The Alternative Investor

www.evergreencap.cominfo@evergreencap.comIn this episode of "The CIO Brief," Brad Johnson, Managing Director and CIO of Evergreen Capital, delves into the complexities of the current economic landscape. From the lessons learned from legendary figures like Jamie Dimon to the evolving attitudes towards cryptocurrency, Brad offers insights into market trends and investment strategies. Join us as we explore the intricacies of family office investments, the impact of geopolitical concerns, and the future of digital currencies. Whether you're an investor or simply curious about the financial world, this episode provides valuable perspectives on navigating today's economic challenges.

In this episode, Brad Johnson explores the world of tax loss harvesting, covering basic to advanced strategies. Learn how to leverage these techniques to enhance your investment portfolio and reduce tax liabilities.www.evergreencap.cominfo@evergreencap.com0:00 Introduction to Tax Loss Harvesting5:00 Basic Tax Loss Harvesting Explained15:00 Direct Indexing and Its Benefits25:00 Advanced Strategies with Leverage35:00 Common Mistakes and How to Avoid Them45:00 The Future of Passive Investing55:00 Conclusion and Final ThoughtsDisclaimer:This podcast is for informational and educational purposes only. It should not be construed as investment, tax, or legal advice. Opinions expressed are those of the host and guests and do not necessarily reflect the views of Evergreen Capital or its affiliates. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. Listeners should consult their own financial, tax, and legal professionals before making any investment decisions. Advisory services are offered through Evergreen Capital, a registered investment adviser.

Brad shares his philosophy on the importance of holding prime assets and the compounding advantages of quality investments, whether in stocks or real estate.https://www.evergreencap.com/Keywordsinvesting, quality assets, investment philosophy, market efficiency, long-term returnsTakeawaysQuality over high returns is key in investing.Market efficiency has increased over the years.ETFs are recommended for most client portfolios.Prime assets retain value even in downturns.Quality investments compound advantages over time.Real estate can offer long-term returns.Distressed assets are risky but can be opportunities.Holding quality assets leads to compounding capital.Investing in quality can feel uncomfortable but pays off.Focus on quality is the major lesson in investing.

The episode discusses Robinhood's induction into the S&P 500, exploring its impact on the investment landscape. It highlights Robinhood's role in educating young investors, the risks of fast-paced trading, and the shift towards modern technology in investment platforms.Evergreen Capitalwww.evergreencap.comTakeawaysRobinhood's entry into the S&P 500 marks a significant shift in the investment landscape.The app has 15 million customers and generates substantial revenue from brokerage fees.Robinhood educates young investors but also encourages risky trading behaviors.The experience of losing money can be a valuable lesson for young investors.Robinhood's fast-paced trading style has both pros and cons.The app's user-friendly interface appeals to younger generations.There's a growing trend towards cryptocurrency and modern technology in investing.Traditional investment platforms lack the sleek user experience of Robinhood.The shift from old to new guard in the S&P 500 reflects changing market dynamics.Future investors will likely prioritize modern technology in their investment choices.

SummaryIn this episode, Brad Johnson from Alternative Investor and Evergreen Capital interviews Jillian Murrish of Pier Asset Management. They delve into the world of alternative credit, focusing on niche areas like specialty finance, music royalties, and litigation finance. Jillian shares insights on how Pier Asset Management navigates these unique investment opportunities, emphasizing their strategy of targeting smaller, overlooked deals to generate returns. The conversation also touches on the challenges and rewards of investing in niche credit markets.Evergreen Capitalhttps://www.evergreencap.com/Pier Asset Managementhttps://www.pieram.com/TakeawaysAlternative credit offers unique investment opportunities.Peer Asset Management focuses on niche, overlooked deals.Music royalties can be a lucrative investment.Litigation finance supports small tech companies.Niche credit markets require specialized knowledge.Cashflow investing is a core strategy for Peer Asset Management.Smaller deals often yield higher returns.Peer Asset Management avoids mainstream asset gathering.Investing in niche markets can diversify portfolios.Understanding market dynamics is crucial for success.Keywordsalternative credit, specialty finance, music royalties, litigation finance, niche investment, Pier Asset Management, Brad Johnson, Jillian Murrish, cashflow investing, private credit

Investment Strategy Spotlight: Understanding Opportunity Zone 2.0This episode focuses on the new regulations brought about by the Tax Act of July, specifically the enhancements in Opportunity Zones, termed Opportunity Zone 2.0. The speaker explains the original Opportunity Zones program, its benefits of tax deferrals and exemptions for investments in designated areas, primarily housing and development projects. The updated program continues to offer a rolling five-year deferral starting in 2027 and extends tax benefits for investments held over ten years without capital gains taxes. Additionally, the new Opportunity Zone 2.0 includes bonus depreciation advantages. Emphasis is placed on combining tax benefits with sound investment choices to avoid tax-driven pitfalls. Ideal candidates for this program include individuals with significant capital gains seeking real estate or high-quality development investments.00:00 Introduction to Investment Strategy Spotlight00:15 Opportunity Zones 1.0: A Recap01:44 Opportunity Zones 2.0: New Regulations and Benefits02:29 Maximizing Tax Benefits with Opportunity Zones03:49 Combining Tax Strategies with Great Investments05:27 Ideal Candidates for Opportunity Zone 2.006:38 Considerations and Risks in Opportunity Zone Investments08:31 Future Opportunities and Conclusionwww.evergreencap.com