Episode 24: The Inaugural Phoenician League Investment Summit — 16 Independent Experts, One Incredible Week
Most investors are still building their portfolios for an economic era that's already dead.
In this episode, Joe Withrow announces the inaugural Phoenician League Investment Summit — a free, four-day event running October 6th through 9th, bringing together sixteen independent operators to lay out a complete playbook for building and protecting wealth outside the old sixty-forty model.
Joe's point going in is simple: if you've been listening to this show, you already know the old playbook is broken. The 60-40 portfolio rode a forty-year tailwind of falling interest rates, not a repeatable strategy. Gold is remonetizing at the central bank level. Sovereign nations are starting to treat Bitcoin as a reserve asset. The real question isn't whether the ground shifted — it's what you actually do about it, in what order, built by whom.
That's the problem the Summit is built to solve. It's sixteen independent financial operators, brought together for one week to lay out the entire playbook, full spectrum, with nobody's platform getting cross-sold in every session.
The week runs in a deliberate sequence.
Day One is foundations: Paul Rosenberg of The Wreckage and the Rebuild opens with The Great Structural Shift, framing how the ground underneath the Western economic order is actually moving. Marc Tancer of South Florida Bullion follows with The Fundamentals of Gold — no hype, no price predictions, just what gold actually is and why it's mattered as money for five thousand years. Wesley Schlemmer brings an honest update on where Bitcoin actually stands today. And the Remnant Finance team close the day teaching The Power of Infinite Banking for Building Savings and a Legacy — the mechanics, taught straight, of taking control of the banking function in your own financial life.
Day Two is markets and macro. Tom Dyson of Bonner Private Research opens with a deep, big-picture assessment of the macroeconomic climate. Nick Giambruno of Financial Underground tackles Investing in a World of Simultaneous Inflation and Deflation — how both can hit different parts of the economy at once, and what that means for where you put money. E.B. Tucker, a contarian's contrarian, delivers The Race You Already Won. And Dan Denning, also of Bonner Private Research, closes the day with The Intelligence Revolution and Its Consequences — his read on what artificial intelligence actually does to markets, labor, and capital over the next decade.
Day Three shifts to cash flow — building income streams instead of relying entirely on selling assets to generate gains. Shane Thompson of Lineage opens with Investing in Real Estate, drawn from years on the operational side of rental property, not theory. Jerry Jones follows with Investing in Mortgage Notes — a strategy almost nobody outside a small circle of insiders knows exists, where instead of being the landlord, you become the lender. Lance Goldberg of The Partners Fund teaches Investing in Royalties, including how music and publishing royalty catalogs throw off durable, uncorrelated income. And his partner Mike Fruzzetti closes the day with Investing in Alternate Assets — income-producing assets that don't fit neatly into "stocks" or "real estate," from medical receivables to private lending.
Day Four is protection, optimization, and synthesis. Christian Nix opens with Now or Never: How to Add an International Dimension to Your Lifestyle — adding optionality outside your home country, not as paranoia, but as prudence. Glenn Meder and his son Eric, who founded Privacy Academy together, follow with Privacy & Digital Security. Neal McSpadden of Tax Sherpa teaches Tax Optimization for Investors and Business Owners — arguing that getting your tax strategy right may matter more than optimizing your investment strategy, purely in terms of dollars saved. And Joe closes the week himself with The Blueprint: How It All Fits Together, tying every session's piece into one coherent framework.
Joe is candid about the honest tradeoff of an event like this: sixteen brilliant, independent teachers in one week is genuinely valuable — and it's also a lot to absorb. The people who get real value out of a week like this aren't the ones who try to implement all sixteen ideas at once... they're the ones who understand how the pieces relate, so they know where to start based on where they actually stand today. That's the reason Joe closes the week the way he does.
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Every session is free to attend live at 1:00 PM Eastern each day. For those who want permanent access to every recording, plus a seat in a live Saturday Q&A session with Joe, a one-time VIP option is available during the week itself.
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In this episode:
- Why the sixty-forty portfolio was a lucky passenger riding a forty-year tailwind of falling rates, not a strategy
- The full four-day, sixteen-speaker Summit lineup, and why the sessions run in this specific sequence: foundations first, then macro, then cash flow, then protection and synthesis
- Paul Rosenberg on The Great Structural Shift reshaping the Western world
- Marc Tancer of South Florida Bullion on The Fundamentals of Gold
- Wesley Schlemmer's honest read on where Bitcoin actually stands today
- Hans Toohey and Brian Moody of Remnant Finance on The Power of Infinite Banking
- Tom Dyson and Dan Denning of Bonner Private Research on macro strategy and what AI does to markets, labor, and capital
- Nick Giambruno on investing when inflation and deflation hit different parts of the economy simultaneously
- E.B. Tucker's contrarian read on the world and how to operate in it
- Shane Thompson on real estate investing, drawn from operational experience, not theory
- Jerry Jones on mortgage note investing — becoming the lender instead of the landlord
- Lance Goldberg on royalty investing, including music and publishing catalogs
- Mike Fruzzetti on alternative assets outside stocks and real estate
- Christian Nix on adding an international dimension to your life and finances
- Glenn Meder on privacy and digital security
- Neal McSpadden on tax optimization for investors and business owners
- Why synthesis — not more information — is what most people actually need after a week like this
- How to register for free, and what the optional VIP package includes
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🎟️ Register free for the Phoenician League Investment Summit (October 6–9): go.phoenicianleague.com/summit-2026
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