Investing Secrets: Invest like the Top 0.1%

Zach Levitt: How I Built a Multi-Manager Hedge Fund at 25 Years Old

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 one of the youngest hedge fund managers you'll ever hear of by 25. Today he's the CIO and Founder of Sixth Turn Capital, a capacity-constrained multi-manager fund built for high-net-worth, ultra-high-net-worth, and family office investors - a stable of uncorrelated portfolio managers, each an expert in their own narrow strategy, engineered to deliver smooth, consistent, risk-adjusted returns. We kick off with Zach's origin story and how a college trading club turned into managing real capital before most people finished their degree. From there we get into the architecture of a multi-manager fund - how he vets and underwrites portfolio managers, why he pays each one only on their own sleeve, and why true diversification comes from uncorrelated strategies rather than simply owning more stocks. We close on where he sees the biggest opportunities heading into the second half of 2026, why now may be an opportune moment to protect against a market crash, and the growing shift toward alternatives. Welcome, Zach, to The Investing Secrets Podcast… Follow Zach: Website: sixthturncapital.com LinkedIn: https://www.linkedin.com/in/zach-levitt-428160144 Follow Me: LinkedIn: https://bit.ly/3L2sTc7 Instagram: https://bit.ly/3soYxtW

Ryan Brown: Why I Quit Medicine to Build a $41M Self-Storage Empire

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 mission trips to rural Kenya, Ryan realized he was wired to build something bigger than himself. Today he's the Principal and Co-Founder of Turnbull Equity, a vertically integrated self-storage platform with roughly $41 million in AUM across seven states - combining ownership, capital raising, and a nationwide third-party management arm all under one roof. We kick things off with Ryan's origin story and the single beachfront building (financed at a 1.75% fixed mortgage) that pulled him out of the operating room and into full-time real estate. From there, we get into why self-storage rewards disciplined operators over passive owners, how Ryan runs one of the leanest expense loads in the business, why he treats NOI - not IRR - as his true north, and how his management arm quietly feeds his entire acquisition pipeline. We close on his outlook for self-storage in 2026, how he identifies durable markets in a post-COVID world, and the one investing principle he believes matters more than any return metric. Welcome, Ryan, to The Investing Secrets Podcast… Follow Ryan: Website: turnbullequity.com LinkedIn: https://www.linkedin.com/in/ryanbrownla/ Follow Me: LinkedIn: https://bit.ly/3L2sTc7 Instagram: https://bit.ly/3soYxtW

Brian Bradley: How the Ultra-Wealthy Protect Their Assets

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 more aggressive, misinformation is at an all-time high, and outdated strategies are still being sold as solutions, Brian cuts through the noise with real case law and real structure. We kick things off with the biggest misconceptions in asset protection right now - from the "an LLC solves everything" narrative to the dangerous advice around out-of-state entities, revocable trusts, and offshore loopholes that don't hold up in court. From there, Brian breaks down what a properly structured plan actually looks like: the layered approach using LLCs, management companies, and hybrid trust structures, and why most investors are either underprotected or protected in the wrong way without realizing it. We close on the next level of planning - how to defend your assets while you're alive and preserve and transfer wealth efficiently across generations using dynasty trust structures, while minimizing tax exposure and protecting heirs from their own liabilities. If you're serious about protecting your balance sheet, avoiding costly legal mistakes, and building a structure that holds up under pressure, this one delivers. Welcome, Brian, to The Investing Secrets Podcast… Follow Brian: Website: btblegal.com LinkedIn: https://www.linkedin.com/in/brian-t-bradley-esq-a47a7b12/ Follow Me: LinkedIn: https://bit.ly/3L2sTc7 Instagram: https://bit.ly/3soYxtW

Shifra Ansonoff: Why Private Markets are Taking Over

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 private credit are rapidly growing, and why infrastructure is emerging as one of the biggest opportunities over the next decade. Shifra also dives into the impact of BlackRock’s acquisition of Preqin, the evolving role of AI across investing and operations, and how investors are navigating liquidity challenges, deal flow dynamics, and selective conviction in today’s market environment. With a unique vantage point at the intersection of data, technology, and capital allocation, she offers insights into where private markets are headed and how investors can better understand the forces shaping the next era of alternatives investing. Welcome, Shifra, to The Investing Secrets Podcast.... Follow Shifra: Website: Preqin.com LinkedIn: linkedin.com/in/shifra-ansonoff-274ab46/  Follow Me: LinkedIn: https://bit.ly/3L2sTc7 Instagram: https://bit.ly/3soYxtW

Josef Schachter: The Energy Supercycle Nobody's Talking About

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 data centers are creating long-term opportunities across the energy sector. Josef also dives into why he believes Canada is uniquely positioned for massive growth in natural gas exports, how geopolitical tensions are impacting global commodity markets, and why patient investors could still be early in one of the biggest energy investing opportunities in decades. With years of experience analyzing global energy markets, he offers practical insights for both beginner and seasoned investors looking to understand oil, natural gas, and the broader commodity landscape. Welcome Josef, to The Investing Secrets Podcast....  Follow Josef: Website: SchachterEnergyReport.ca LinkedIn: linkedin.com/in/josefschachter Follow Me: LinkedIn: https://bit.ly/3L2sTc7 Instagram: https://bit.ly/3soYxtW Looking to build lasting wealth through alternative investments? You’re in the right place. If you’re new here, my name is Danny Gould. I’m the founder and CEO of Gould Capital, a private equity firm specializing in exclusive commercial real estate and other alternative investments. We connect investors with elite opportunities - investments that aren’t public, aren’t cookie-cutter, and most importantly, aren’t what your financial advisor is pitching. Here’s how I got here… 1) Started as a pre-med student at Stanford University, but a lifelong dream of building the biggest hotel-casino on the Las Vegas Strip ignited my passion for real estate. 2) Transitioned to residential real estate, driving over a quarter billion dollars in sales, and became an industry leader in one of the most competitive markets in the world. 3) Decided to finally pursue my Hotel dreams and founded GMS Ventures alongside two experienced Hoteliers, with a total Hotel Portfolio Size of over $300M 4) Leveraged my expertise and relationships to build Gould Capital - which empowers investors to access transformative commercial real estate deals and alternative investments. FULL DISCLOSURE I create content to connect with ambitious investors - people who want to take control of their financial futures. If that’s you, let’s build something extraordinary together - I invite you to take the first step by connecting with me via a 20 minute Zoom Call.  Here’s my calendar: https://bit.ly/3rVfqwn