Alts.co

After our first Alts.co investor trip to Mexico in February, the big question was: Where to next? We're happy to announce our second investor trip will be to Nashville Tennessee, Oct 21-25 🎵🤘 This music-themed investing adventure will focus on music rights, music memorabilia & museums, and music startups — with a healthy mix of live shows, backstage tours, and bourbon thrown in for fun. You'll join a terrific lineup of industry experts and speakers, including the legendary Scott Cohen from JKBX (Jukebox), Daniel Weisman from AB Bernstein, Cristy Barber from Julien's Auctions, Andrew Hall from Cannery Hall, and more to come. Music City is calling. Only 12 spots are available, and 5 are already taken. Come join the fun! 🤘 Shoutouts + hope to see you there Pitch Music & Arts Brian Harstine Kacie Connors Alto Dasha Titlebaum Miguel A. O. Adrian Boeckeler AnnoDomaini.com mySet Sports & Music Artiphon Mike Butera Dan Runcie Trapital The Hutton Hotel Analog at Hutton Hotel The Twelve Thirty Club Music Row Wealth Management Tyler Cain Wyatt Cavalier Grace Carter Peter Sinclair

What if I told you that RVs are little economic fortune tellers? Brad Cartier explores the correlation between RV sales and the broader economy. Shoutouts to Alto, Kacie Connors, Outdoorsy, RVshare, Bonhams Auctioneers, RVIA - Recreation Vehicle Industry Association, Blue Compass RV, Jon Ferrando, Escapees RV Club, THOR Industries, Inc., Winnebago, Michael Hicks, REV Group, Inc

OK check this out... Yesterday Wyatt Cavalier sent me this interview of two people talking about Altea, our private community at Alts.co Here's the thing: This entire interview is A.I. - Thee two people talking don't actually exist - We didn't upload a script for them to read — it's all auto generated - The tone, inflection, interruptions, and flow are mesmerizing This was done using Google's new NotebookLM. My mind is officially blown. 🤯 Have a listen, it's absolutely uncanny:

Have you heard of "Mass Timber?" Get used to hearing the term. You're going to start seeing massive new buildings made from wood, not concrete/steel. Mass timber buildings are gorgeous, but this about more than aesthetics — it's about math. See, not only are these buildings stunning (and more environmentally friendly) they're often cheaper to build. Learn why this "plywood on steroids" is the building material of the future. Shoutouts to Portland International Airport Hotel Magdalena Austin GBD Architects, Bunkhouse, MGA | Michael Green Architecture, APA – The Engineered Wood Association, Mercer International Inc., West Fraser, Stora Enso, BSW Group., Kalesnikoff, HASSLACHER Holding GmbH, Timber Finance, CLT Toolbox, Tom Ellsworth

Next month we’ll be sitting at a bar in Nashville, sipping rare bourbon, enjoying live music with Altea community members, and chatting with some of the smartest, most forward-thinking people in the music industry. But these trips are more than just fun & games. We’re there to learn about investing in music. This issue dives into some of what we want to explore: Label & live music dynamics, streaming's impact, high-margin super fans, AI lawsuits, and why bands are disappearing. Shoutouts to Scott Cohen, Cristy Barber, Rick Barker, Daniel Weisman, Jeff Meyer, Amanda D., Andrew Hall, JKBX (Jukebox), Boost Collective, Kyle Chayka, MIDiA Research, Luminate, Recording Industry Association of America® (RIAA), W Hotels, Dr Alex Connock, Third Man Records, Rick Beato, Ryman Auditorium, Alto, SoundLabs AI, Jay Srivastav, Syncopate, Dasha Titlebaum, Michael Mallicote

One month until our investor trip to Nashville! 🤘

Today I spoke with former US Navy JAG Chris Czaplak and his co-founder Nick Kellermeyer from Homefront Group. Homefront is a litigation finance firm we are working with for Altea Deal # 5. This fund is run by veterans, for veterans, and can potentially generate a very nice 20% IRR over 2-3 years, while doing good for the world. 🤝 Reply with questions for Chris and Nick. https://lnkd.in/gXt7xyRP

Wyatt Cavalier explores the ethanol industry's hidden truth. While it's often presented as a clean, sustainable fuel, ethanol massively relies on government subsidies to stay afloat, costing taxpayers billions.

Apparently the US wants in on the sovereign wealth fund game! Economists have their doubts, but the drumbeat has started. Here's a refresher on countries where they've worked (Norway 🇳🇴 and Saudi Arabia 🇸🇦) and where they've failed (Venezuela 🇻🇪, Turkey 🇹🇷, Malaysia 🇲🇾) https://lnkd.in/epEhQxZW

The effects of climate change will not be evenly distributed. Some cities are sitting ducks, while property in other cities is becoming a compelling long-term buy. Shoutouts to The Pudding, Aziz Sunderji, Hamilton Nolan, Stan Oklobdzija, Hylke Beck