

Alternative Investments and Speculation in Your Portfolio
Aug 24, 2023
James Lee, a certified financial planner, joins NerdWallet's Andy Rosen to discuss alternative investments. They explore real estate, commodities, cryptocurrency, and collectibles. They highlight the shift in financial advisors' perspectives toward alternative investments. The conversation covers riskier investments, speculation, and the differences between investing and speculation. They emphasize the importance of diversification and long-term goals in incorporating alternative investments into your portfolio.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Introduction to Alternative Investments
01:31 • 15min
Safety Margin, Penny Stocks, and Cryptocurrency
16:13 • 2min
Tax Loss Harvesting and Unconventional Investments
17:46 • 2min
Investment vs. Hobby: Distinguishing Between Speculation and Long-term Goals
19:41 • 2min
Exploring Alternative Investments
21:36 • 4min