Read full issue Welcome to the Alts Sunday Edition 👋 Boy, do I have a terrific issue for you today. We just wrapped up a weeklong Investor Trip to Nashville; and I can't wait to tell you about it. This was the music adventure of a lifetime. We arrived eager to understand what's really happening in this complex industry. We returned with industry connections, lifelong friendships, and confidence in an upcoming music investing deal we're cooking up with our friends at JKBX. (More on that below)...
about 23 hours ago • 17 min read
Read the full issue online Welcome to the Alts Sunday Edition. Hope you enjoyed last week's issue on Opportunity Zones. Few investment opportunities are as controversial as the element uranium. A batch of highly enriched and highly radioactive uranium (sorry, it doesn’t actually glow green). In the wrong hands, uranium is capable of powering the most devastating weapons humanity has ever devised. But in the right hands, uranium could power a future with unlimited, reliable, low-carbon energy....
3 months ago • 16 min read
Read online Welcome to the Alts Sunday Edition. Hope you enjoyed last week's issue on our upcoming Investor Trip to Nashville. (It's gonna be epic. Apply here to join.) It's not often that niche tax topics are used to score political points. But in last month's US presidential debate, Donald Trump did exactly this when he bragged about launching opportunity zones. Opportunity zones (OZs) were first implemented as a small but significant part of Trump’s 2017 Tax Cuts and Jobs Act. The idea...
4 months ago • 12 min read
Read online Welcome to the Alts Sunday Edition. Hope you enjoyed last week's issue on the State of the Luxury Watch Market. Today's issue is on vertical farming. If you’re anything like me, you’ve probably been hearing about this technology for years. It was supposed to be the next big thing; a panacea for solving global food production. But while it did grow into a $7 billion market, there are signs that this growth is stalling out. Some big vertical farms have recently gone bust, and last...
5 months ago • 10 min read
Read online Welcome to the Alts Sunday Edition. Hope you enjoyed last week's issue on the intersection of finance and AI. Today we're looking at the state of the luxury watch market, with a guest post from watch expert Marc Montagne. When the crypto bubble popped in late 2021, it dragged the fine watch market along with it. Prices have been steadily falling for two straight years. But today, prices seem to be stabilizing, and some are calling a bottom. There are three questions we want to...
5 months ago • 10 min read
Read full issue online Hello everyone, Boy, do we have un excelente issue for you today. We just wrapped up our inaugural investor field trip to Mexico, where we took 15 Alts community members and speakers on a unique adventure into the heart of Tequila country. This was life-changing for all of us. We arrived as Mexico noobs; eager to learn about everything from hot LATAM startups, to mezcal production, to the nuances of mortgage financing. We left as tequila experts; ready to deploy capital...
8 months ago • 11 min read