Vyzer Weekly

About Vyzer Weekly

Vyzer Weekly is a recurring live conversation where investors come together to think more clearly about markets, risk, and private investing. Each Thursday we break down what actually mattered in the markets, take a focused deep dive into a key investing principle, and open the floor for real discussion. No hype, no pitches, no predictions, just practical clarity and a smarter way to approach investing. Join these shows live: https://go.vyzer.co/vyzerweeklycalls

Publisher

Vyzer

Category

business

Language

en

Explicit

No

First episode

5 Dec 2025

Latest episode

15 Oct 2026

Latest episodes

1 of 26 episodes have a transcript.

1. 

   15 Oct 2026

   Why Most Airbnb Owners Lose Money

   Most Airbnb owners lose money, and Ashton Levarek's view is that the market is rarely the reason. They bought the property, expected it to run itself, and never ran it like a business. In this episode of Vyzer Weekly Calls, Litan Yahav is joined by Ashton Levarek, a former Air Force para-rescue jumper who moved from special operations into multifamily syndication and then into short-term rentals. In this conversation, we discuss: Why the team you hire decides the deal more than the market does Why he buys in markets one to two hours from a major city, not inside one How to tell a regulatory risk from a market where you register the property and move on How DSCR loans underwrite the property's income instead of yours The short-term rental tax rules: the seven-day average stay, and the hours you have to track yourself Why most owners leave money on the table with fixed pricing and no real operations Where the market stands after the 2020 to 2022 boom This is not a presentation or a pitch. It's a live, open conversation focused on how investors can think clearly about short-term rentals before they buy one. Not tax or legal advice. Talk to your CPA before acting on anything in this episode. About Ashton Levarek Ashton Levarek is Managing Partner of Valkere Investment Group. He has been investing in multifamily since 2018 and in short-term rentals since around 2020, and he runs his properties with the same team-first approach he took from special operations. valkeregroup.com | ashton.levarek@valkeregroup.com Apple Podcasts: https://podcasts.apple.com/us/podcast/vyzer-weekly/id1859061480 (https://podcasts.apple.com/us/podcast/vyzer-weekly/id1859061480) Youtube: https://www.youtube.com/playlist?list=PLVH9Pz5-HyDBtJSrgG6tbZhhdX1v-6G6E (https://www.youtube.com/playlist?list=PLVH9Pz5-HyDBtJSrgG6tbZhhdX1v-6G6E) Spotify show: https://open.spotify.com/show/7F0JHBoB5SWvAi12WNmR2e (https://open.spotify.com/show/7F0JHBoB5SWvAi12WNmR2e) Register for the next live call: https://go.vyzer.co/vyzerweeklycalls (https://go.vyzer.co/vyzerweeklycalls) Vyzer Weekly Calls are weekly, live conversations designed to help investors think more clearly about risk, private investing, and long-term decision-making.

2. 

   1 Oct 2026

   Stop Chatting With AI. Start Delegating to It.

   Most of us use AI like a calculator. Ask, get an answer, close it, and next time it doesn't remember you. In this episode of Vyzer Weekly Calls, there's no guest. Litan Yahav and Mike Arndorfer sit on opposite ends of the spectrum: Litan runs a family assistant and a company staffed with AI agents, and Mike uses ChatGPT 98% of the time and wants it to just work. The room pushes back on both. In this conversation, we discuss: A 1 to 9 scale of how far people actually use AI, from asking questions to handing over whole jobs, and where the room put itself A family knowledge folder that any AI can read, and how it handled a real emergency abroad Inbox triage: the AI drafts every reply with the full history, and the send button stays human Three terms before trusting any AI with your life: no lock-in, no training on your data, no app in the middle keeping what you share The new wave of personal assistants (Instinct, Muse, Grok Bot, Dots), why people love them, and the trade they ask for Why AI gets simple facts wrong, and why telling it where to look fixes most of it What it looks like when agents are on the payroll: an always-on Slack agent, an AI investment committee for deal vetting, and a chief of staff that manages the rest When it was confidently wrong, and the rule that came out of it: never answer from memory, show the source The honest objection: "I just want it to be simple" This is not a presentation or a pitch. It's a live, open conversation about how far AI can actually go in an investor's life, and what you give up to get there. Listen and subscribe YouTube: https://www.youtube.com/playlist?list=PLVH9Pz5-HyDBtJSrgG6tbZhhdX1v-6G6E (https://www.youtube.com/playlist?list=PLVH9Pz5-HyDBtJSrgG6tbZhhdX1v-6G6E) Spotify: https://open.spotify.com/show/7F0JHBoB5SWvAi12WNmR2e (https://open.spotify.com/show/7F0JHBoB5SWvAi12WNmR2e) Apple Podcasts: https://podcasts.apple.com/us/podcast/vyzer-weekly/id1859061480 (https://podcasts.apple.com/us/podcast/vyzer-weekly/id1859061480) Register for the next live call: https://go.vyzer.co/vyzerweeklycalls (https://go.vyzer.co/vyzerweeklycalls) Vyzer Weekly Calls are weekly, live conversations designed to help investors think more clearly about risk, private investing, and long-term decision-making.

3. 

   24 Sept 2026

   What Investors Get Wrong About Biotech

   Most LPs in this community underwrite things they can see. A rent roll, a cap rate, a debt schedule, a comp set two streets over. Biotech offers none of that. It asks you to fund a molecule that either works or does not, on a timeline you do not control, with no distributions along the way. So most passive investors skip the category entirely and call it a science problem. The argument on this call is that it was never a science problem. By 2030, somewhere around $250 to $300 billion a year of branded drug revenue goes generic, the biggest patent cliff on record. Big pharma cannot invent its way out of that hole fast enough, and the math on why is stark: the real cost of an approved drug, done honestly, is $7 to $9 billion, not the $1 billion everyone quotes. That is not a forecast. It is a structural buyer with a deadline. Litan Yahav and Mike Arndorfer are joined by Ran Nussbaum, co-founder and managing partner of Pontifax, who has been investing in life sciences since 2004 and sat on the boards of Kite Pharma, Prevail, cCAM and ArQule before each was acquired. In this conversation, we discuss: Why "I don't understand the science" is the wrong reason to skip the category The patent cliff in plain numbers, and what a forced buyer with a deadline does to price The real $7-9B cost of an approved drug, and why that forces big pharma to buy instead of build How a CAR-T therapy went from unproven idea to an 85%+ complete response rate and an acquisition The ultra-orphan playbook: proving a drug in 60 patients worldwide to unlock a much bigger population later Where AI actually helps in drug development today, and where it still doesn't Why biotech returns don't move with rates, occupancy, or cap rates The honest cost of entry: eight to twelve year holds, a deep J-curve, zero cash flow while you wait Why some of the best-looking phase 2 results in an entire field don't survive phase 3 This is not a presentation or a pitch. It's a live, open conversation focused on how passive investors can think clearly about an asset class most of them have written off without looking at it. About Ran Nussbaum Ran is co-founder and managing partner of Pontifax, a healthcare-dedicated investment firm he started in 2004, with offices in Tel Aviv and Boston. He has served on the boards of Kite Pharma (acquired by Gilead), Prevail (Lilly), cCAM Therapeutics (Merck) and ArQule (Merck). Listen and subscribe YouTube: https://www.youtube.com/playlist?list=PLVH9Pz5-HyDBtJSrgG6tbZhhdX1v-6G6E (https://www.youtube.com/playlist?list=PLVH9Pz5-HyDBtJSrgG6tbZhhdX1v-6G6E) Spotify: https://open.spotify.com/show/7F0JHBoB5SWvAi12WNmR2e (https://open.spotify.com/show/7F0JHBoB5SWvAi12WNmR2e) Apple Podcasts: https://podcasts.apple.com/us/podcast/vyzer-weekly/id1859061480 (https://podcasts.apple.com/us/podcast/vyzer-weekly/id1859061480) Register for the next live call: https://go.vyzer.co/vyzerweeklycalls (https://go.vyzer.co/vyzerweeklycalls) Vyzer Weekly Calls are weekly, live conversations designed to help investors think more clearly about risk, private investing, and long-term decision-making.

Inside a recent episode

Life Insurance as a Capital Tool - Not What You Think

Published 26 Feb 2026 · Transcript excerpt

[…] Now, I built a lake house. I had over a million dollars in cash in it. At one point, that was a loan for my insurance company because the bank didn't want to give me that amount as I was building it, right? And so I decided to put that capital in. And then as soon as they said, okay, we'll give you a lot of credit on it, I pulled that money right back out and went back. Some of us, we'll find an opportunity. They say opportunities find cash. Well, if I don't have access to cash, right? The insurance policy gives me immediate access. I go do the deal and then I find the cash from somewhere else and I repay it. […]

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Apple Podcasts (US)

5.0 / 5

1 ratings

Spotify

5.0 / 5

2 ratings

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