The Biltmore View℠
In depth conversations with leading investment managers.
S5 E38
Aug. 5, 2024, 3:20 p.m.
Episode 38: A Timely Conversation on the Stock Market - - Scott Wallace, Founder/CIO of Shorepath Capital Management
We recorded this conversation with Scott Wallace, CIO and Founder of Shorepath Capital on July 12th. His message is particularly insightful, as we listen in the midst of a market sell off.
S5 E37
June 5, 2024, 2:03 p.m.
Episode 37: The Prenup Fallacy - Kellie Hall, Head of Estate Planning at Biltmore Family Office
The Biltmore View is mixing it up this episode. Join Rael and BFO's secret weapon, Head of Estate Planning Kellie Hall, in a deep dive on prenup agreements.
S5 E36
April 17, 2024, 2:03 p.m.
Episode 36: Homes, Mortgages & Opportunity - Skylar Weinand, CFA, Managing Partner at Regan Capital
In our latest podcast, we discuss high interest rates and their impact on the US housing market. Join Rael and Skylar Weinand in a discussion on the mortgage market and opportunities of today.
S5 E35
March 8, 2024, 2 p.m.
Episode 35: Going Nuclear - The Future of Energy with Jay Surina, Managing Director at Pelican Energy Partners
Explore the potential of nuclear energy with Jay Surina, Managing Partner at Pelican Energy, in our latest podcast episode. Learn about its current state, future prospects, and surprising insights!
S4 E34
Dec. 11, 2023, 9 a.m.
Episode 34: Is there a price for these assets? Commercial Real Estate in the Sunbelt with Darryl Dewberry, Executive Chairman at The Spectrum Companies
Join Rael and Darryl Dewberry, Executive Chairman of The Spectrum Companies, for an in depth conversation about commercial real estate – past, present and future.
S4 E33
Oct. 19, 2023, 4 p.m.
Episode 33: Ch Ch Changes (Turn and Face the Strain): CRE REITs - Jonathan Litt, Founder & CIO at Land & Buildings Management
This is a particularly interesting time in commercial real estate - full of changes. Many public REIT valuations have fallen to 20% discounts to their asset values. While private real estate is generally held at elevated values. The lending environment is radically changed...
S4 E32
Sept. 19, 2023, 4 p.m.
Episode 32: An Education in Biotech, Dev Gandhi - SilverArc Capital
If you ever want to cause a debate with any of your investment friends, a good starter subject is BioTech. People either love it or hate it. Biotech stocks are particularly volatile. The day trial results are released can see a stock falling 50% or gaining 100%...
S4 E31
Aug. 25, 2023, 3 p.m.
Episode 31: The Overlooked Value in Real Assets: Helicopters - Matt Rothschild, Thora Capital
Our guest, Matt Rothschild, is founder and portfolio manager of Thora Capital. In this podcast, Matt encourages us to take a deeper look into helicopters as an investment.
S4 E30
July 19, 2023, 10 a.m.
Episode 30: The Hidden Market of Bank Loan Sales - Nick Renwick, Cross Ocean Partners
Our guest, Nick Renwick, is Senior Portfolio Manager and Head of Research at Cross Ocean Partners. Cross Ocean invests globally in a broad range of credit and hard assets. They specialize in sourcing assets directly from banks.
S4 E29
April 27, 2023, 10 a.m.
Episode 29: The Most Interesting Asset Class You've Never Heard Of - Precatorios - Cesar Collier, Siguler Guff
Cesar Collier has built Siguler Guff into the dominant player in a unique asset class - Brazilian legal claims against the government. These claims are written into the Brazilian constitution and known as precatorios
S4 E28
March 29, 2023, 10:15 a.m.
Episode 28: After SVB, Is My Money Safe at Charles Schwab? - Warren Fisher, Manole Capital Management
The failure of Silicon Valley Bank, left many wondering about the safety of their savings. As we record this, the government’s actions appear to have won a reprieve in the banking panic. We’re joined by Warren Fisher, Founder and Portfolio Manager at Manole Capital to unpack causes of the crisis, the government fix, and predictions on the future of banking.
S4 E27
Feb. 6, 2023, 3:55 p.m.
Episode 27: Private Equity is Keeping Your Home Pest Free - Jay Abramson & Mark McKenna of Halle Capital
In today’s conversation, I speak with both Jay Abramson, Senior Partner, and Mark McKenna, Principal, of Halle Capital. Jay & Mark really dive in to the nuts and bolts of how Halle can build value in areas of the economy most investors pass right by