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PodcastThe Pomp PodcastSeptember 28, 2026

He's Made Money On 95% Of His Deals (Here's How) | Christopher Zook

CAZ Investments pairs scarcity-driven, uncorrelated private assets (crypto infra, defense, sports, GP stakes) to cut portfolio risk without sacrificing returns.

  • 95% win rate: CAZ Investments, a $13B AUM firm, says it has made money on 95% of realized/unrealized private-market investments over 25 years by removing emotion and sizing positions by percentage, not dollar amount.
  • Picks-and-shovels crypto strategy: Rather than betting on which coin wins, CAZ invested in blockchain infrastructure (early Solana backers) since volatility made picking winners unpredictable.

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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.