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Unlocking the Power of Private Markets, Thematic Investing, and Long-Term Thinking

12th May 2025

Tags: Podcasts

In this episode of The Stavis Legacy Lounge, Deborah Stavis sits down with Christopher Zook, Founder, chairman, and CIO of CAZ Investments, for an in-depth conversation on how the smartest investors are navigating today's increasingly volatile markets.

With over 30 years of experience across private equity, private credit, and public markets, Christopher brings a rare perspective shaped by decades of leadership—and reinforced by a lifetime achievement award from the Texas Alternative Investment Association. As co-author of the #1 New York Times bestseller The Holy Grail of Investing (with Tony Robbins), his insights are as timely as they are timeless.

Together, Deborah and Christopher explore:

-Why the majority of institutional capital is flowing into private markets (hint: 87% of U.S. companies doing over $100M in revenue are private)

-The hidden risks of over-indexing and the rise of correlation in public markets

-Thematic investment strategies around energy, AI, and media disruption

-The behavioral edge private markets offer long-term investors

-What 3D-printed homes, sports franchises, and liquidity solutions have in common

Whether you're building a legacy or stewarding capital across generations, this episode offers a powerful look at how investment thinking must evolve and how alternative assets can support a more durable, diversified plan.