Founder, Chairman, and Chief Investment Officer of CAZ Investments.

Houston, Texas
Most investors must simply be customers of the asset management business. Very few get to own it. That distinction was a driving force behind why @tonyrobbins and I wrote The Holy Grail of Investing and there have been recent rule changes that now make the strategy available to investors of all sizes. We just released the paperback version, which has been updated to reflect the new opportunities. We hope you enjoy this fascinating conversation we had with @LizThomasStrat @SoFi: piped.video/iC8AOD9klK0?si=VxMC…
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Christopher Zook retweeted
What does it really take to build lasting financial success? @TonyRobbins is sharing his blueprint. Join @LizThomasStrat live on The Important Part with Tony and his co-author @ChristopherZook in just a few minutes as they discuss investing, building wealth, and navigating the decisions that shape your financial future. ➡️ piped.video/watch?v=iC8AOD9k…
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Christopher Zook retweeted
Tony Robbins went from eating crackers and peanut butter on Thanksgiving to running a business empire with over 100 companies. And he did it all to see if the game could still be won. He and his co-Author, @ChristopherZook, sat down with @LizThomasStrat this week to discuss the holy grail of investing, his rules for decision-making, and what sectors he’s watching. Tune in to The Important Part featuring @TonyRobbins for more insights. piped.video/watch?v=iC8AOD9k…
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Most of what sits in the average investor’s portfolio moves together, so when markets fall, nearly everything gets hurt at the same time. It is one of the reasons we wrote The Holy Grail of Investing, newly updated in paperback. @tonyrobbins and I talked with @patrickbetdavid about building a portfolio with investments that do not move in step, and why that matters more now than ever: piped.video/ipoLo_2kf-c?si=YOGR…
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Christopher Zook retweeted
✨BIG episode incoming‼️ The investor playbook is changing and @TonyRobbins is here to tell us why. Tune in at 3pm ET for the YouTube premiere with Tony and @ChristopherZook of CAZ investments. Link to the premiere, cue it up ➡️ piped.video/iC8AOD9klK0?si=VxMC…
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Christopher Zook retweeted
Always great being back on @PBDsPodcast. 🤟 @ChristopherZook and I sat down with @patrickbetdavid on the latest episode to talk AI and robotics, where the jobs go from here, the risk in the economy right now, and more. Watch it now. 👇
Tony Robbins: The Next 36 Months Will Change Everything | @TonyRobbins & @ChristopherZook (0:00) Intro (0:46) The Buy & Sell Game (15:36) Energy & Sports Teams (30:24) Russia & America’s Affordability Crisis (35:53) Mormons & American Youth (40:25) Education, AI & Quantum Computing (50:42) Becoming President (54:04) Investing Without Emotion (1:00:47) Robots & the Future (1:13:52) How to Break Into Private Equity (1:26:18) Choosing the Right Wife (1:34:46) Advice for the Next Generation
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Christopher Zook retweeted
Tony Robbins: The Next 36 Months Will Change Everything | @TonyRobbins & @ChristopherZook (0:00) Intro (0:46) The Buy & Sell Game (15:36) Energy & Sports Teams (30:24) Russia & America’s Affordability Crisis (35:53) Mormons & American Youth (40:25) Education, AI & Quantum Computing (50:42) Becoming President (54:04) Investing Without Emotion (1:00:47) Robots & the Future (1:13:52) How to Break Into Private Equity (1:26:18) Choosing the Right Wife (1:34:46) Advice for the Next Generation
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Private markets are changing fast, and opportunities once reserved for institutional investors are becoming more accessible to everyone. @TonyRobbins and I joined @ChrisWillx on @ModernWisdomMe to discuss private market opportunities and shifts in legislation that grant investors access to the private markets. Enough has changed since 2024 that we updated our #1 New York Times Bestseller, The Holy Grail of Investing. The new edition is available now. Watch the full conversation: piped.video/DuRcrbP3kag
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On September 22, The Holy Grail of Investing will be available as a revised and updated paperback. @tonyrobbins and I published the book in 2024, including interviews with 13 of the most accomplished investors of our time, and it reached #1 on the New York Times bestseller list. Since then, access to private markets has transformed. The SEC removed the income and net worth requirements that had kept most investors out of certain private funds, and the Department of Labor has opened the door to private assets inside 401(k) plans. We are at the cusp of democratization. The revised paperback adds an entirely new chapter on Space & Defense, covering the global retooling of legacy systems and the development of autonomous systems, drones and satellites. We also expanded three additional sections: AI, robotics and disruptive technologies, from humanoid robots to 3D printed homes; energy, including the power and infrastructure requirements created by AI, data centers and advanced computing; and professional sports. The paperback will be available at all retailers on September 22. In the meantime, you can access my latest market commentary via the new Holy Grail of Investing Newsletter: theholygrailofinvesting.com/
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Christopher Zook retweeted
Ignore the crowd. Make concentrated bets. Buy when everyone else is selling. Thanks @BillAckman for sitting down with me and @christopherzook of @caz_investments on The Holy Grail of Investing Podcast. New episode out now.
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More value creation is happening in private markets every year, and most investors are watching from the outside. I started The Holy Grail of Investing newsletter to share what I’m seeing across the private markets, highlight the strategies and themes that are attracting capital today, and explore the companies and industries that could shape the next generation of investment opportunities. Subscribe via the link in my bio to get the newsletter delivered directly to your inbox.
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For 22 years, @BillAckman of @PershingSquare has generated extraordinary results by defying conventional investing wisdom: making concentrated bets, taking highly public positions, and staying the course when others are headed for the exits. This episode of The Holy Grail of Investing with @TonyRobbins unpacks Ackman’s approach to contrarian investing, black swan hedging, and what he has learned about risk, incentives, and building generational wealth. Listen now: piped.video/watch?v=aUyvR-Nv…
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Most investors focus on how to access good funds. Fewer focus on owning the managers who run them. That is the idea behind GP Stakes, and why more sophisticated investors are paying attention to it.
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A friend once told me he was fully diversified because he owned all seven of the Magnificent Seven. That is not diversification. That is concentration. Especially when a small handful of companies make up a large share of the entire stock market.
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Owning a bunch of names that zig and zag together is not likely going to reduce volatility and risk. True diversification comes from owning things that zig and zag at different times!
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Upside gets most of the attention in investing. I get it, we all want to win big. But I believe understanding and protecting against the downside deserves even more attention. My risk management philosophy is simple: if you can live with the worst-case scenario, the upside will take care of itself.
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This month's Third Thursday Themes features my conversation with @TonyRobbins and @JasonDBallard, CEO of @ICON3DTech, on robotics built for space and defense, now adapted to 3D print homes faster and at a lower cost. It's a great example of how solving the hardest problems in one industry can unlock breakthroughs in another. Watch the full episode: cazinvestments.com/printing-…
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CAZ Investments is proud to announce a partnership with @SoFi Invest, expanding access to private-market strategies for self-directed investors of virtually every type and size. The availability of CAZ interval funds on the platform reflects our longstanding mission to broaden access to opportunities that have historically been available only to institutions and a small segment of high-net-worth investors. With roughly two-thirds of Americans navigating their financial lives without a financial advisor, SoFi is playing an important role in democratizing alternatives. You can access the press release here: prnewswire.com/news-releases…
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Steve Young won three Super Bowls. Then he built one of private equity's most distinctive firms based on a different philosophy: partnership over transaction. @TonyRobbins and I sat down with @SteveYoungQB for this episode of The Holy Grail of Investing to talk about championship leadership and why partnership investing can outperform the traditional model. Watch or listen now: piped.video/8HZijY6F2og?si=a9Z-…
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