PODCAST · business
Vyzer Weekly
by Vyzer
Vyzer Weekly is a recurring live conversation where investors come together to think more clearly about markets, risk, and private investing. Each Thursday we break down what actually mattered in the markets, take a focused deep dive into a key investing principle, and open the floor for real discussion.No hype, no pitches, no predictions, just practical clarity and a smarter way to approach investing.Join these shows live: https://go.vyzer.co/vyzerweeklycalls
Episodes
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Stop Chatting With AI. Start Delegating to It.
Most of us use AI like a calculator. Ask, get an answer, close it, and next time it doesn't remember you. In this episode of Vyzer Weekly Calls, there's no guest. Litan Yahav and Mike Arndorfer sit on opposite ends of the spectrum: Litan runs a family assistant and a company staffed with AI…
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What Investors Get Wrong About Biotech
Most LPs in this community underwrite things they can see. A rent roll, a cap rate, a debt schedule, a comp set two streets over. Biotech offers none of that. It asks you to fund a molecule that either works or does not, on a timeline you do not control, with no distributions along the way. So…
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Why You Can't Actually Invest in a Data Center (And the One Way You Can)
Everyone is buying data centers. Someone has to get them approved, and that turns out to be the part nobody can do. Most investors hearing about the AI build out are being sold a story they cannot actually buy into. A turnkey data center runs $10 to $15 million per megawatt. A 50 megawatt site is...
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17 Ways a Real Estate Syndication Can Break
Most LPs don't discover the risk they accepted until it has already cost them money. By then it isn't a risk anymore. It's a stress point, and the deal is usually past the stage where anything can be done about it. The uncomfortable part is that the warning signs were sitting in the pitch deck…
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Jeremy Roll: What Diversification Actually Means for LPs
Jeremy Roll has been a full-time LP for 24+ years and has lived off his private-market cash flow since 2007. He joins Litan Yahav and Mike to unpack what diversification really means once you leave stocks and bonds behind. The big idea: spreading money across five deals with the same operator…
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What LPs Can Do When a Deal Goes Sideways
When a private fund stops answering your emails, what can a limited partner actually do? In this Vyzer Weekly conversation, Litan Yahav sits down with Adam August and Chris Kirkpatrick of Wick Phillips' investment funds group to break down LP rights, GP removal, fraud vs. plain mismanagement, and...
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The 5-Step Framework for Underwriting Private Deals
The five-step framework two experienced LPs use to vet any private market deal before a dollar goes in. No guest this week, just Litan Yahav (Co-Founder & CEO of Vyzer) and longtime LP Mike Arndorfer opening up their exact process: sourcing, manager vetting, deal mechanics, risk, and portfolio…
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Investing in European Football | A.GAIN Capital
European football is moving from trophy asset to institutional asset class — and the multiple gap between NFL/NBA franchises (7–10x revenue) and elite European clubs (3–5x) is the alpha thesis pulling Apollo, Sixth Street, RedBird, and others into the space. In this episode, Steven and James of...
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Why Your Diversified Portfolio Is Really One Big Bet | Sarah Shores, ex-Blackrock
Sarah Shores spent 20 years at BlackRock — most recently as head of product for the firm's entire $2.8 trillion active investment platform. In this conversation, she walks through three institutional truths every individual investor should internalize: you own a portfolio (not a collection of...
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Health Insurance Without a W-2 | Amber Flanagan
What are your health insurance options when you don't have an employer plan? Amber Flanagan, breaks down the real choices — COBRA, ACA, union plans, small group LLCs, health shares, and HSAs — through the lens of risk management, not benefit shopping. Highlights: • Why a $110,000 emergency…
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Build a Thesis, Not a Deal Pipeline | Scott Trench
Most passive investors don't have a real investment strategy — they react to whatever hits their inbox. Scott Trench, former CEO of BiggerPockets (100K to 3M+ members in 11 years), joins Vyzer Weekly to explain why that approach cost him serious money in 2020–2022 syndicated deals, and how he now...
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You're Already Running a Family Office | Christopher Nelson
Most people with wealth think "family office" means something reserved for billionaires. Christopher Nelson, founder of Wealth Ops, argues the opposite: if you have any meaningful wealth, you're already running one — you just might be running it badly. In this episode, Christopher breaks down the...
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Recession Timing & the Private Credit Trap | Jeremy Roll
What does it look like when a recession is already baked in — but most investors haven't noticed yet? In this episode, Litan Yahav sits down with Jeremy Roll, a seasoned real estate and alternative asset investor managing 60+ LLCs, to dig into the macro signals that have him hoarding cash…
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Vyzer Weekly: How to Spot GP Fraud & Red Flags in Private Markets | Leyla Kunimoto
Most LPs get on a call with a GP, like what they hear, and wire the money. Leyla Kunimoto does the opposite: she reads the financials first, and only 10% of deals make it past the first two minutes. In this episode of Vyzer Weekly, Leyla shares the exact framework she uses to vet GPs, detect…
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Why Many Fundraising Decks Are Misleading (and How LPs Get Trapped)
Most investors think vetting a deal is about reading the deck carefully. The real skill is knowing what's missing, what's misleading, and what to ask before you wire money. In this episode of Vyzer Weekly Calls, Litan and Mike are joined by Hans Box, a CPA-turned-real estate operator and LP...
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Life Insurance as a Capital Tool - Not What You Think
DESCRIPTION Most investors either dismiss life insurance completely or buy it the wrong way. Very few actually use it. In this episode, I sit down with Russ Morgan, co-founder of Wealth Without Wall Street, to cut through the noise. Russ spent years as a certified financial planner who actively...
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What’s Really Happening in Private Markets? | Aleksey Chernobelskiy
Private markets are shifting. Capital is moving. Some managers are adapting. Others are still operating like it’s 2021. Investors are becoming more selective. Transparency expectations are rising. But most of us only see a small slice of what’s actually happening. In this episode of Vyzer Weekly,...
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Family Dynamics Are the Biggest Risk to Long-Term Wealth
Most families don’t lose wealth because of bad investments. They lose it because of breakdowns in communication, alignment, and trust. In this episode of Vyzer Weekly Calls, Litan Yahav is joined by Josh Gentine, a family enterprise and governance advisor who works with multi-generational…
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What War Zones Teach Us About Startup Risk and Resilience
In this episode of Vyzer Weekly, we host a candid, investor-to-investor conversation with Shelly Hod Moyal, Co-Founder and Co-CEO of iAngels, Israel’s most active early-stage VC platforms. The discussion focuses on how venture investing changes when startups are built under real, persistent...
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Buying Cash-Flowing Businesses: What Looks Simple (and Isn’t)
As real estate becomes harder to underwrite and operate, more investors are looking at cash-flowing businesses as an alternative. On this week’s Vyzer Weekly Call, we unpack why that shift makes sense, and where it quietly breaks down. This was not a pitch for buying laundromats or rolling up…
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Not All Ponzis Look Like Scams - How Investors Actually Lose Money in Private Markets
Most investors think fraud is obvious. It usually isn’t. In this week’s Vyzer Weekly Call, Litan Yahav and Mike Arndorfer break down how Ponzi schemes and fraud actually show up in private markets, why even sophisticated investors get caught, and how to spot red flags before it’s too late. This…
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Why 2026 Won’t Be a Bull or Bear Year
In this weekly Vyzer call, we walk through how we’re thinking about 2026, without bold predictions or market hype. We discuss: Why our base case is slow but positive growth What limited Fed cuts actually mean for markets Why the 10-year Treasury matters more than headlines Why public markets may...
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What Investors Are Actually Doing Right Now (Real Portfolio Data from Vyzer)
In this Vyzer Weekly Call, Litan Yahav (Co-Founder of Vyzer) and Mike Arndorfer analyze what investors are actually doing right now, based on anonymized, aggregated data from real portfolios tracked on Vyzer. The discussion is grounded in roughly 2,500 investors, 27,000 transactions, and $24B in...
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Taxes and Investing: What Most People Get Wrong
In this week’s Vyzer Weekly session, we unpack one of the most misunderstood parts of investing: taxes. CPA and tax strategist Steven Gabrielson joined us for a deep, practical conversation about how taxes really work for investors and why so many tax-driven strategies end up hurting returns...
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Rethinking Asset Classes: A Clear Framework for Investors
Rethinking Asset ClassesVyzer Weekly, Session 1Investing has become more complicated than ever. Beyond stocks and bonds, investors now face private equity, private credit, real estate funds, crypto, gold, structured products, annuities, REITs, and dozens of other asset types.In this session, we...
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ABOUT THIS SHOW
Vyzer Weekly is a recurring live conversation where investors come together to think more clearly about markets, risk, and private investing. Each Thursday we break down what actually mattered in the markets, take a focused deep dive into a key investing principle, and open the floor for real discussion.No hype, no pitches, no predictions, just practical clarity and a smarter way to approach investing.Join these shows live: https://go.vyzer.co/vyzerweeklycalls
HOSTED BY
Vyzer
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