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.
- 1 weeks ago57 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.
- 2 weeks ago1h 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.
- 3 weeks ago52 min
#146 The Money Multiplier with Brent Kesler
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 Brent Kesler: Facebook: https://www.facebook.com/themoneymultiplier Instagram: https://www.instagram.com/the.money.multiplier/ Youtube: https://www.youtube.com/@the.money.multiplier/videos Podcast: https://podcasts.apple.com/us/podcast/the-money-multiplier-podcast/id1534038990 Timestamps: 00:00 Welcome and Guest Intro 01:10 Brent’s Chiropractic Journey 02:35 Discovering Infinite Banking 05:10 Nearly $1M Debt Payoff 06:19 From Clinics to Teaching 10:05 Concept Overview and Control 11:30 Why Whole Life Policies 14:06 Recapturing Money Example 18:54 Policy Design and MEC Limits 23:50 Policy Loans and Growth 28:04 Insurers Through Crises 28:55 Actuaries And Risk Math 29:45 401k Loans Vs Policy Loans 30:31 Why Quit The 401k 34:37 Who This Strategy Fits 37:11 Not An Investment Vehicle 40:37 How He Uses Policies 43:49 Paying Taxes With Loans 45:56 Real Estate And IUL Warning 47:53 Where To Learn More 50:14 Lessons From Lending Mistakes 51:56 Final Takeaways 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.
- 4 weeks ago43 min
#145 CBDC’s; Building Sovereign Digital Infrastructure with Xin Yan of Sign Global
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 Xin Yan: firm website: https://sign.global/ firm linkedin: https://sg.linkedin.com/company/signglobal Firm X: https://x.com/Sign Timestamps: 00:00 Welcome and Guest Intro 00:54 Xin Yan Crypto Origin Story 01:40 Sign Global Sovereign Stack 02:45 CBDC Basics and Purpose 03:27 Fiat Ledger and Bank Control 05:32 Why Private Chains Matter 07:02 Stablecoins vs CBDCs 08:52 Future Multi Currency Payments 11:54 Freedom vs Control Tradeoffs 15:33 How Governments Build Differently 19:37 Leaders in CBDC Adoption 21:32 CBDC as Gateway to Innovation 23:45 Real Time Data Advantage 24:13 Banks Versus CBDCs 25:49 Modernizing Slow Banking 27:05 Government Hesitation Factor 29:00 Digital Identity And Security 31:56 What Rollouts Look Like 34:36 Replacing Card Networks 36:43 Sign Global Products 39:57 Compliance As Code 42:43 Future Of Payments 43:49 Wrap Up And Links 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 1, 202648 min
#144 Manufactured Housing & Storage Investing with Matthew Ricciardella
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 Matthew Ricciardella: firm website: https://www.crystalviewcapital.com/ firm linkedin: https://www.linkedin.com/company/crystalviewcapital Timestamps: 00:00 Welcome and Episode Preview 00:59 Meet Matthew Ricciardella 01:46 From Dropout to Realtor 03:07 First Duplex Breakthrough 03:50 Scaling Into Commercial 06:32 Why Storage and MHC Win 07:56 Launching Crystal View Funds 10:02 Fund One Playbook 12:59 Exit Timing and Regrets 14:35 Evergreen Fund Strategy 16:13 Off Market Deal Flow 19:53 Vertical Integration Edge 23:39 Owner Mindset Wins 24:43 Skin in the Game 26:54 Underwriting Returns 28:55 Capital Deployment Strategy 31:07 Conservative Leverage 32:14 Buy Cash Then Refi 33:36 HELOCs and Optionality 34:47 Biggest Losses Lessons 37:28 Culture and Team Fit 39:30 Market Trends 2026 41:43 Manufactured Housing Myths 43:26 Consolidation and Rollups 44:29 Tech and AI Operations 46:27 Take Action Closing Bigrock by Kevin MacLeod (incompetech.com), Licensed under Creative Commons: By Attribution 4.0 License https://creativecommons.org/licenses/by/4.0/ 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.
- Apr 24, 202649 min
#143 Bitcoin Mining, Trading, and Market Signals with Nate Slemp of BTC Management
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 Nate Slemp: firm website: www.btc-mgmt.com linkedin: www.linkedin.com/in/nate-slemp For access to the thesis or thesis podcast please reach out to Nate directly. Timestamps: 00:00 Recap 02:17 Meet Nate Slemp 03:00 From Farm to Mining 04:26 TVA Grant Mining Setup 08:03 Why Trading Beat Mining 08:43 Long Duration Fund Strategy 11:00 Leverage and Risk Timing 12:54 Mining Signals Market Tops 14:39 Bitcoin Thesis Big Picture 18:09 Why Bitcoin Keeps Winning 21:26 Launching the Fund Lessons 24:24 Operator to Fund Manager 24:55 Why So Bullish Now 27:02 Million Dollar Bitcoin Thesis 27:51 Price vs Time Predictions 29:12 White Swan Catalysts 33:03 Quantum Computing Fears 35:27 How Bitcoin Adapts 42:05 Mining Race to Zero 43:10 Heat and Home Mining 45:45 Two Nanometer Cooling Shift 48:22 Wrap Up and Where to Find Nate Bigrock by Kevin MacLeod (incompetech.com), Licensed under Creative Commons: By Attribution 4.0 License https://creativecommons.org/licenses/by/4.0/ 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.
- Apr 17, 202640 min
#142 Tokenized Real Estate - Revolve
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 Zack Dane and Graham Goguen: firm website: https://www.revolvetoken.com/ firm linkedin: https://www.linkedin.com/company/revolvetoken X: https://x.com/revolvetoken Timestamps: 00:00 Tokenized Real Estate Hype 00:40 Future Onchain Market Data 02:07 Frictionless Fractional Ownership 03:32 Podcast Intro And Guests 03:51 Zack Origin Story 06:02 Graham Background And Crypto 07:08 State Of Tokenization Today 08:43 Defining Ownership With NFTs 12:06 Next Generation Buyer Thesis 15:43 First Property Walkthrough 18:31 Transparency And Competitor Pitfalls 19:44 Funding And Cash Reserves 19:59 Fees and Escrow Basics 21:16 Reserves and Repair Coverage 22:17 Stablecoin Rent Payouts 23:15 Secondary Market Liquidity 25:54 Real Time Valuation Debate 26:52 Why Not Tokenize Company 28:25 NFT Lending and Liens 32:14 Digital Titling Reality Check 36:10 Roadmap and Beta Plans 37:45 Marketing Vision 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.
- Mar 20, 202659 min
#141 Inside Center Book: Alpha Capture, Manager Skill and The AI Advantage - David Stemerman
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 David Stemerman: firm website: https://www.centerbook.com/ firm linkedin: https://www.linkedin.com/company/centerbook-partners-lp/ Timestamps: 00:00 Pre Interview Recap 01:28 Podcast Intro Guest 01:52 David’s Background 03:03 Why CenterBook Exists 05:49 Manager Evaluation Data 09:22 Durable Alpha Patterns 12:34 Regime Change Three Signals 18:13 AI Winners And Losers 21:15 Allocator Diversifier Needs 26:43 Future Of Alpha Capture 29:41 Scaling The Platform 32:08 Research As Gold 33:37 Alpha Theory Framework 35:10 Why Optimal Beats Actual 36:36 CenterBook As Partner 37:56 Manager Risk Tools 40:23 Where Alpha Leaks 44:03 Spotting Real Skill 48:13 Long Short Is Not Dead 51:43 AI In The Workflow 54:25 Active Extension Vision 59:04 Closing And Contact Bigrock by Kevin MacLeod (incompetech.com), Licensed under Creative Commons: By Attribution 4.0 License https://creativecommons.org/licenses/by/4.0/ 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.