Brad shares his philosophy on the importance of holding prime assets and the compounding advantages of quality investments, whether in stocks or real estate.

https://www.evergreencap.com/

Keywords

investing, quality assets, investment philosophy, market efficiency, long-term returns

Takeaways

• Quality over high returns is key in investing.
• Market efficiency has increased over the years.
• ETFs are recommended for most client portfolios.
• Prime assets retain value even in downturns.
• Quality investments compound advantages over time.
• Real estate can offer long-term returns.
• Distressed assets are risky but can be opportunities.
• Holding quality assets leads to compounding capital.
• Investing in quality can feel uncomfortable but pays off.
• Focus on quality is the major lesson in investing.

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The episode discusses Robinhood's induction into the S&P 500, exploring its impact on the investment landscape. It highlights Robinhood's role in educating young investors, the risks of fast-paced trading, and the shift towards modern technology in investment platforms.

Evergreen Capital

www.evergreencap.com

Takeaways

• Robinhood's entry into the S&P 500 marks a significant shift in the investment landscape.
• The app has 15 million customers and generates substantial revenue from brokerage fees.
• Robinhood educates young investors but also encourages risky trading behaviors.
• The experience of losing money can be a valuable lesson for young investors.
• Robinhood's fast-paced trading style has both pros and cons.
• The app's user-friendly interface appeals to younger generations.
• There's a growing trend towards cryptocurrency and modern technology in investing.
• Traditional investment platforms lack the sleek user experience of Robinhood.
• The shift from old to new guard in the S&P 500 reflects changing market dynamics.
• Future investors will likely prioritize modern technology in their investment choices.

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Summary

In this episode, Brad Johnson from Alternative Investor and Evergreen Capital interviews Jillian Murrish of Peer Asset Management. They delve into the world of alternative credit, focusing on niche areas like specialty finance, music royalties, and litigation finance. Jillian shares insights on how Peer Asset Management navigates these unique investment opportunities, emphasizing their strategy of targeting smaller, overlooked deals to generate returns. The conversation also touches on the challenges and rewards of investing in niche credit markets.

Evergreen Capital

https://www.evergreencap.com/

Pier Asset Management

https://www.pieram.com/

Takeaways

• Alternative credit offers unique investment opportunities.
• Peer Asset Management focuses on niche, overlooked deals.
• Music royalties can be a lucrative investment.
• Litigation finance supports small tech companies.
• Niche credit markets require specialized knowledge.
• Cashflow investing is a core strategy for Peer Asset Management.
• Smaller deals often yield higher returns.
• Peer Asset Management avoids mainstream asset gathering.
• Investing in niche markets can diversify portfolios.
• Understanding market dynamics is crucial for success.

Keywords

alternative credit, specialty finance, music royalties, litigation finance, niche investment, Pier Asset Management, Brad Johnson, Jillian Murrish, cashflow investing, private credit

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