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Taco Tuesday · Episode 5 · Part 2

The Secret Menu — Alternative Investments & Private Securities (Part 2 of 3)

Unbearably Bullish with Donald B. Johns III · Aug 4, 2026 · 9 min

Show Notes

Part 2 of 3 — Going deeper into the alternative investment landscape. Private equity, venture capital, real assets, and more.

The Secret Menu

Alternative Investments & Private Securities

What's beyond stocks, ETFs, mutual funds, and bonds?

Welcome to Wall Street's Secret Menu.

In this special three-part Taco Tuesday episode of the Unbearably Bullish Podcast, Donald Johns explores the world of alternative investments and private markets, explaining how sophisticated investors evaluate different asset classes while emphasizing education, due diligence, and risk awareness.

  • In This Episode
  • Public vs. Private Markets
  • Alternative Investments Explained
  • Private Equity
  • Venture Capital
  • Private Credit
  • Commercial Real Estate Alternatives
  • Section 1031 Exchanges
  • Delaware Statutory Trusts (DSTs)
  • Infrastructure Investing
  • Life Settlements
  • Portfolio Diversification
  • Due Diligence
  • Risk Management

This educational episode is designed for investors, entrepreneurs, business owners, financial professionals, students, and anyone interested in learning more about today's investment landscape.

Rather than focusing on investment recommendations, we focus on understanding concepts, evaluating risks, and expanding financial knowledge.

  • Website:

About Taco Tuesday

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Episode disclosure

This episode is provided solely for educational and informational purposes and should not be considered financial, investment, legal, tax, accounting, insurance, or other professional advice. References to companies, investment products, securities, asset classes, or strategies are for educational discussion only and do not constitute recommendations or solicitations. Alternative investments involve varying degrees of risk, including illiquidity, valuation uncertainty, market risk, and the possible loss of principal. Certain investments may only be available to eligible investors under applicable securities laws. Consult qualified financial, legal, tax, insurance, or other professional advisors before making investment or financial decisions.

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