This week’s Alts Cafe tracks China’s accessibility debate, private equity’s fundraising drought, London’s auction signals, and cross-asset stress from data centers to diamonds shaping alternative markets.
Hot tubs have long dominated short-term rentals. Saunas are emerging as a lower-maintenance alternative, and we break down the capex, ADR lift, and payback math behind the shift.
This week’s Alts Cafe spotlights the Maritime I shipwreck deal, rising metals reshaping recovery economics, Blue Owl’s liquidity shock, and global shifts across sports, crypto, and private markets.
This week’s Alts Cafe tracks rising geopolitical risk across minerals and markets, a sharp crypto unwind, marquee sports and tech deals, and what the crosscurrents signal for global capital in 2026.
Today we have a short but interesting primer on seabed mineral extraction. We’ll explain how it works, who controls the ocean floor, environmental considerations, and why Japan’s recent move is interesting.
This week’s Alts Cafe tracks capital rotating across sports, prediction markets, tokenized equities, and global IPOs, while mapping what these shifts signal for alternative asset strategies in 2026.
Today, I’ll explore how the Australian Open went from Grand Slam underdog to the most modern, forward-thinking tennis tournament on the planet. (Hint: There is an extremely well-run organization behind it.)
Today, we’re revisiting aging in America, unpacking how elder care costs quietly absorb boomer wealth, and breaking down what the $80 trillion transfer really means for families, investors, and taxpayers.
This week’s Alts Cafe tracks capital flowing into niche sports, regulatory pushback on prediction markets, reopening global markets, and early signs of recovery across watches, housing, and private credit.
This week’s Alts spotlights red-hot film co-invest deals with eye-popping IRRs.
This week’s Alts dives into why most rare earth projects fail, debunks the biggest REE myths, and reframes the sector as an industrial coordination problem—not a mining one—walking through the real bottlenecks, pricing distortions, and a practical scorecard investors can use to separate viable suppliers from hype.
This week’s Alts Cafe spans culture, capital, and code—tracking Disney’s OpenAI partnership, private markets racing toward derivatives and tokenization, and eye-catching signals from collectibles, farmland, and gold—while asking where real value is forming as AI, crypto rails, and alternative assets quietly converge.