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PPLI on @wealthactually: New Episode out now!
How does Private Placement Life Insurance Work?
Who is it for?
What are the benefits?
And the risks?
youtu.be/fIknhINvP5I
The Private Markets Blind Spot: Why Your Net Worth Is Wrong
youtu.be/WzNWc7Cz5KI
Wut.
Nicki Minaj Floated As Press Secretary Replacement By White House Staffers tmz.com/2026/10/25/nicki-min…
RYAN EISENMAN of ARCH and I talk about how investors and allocators have had enough with the 5000 click LP management experience.
The Private Markets Blind Spot: Why Your Net Worth Is Wrong
youtu.be/WzNWc7Cz5KI
Making alternative investing decisions more efficient and data driven . . .
open.spotify.com/episode/12K…
I love this.
A few people have been eager to critique my investment views without bothering to look at the record.
So, for the record:
Fidelity Overseas Fund: +27.5% annualized vs. +19.5% benchmark
Teton Partners: +12.6% annualized vs. +7.76% benchmark
Gyrfalcon: +10.29% annualized vs. +4.23% benchmark
That’s not a backtest. That’s an investment record built over decades, through very different markets.
I’m always happy to debate ideas with people who have done their homework.
For those who prefer cheap shots to due diligence, the numbers are above.
You’re free to go pound sand.
Good day to do this if you didn’t have to go to the pumpkin patch!
Cc: @tuckahoetommy @errollouis @bobhardt @EpsilonTheory
The Private Markets Blind Spot: Why Your Net Worth Is Wrong
youtu.be/WzNWc7Cz5KI















