeski van ING Duitsland en ECB-watcher Carsten Brzeski geeft een toelichting. In het Oekraïense Bachmoet wordt hevig gevochten tussen de Oekraïners en Russen. Gelegen in de Oblast Donetsk is de stad al lange tijd een bloederig strijdtoneel in de oorlog in het Oosten. Ondertussen vindt het...2023-03-0124 min
Beyond Wall StreetEpisode 22: Juan Alva, Managing Director, Pelham S2K - Financing Small and Lower Middle Market BusinessesPrivate equity is permeating a growing swath of the economy, including profitable smaller businesses. In this interview, Juan Alva explains his firm’s strategy of providing debt capital to these businesses alongside the private equity firms who invest equity capital. Operating as an SBIC fund, the firm combines capital from private investors with leverage from the U.S. Small Business Administration as part of the total loan, and coupled with creative debt facility structuring, are able to generate higher returns than would otherwise be possible as a senior lender. This interview is yet another example of the increasing breadth an...2022-05-1020 min
Box PodSamuel Brzeski - Polar InertiaBOX pod 15 kretsar kring utställningen Polar Inertia som ägde rum på galleri BOX under jan/feb 2022. I avsnittet samtalar Kim Johansson och Daniel Josefsson, båda styrelsemedlemmar i galleri BOX med konstnären Samuel Brzeski om dennes utställning, verk och konstnärskap. Dokumentation från utställningen finns att se här: galleribox.se/2021/samuel-brzeski/2022-05-1048 min
Beyond Wall StreetEpisode 21: Todd Owens, Managing Partner, Cantilever Capital LP - Investing in Investment ManagersIn recent decades, alternative investing has become so popular that hundreds of successful investment management businesses have emerged, each with its own niche. This interview series provides a window into the variety of strategies and funds that are thriving. As the industry has grown and matured, specialized managers have emerged to provide liquidity to these investment managers by buying minority interests in their businesses. In this interview, Todd Owens explains his company’s strategy to do just that, and how he expects to generate strong returns in the process.--- Send in a voice message: https://anchor.fm/be...2022-03-2127 min
Beyond Wall StreetEpisode 20: Jeremy Roll, President, Roll Investment Group - How Investing in ATM Machines Generates Cash FlowAmerican's pay for convenience. In this interview, we explore how investing in ATM machines generates cash flow from the fees paid by the users of those ATMs. Jeremy Roll has invested for many years with operators who place ATMs in public places such as airports and convenience stores, and he explains the types of returns he has generated in the past, as well as how our move to using less cash has affected these investments, while still leaving room for them to be successful.--- Send in a voice message: https://anchor.fm/beyondwallstreet/message2022-03-0822 min
Beyond Wall StreetEpisode 19: Harlan Cherniak, Chief Business Officer, The Forest Road Company - Financing Movies with Loans Secured by State Tax CreditsHollywood normally conjures up images of high-risk investments with volatile outcomes but in this interview, we discover a much more conservative approach to making money from movies. Our guest’s company makes loans where project has been awarded a state tax credit, secured by that tax credit. The result has been attractive and consistent returns over more than 200 investments in the past five years. This interview demonstrates the breadth and creativity of alternative credit providers, leading to an increasing number of options to generate returns in various niches within the private markets.--- Send in a voice message: ht...2022-02-1826 min
Beyond Wall StreetEpisode 18: Ron Codd, Capital Campaign Committee Member, Nevada Cares Campus - An Executive Turns His Attention to Address HomelessnessRon Codd contributed to a series of “home run” Silicon Valley success stories, including being the CFO during the IPO of PeopleSoft, among his many accomplishments. Since moving to Northern Nevada, Ron has focused on addressing the homelessness crisis in that region. In this interview, Ron explains what he has learned and how he thinks we can better address homelessness. While not about investing in the traditional sense, this interview is part of our “table stakes” series, namely, problems we must address for any investment program to succeed in the long term.--- Send in a voice message: https...2022-02-0830 min
Beyond Wall StreetEpisode 17: Neville Rhone, Jr., Co-Founder and Managing Partner, Arc Capital Partners - Invest in Urban Infill Commercial Real Estate for Strong ReturnsIf you're asking questions like: "should I invest in real estate in cities like Los Angeles, Austin, Dallas or Denver”, you'll learn a lot from this interview with Neville Rhone, Jr. of Arc Capital Partners. He explains his firm’s approach to buying urban infill properties from Los Angeles to Austin, Dallas and Denver. Since cities continue to drive the American economy, it's important to hear how savvy pros like Neville aim to create value from substantial assets in mixed-use neighborhoods that need to be reimagined and repositioned.--- Send in a voice message: https://anchor.fm/beyondwallstreet/mess2022-01-2425 min
Beyond Wall StreetEpisode 16: Nancy Obler, Partner and Chief Operating Officer, AMERRA Capital Management, LLC - Grinding Out Attractive Returns by Financing Coffee & Other Traded CommoditiesYour morning joe comes from coffee beans that were probably grown in South America. Did you know that investors are earning solid returns by financing coffee and other commodities? In this interview, Nancy Obler explains how her career in trade finance led her to co-found AMERRA Capital Management, which provides this critical financing. She explains the opportunities and challenges presented by this niche investment strategy.--- Send in a voice message: https://anchor.fm/beyondwallstreet/message2022-01-1029 min
Beyond Wall StreetEpisode 15: Paul Slider, Managing Director, Calmwater Capital - Creating Cash Flow By Lending On Commercial Real EstateAfter the Great Financial Crisis, banks became much more restrictive about making loans to real estate investors. In this episode, Paul Slider explains how Calmwater Capital has filled that gap, making bridge loans secured by all types of commercial real estate throughout the U.S. In the process, Calmwater has grown while their borrower clients have access to capital when and where they need it most.--- Send in a voice message: https://anchor.fm/beyondwallstreet/message2021-12-2025 min
Beyond Wall StreetEpisode 14: Scott Griest, Chief Operating Officer, PrimaHealth Credit - Finding Profit by Financing SmilesElective cosmetic healthcare such as orthodontics are a big business, but not everyone can afford to pay cash. In this episode, Scott Griest explains how his business lets doctors and dentists offer a quick approval for loans to consumers who want to pursue these types of procedures. These loans serve a need for patients wanting to go ahead with a procedure and also provide an attractive return to the investors who fund the loans.--- Send in a voice message: https://anchor.fm/beyondwallstreet/message2021-11-2917 min
Beyond Wall StreetEpisode 13: Jill Elia, Principal, Corbel Real Estate - Investing In New Construction Of Apartment Buildings In The City Of Los AngelesJill Forster Elia has worked as a real estate investment and asset management professional at some of the world’s best known investment management companies. More recently, she started her own company to develop apartment buildings in the City of Los Angeles. In this episode of BWS, Jill discusses her investment strategy and why she found it so compelling. She also touches on her experience developing properties in Opportunity Zones, including the very attractive tax benefits of this program.--- Send in a voice message: https://anchor.fm/beyondwallstreet/message2021-10-2611 min
Beyond Wall StreetEpisode 12: Bethany McLean, Journalist & Best Selling Author - Covid & What It Has Revealed About The U.S. EconomyBethany McLean worked on Wall Street in the early 1990s (where host Jan Brzeski was a colleague) and went on to write a series of gripping stories and books about some of the biggest business & finance stories in the past 30 years, including “The Smartest Guys in the Room” about the Enron scandal. In this interview, Bethany discusses her upcoming book about Covid, and what it has revealed about the state of the U.S. economy. Astute listeners will find her insights very relevant to investing!--- Send in a voice message: https://anchor.fm/beyondwallstreet/message2021-10-0717 min
Beyond Wall StreetEpisode 8: Tod Trabocco, Director of Strategy & Research, ITE Management - Planes, Trains & Shipping Containers - Investing In Transportation EquipmentWhen you see a freight train, did you know that you can invest and participate in owning some of the rail cars for income and attractive returns? In this episode, Tod Trabocco explains his firm's strategy of buying and leasing out transportation equipment including rail cars, airplanes and shipping containers. Tod describes how they play the role of a landlord, only with their investment being this equipment instead of buildings.--- Send in a voice message: https://anchor.fm/beyondwallstreet/message2021-09-2111 min
Beyond Wall StreetEpisode 11: Chris Fraley, Chief Investment Officer, RealtyMogul - Commercial Real Estate Equity InvestingIn this episode we explore buying commercial real estate for income and appreciation. We discuss which markets and property types our guest considers most attractive for investment.--- Send in a voice message: https://anchor.fm/beyondwallstreet/message2021-08-1220 min
Beyond Wall StreetEpisode 10: Eric Sussman, Founding Partner, Clear Capital, LLC - Value-Added Apartment Investing in The Western U.S.Owning apartment buildings generates income and can provide appreciation over time. In this episode with Eric Sussman, Founding Partner of Clear Capital, we discuss value added apartment investing which means buying apartments that can benefit from renovations to the common areas and units.--- Send in a voice message: https://anchor.fm/beyondwallstreet/message2021-08-0521 min
Beyond Wall StreetEpisode 9: Lance S. Holman, President & CEO, Holman Capital - Financing Small Cities, Counties and Other Local Government InstitutionsLocal governments need to borrow money to pay for everything from new buildings to infrastructure such as water treatment facilities and equipment like fire trucks. For the largest cities and counties, borrowing takes the form of issuing bonds. Smaller local governments don’t have the same access to capital markets, creating interesting lending opportunities for investors. In this episode, Lance Holman explains his business of arranging loans for these smaller government bodies, and how these loans can deliver steady returns for investors.--- Send in a voice message: https://anchor.fm/beyondwallstreet/message2021-07-1521 min
Beyond Wall StreetEpisode 7: Glenn Solomon, Managing Partner, GGV Capital - Venture Capital Goes Global - Investing in Fast Growing CompaniesInnovative, fast-growing companies are driving much of the growth in today’s economy. Many of these companies are private and backed by venture capital firms. In this episode, Glenn Solomon explains how his firm identifies the right management teams and opportunities to back, around the globe, from seed to late-stage and in some cases all the way to an initial public offering.--- Send in a voice message: https://anchor.fm/beyondwallstreet/message2021-07-1423 min
Beyond Wall StreetEpisode 6: Dani Evanson, Principal, Align Finance Partners - Doing Well While Doing Good - How Investors Can Finance Affordable Housing While Receiving Favorable Tax TreatmentIn this episode, Jan interviews Dani Evanson from Align Finance Partners. Align provides construction loans that also act as permanent debt financing on affordable housing, which means apartment buildings where rents are well below market rents. These loans generate income that is exempt from Federal income tax and in some cases state income taxes. By selling off a portion of these loans to Wall Street investors, Align aims to generate strong quarterly distributions on its portfolio of real estate loans.--- Send in a voice message: https://anchor.fm/beyondwallstreet/message2021-07-1421 min
Beyond Wall StreetEpisode 5: Alexander Schoenbaum, CEO, CrowdOut Capital LLC - Direct Lending to Private Companies - High Yield With a Margin of SafetyIn today’s economy, many businesses need access to credit but banks only lend to companies that meet their restrictive criteria. In this episode CrowdOut Capital founder Alexander Schoenbaum explains how lending to small businesses has become a profitable niche strategy for his business and investors who participate in this market.--- Send in a voice message: https://anchor.fm/beyondwallstreet/message2021-07-1414 min
Beyond Wall StreetEpisode 4: Jerry Ducot, Co-Founder, Lone Oak Fund - Real Estate Bridge Lending in California for Steady IncomeIn this interview, Jerry Ducot explains the types of investments Lone Oak makes and what drew him to this strategy. He talks about adjustments the fund has made during COVID and what he likes about Lone Oak’s investment program.--- Send in a voice message: https://anchor.fm/beyondwallstreet/message2021-07-1418 min
Beyond Wall StreetEpisode 3: Greg Hebner, Managing Director, Arixa Capital - Lending on Residential Real Estate Renovations for Attractive YieldThis episode features Greg Hebner, Managing Director of Arixa Capital with Jan Brzeski, Managing Director & Chief Investment Officer of Arixa. Together they discuss lending on single-family homes for income along with the residential housing cycle, the differences between active versus passive real estate investing, private lending opportunities, and achieving a margin of safety.--- Send in a voice message: https://anchor.fm/beyondwallstreet/message2021-07-1420 min
Beyond Wall StreetEpisode 2: Don Plotsky, Co-Founder & Managing Member, Uinta Investment Partners - Litigation Finance: How Other People’s Settlements Can Generate Income For YouIn our discussion with Don Plotsky, he explains why he decided to start his own business managing money for himself and others in the private markets, with a focus on generating income and preserving principal. Don explains the business of providing financing secured by legal settlements, which has become a specialty for his firm.--- Send in a voice message: https://anchor.fm/beyondwallstreet/message2021-07-1419 min
Beyond Wall StreetEpisode 1: Alan Snyder, Managing Partner, Shinnecock Partners - Fine Art Lending: Are Old Masters the New Income Strategy?In this episode, Alan Snyder explains why he launched his own company focusing on private income-oriented investments. Alan outlines his view of the investment landscape today, including what he perceives as high risk and low return from traditional fixed income investments. Alan provides detail about fine art lending, which has generated attractive returns. His strategy focuses on lending money to art galleries secured by statues and paintings. He discusses how he performs due diligence and mitigates the risk in this special credit investment niche.--- Send in a voice message: https://anchor.fm/beyondwallstreet/message2021-07-1417 min
Carsten's CornerBig Data – ein großes Thema in kleinen Häppchen - Folge 69Haben Sie auch „Big Data“ auf ihrer Buzzword-Bingo-Karte fürs nächste Strategiemeeting stehen? Sebastian Franke lässt sich von Data Scientist Jan Wedigo Radermacher aus unserem Team „International Advanced Analytics” erklären, was überhaupt hinter diesem Begriff steckt und was wir uns für die Zukunft davon versprechen können.2020-07-3123 minDe Wereld | BNRWat merkt een Libiër van een akkoord in Berlijn?Verbreekt België het eigen formatierecord? Het wereldrecord formeren hebben de Belgen al in handen, en ze hoopten het niet te verbeteren. Maar de huidige gesprekken over een federale regering verlopen zó slecht, dat niets meer ondenkbaar is. Er wordt zelfs gesproken over een noodregering. Daarover Dave Sinardet, hoogleraar Politicologie aan de Vrije Universiteit Brussel. Blik op Europa In Frankfurt, in de toren van de Europese Centrale Bank, vragen ze zich af welke rol ze moeten spelen in de toekomst van Europa. Maar ECB-baas Christine Lagarde moet nog een beetje leren wat ze wel en...2020-01-2343 min
Exactly How - Real Estate InvestingReal Estate Private Equity Case StudyFull FREE Real Estate Investing Training 👉https://CiX.com/see-itShow Notes + Gifts 👉 http://ExactlyHow.com Tap Show More For A LOT More.Episode sponsor: https://PrivateLenders.comThere are many great opportunities to renovate, rebuild and develop properties out there. It’s all about having the right partners and access to the money.In this episode our special guest Jan Brzeski shows us a case study on a recent project they funded in California. Plus, what their firm looks for in a great borrower, and the great benefits of a private len...2020-01-1449 min
Strategic Investor RadioInvesting Thru Real Estate Lending - Arixa Capital Advisors - with Jan BrzeskiJan, founder, Managing Director and Chief Investment Officer, tells the story of Arixa, who makes real estate secured bridge loans to home and commercial renovators. With over 800 transactions totaling over $700 million, Arixa focuses on coastal California's major urban markets, with loans of less than two year duration and a margin of safety of about 40%. He also discusses the new "Opportunity Zones" program recently established by the U.S. Congress. Anyone interested in credit/fixed income investing should find this interview to be of significant interest.
2019-02-0120 min
Strategic Investor RadioInvesting Thru Real Estate Lending - Arixa Capital Advisors - with Jan BrzeskiJan, founder, Managing Director and Chief Investment Officer, tells the story of Arixa, who makes real estate secured bridge loans to home and commercial renovators. With over 800 transactions totaling over $700 million, Arixa focuses on coastal California's major urban markets, with loans of less than two year duration and a margin of safety of about 40%. He also discusses the new "Opportunity Zones" program recently established by the U.S. Congress. Anyone interested in credit/fixed income investing should find this interview to be of significant interest. 2019-02-0120 minStrategic Investor RadioArixa Capital and the UCLA Real Estate SymposiumListen to Jan Brzeski, founder and CEO of Arixa Capital discuss their unique business model for generating high yield returns thru short term bridge loans on residential and commercial projects - AND discuss the coming Real Estate Symposium at UCLA, for which Arixa Capital is the organizer for the 11th consecutive year. Listen to hear about their unique investment model and reasons to attend this year's Conference.2017-04-1829 minStrategic Investor RadioArixa Capital and the Real Estate Symposium at UCLAListen to Jan Brzeski, founder and CEO of Arixa Capital discuss their unique business model for generating high yield returns thru short term bridge loans on residential and commercial projects - AND discuss the coming Real Estate Symposium at UCLA, for which Arixa Capital is the organizer for the 11th consecutive year. Listen to hear about their unique investment model and reasons to attend this year's Conference.
2017-04-1829 min
Opalesque RadioRadio Feature 133: Sona Blessing in conversation with Jan Brzeski and Greg HebnerArixa Capital's principals, Jan Brzeski and Greg Hebner, specialise i2016-10-1221 min