Tony Robbins Investment Review: The Truth

Published Categorized as News

Discovering the Investment Holy Grail: A Candid Book Review of Tony Robbins’ Latest Venture

Hey, isn’t it something we all dream about? Retiring at the tender age of 35, sipping a cool drink by the beach, and just living our best lives without a worry about money! If you’re nodding along to this, then you’re going to want to buckle up as we dive into the heart of financial wisdom—or so we thought—presented by none other than Tony Robbins in his latest book, which promises the secrets to investment nirvana.

Now, before we jump in headfirst, let’s take a quick detour. See, Tony Robbins has always been a bit of an inspiration to me. When word got out that he was dishing up a new finance book, my ears perked up quicker than a meerkat on lookout. Robbins doesn’t exactly boast your typical Wall Street résumé, but he hit it out of the park with “Money: Master the Game”, which, I’ll admit, I devoured like it was the last book on Earth. Plus, the guy’s got connections in high-finance places that most of us can only dream of—and that’s no secret.

The book in question, “The Investment Holy Grail”, starts with Robbins tipping his hat to these golden connections as his ticket to financial stardom. But here’s the juicy bit, friends—I got my paws on an early copy of this gem! The real kicker, though, is that this might be where the good news ends. If I had to give you the elevator pitch, it’s a hefty 330-page hard sell on investing in CAZ Investments. Oh, and wouldn’t you know, Christopher Zook, the company’s founder, co-authored the book, and Robbins himself is on the team. Something smells fishy, doesn’t it?

Unmasking the Salesman Behind the Sage of Tony Robbins

Hang tight, because this is where things get interesting. Robbins kicks things off by waxing lyrical about his financial win being all about locking in the primo investments—you know, the kind that are tucked away in the exclusive world of private markets. And he isn’t shy about name-dropping some industry titans like Robert Smith and David Sacks, suggesting that they’re acing the money game with a VIP pass to these hotshots investments.

But hold up! If these elite investments are pretty much a no-go zone for 99.9% of us ‘regular’ investors, what’s the deal with Robbins taking up precious paper space to talk them up? Patience, my friends, the plot’s about to thicken.

Robbins boasts that the allure of private investments isn’t just their stellar performance—they’re also supposedly strangers to the stock market dance. He conjures up Ray Dalio‘s praise when describing these elusive investments as the “Holy Grail”: a diversified portfolio of 12 to 15 non-market-correlated investments working in sweet harmony to outplay risk without sacrificing returns.

Now, picture this: Robbins serves us a seven-course feast of these fabled investment classes:

  • Private equity: The rich and creamy cash flows of investment management firms.
  • Professional sports: Teams, stadiums, broadcasting rights, and all that jazz.
  • Private debt: Lending agreements far from the watchful eyes of banks and public markets.
  • Energy: Drilling into traditional and renewable companies and the gizmos that make energy move.
  • Venture capital: Getting in on the ground floor with startups headed for the stars.
  • Real estate: Landlord life with a sprinkle of residential and commercial properties.
  • Secondary markets: Where investors trade slices of private firms like rare baseball cards.

But here’s the million-dollar question: as enticing as this spread looks, where does that leave us mere mortals who don’t have the golden ticket to this private market paradise?

This, my dear reader, is where Robbins plays his ace. Enter CAZ Investments, his very own King Midas, ready to turn your cash into an investment feast. It feels a bit like we’ve stumbled into a sales pitch, rather than a treasure map to investment gold.

Chapters 2 through 9 unfold like an elaborate appetizer showcasing these seven tantalizing asset classes, each tidbit culminating in a signpost pointing straight to… you guessed it, CAZ Investments’ homepage. But the laughable part? These oh-so-unique links all lead to the same destination. It’s like being promised a tour of the world and ending up at the same old tourist trap.

Take a moment to sit with this—Robbins and Zook have invested (pun intended) buckets of time into crafting this book, all to shepherd you to their company. Yet, they couldn’t bother to create a unique webpage for each asset class they’re trying to woo us with. There’s no exclusive corner for Private Lending, no VIP seats for Professional Sports—nothing. One-size-fits-all marketing, despite all the resources at their disposal? That’s just lazy.

But wait, there’s more! The book isn’t just a labyrinth of well-groomed links—it’s riddled with inaccuracies and hasty generalizations that would make a fact-checker’s head spin. Let me paint you a picture: there’s a graph nestled in Chapter 4 that shows the minimum five-year returns for various assets from 1995 through 2022. Despite private credit sitting proudly at the top, venture capital sinks like a stone to a staggering -18%—a whopping three times worse than the S&P 500 in the same timeframe. Yet somehow, Robbins and Zook have the audacity to devote an entire chapter to the virtues of venture capital. Go figure.

We’re not here to nitpick the truthiness of Robbins and Zook’s claims, but there’s something about the way they’re selling their elixir that leaves a sour taste. It’s like being invited to an exclusive party, only to realize you’re on the clean-up crew. Robbins flexes his connections and asks us to marvel at the grand 2/20 fee structure in the second chapter—when he’s planning to roll out the red carpet to his own investment buffet with the same hefty cover charge.

Imagine for a second that I told you the secret to wealth was “consistently buying income-generating assets”, only to spin around and say the only doorway to this treasure trove is through my personal venture. You’d call me loony—and yet, that’s the song Robbins is singing throughout the first half of his book.

Moving on to the second half, Robbins plays talk show host with his wealthy pals—all men, by the way. I get that finance is a boys’ club, but come on, Tony Robbins has one of the grandest Rolodexes on the planet, and he couldn’t snag even one interview with a successful woman in private investing?

The book reeks of exclusivity and frankly, the absence of women’s perspective is glaring.

I only have myself to blame for expecting this book to mirror Robbins’s other works. After all, the predisclaimer couldn’t be clearer:

Tony Robbins owns a minority share in CAZ Investments and is a registered advisor. While he plays no active role in the company, both he and Zook have a vested interest in CAZ’s prosperity.

When someone shows you who they are, believe them. Unfortunately, the only thing Tony Robbins has shown is that the real Holy Grail of investing isn’t the investments themselves—it’s persuading others to buy into them.

So, hit ‘like’ if you found this dive enlightening, and follow us on the least boring investment channel on Telegram, “Retire by 35”. And don’t miss out on our YouTube antics as we dissect more financial promises and fables.

Peace out and keep those investments savvy!

Hey, I’m just a writer sifting through the glitzy veneer of investment strategies. If you’ve come this far, maybe you’re feeling duped, or perhaps you’re just dying to hear more. Well, stick around, because we’ve only scratched the surface of this financial escapade!

Categorized as News