
 Hedgeye Podcasts
 Hedgeye Podcasts Ep.104 Real Conversations: Alternative Investments with Anthony Zhang, Cormac Kinney & Artem Milinchuk
 Aug 1, 2023 
 Chapters 
 Transcript 
 Episode notes 
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 Introduction 
 00:00 • 2min 
 How to Invest in Wine and Spirits 
 01:45 • 4min 
 The Three-Factor Model of Weather Volatility 
 06:08 • 6min 
 The Moonshot: A Blockchain-Native Commodity Currency 
 11:50 • 2min 
 The Importance of Diamond Commodities in Global Currency Products 
 14:10 • 3min 
 The Importance of Innovation in Farmland 
 16:58 • 5min 
 How to Invest in a Farm 
 21:43 • 2min 
 How to Get Someone to Say Yes to Your Investments 
 23:37 • 2min 
 The Economics of Investing in Wine 
 25:42 • 3min 
 The Challenges of Investing in Diamonds 
 29:05 • 4min 
 The Importance of Diversification 
 32:44 • 2min 
 The Importance of Water in Farmland 
 34:46 • 2min 
 The Differences Between Investing in Farmland and Wine 
 36:18 • 3min 
 The Volatility of Gold 
 38:57 • 4min 
 The LiveX 1000 and the Volatility of Wine 
 42:37 • 4min 
 The Role of Volatility in Wine Investing 
 46:59 • 2min 
 The Benefits of Investing in Water 
 49:00 • 2min 
 The Fourth Turning of the Asset Class 
 51:16 • 3min 
 The Cool Factor in Blockchain 
 54:20 • 2min 
 The Blockchain and the Futures Market 
 55:58 • 2min 
 The Future of the Wine Industry 
 57:32 • 4min 
 How to Make Money With Alternative Investments 
 01:01:03 • 2min 
