Invest Like a Billionaire
168. Inside Look: 2024 Family Office Investments feat. Angelo Robles
Jul 18, 2024
Angelo Robles, Founder & CEO of SFO Continuity, shares insights on the mindsets, investment strategies, and alternative investments favored by ultra-wealthy and family offices. They discuss high-reward opportunities in 2024, investment trends among billionaires, and a range of investment options across sectors like AI, pharma, energy, and more.
53:49
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Ultra-wealthy value challenging mindsets in investments, honesty in conversations, and understanding strategic approaches.
- Success requires a strong mindset emphasizing adaptability, competence, perseverance, and embracing challenges for navigating wealth management.
Deep dives
Approaching Ultra Wealthy Investors with Honesty and a Challenging Mindset
When engaging with the super-rich, honesty and a challenging mindset are crucial. Instead of appeasing them, it's vital to afford a thesis that can be challenged. The ultra-wealthy demand honest conversations that explore the impact of fees, taxes, and real inflation. Their unique mindset, driven by a different mentality from average investors, emphasizes the value of understanding and adopting their strategic approach.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
