Investing Secrets: Invest like the Top 0.1%

Today, I welcome Zachary Levitt to The Investing Secrets Podcast. Zach's path into investing started early and moved fast - soaking up the strategies of the world's great hedge fund managers in high school, launching a derivatives trading club at university that put him in the room with some of the top portfolio managers alive, running a biotech alpha-capture strategy by 21, and becoming...

Today, I welcome Ryan Brown to The Investing Secrets Podcast. Ryan's path into real estate was anything but conventional. He grew up in a trailer park, became the first in his family to attend college, and trained as a nurse anesthesiologist at Rush in Chicago before landing a faculty role at USC's Keck School of Medicine. But between long shifts in the operating room and annual surgical...

Today, I welcome back longtime friend of the program, Brian Bradley, to the Investing Secrets Podcast. Brian has spent years in the trenches of asset protection and legal structuring, working with high-net-worth individuals, business owners, and real estate investors to protect what they've built - not just during their lifetime, but across generations. In an environment where lawsuits are mo...

Today, I welcome Shifra Ansonoff to The Investing Secrets Podcast. Shifra is a leader at Preqin, now operating under the BlackRock umbrella within the Aladdin ecosystem, and today she shares how private markets data, AI, and institutional capital are reshaping the future of investing. She breaks down why alternatives have become a core allocation for institutional investors, how secondaries and pr...

Today, I welcome Josef Schachter to The Investing Secrets Podcast. Josef is the founder of the Schachter Energy Report and today he shares how decades on the buy and sell side of the energy markets shaped his view on the coming global energy supercycle. He breaks down why underinvestment in oil and natural gas, rising demand from emerging markets, and the explosive growth of AI infrastructure and...

Today, I welcome Tene Williams to The Investing Secrets Podcast. Tene is the founder of The Buy Income Strategy and today she shares how getting her securities license at 19 led her into finance, real estate, lending, and eventually private equity. She walks through her journey from bird-dogging ugly houses and wholesaling deals to building lending businesses, surviving multiple real estate cycles...

Today, I welcome Nick Stromwall to The Investing Secrets Podcast. Nick is part of the team at Rise48 Equity and today he shares how his path from mentoring college students and picking up electric scooters at night led him into real estate investing, multifamily syndications, and ultimately helping investors create passive income with purpose. He breaks down the lessons he learned from buying dupl...

Today, I welcome Jacob Winn to The Investing Secrets Podcast. Jacob is part of the team at Rex and today he shares how his background in hedge funds, derivatives, and quantitative risk management shaped the way he evaluates real estate opportunities in today’s market. He breaks down why he believes many investors misunderstand alternative investing, how real estate can offer meaningful diversifica...

Today, I welcome Jonathan Nurick to The Investing Secrets Podcast. Jonathan is the co-founder of DivGro and today he shares how he is building a long-term investment fund designed to compound capital through rapid dividend growth over a 30-year horizon. He breaks down why his team focuses on about 30 high-quality companies, how the Gordon Growth Model helped shape DivGro’s philosophy, and why divi...

Today, I welcome Jeff Guberman to The Investing Secrets Podcast. Jeff is the founder of Ivy Capital and today he shares how he has built a real estate investment business focused primarily on student housing in secondary and tertiary markets. He highlights why he believes student housing offers a more definable business plan than traditional multifamily, how smaller ecosystems create fewer moving...

Today, I welcome Brian Ferguson to The Investing Secrets Podcast. Brian is the founder of Fergmar Capital and today he shares how he has built a 20-year real estate career spanning single-family investing, multifamily acquisitions, and shopping center ownership. He highlights the core principles that have stayed with him from the beginning, including responsiveness, creativity, and the ability to...

Today, I welcome Tom Dunkel to The Investing Secrets Podcast. Tom is the founder of Eagle Capital Investments and today he shares how his background in corporate finance, mergers and acquisitions, and entrepreneurial real estate investing helped shape his approach to building wealth through private markets. He highlights how years of operating in distressed mortgage notes, self-storage, and short-...

Today, I welcome Jordan Canino to The Investing Secrets Podcast. Jordan is the Senior Director of Investor Relations at Hearthfire and today he shares how his career took a winding path through private equity real estate, law school, a short stint chasing a career as a sports agent in New York, and brokerage roles at firms like JLL and Colliers, before ultimately finding his lane in the self-stora...

Today, I welcome Trey Taylor to The Investing Secrets Podcast. Trey runs a multi-generation family office and today he shares how he was unexpectedly thrust into the CEO seat at just 31 years old after his father passed away - forcing him to learn leadership, decision-making, and capital allocation in real time. That baptism-by-fire ultimately shaped the frameworks he now teaches leaders and execu...

Today, I welcome Ken Gee to The Investing Secrets Podcast. Ken is the founder of KRI Partners and today he shares how he walked away from the “do everything right” career path - banking, CPA work, and long nights at Deloitte - after realizing success on paper wasn’t worth missing his family’s life in real time. He highlights how buying three small multifamily deals on the side—and selling them thr...

Today, I welcome Heather Ewing to The Investing Secrets Podcast. Heather is the founder of Abstract Commercial Real Estate, a boutique advisory and brokerage firm focused on retail, restaurants, and mixed-use development. Today she shares why she chose to go independent instead of aligning with a major brand - and how staying in one highly specialized lane has helped her build deeper relationships...

Today, I welcome Denise Ford to The Investing Secrets Podcast. Denise is a land investor and today she shares how a sudden W2 layoff - with less than two hours’ notice - became the catalyst that pushed her to go all-in on building real wealth through vacant land deals. She highlights how she started with straightforward cash flips, then adapted fast when market conditions shifted - moving into sel...

Today, I welcome Wayne Courreges III to The Investing Secrets Podcast. Wayne is the Managing Principal of CRI Partners, where he has built and oversees a $50 million commercial real estate portfolio by focusing on disciplined operations and conservative underwriting. In this episode, Wayne breaks down why commercial real estate success isn’t about flashy acquisitions or door counts, but about exec...

Today, I welcome Jen Laurence to The Investing Secrets Podcast. Jen is the founder of Luxury Lifestyle Logistics and today she shares what she’s learned from spending over 25 years inside ultra-high-net-worth households, helping families turn chaos into calm without losing the soul of the home. She highlights why trust is the real currency in private service, why running an estate isn’t the same a...

Today, I welcome Joseph DaGrossa to The Investing Secrets Podcast. Joseph is the Chairman and CEO of Axxes Capital and today he shares how more than 30 years across private equity, real estate, insurance, and capital markets shaped his disciplined approach to investing and value creation. He highlights why most investors are dangerously overexposed to public markets, how decades of experience taug...

Today, I welcome Mandy McAllister to The Investing Secrets Podcast. Mandy is a former top-ranked medical device sales professional who walked away from a high-income W2 to become a full-time real estate investor, multifamily operator, and small business owner with a portfolio spanning apartment buildings, motels, and cash-flowing local businesses. She shares how a single fourplex changed her life,...

Today, I welcome Dave Holman to The Investing Secrets Podcast. Dave is a multifamily investor and developer focused on workforce housing, and today he shares how he’s built a resilient real estate portfolio by deliberately investing in unsexy Class B and Class C assets that serve working families and protect downside risk. He explains why he avoids flashy trends, how starting with limited capital...

Today, I welcome Jay Young to The Investing Secrets Podcast. Jay is a fourth-generation oilman and the Founder & CEO of King Operating Corporation, a Dallas-based oil and gas firm specializing in what he calls the new school methodology of energy investing. In this episode, he breaks down how this modern approach differs from the traditional “drill-and-hope” model that has caused generations o...

Today, I welcome Joe Downs to The Investing Secrets Podcast. Joe is the Managing Partner of Belrose Self Storage Group, and today he shares how he built a rapidly growing national self-storage portfolio after a winding career that took him through broker-dealer equity raises, distressed debt, and multiple reinventions. He walks us through his unlikely path into self-storage, how he pivoted industr...

Today, I welcome Brent Kesler to The Investing Secrets Podcast. Brent is the creator of The Money Multiplier System and has taught thousands of people how to leverage the Infinite Banking Concept to eliminate debt and build lasting wealth. In this episode, he shares how he used this very system to wipe out nearly $1 million of personal debt in just 39 months - without changing his cash flow, takin...