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Interview
February 25, 2025
54:08

034 Todd Camhe

Exploring Alternative Investments - Bourbon Boom

In this conversation, Todd Camhe, co-founder of Oakproof, discusses the intriguing world of alternative investments, particularly focusing on bourbon as a unique asset class. He explains the non-correlated nature of bourbon investments to traditional markets, the importance of patience in investment strategies, and the collaborative spirit within the bourbon industry.

KEY INSIGHTS

The asset improves itself. Unlike real estate, a bourbon barrel needs no new lobby or gym: bought young (0–4 years) and held past the two-year Kentucky Straight Bourbon mark, it ages into a more valuable, more in-demand product.

Non-correlation is the point. Bourbon barrels don't move with stocks or real estate, are fully insured in secure rickhouses, and appreciate even in flat markets — steady returns for investors overexposed to traditional assets.

Negative headlines create buying opportunities. Declining alcohol consumption headlines and tariff fears cooled the market — exactly when patient capital wants to deploy, because you can refinance timing but never reverse overpaying.

Be a partner, not a vulture. Oakproof provides liquidity to distillers and sells 25–50 barrel lots to craft bottlers others ignore — in bourbon's collaborative ecosystem, added value is the moat.

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