Free Daily Podcast Summary
Alt Funds Network: Daily Summaries Delivered
by Mike Schroeder, Skyler Steinke
The Alt Funds Investment podcast explores those making investments in the alternative asset landscape, as well as the vendors who service these funds. We provide resources for emerging managers and insights for those in the alternative fund space.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 6 days ago51 min
#154 Why the S&P 500 Ignores Founders — And How This ETF Fixes It | Haren Bhakta, Inside Ownership
Find us online: https://altfunds.io/ Email us with topic ideas: info@altfunds.io Spotify: https://bit.ly/4afXcan Apple Podcast: https://apple.co/4akXAUS Google: https://bit.ly/4am9oXk Connect with Haren Bhakta: firm website: www.insideownership.com Youtube: https://www.youtube.com/@OwnershipIndex Timestamps: 00:00 Podcast Introductions 00:19 Haren’s Career Journey 01:23 Microcap Proxy Battle 03:12 Finding Microcap Ideas 04:04 Berkshire Aha Moment 07:14 Free Float Explained 08:16 Power Law Returns 10:17 Founders and Innovation 12:24 IBM Leadership Lesson 15:59 Passive Indexing Problem 21:21 Inside Ownership Index 22:25 Insiders and Weighting 25:38 100 Bagger Research 26:20 Insider Ownership Edge 27:19 Skin in the Game 29:02 Electrons vs Atoms 33:12 Indexing in Winner Take All 37:17 Rethinking Valuation 40:27 Launching the ETF 40:49 Fast Partner and Costs 48:37 Marketing and Lessons 49:55 Global Expansion Plans 51:11 Wrap Up and Contact Disclaimer: Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.
- 1 weeks ago59 min
#153 Why the Biggest Investment Gains Happen Before You Can Buy?
Find us online: https://altfunds.io/ Email us with topic ideas: info@altfunds.io Spotify: https://bit.ly/4afXcan Apple Podcast: https://apple.co/4akXAUS Google: https://bit.ly/4am9oXk 👇 Click Below to be a guest on our video podcast: 👇 https://bit.ly/46X7cSQ Connect with Mike Collins: LinkedIn (Personal): https://www.linkedin.com/in/mikecollinsalumniventures LinkedIn (Company): https://www.linkedin.com/company/alumni-venturesTimestamps:00:00 Welcome and Guest Intro01:01 Mike Collins Origin Story02:09 Why Alumni Ventures Exists04:16 How the AV Model Works05:14 Going Global Expansion06:04 Community in the AI Era09:34 Big Idea Group Beginnings10:46 Power Law Portfolio Mindset13:15 Why Companies Stay Private22:02 Founder First Investing23:59 Scaling to 11000 Investors29:17 Diversification Made Practical32:04 Index Funds Plus Fun32:56 Common Angel Mistakes34:39 Why Top VCs Win37:54 Founder Traits That Matter43:05 Going Global Tokyo London49:13 AI Bubble Or Revolution57:48 Future Of Venture Capital58:50 Wrap Up And Where To Go Disclaimer: Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.
- 2 weeks ago44 min
#152 How Institutional Investors Are Reshaping Crypto ETFs with Krista Lynch of Grayscale Investments
Find us online: https://altfunds.io/ Email us with topic ideas: info@altfunds.io Spotify: https://bit.ly/4afXcan Apple Podcast: https://apple.co/4akXAUS Google: https://bit.ly/4am9oXk 👇 Click Below to be a guest on our video podcast: 👇 https://bit.ly/46X7cSQ Connect with Krista Lynch: Website: https://x.com/Grayscale X (Krista): https://x.com/Krista_Lynch_XTimestamp:00:00 Post Call Recap01:15 Welcome And Introductions01:30 Krista Crypto Journey03:05 Grayscale Today05:19 Clarity Act Explained07:32 Stablecoin Yield Debate08:36 Infrastructure And ETFs10:46 Tokenization And VTFs15:16 Spot ETF Demand Surge17:04 Market Slump And Catalysts19:10 Hyperliquid And Altcoins20:19 How ETF Flows Move Price23:06 Perps And Onchain Derivatives26:07 AI Inside Grayscale30:12 MicroStrategy And DATs35:07 Institutional Adoption Playbook39:01 Crypto 5 Index Basket42:25 Hyperliquid Quick Primer44:02 Closing And Where To Connect Disclaimer: Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.
- 3 weeks ago37 min
#151 Growth Equity with Isabelle Tashima of Volition Capital
Find us online: https://altfunds.io/ Email us with topic ideas: info@altfunds.io Spotify: https://bit.ly/4afXcan Apple Podcast: https://apple.co/4akXAUS Google: https://bit.ly/4am9oXk 👇 Click Below to be a guest on our video podcast: 👇 https://bit.ly/46X7cSQ Connect with Isabelle Tashima: Website: https://www.volitioncapital.com/ Timestamps: 00:00 Welcome and Guest Intro 00:22 Growth Equity Explained 02:37 Why Companies Raise 03:23 Volition Investment Focus 05:48 Under the Radar AI 08:48 Diligence and Process 10:44 Support Model and Portfolio 13:07 Capital Efficiency Mindset 15:23 Market Cycles and Funding 17:07 Big Win Chewy Story 19:39 Lessons from Losses 21:59 Signals of Winners 23:20 Social as Distribution Moat 25:27 What Makes 10X 28:04 How Volition Uses AI 30:58 Sourcing and Outreach 31:41 Founder Red Flags 33:39 Questions Before Raising 35:42 Future of Growth Investing 36:57 Wrap Up and Where to Connect Disclaimer: Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.
- Jun 12, 202648 min
#150 ETFs, Market Themes, and New Credit Ideas with Matthew Tuttle
Find us online: https://altfunds.io/ Email us with topic ideas: info@altfunds.io Spotify: https://bit.ly/4afXcan Apple Podcast: https://apple.co/4akXAUS Google: https://bit.ly/4am9oXk 👇 Click Below to be a guest on our video podcast: 👇 https://bit.ly/46X7cSQ Connect with Matthew Tuttle: Website: https://www.tuttlecap.com/ Timestamps: 00:00 Post Interview Teaser 01:18 Meet Matt Tuttle 02:09 From Wall Street to ETFs 04:20 Weird Active ETF Innovation 07:04 COVID and Thematic Trading Boom 09:07 Photonics and AI Bottlenecks 11:59 Finding Themes Early 15:36 ETF Launch Timing Playbook 18:37 Marketing Without Wholesalers 20:52 Why 60/40 Is Broken 23:03 His Portfolio Framework HALO 25:02 Better Than Bonds Sleeve 26:16 Digital Credit Yield 26:54 Tail Risk ETF OHNO 27:48 Stretch Versus SADA 28:22 AI Research Workflow 31:28 Markets Always Up Myth 33:18 Stagflation Warning Signs 36:32 ETF Innovation Trends 37:45 Younger Investor Pitfalls 43:11 Contrarian Sentiment Rules 46:13 Rebalancing And Final Themes 47:51 Closing And Where To Find Disclaimer: Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.
- Jun 5, 202642 min
#149 Automate or Die: The Secret Tech Saving Real-World Factories - Renan Devillieres of OSS Ventures
Find us online: https://altfunds.io/ Email us with topic ideas: info@altfunds.io Spotify: https://bit.ly/4afXcan Apple Podcast: https://apple.co/4akXAUS 👇 Click Below to be a guest on our video podcast: 👇 https://forms.gle/eUNLxbPj5utv8bar7 Connect with Renan Devillieres: Website: www.oss.ventures Personal LinkedIn: https://www.linkedin.com/in/renan-devillieres/ Timestamps: 00:00 Post Interview Takeaways 02:26 Meet Renan And OSS 03:28 Renan Origin Story 06:13 From Startup Exit To Builder 06:59 Venture Builder Model 08:51 AI Industrialization Example 11:25 Why Factory Immersion Matters 13:44 Why Factories Partner Up 17:38 New Manufacturing Constraints 19:49 Reshoring Powered By AI 21:09 Hunting For Efficiencies 21:18 AI Winners In Factories 22:17 Why AI Works Now 23:06 Hidden Data And Knowhow 24:47 OSS Venture Fund Model 27:34 Industrial Software Unbundling 30:34 Chocolate Covered Broccoli 32:47 Founder Playbook For AI 34:47 Picking Founders And Partners 38:12 Global Clients And Referrals 39:45 Chips Data Centers And Wrap Disclaimer: Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.
- May 29, 202657 min
#148 Self-Storage Real Estate with Jacob Vanderslice of Van West Partners
Find us online: https://altfunds.io/ Email us with topic ideas: info@altfunds.io Spotify: https://bit.ly/4afXcan Apple Podcast: https://apple.co/4akXAUS Google: https://bit.ly/4am9oXk 👇 Click Below to be a guest on our video podcast: 👇 https://bit.ly/46X7cSQ Connect with Jacob Vanderslice - Van West Partners: Website: www.vanwestpartners.com LinkedIn: https://www.linkedin.com/company/vanwest-partners Timestamps: 00:00 Self Storage Teaser 01:34 Meet Jacob Van West 02:01 From Firefighter To Investor 02:46 Why Pivot To Storage 04:48 Storage Risks And Realities 07:55 Supply Shock And Mobility 10:02 Who Uses Storage Units 14:19 Why Storage Stays Resilient 16:28 Deal Flow And Competition 19:06 One Deal That Worked 20:39 Sourcing Off Market Deals 21:52 Self Managing Operations 25:25 Staffing And Customer Experience 28:00 Retention And Expense Pressure 29:50 Inflation And Ops Pressure 30:12 Raising Capital Gets Harder 31:27 Risk Return And Leverage 32:58 Equities Versus Storage 35:30 Rates Bonds And Cap Rates 38:42 Cap Rate Math Explained 40:12 Micro Wins Denver Case 44:51 Tertiary Markets Strategy 46:15 AI In Storage Operations 53:09 Wild Storage Unit Stories 56:19 Outlook And Where To Connect Disclaimer: Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.
- May 22, 20261h 4m
#147 Investing in Manufactured Housing & RV Parks with Nathan Jameson of Arx Capital
Find us online: https://altfunds.io/ Email us with topic ideas: info@altfunds.io Spotify: https://bit.ly/4afXcan Apple Podcast: https://apple.co/4akXAUS 👇 Click Below to be a guest on our video podcast: 👇 https://forms.gle/eUNLxbPj5utv8bar7 Connect with Nathan Jameson: Website: https://www.arxventures.com/ Personal LinkedIn: https://www.linkedin.com/in/nathan-jameson/ Timestamps: 00:00 Episode Preview 01:49 Meet Nathan Jameson 02:22 Early Real Estate Spark 03:42 Land Acquisition Career 06:04 From Builder to ARX 06:58 First Mobile Park Deal 07:46 Finding Land the Old Way 10:12 Why Mobile Home Parks 11:00 Boots on Ground Ops 14:03 Market Today and Capital 17:15 Building the Investor Fund 19:46 Alignment and Discipline 22:16 Why Supply Is Shrinking 25:27 Expansion and Entitlements 28:15 Development Lens Advantage 32:28 Deal Sourcing Today 32:59 Outbound Deal Sourcing 33:29 Tax Efficiency Basics 35:47 Depreciation and Bonus Rules 37:39 2026 Market Hunting 38:06 RV Parks Strategy 41:30 Value Add Improvements 43:19 Home Quality and HUD 46:53 Financing and Rent To Own 48:25 Macro Risks and Leverage 53:08 Risk Management Playbook 54:30 Team and Operations Edge 56:02 Fund Model and Alignment 58:10 Evergreen Exits and Sales 01:02:21 Whats Next and Contact Disclaimer: Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.
About Alt Funds Network
The Alt Funds Investment podcast explores those making investments in the alternative asset landscape, as well as the vendors who service these funds. We provide resources for emerging managers and insights for those in the alternative fund space.
Customized Recaps
AI-powered recaps with compact key takeaways, quotes, and insights.
Straight to Your Inbox
Get key takeaways from Alt Funds Network in a 5-minute read.
Save Hours Every Week
Stay current on your favorite podcasts without falling behind.
Frequently Asked Questions
What is Podzilla's Alt Funds Network daily summary?
It's a free AI-powered email that summarizes new episodes of Alt Funds Network as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
How does the Alt Funds Network podcast summary work?
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
Is this an official Alt Funds Network product?
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by Mike Schroeder, Skyler Steinke.
Can I get summaries of other podcasts too?
Absolutely! The free plan covers up to 3 podcasts. Upgrade to Pro for 15, or Premium for 50. Browse our full catalog at /podcasts.
How often does Alt Funds Network release new episodes?
Alt Funds Network publishes weekly. Our AI generates a summary within hours of each new episode.
What topics does Alt Funds Network cover?
Alt Funds Network covers topics including Business, Management, Entrepreneurship, Investing. Our AI identifies the specific themes in each episode and highlights what matters most to you.
Start getting Alt Funds Network summaries tomorrow morning.
Free forever for up to 3 podcasts. No credit card required.
Free forever for up to 3 podcasts. No credit card required.