The Contrarian Investor Podcast
Nathaniel E. Baker
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Contrarian Wealth-Generation, With Stephanie Walter
Premium subcribers received this (and every) episode early and without ads. Stephanie Walter of Erbe Wealth joins the podcast to discuss some of the trade secrets of ultra-wealthy investors. Listeners may be shocked to hear about their very small allocation to public equities... Content Highlights A unique way to generate tax-free income through so-called premium financing insurance (1:51); The security works as a life insurance policy with a premium paid by a bank (5:45); These securities are illiquid, with a lock-up of 10 to 15 years, but the coupon pays double-digit percent -- tax free (7:34); Cap rates are starting to rise, creating opportunities in commercial real estate. One example is retail in Wyoming (14:23); Office space is a different animal however. Too much risk, not enough reward (18:50); Background on the guest (22:27); Some of the ways ultra-wealthy allocate funds (very little to public equities), and the mindsets behind them (26:06); What about cryptos? (33:48); There are reasons to be concerned about the economy. Taxes could be a wild card here. Also interest rates (34:48). More Information on the Guest Website: ErbeWealth.com; LinkedIn: Erbe-Wealth.
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