money money money 823 a look at alternative assets, hedge funds, speccies & investing in sexy stuff (campfire chat)
Jun 9, 2025
Vince Scully, financial expert from Life Sherpa, dives into the captivating realm of alternative assets. He discusses trends in hedge funds, private equity, and even exotic investments like pink diamonds and classic watches. The conversation reveals the importance of diversification and the unpredictability of 'sexy' investments. Scully shares insights on navigating the complexities of the investment landscape, including the balance between passion projects and serious financial goals, all while tackling the myths around market returns.
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Defining Alternative Assets
- Alternative assets mean investments that differ from traditional shares and bonds, offering potentially different outcomes. - The definition varies by region; in Australia, property and infrastructure are often not classified as alternatives.
Venture Capital's Role in Alternatives
- Venture capital and private equity often fall under alternatives, but Australians tend to lump private equity with equities. - Access to early startup investments provides potential for persistent outperformance by managers.
Choosing Commodity Investments Wisely
- Physical gold is favored as a commodity investment for portfolio stability. - Traditional commodities like oil or wheat are more suited for trading or inflation hedging, not long-term investing.
