The Investopedia Express with Caleb Silver

The ABC's of Alternative Investing

Aug 26, 2024

Shana Orczyk, the founder and CEO of Banrion Capital, dubbed 'The Queen of Alternatives', dives into the intriguing world of alternative investing now accessible to retail investors. She discusses how ETFs and Interval funds open doors to diversification beyond collectibles, potentially leading to outsized returns. The conversation also touches on the effects of Fed Chair Powell’s comments on interest rates, the implications of rising gold prices, and the growth of non-bank lending, highlighting new opportunities in this evolving financial landscape.

32:46

Episode guests

Shana Orczyk

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Quick takeaways

Alternative investing is becoming accessible to individual investors through ETFs and Interval funds, enhancing portfolio diversification and potential returns.

The Federal Reserve's indication of ending high interest rates is revitalizing investor confidence and prompting gains across major market sectors.

Deep dives

Adjustments in Monetary Policy

Recent signals indicate a significant shift in monetary policy, suggesting that the period of high interest rates may be coming to an end. The Federal Reserve's Chair has intimated that the timing and pace of rate cuts will be influenced by incoming data and the evolving economic landscape. This transition has led to increased investor confidence, promoting activity across various sectors, particularly in technology and consumer discretionary, as the market responds positively to anticipated lower rates. With treasury yields declining, stocks have become more appealing to investors, resulting in notable gains across major indexes.

Job Gains: A Matter of Estimation

00:35

Navigating Nuances in Investment Strategy

00:35

Intro

2min

Market Trends and Labor Stat Revisions Amid Rising Gold Prices

6min

Anticipating Earnings and Exploring Alternative Investments

3min

Unlocking Alternative Investments

8min

The Rise of Non-Bank Lending and Alternative Investments

11min

Understanding the September Effect in Stock Markets

2min

Once the playground for high-net worth and institutional investors, alternative investing is opening up to individual investors like us through ETFs and Interval funds. Shana Orczyk, the founder and CEO of Banrion Capital, also known as "The Queen of Alternatives", educates us on the universe of alternative investments outside of collectibles, and how investors can weave them into their portfolios for more precise diversification and the potential for outsized returns. Plus, Fed Chair Powell has spoken from the mountaintop in Jackson Hole, and he's telling us that the time has come for the era of high interest rates to end. Act accordingly.

LINKS FOR SHOW NOTES

https://www.banrioncapital.com/

https://www.investopedia.com/powell-confirms-fed-pivot-to-rate-cuts-8700557

https://www.investopedia.com/terms/a/alternative_investment.asp

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8698293

https://etfdb.com/etfs/commodity/gold/

https://www.bls.gov/bls/empsitquickguide.htm

https://www.investopedia.com/terms/s/september-effect.asp

https://www.shanasissel.com/

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