If there’s any single word to sum up the current investment landscape, it’s got to be “uncertainty.” My guest for this episode of the Biltmore View is perfect for this environment. Jon Duensing is Sr. Managing Director, Portfolio Manager and He...

I’m delighted to kick off 2025 with a conversation with Warren Fisher. We last spoke to Warren during the SVB banking crisis. He’s the founder and CEO at Manole Captial Management, a FinTech focused asset manager. With the election promising to...

As capital markets shuddered, following the interest rate increases of 2022, the research team at Biltmore geared up to find opportunity. One area that stood out was venture capital. Clearly in a liquidity driven bubble for the prior several ye...

Over past few years of Covid, inflation and interest rate increases, the investment sector most impacted has got to be real estate. Office vacancies have spiked as the way we work has transformed central business districts all over the country....

I recorded this conversation with Scott Wallace, CIO and Founder of Shorepath Capital on July 12th.  As I write this today on August 5th, stocks are in full correction with the Magnificent 7 stocks shedding nearly $1t in market value. Whil...

On today’s Biltmore View we’re going to mix it up a bit. Rather than another discussion about niche investments such as music royalties or mortgage derivatives, we’re going to dig into a different sort of niche investment subject – prenuptial a...

Following the mortgage market meltdown of 2008, a whole new group of investment companies arose from the wreckage of investment banks. I was among the few people at the time running into the fire and actively investing with these startup mortga...

One area that seems to be overlooked in the energy transition is nuclear energy. This is an existing zero-emission technology that currently provides over 18% of electrical capacity in the US. At the most recent COP 28 gathering of nations to a...

My guest today is Darryl Dewberry, Executive Chariman of The Spectrum Companies. Founded in 1982, Spectrum is a Southeastern-focused commercial real estate development and management company, with responsibility for over $2b in properties. Ther...

Our guest today is Jonathan Litt, Founder and CIO at Land & Buildings. Jon is a prominent activist investor, focused on public real estate companies. Since founding Land & Buildings in 2008, Jon has waged 36 public activist campaigns fr...

If you ever want to cause a debate with any of your investment friends, a good starter subject is BioTech. People either love it or hate it. Biotech stocks are particularly volatile. The day trial results are released can see a stock falling 50...

That’s right, helicopters. At Biltmore we believe a reliable way to produce outsized returns is through purchasing assets and securities below their fundamental value. In efficient markets, that’s a very difficult thing to do. But if you look h...

Our guest, Nick Renwick, is Senior Portfolio Manager and Head of Research at Cross Ocean Partners. Cross Ocean invests globally in a broad range of credit and hard assets. They specialize in sourcing assets directly from banks. This provid...

In the Summer of 2018, I had the privilege of spending a week with Cesar Collier in Sao Paolo on a due diligence trip. In his life, Cesar has become close personal friends with every one of the city’s 12 million residents. Through that networki...

The failure of Silicon Valley Bank, left many wondering about the safety of their savings. As we record this, the government’s actions appear to have won a reprieve in the banking panic. Is the government fix a finger in the dam holding back a ...

The words “private equity” bring forward images of Wall Street Titans drunk on power and leverage, sucking out profits from middle market businesses and leaving behind empty shells in their wake. While that makes a great narrative, it’s not alw...

The slow rolling legalization of cannabis in the United States is providing an interesting investment opportunity. Since Covid, cannabis sales are up tremendously. The legal industry is growing as more states legalize medicinal and/or recreatio...

Like many of our favorite investment managers, Chris Tokarski was originally introduced to us by a client who built his fortune in the same industry – in this case real estate.  Chris was a founder of Acore Capital in 2015. Since that time...

Scott Wallace was the very first guest on the Biltmore View Podcast. And now he’s our first guest to be on the podcast three times. There’s good reason for that. Scott is not only a great stock picker, he’s also an insightful thinker. On this p...

As founder of Traveller Capital Advisors, a boutique investment firm focused on purchasing LP interests of private funds in the secondary market, Drew Crichton has a great perch from which to view changes in the world of private investing. On t...

Given the massive run up in home prices over the past two years and the ensuing spike in interest rates, the future value of our homes is a complex question. The US housing market is one of the largest asset classes in the world. In 2008, it ne...

Today I have the pleasure of speaking with Jon Dorfman, Chief Investment Officer of Napier Park Global Capital. Jon co-founded Napier Park when the firm separated from Citigroup’s alternative investment arm in 2013. Today, Napier Park has appro...

Despite all the stigma, cannabis was once a very trendy investment. With Canadian legalization, some public cannabis stocks traded up to nonsensical valuations. Then, inevitably, the bubble popped. Fast forward several years later, the legal ca...

My guest today is Chris Teryazos. Chris is the President of Aetos Capital, a family office owned investment firm focused on generating outsized returns through niche ideas. Their latest great idea is California Carbon Allowances (CCA's). The Bi...

Today's guest Marc Singer has over 25 years in venture capital. He is currently a Managing Partner at Osage University Partners, where he is responsible for overseeing and approving all partnership investments.  In this conversation, Marc ...