Recently Published
Altea Update: Oct 5
This week’s Altea Community examines a proposed rare-metals SPV, exposes gaps in real estate deal assumptions, and explores structured notes, private credit, helium, and agentic finance.
Why the world keeps running out of Helium
Helium is becoming a critical resource as supply disruptions expose a fragile market. We break down the forces behind its scarcity, concentration, and shifting economics.
The Pentagon’s new portfolio: Tungsten
This week’s Alts Cafe tracks rising stress in private credit, AI’s diverging IPO market, and major shifts across film, prediction markets, crypto, and alternative assets.
Altea Update: Sept 28
This week’s Altea Community spotlights new members, explores debates on film tax credits, falcon racing, and prediction markets, and shares fresh asks and opportunities.
Let’s Pinhook Some Falcons
Today’s Sunday Edition comes from Altea member Adrian Boeckeler, who went looking for the next pinhooking trade and found it in the falcon auctions of Riyadh and Abu Dhabi.
Collateral by Alts
This week’s Collateral examines the surprising performance of BB CLOs, alongside shifts in film credits, business-jet lending, and litigation finance.
Altea Update: Sept 21
This week’s Altea Community recaps Boston and New York meetups, explores film bridge lending, and highlights new deals, member discussions, and opportunities.
Europe offers Canada associate member status
This week’s Alts Cafe tracks private markets opening to retail investors, Europe’s AI funding surge, and major shifts across crypto, sports, real estate, and culture.
Altea Update: Sept 14
This week’s Altea Community spotlights a new private-lending newsletter, dives into debates on beach ownership and trading cards, and brings members together through fresh deals, asks, and events.
Who owns the beach?
Today, we’re exploring America’s beach industry, unpacking private ownership, public access, hidden subsidies, and the economics shaping who gets to use the shore.
Rough week for sports investor billionaires
This week’s Alts Cafe tracks China’s bank recapitalization, private credit’s redemption test, AI’s funding loop, and shifting dynamics across major alternative markets.
Altea Update: Sept 7
This week’s Alts Community spotlights a new private-credit newsletter, debates on gaming finance and existing IP, fresh deals, and upcoming events for alternative investors.
Recently Published
Pre-IPO shares: Everyone wants in
Retail investors are rushing into pre-IPO shares. In this week’s podcast, Christine Healey (ex-Destiny, Forge) breaks down what’s changed, what’s still broken, and and how new models are opening access.
Investing in Pearls
With a $30B market, rising demand, and timeless appeal, pearls are shedding their “grandma” image. From ancient status symbol to modern investment, here’s why pearls might are a hidden gem to consider.
Catastrophe bonds: the $100 billion market for investing in disaster
Cat bonds offer ~10% yields but risk total loss in disasters. Driven mainly by hurricanes, this market has had a banner two years — and retail investors will soon get access.
The death of content website investing: How AI and Google wiped out an industry
For a decade, content website investors made out like bandits. But those assets were built on rented land. Now, the landlords are evicting.
The penny’s luck is running out. Are nickels next?
A penny costs more to make than it’s worth, and Trump wants it eliminated. But what happens once small change disappears? We use examples around the world to show how it works, and who benefits.
Prediction Markets Explained
Prediction markets are surprisingly bad at forecasting individual events. Learn why prices are not probabilities, and how to use the Brier Score to your trading advantage.
Private firefighting insurance: From Ancient Rome to modern California
Private firefighting insurance may seem like a modern, “late stage capitalism” concept, but its roots stretch back thousands of years.
Golden visas: Foreign residency & citizenship for sale
Golden visas offer an alternative place to live, invest, and enjoy your life in countries more aligned with your values — both social and financial.
The Airport Concession Economy
We explore the sky-high profits of airport concessions; why they’re so profitable, how businesses compete to snag them, and how to invest.
The State of Private Equity
We kick off the new year looking at PE: How it works, how it’s changing, the LBO controversy, recent performance, and how you can invest.
The economics of road salt
Brian Flaherty explores the overlooked road salt industry, including an overview of the global salt market, the 4 big players, salt alternatives, and ways to invest.
Investing in Pinball Machines
Pinball expert Jeff Briskin explores the history, evolution, and investment potential of pinball machines. Discover top-rated models, market trends, and ROI opportunities.
Recently Published
Altea Update: Oct 5
This week’s Altea Community examines a proposed rare-metals SPV, exposes gaps in real estate deal assumptions, and explores structured notes, private credit, helium, and agentic finance.
Why the world keeps running out of Helium
Helium is becoming a critical resource as supply disruptions expose a fragile market. We break down the forces behind its scarcity, concentration, and shifting economics.
The Pentagon’s new portfolio: Tungsten
This week’s Alts Cafe tracks rising stress in private credit, AI’s diverging IPO market, and major shifts across film, prediction markets, crypto, and alternative assets.
Altea Update: Sept 28
This week’s Altea Community spotlights new members, explores debates on film tax credits, falcon racing, and prediction markets, and shares fresh asks and opportunities.
Let’s Pinhook Some Falcons
Today’s Sunday Edition comes from Altea member Adrian Boeckeler, who went looking for the next pinhooking trade and found it in the falcon auctions of Riyadh and Abu Dhabi.
Collateral by Alts
This week’s Collateral examines the surprising performance of BB CLOs, alongside shifts in film credits, business-jet lending, and litigation finance.
Altea Update: Sept 21
This week’s Altea Community recaps Boston and New York meetups, explores film bridge lending, and highlights new deals, member discussions, and opportunities.
Europe offers Canada associate member status
This week’s Alts Cafe tracks private markets opening to retail investors, Europe’s AI funding surge, and major shifts across crypto, sports, real estate, and culture.
Altea Update: Sept 14
This week’s Altea Community spotlights a new private-lending newsletter, dives into debates on beach ownership and trading cards, and brings members together through fresh deals, asks, and events.
Who owns the beach?
Today, we’re exploring America’s beach industry, unpacking private ownership, public access, hidden subsidies, and the economics shaping who gets to use the shore.
Rough week for sports investor billionaires
This week’s Alts Cafe tracks China’s bank recapitalization, private credit’s redemption test, AI’s funding loop, and shifting dynamics across major alternative markets.
Altea Update: Sept 7
This week’s Alts Community spotlights a new private-credit newsletter, debates on gaming finance and existing IP, fresh deals, and upcoming events for alternative investors.