THE FINANCIAL COMMUTE
Hosted by Wealth Advisor Chris Galeski, THE FINANCIAL COMMUTE is a weekly podcast that gives the rundown on what's going on in the current market, how it affects you, and what you can do about it – all designed to fit into your commute. Each week Chris welcomes an expert guest, including Morton Wealth advisors, fund managers, and investment analysts, to break down complex financial topics. Our goal for this podcast is to provide you with the tools to help you navigate this challenging environment, leading to a path of more confident investing.
THE FINANCIAL COMMUTE
New Trends in Investing
This week’s episode of THE FINANCIAL COMMUTE features a special session recorded live from Morton Wealth’s 2024 Investor Symposium. Managing Director of Investments Sasan Faiz welcomes Co-Founder of Cordillera “Gus” Araya to discuss new investing trends.
Here are some key takeaways from their conversation:
- Cordillera typically focuses on niche, non-correlated investment opportunities.
- Cordillera seeks early investment opportunities in areas that lack heavy competition, aiming for high returns with lower risks due to less market saturation.
- Cordillera has invested in aging whiskey, sports niches, specialized real estate, carbon markets, and media rights, all of which offer unique market dynamics.
- Cordillera’s investments in sports include participation-based revenue, like entry fees for amateur participants, diversifying income sources beyond media rights and sponsorships.
- It is important to consider moving out of asset classes when they become overcrowded. For example, Cordillera moved away from music publishing and litigation finance when these sectors attracted significant institutional capital.