From Medicine to Alternative Investments with Dr. Amir Baluch
Release Date: 07/11/2025
Money Tree Investing
Today's Panelists: Kirk Chisholm | Douglas Heagren | Diana Perkins | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: Travis Jamison shares his journey from serial entrepreneur to full-time investing in legacy businesses, explaining that while tech is great for building, it’s risky for investing. He allocates capital into small, decades-old businesses via search funds, independent sponsors, and roll-ups, aiming for diversification, steady cash flow, and multiple expansion. Travis views AI less as a direct investment opportunity and more as a tool for operating...
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Kathleen Peddicord shares her experience living investing overseas. Her journey took her from publishing to becoming an authority on global real estate investing. She discusses why she prefers real estate over stocks while also outlining challenges such as lack of MLS systems, legal complexities, and cultural differences. Kathleen explained how to evaluate markets, avoid overpaying, plan exit strategies, and select properties with unique value rather than cookie-cutter developments. She stressed the importance of freehold title, sound property rights, and turnkey management solutions, while...
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Philip Hoffman is here to share his journey from CPA to investing in fine art. He founded The Fine Art Group, where he advises wealthy families on art investing, valuations, lending, and education. He outlines the global art market as a $60 billion industry with only $6–10 billion considered truly investable, highlights the risks and pitfalls of treating art as an asset class without expert guidance, and shares cautionary tales of investors losing millions by buying discounted works without due diligence, contrasted with success stories where expertise and timing led to strong returns. We...
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It looks like the market is going on vacation! Well I am too. Today we talk everything from vacation plans to shifting markets. We also cover recent crypto volatility, the resilience of Bitcoin, and concerns over MicroStrategy’s stock dilution strategy, framing dips as potential buying opportunities within broader trends. We chat on quirky social trends in China, like “pretend to work” jobs for unemployed youth, and highlight Ray Dalio’s view that real estate is a poor investment in today’s environment with recent price drops accorss the U.S. Today we discuss... Douglas Heagren | ...
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Douglas Heagren | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
info_outlineDr. Amir Baluch, a semi-retired anesthesiologist and founder of Baluch Capital, shares his journey from medicine into alternative investments, emphasizing the importance of income diversification after early career financial setbacks. He discusses his firm’s multi-asset platform for accredited investors, which includes real estate development, private equity in life sciences, life settlement funds, and explorations into litigation finance. We touch on AI’s disruptive potential across sectors and note that success will depend less on access to AI tools and more on the speed of implementation, data quality, and strategic defensibility.
We discuss...
- Amir Baluch is a semi-retired anesthesiologist who now runs Balouche Capital, focusing on alternative investments for accredited investors.
- Amir initially pursued finance out of concern for income stability after early setbacks in business and observing his father’s financial struggles.
- Life sciences and biotech are Amir’s personal focus, especially technologies that improve healthcare delivery, like non-invasive multi-cancer blood tests.
- Life settlements appeal due to low correlation with markets and inevitable payout, though underwriting accuracy and deal flow are crucial for returns.
- Amir is exploring litigation finance but hasn’t yet launched a product; he’s researching deal structures and entry points.
- Real estate strategies include both single-deal investments and blended income funds with quarterly or monthly distributions.
- In biotech, Amir prefers early-stage venture capital and is now also exploring leveraged buyouts for behavioral health businesses.
- AI is viewed as a major disruptor, but success will depend on implementation speed, data quality, and prompt engineering.
- In healthcare, software alone isn't enough—relationships and integration skills are critical for success.
- Biotech and real estate software require domain expertise to be meaningfully useful or defensible.
- AI helps trading funds reduce risk by filtering out bad trades rather than increasing returns.
- Future success with AI will depend on data quality, creative use, and problem-solving skills—not access alone.
- Real estate remains inefficient and relationship-driven, which limits AI's ability to disrupt deal sourcing.
- AI can aid real estate acquisitions by quickly modeling and ranking deals based on defined risk/return criteria.
- Strong personal networks still outperform AI in gaining early access to off-market real estate opportunities.
Today's Panelists:
Kirk Chisholm | Innovative Wealth
Diana Perkins | Trading With Diana
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For more information, visit the show notes at https://moneytreepodcast.com/from-medicine-to-alternative-investments-dr-amir-baluch-728