In this episode of The Alternative Mason, host Brittany Mason sits down with Austin Root to unpack the opportunities and misconceptions around alternative investments. Austin shares lessons from his career—from early entrepreneurship and roles at major firms to running North Oak Capital and explains how liquidity, diversification, and goal-oriented strategies shape better portfolios today. Whether you’re focused on wealth accumulation, preservation, or income generation, this conversation offers practical frameworks for incorporating alternatives and lowering portfolio correlations.

Key takeaways:

• Be strategic about liquidity: accepting some illiquidity can unlock higher returns and unique opportunities.
• Build goal-oriented portfolios: define whether you’re trying to get wealthy, stay wealthy, or generate income—then tailor allocations accordingly.
• Diversify beyond 60/40: use lower-correlation assets (alternatives, gold, specialized exchanges) to improve resilience and reduce systemic risk.
• Trust and resilience matter: align incentives, maintain operational rigor, and choose strong partners to protect capital through market cycles.

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• Austin Root on LinkedIn
• Stansberry Asset Management
• Brittany Mason on LinkedIn
• Banríon Capital Management

Join host Brittany Mason as she sits down with Matt Ober of Social Leverage to unpack his path from Bloomberg to hedge funds to VC and explore how AI and fintech are reshaping wealth management. They discuss why wealth tech is still ripe for innovation, the impact of Gen Z/millennial investors, prediction markets, Social Leverage’s investment approach, and the founder traits that drive success. Matt also shares how AI will change financial services and practical advice for aspiring builders and data scientists.

Key takeaways:

• Wealth management tech remains outdated — big opportunity for automation and unified consumer experiences.
• Gen Z and millennial investors will drive platform-led shifts in where wealth is held and how it's managed.
• AI will boost efficiency and personalization in financial services but must be balanced with human judgment.
• Early-stage investing favors founder vision, adaptability, and talent over short-term metrics.

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• Matt Ober on LinkedIn
• Social Leverage
• Subscribe to Matt's Newletter: The Roll Up
• Brittany Mason on LinkedIn
• Banríon Capital Management

Join host Brittany Mason as she sits down with renowned wealth advisor and financial therapist, Dr. Preston D. Cherry, author of "Wealth in the Key of Life." Join us as we delve into the concept of financial harmony and discover how Generation X can navigate challenges while aligning their wealth with their life's purpose.

In this episode, Dr. Cherry, a proud member of Generation X, discusses the unique traits and hurdles faced by his generation, often dubbed the "forgotten generation." From growing up as latchkey kids to fostering resilience and skepticism, learn how these experiences influence their financial behaviors and retirement preparation.

Inspired by the harmonies of Stevie Wonder, Dr. Cherry advocates for a holistic view of wealth, emphasizing that money should be seen as a partner in life. The conversation also touches on the power of change. Dr. Cherry shares personal stories of transformation and encourages listeners that it’s never too late to rewrite their financial narrative.

Whether you identify as Gen X or belong to another generation, Dr. Cherry’s insights will inspire you to integrate your financial life with overall well-being.

Key Takeaways:

• Embrace resilience and tailor financial decisions to personal goals.
• View money as an ally in achieving a fulfilling life.
• Understand that life’s journey is non-linear; change is always possible.
• Explore private investments and alternative opportunities to diversify and grow your financial portfolio.

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• Dr. Preston Cherry on LinkedIn
• Concurrent Wealth Management
• Buy Wealth in the Key of Life: Finding Your Financial Harmony
• Brittany Mason on LinkedIn
• Banríon Capital Management