Ep 05 Part 2: Market Trends, AI CapEx Signals, and More About Stock Finance with Serengeti Asset Management
Groundfloor CEO Brian Dally continues the conversation with Ray Yousefian of Serengeti Asset Management on where the market cycle stands, key signals like interest rates, demand, and hyperscaler CapEx. They discuss volatility across public equities and private credit, including pressure on software…
Ep 06: The Problems With Private Markets: Host Brian Dally Shares His Perspective
In this episode of Groundfloor’s “Beyond the Stock Market,” host Brian Dally unpacks the negative headlines about private credit and argues the turmoil reflects structural issues and a liquidity/transparency mismatch. He contrasts the Wall Street aggregator models, where investors are forced to tak…
Ep 07 Part 1: VION Investments’ Stacey Schacter on Distressed Receivables, Specialty Finance, and Risk Management
Host Brian Dally interviews Stacey Schacter, founder and CEO of VION Investments, a liquidity provider focused on performing and non-performing consumer and commercial receivables. Stacey recounts moving from tax and securities law into major bankruptcy and liquidation work, becoming CEO of a recei…
Ep 07 Part 2: Late Stage But Fragile: AI’s Impact on the Market and the K-Shaped Economy
Host Brian Dally continues his conversation with Stacey Schacter of VION Investments about where the U.S. is in the broader market cycle. They discuss the K-shaped economy, Social Security’s projected depletion, and how AI may cause near-term job losses but could ultimately drive retraining, entrep…
Ep 08 Part 1: Specialty Finance and the Music Royalties Category with Pier Asset Management CEO Jillian Murrish
Groundfloor CEO Brian Dally hosts Beyond the Stock Market and interviews Jillian Murrish, co-founder and CEO of Pier Asset Management, a niche specialty finance investment firm. Jillian explains Pier’s focus on deal sizes that large institutions often overlook, and explains specialty finance as len…
Ep 08 Part 2: How Do Music Royalties Stack Up in Today’s Market Cycles?
Groundfloor CEO Brian Dally continues his conversation with Jillian Murrish, CEO and co-founder of Pier Asset Management, focusing on where specialty finance and music royalties fit in today’s volatile market. Jillian argues music royalties are largely non-correlated to stocks and unemployment, may…
Ep 09 Part 1: Aspen Funds’ Bob Fraser on Private Investing, Uncorrelated Portfolios, and Today’s Biggest Opportunities
Groundfloor CEO Brian Dally hosts Bob Fraser, CFO and chief macro strategist of Aspen Funds, discussing Fraser’s path from computer science and dot-com success to being wiped out in the dot-com crash and again in the 2008 crisis, leading him to focus on private markets he could better control. Fras…
Ep 09 Part 2: The Author of “Invest Like a Billionaire” Shares His Top Three Tips
Host Brian Dally continues his conversation with with Bob Fraser, CFO and chief macro strategist of Aspen Funds. In this episode, Fraser shares what everyday investors can learn from billionaires about building and protecting wealth through alternatives and private credit. He emphasizes treating in…
Ep 10 Part 1: Expanding Access to Cash-Flowing Private Credit with Shawn Muneio
Brian Dally, CEO of Groundfloor, introduces Beyond the Stock Market and interviews Shawn Muneio, co-founder and managing partner of Bequest Asset Management. Muneio shares his path from telecommunications to launching an investment company in 2015, moving from distressed notes to running an asset m…
Ep 10 Part 2: He Had Money To Invest, But They Wouldn’t Let Him In: Rethinking Who Gets Access to Institutional-Quality Deals
Host Brian Dally continues the conversation with Shawn Muneio of Bequest Asset Management about the FIRE movement’s “cash flow problem,” arguing that many paths to income (like rentals or buying businesses) become another job, while true passive income options are limited and why private credit can…
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