Ask Avidian
Ask Avidian is a biweekly finance and wealth podcast hosted by Jake Borbidge, Chief Investment Officer at Avidian Wealth Solutions.
Each episode breaks down timely topics like market trends, Federal Reserve decisions, tax strategies, investment approaches, emerging technologies in finance, personal cash-flow optimization, and smart wealth planning—always with practical, no-nonsense insights designed to help high-net-worth individuals and families make clearer decisions in a noisy financial world.
Whether you're navigating rate cuts, liquidity events, AI-powered tools, or simply trying not to overreact to headlines, Ask Avidian delivers thoughtful conversations that cut through the noise.
Website: https://avidianwealth.com
About Jake Borbidge: https://avidianwealth.com/team-member...
Disclaimer:
Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. This information contained herein may be dated.
Ask Avidian
Unpacking a $400M Insurance Scheme: Real-World Finance Lessons from LANDMAN
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
Join Jake Borbidge, Chief Investment Officer at Avidian Wealth Solutions, and Robert Palmer, Director of Financial Planning at Avidian Wealth Solutions, as they dissect a pivotal scene from the most recent episode of the Paramount+ show, LANDMAN.
The discussion centers on a massive insurance payout exceeding $400 million for a destroyed offshore oil rig—diverted through a separate entity into illiquid private investments, with ties to tax strategies like asset depreciation, reinvestment loopholes, and captive insurance structures.
Jake and Robert separate dramatic flair from financial reality, exploring how large insurance claims are actually handled, the dangers of misdirecting proceeds, IRS red flags associated with captives, liquidity risks in private equity (including lock-up periods and steep penalties), and the nuances of PIK (Payment-In-Kind) interest.
Disclaimer:
Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.
Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice.
Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
This information contained herein may be dated.