Coming soonModule 1
Real Assets
Property income, cap rates and the waterfall that decides who gets paid.
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The Alternatives · Video podcast
The Podcast.
The Alternatives courses in video podcast form. Nine asset classes, from first principles to institutional applications.
The complete programme · Coming soon
Alternatives Masterclass
Nine asset classes explored through conversations with David and a different lead presenter for each asset class. From first principles to technical frameworks and institutional applications, each module progresses through Entry, Intermediate and Advanced levels.
81 episodes18+ hours
Explore the masterclassThe nine modules
Coming soon
Coming soonModule 2
Private Equity
Fund economics, LBO mechanics and a paper model you build yourself.
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Coming soonModule 3
Private Credit
Direct lending, floating rate maths and what happens when covenants break.
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Coming soonModule 4
Hedge Funds
Absolute return, exposure maths and telling alpha apart from beta.
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Coming soonModule 5
Structured Products
Securitisation, tranching and CLO cash flow waterfalls under stress.
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Coming soonModule 6
Commodities
Curves, roll yield and the spreads that traders actually trade.
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Coming soonModule 7
Digital Assets and RWAs
On chain mechanics and how real world assets get tokenised properly.
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Coming soonModule 8
Living Assets
Livestock, racehorses and Nishikigoi valued like a cash flow business.
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Coming soonModule 9
Collectibles
Provenance, repeat sales indices and cash flow from passion assets.
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Recordings will be available at launch. Episode durations are planned estimates.