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Invest Like a Billionaire - The alternative investments & strategies billionaires use to grow wealth

Invest Like a Billionaire - The alternative investments & strategies billionaires use to grow wealth

By Aspen Funds

Most investors don’t know that the ultra-wealthy (billionaires, institutions, family offices) have large portions of their investment portfolios allocated to investments outside the stock market and in alternatives like real estate, private equity and hedge funds. Meanwhile, the average high net worth investor is mostly invested in stocks and bonds.

Join Bob Fraser, Jim Maffuccio, and Ben Fraser as they dive into the world of alternative investments, uncover strategies of the ultra-wealthy, discuss economics and interview successful investors and alternative investment experts.
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04. Passive Investor Spotlight: Hitting it Big Through Venture Investing w/ Dan Schulte

Invest Like a Billionaire - The alternative investments & strategies billionaires use to grow wealthOct 08, 2021

00:00
37:35
156. How to Build and Protect Generational Wealth feat. Whitney Elkins-Hutten
Apr 18, 202448:12
155. Moving from Passive to Active Investor feat. Seth Bradley
Apr 11, 202437:48
154. Helicopter Financing 101 feat. Matt Rothschild

154. Helicopter Financing 101 feat. Matt Rothschild

Discover helicopter financing with Thora Capital CEO, Matt Rothschild. Learn about its origins, mechanics, markets served, financial structures, risks, benefits, tax advantages, and future trends.


Connect with Matt Rothschild on LinkedIn 
https://www.linkedin.com/in/mattrothschild/

Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/


Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.
Get started and download your free economic report today at https://aspenfunds.us/report
Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub
Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe

Apr 04, 202441:37
153. Private Credit Masterclass - Part 2 feat. Anton Mattli

153. Private Credit Masterclass - Part 2 feat. Anton Mattli

Join us for Part 2 of our Private Credit Masterclass podcast series, where we dive deeper into seizing unique opportunities in private credit investing. In this episode, we continue our discussion with special guest Anton Mattli, CEO of PEAK Financing, exploring strategies like bridge financing and loan assumptions. Discover key underwriting factors for assessing risk, understanding sponsor strength, and ensuring financial stability.


Download the slides and watch the full Private Credit Masterclass - ⁠https://www.privatecreditmasterclass.com/sign-up⁠


Connect with Anton Mattli on LinkedIn ⁠https://www.linkedin.com/in/antonmattli/⁠

Connect with Bob Fraser on LinkedIn ⁠https://www.linkedin.com/in/bobfraser10/⁠

Connect with Ben Fraser on LinkedIn ⁠https://www.linkedin.com/in/benwfraser/⁠

 

Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.

Get started and download your free economic report today at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 

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Mar 28, 202446:36
152. The Fed Dot Plot & Lower Rates Ahead? | Top of Mind

152. The Fed Dot Plot & Lower Rates Ahead? | Top of Mind

We discuss the latest insights on the Fed's rate sentiment and its impact on the market. Are investors prepared for potential rate changes? Tune in as we break down market reactions and investor strategies.


Wall Street Journal Articles

https://www.wsj.com/economy/central-banking/the-feds-conundrum-interest-rates-are-both-too-highand-too-low-f05a9d3a


https://www.wsj.com/livecoverage/fed-meeting-fomc-interest-rate-decision-march-2024/card/why-the-fed-s-dots-are-the-center-of-attention-this-week-7crEXy9sPrMvklO7CZSD


Connect with Bob Fraser on LinkedIn ⁠https://www.linkedin.com/in/bobfraser10/⁠

Connect with Ben Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

 

Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.

Get started and download your free economic report today at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 

Join the Investor Club to get early access to exclusive deals. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.aspenfunds.us/investorclub⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 

Subscribe on your favorite podcast app, so you never miss an episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thebillionairepodcast.com/subscribe⁠⁠

Mar 25, 202409:19
151. Private Credit Masterclass - Part 1 feat. Anton Mattli

151. Private Credit Masterclass - Part 1 feat. Anton Mattli

How can you seize the unique opportunity in private credit investing? Dive into our latest episode, Part 1 of our Private Credit Masterclass! Join us as we demystify this opportunity with special guest Anton Mattli, CEO of PEAK Financing. In this Masterclass, you'll learn about what Private Credit is and why it exists, gain insights into understanding the capital stack to reduce the risk of capital loss, discover why this opportunity will persist for many years, and much more.


Download the slides and watch the full Private Credit Masterclass - https://www.privatecreditmasterclass.com/sign-up


Connect with Anton Mattli on LinkedIn https://www.linkedin.com/in/antonmattli/

Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bobfraser10/

Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/

 

Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.

Get started and download your free economic report today at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 

Join the Investor Club to get early access to exclusive deals. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.aspenfunds.us/investorclub⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 

Subscribe on your favorite podcast app, so you never miss an episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thebillionairepodcast.com/subscribe⁠⁠⁠

Mar 21, 202437:59
150. Unveiling the Corporate Transparency Act feat. Garrett and Ted Sutton
Mar 14, 202433:29
149. Where Did $700B in Maturing CRE Loans Go? | Top of Mind
Mar 11, 202411:55
148. Discounted Roth Conversions feat. Keith Blackborg

148. Discounted Roth Conversions feat. Keith Blackborg

Mar 07, 202440:28
147. Replay: The Wide World Of Passive Real Estate Investing

147. Replay: The Wide World Of Passive Real Estate Investing

Originally published September 30, 2021.

Curious about investing in real estate without the headaches? Discover how passive real estate investment opens doors to hassle-free opportunities. Let's explore the wide world of passive real estate investing together!


Connect with Bob Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ht⁠tps://www.linkedin.com/in/bob-fraser-22469312/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Connect with Ben Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Connect with Jim Maffuccio on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/james-maffuccio-77440813/

 

Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.

Get started and download your free economic report today at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 

Join the Investor Club to get early access to exclusive deals. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.aspenfunds.us/investorclub⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 

Subscribe on your favorite podcast app, so you never miss an episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thebillionairepodcast.com/subscribe⁠⁠

Mar 04, 202443:22
146. How to Review a Deal Proforma - Part 2 | Top of Mind
Feb 29, 202421:37
145. How to Review a Deal Proforma - Part 1 | Top of Mind
Feb 26, 202417:10
144. Life Settlements Demystified feat. Anne Buchanan
Feb 22, 202443:09
143. Investors Are Almost Always Wrong About Rates | Top of Mind

143. Investors Are Almost Always Wrong About Rates | Top of Mind

Join Bob Fraser and Ben Fraser as they uncover the surprising data showing investors expectations on rates have historically been wrong. Learn about why this is and what it means for making investment decisions.


Wall Street Journal article - https://www.wsj.com/finance/investing/investors-fed-interest-rates-a842073c


Connect with Bob Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ht⁠tps://www.linkedin.com/in/bob-fraser-22469312/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Connect with Ben Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

 

Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.

Get started and download your free economic report today at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 

Join the Investor Club to get early access to exclusive deals. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.aspenfunds.us/investorclub⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 

Subscribe on your favorite podcast app, so you never miss an episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thebillionairepodcast.com/subscribe⁠⁠

Feb 19, 202412:24
142. Unlocking Travel with Residence by Investment feat. Dominic Volek

142. Unlocking Travel with Residence by Investment feat. Dominic Volek

Feb 15, 202439:35
141. The Banks Are Not Okay | Top of Mind
Feb 12, 202413:21
140. Maximizing The Value of Your Business Before Selling

140. Maximizing The Value of Your Business Before Selling

If you are an entrepreneur, a business owner looking to sell your business, or simply interested in learning about acquisitions and how private equity works, this episode if for you. Channing is the Managing Director at Objective, an investment banking valuation firm with more than 25 years of experience in investment banking and business valuation. We discuss his journey, how entrepreneurs can identify the real value of their businesses and much more.


Connect with Channing Hamlet on LinkedIn https://www.linkedin.com/in/channinghamlet/

Connect with Ben Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

 

Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.

Get started and download your free economic report today at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 

Join the Investor Club to get early access to exclusive deals. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.aspenfunds.us/investorclub⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 

Subscribe on your favorite podcast app, so you never miss an episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thebillionairepodcast.com/subscribe⁠⁠

Feb 08, 202448:37
139. Election Year: What Will the Fed Do? | Top of Mind
Feb 05, 202415:31
138. The Role of Mindset in Successful Tax Strategies feat. Laura Dohanes
Feb 01, 202446:30
137. Niche Assets: Tax Receivable Agreements feat. Andy Lee
Jan 25, 202437:21
136. Anatomy of a Private Equity Deal ft. Josh Ziegelbaum of Circuit City

136. Anatomy of a Private Equity Deal ft. Josh Ziegelbaum of Circuit City

Jan 19, 202448:01
135. Invest Like a Billionaire, Best of 2023 | A Recap Special

135. Invest Like a Billionaire, Best of 2023 | A Recap Special

Here is our reflective recap journey through 2023, highlighting remarkable guests, best moments and invaluable insights.


79. Roth Conversion Secrets: Maximizing Your Retirement Savings feat. Craig Wear https://www.thebillionairepodcast.com/79

91. How to Build Your Own Virtual Family Office feat. Jim Dew https://www.thebillionairepodcast.com/91

89. Oil & Gas Masterclass: How to Evaluate Energy Investments - Part 1 https://www.thebillionairepodcast.com/89

90. Oil & Gas Masterclass: How to Evaluate Energy Investments - Part 2 https://www.thebillionairepodcast.com/90

134. Advanced Tax Saving Strategies feat. Keystone CPA https://www.thebillionairepodcast.com/134

133. Overview of Real Estate & Economic Updates feat. John Chang https://www.thebillionairepodcast.com/133

65. Real Estate Tax Shelters for Passive Investors feat. Erik Oliver https://www.thebillionairepodcast.com/65

95. Passive Investor Spotlight #9: Becoming a Lifestyle Investor feat. Justin Donald https://www.thebillionairepodcast.com/95

131. Investing Like the Ultra Wealthy Ft. Tiger 21 Founder Michael Sonnenfeldt https://www.thebillionairepodcast.com/131

106. State of the Multifamily Market: Rents, Supply, Markets & More feat. Jay Parsons https://www.thebillionairepodcast.com/106


Suggest a guest, topic, or simply ask anything https://www.thebillionairepodcast.com/p/ask-anything/


Connect with Ben Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

 

Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.

Get started and download your free economic report today at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 

Join the Investor Club to get early access to exclusive deals. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.aspenfunds.us/investorclub⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 

Subscribe on your favorite podcast app, so you never miss an episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thebillionairepodcast.com/subscribe⁠⁠

Jan 15, 202422:35
134. Advanced Tax Saving Strategies feat. Keystone CPA

134. Advanced Tax Saving Strategies feat. Keystone CPA

Dec 28, 202342:35
133. Overview of Real Estate & Economic Updates feat. John Chang

133. Overview of Real Estate & Economic Updates feat. John Chang

Dec 21, 202353:13
132. Top of Mind: Inflation is Lower, Are Feds Ready to Lower Rates?
Dec 18, 202315:19
131. Investing Like the Ultra Wealthy Ft. Tiger 21 Founder Michael Sonnenfeldt

131. Investing Like the Ultra Wealthy Ft. Tiger 21 Founder Michael Sonnenfeldt

Dec 14, 202359:57
130. Replay: How the Wealthy Invest & the Alternative Investment Continuum

130. Replay: How the Wealthy Invest & the Alternative Investment Continuum

Originally published September 23, 2021.


This week we take a deeper look at private equity and venture capital as we look to emulate the strategies and investment vehicles that the ultra-wealthy use to generate better returns and diversification. Average investors have historically been under-allocated to these asset classes, but for many ultra HNWIs, their allocations to private equity are equal to their allocations to real estate. Learn the key strategies for investing in private equity and venture capital, and the different structures and their pros and cons.


Connect with Bob Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ht⁠tps://www.linkedin.com/in/bob-fraser-22469312/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Connect with Ben Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

 

Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.

Get started and download your free economic report today at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 

Join the Investor Club to get early access to exclusive deals. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.aspenfunds.us/investorclub⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 

Subscribe on your favorite podcast app, so you never miss an episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thebillionairepodcast.com/subscribe⁠⁠

Dec 11, 202329:29
129. My Investment Has a Capital Call, What Should I Do?
Dec 07, 202330:19
128. Top of Mind: Fed Cautions on Too Much Optimism
Dec 04, 202311:54
127. Understanding Self-Directed IRA Strategies Ft. Mat Sorensen
Nov 30, 202345:23
126. Top of Mind: Brewing Chinese Financial Crisis

126. Top of Mind: Brewing Chinese Financial Crisis

Discussing the behind the scenes of China's economic landscape and what it represents for the global economy.


Sources | Wall Street Journal articles

https://www.wsj.com/articles/the-chinese-financial-crisis-nobody-is-talking-about-1740974e?mod=hp_opin_pos_2#cxrecs_s

https://www.wsj.com/world/china/china-economy-debt-slowdown-recession-622a3be4


Watch our latest Megatrends Webinar - https://www.investwithaspen.com/megatrends-webinar


Connect with Bob Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ht⁠tps://www.linkedin.com/in/bob-fraser-22469312/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Connect with Ben Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

 

Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.

Get started and download your free economic report today at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 

Join the Investor Club to get early access to exclusive deals. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.aspenfunds.us/investorclub⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 

Subscribe on your favorite podcast app, so you never miss an episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thebillionairepodcast.com/subscribe⁠

Nov 27, 202316:59
125. Oil Prices Dropped, What Does It Mean?

125. Oil Prices Dropped, What Does It Mean?

Oil prices recently dropped and analysts are trying to figure out what’s going on. In this episode, Bob and Ben Fraser dive into the factors at play. And address the questions if this is a temporary decline, or something more substantial. Join us as we discuss this week's oil market swings.


ZeroHedge article - https://www.zerohedge.com/markets/whats-behind-sudden-plunge-oil-prices-goldmans-trading-desk-explains


Watch our latest Megatrends Webinar - ⁠https://www.investwithaspen.com/megatrends-webinar⁠


Connect with Bob Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ht⁠tps://www.linkedin.com/in/bob-fraser-22469312/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Connect with Ben Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

 

Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.

Get started and download your free economic report today at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 

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Nov 20, 202308:21
124. Redefining How To Track Your Investment Portfolio | Ft. Litan Yahav of Vyzer
Nov 16, 202341:30
123. Top of Mind: Labor Shortage Continues & Higher for Longer

123. Top of Mind: Labor Shortage Continues & Higher for Longer

All from inflation to labor shortages, we've been on the pulse for two years. We discuss the latest on rising wages, navigating inflation in real estate investing, and reshoring manufacturing.


Sources | Wall Street Journal articles


https://www.wsj.com/economy/jobs/workers-keep-getting-big-raises-thats-a-problem-for-the-fed-94a20f56?mod=hp_lead_pos6


https://www.wsj.com/economy/the-economy-is-great-why-are-americans-in-such-a-rotten-mood-6e1044d8?mod=hp_lead_pos1


Connect with Bob Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ht⁠tps://www.linkedin.com/in/bob-fraser-22469312/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.

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Nov 13, 202315:34
122. Creating Liquidity in Private Markets: Understanding Secondary Market
Nov 09, 202341:48
121. Top of Mind: $44 Billion Funding Gap in Multifamily & Opportunities
Nov 06, 202314:02
120. Demystifying Litigation Finance & Other Alternative Credit feat. Eva Shang
Nov 02, 202333:19
119. Top of Mind: Surprising GDP Growth, Higher Long-Term Rates & What That Means
Oct 30, 202319:56
118. Investing Like the Ultra Rich feat. Paul Karger
Oct 26, 202339:56
117. Top of Mind: How Will Middle East Conflict Impact Oil Prices?
Oct 23, 202317:28
116. Unique Alt Investing: Opportunity Zones, Venture Capital & More feat. Kelly Ann Winget
Oct 19, 202333:54
115. Replay: Intro To Venture Capital & Private Equity Investing
Oct 16, 202343:39
114. 7 Investable Megatrends for the Next Decade

114. 7 Investable Megatrends for the Next Decade

Join co-hosts Bob Fraser and Ben Fraser in the latest episode of the Invest Like A Billionaire podcast as they share updated research on 7 Investable Megatrends for the Next Decade. These are emerging trends that will create the economic landscape over the next decade and beyond. Since the last time we presented this information, our research has been remarkably accurate, cutting through market noise. In this episode, they present fresh, updated data on these megatrends, designed to help investors make better, more calculated decisions about their investment strategy.


Download the Slides - https://www.investwithaspen.com/megatrends-webinar-slides


Connect with Bob Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ht⁠tps://www.linkedin.com/in/bob-fraser-22469312/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.

Get started and download your free economic report today at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 

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Oct 12, 202355:55
113. Top of Mind: Forecasts from Economists Panel
Oct 09, 202315:22
112. Evolution of Private Real Estate, Due Diligence & More feat. Matt Burk

112. Evolution of Private Real Estate, Due Diligence & More feat. Matt Burk

Join co-hosts Jim Maffuccio and Ben Fraser, along with special guest Matt Burk, Founder and CEO of Fairway America and Verivest. We're thrilled to have Matt on the show, a seasoned real estate executive, Chief Investment Officer, and fund manager with over 22 years of experience. Matt has managed 11 different real estate funds throughout his career. In this episode, we delve into Matt's background in the industry and explore the fascinating evolution of the real estate syndication space. Matt shares valuable insights gained over the past two decades, offering our listeners a unique perspective on real estate investing.


Connect with Matt Burk on LinkedIn https://www.linkedin.com/in/mwb/

Connect with Jim Maffuccio on LinkedIn https://www.linkedin.com/in/james-maffuccio-77440813/

Connect with Ben Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

 

Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.

Get started and download your free economic report today at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 

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Oct 05, 202339:42
111. Top of Mind: Will Oil Hit $100/Bbl by Year End?

111. Top of Mind: Will Oil Hit $100/Bbl by Year End?

Join co-hosts Bob Fraser and Ben Fraser in the latest episode of the "Top of Mind" series on the Invest Like A Billionaire podcast as they explore a topic that's currently front and center in the minds of consumers everywhere – surging oil prices. Bob share insights that he recently told a WSJ reporter. They discuss the current supply crisis, address long-term demand, and how the transition to alternative energy sources will impact it. Additionally, they address some of the political ramifications of fossil fuels. Tune in now to hear their thoughts.


Oilprice.com Article - https://oilprice.com/Energy/Crude-Oil/IEA-Faces-Backlash-Over-Bold-2030-Oil-Demand-Forecast.html


Seeking Alpha Article - https://seekingalpha.com/news/4012973-exxon-saudi-aramco-ceos-refute-forecasts-for-peak-oil-demand?lctg=626fcf8c8f7f1c6677068fd9&mailingid=32757025&messageid=wall_street_breakfast&serial=32757025.2223025&userid=56458384&utm_campaign=wsb_09_19_2023&utm_medium=email&utm_source=seeking_alpha&utm_term=wall_street_breakfast


The Washington Free Beacon Article - https://freebeacon.com/energy/john-kerry-rebukes-oil-companies-for-increasing-production-the-president-has-been-pressing-them-for-months-to-do-just-that/


ZeroHedge Article - https://www.zerohedge.com/markets/goldman-ceo-solomon-embraces-support-fossil-fuel-companies


Connect with Bob Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ht⁠tps://www.linkedin.com/in/bob-fraser-22469312/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Connect with Ben Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

 

Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.

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Oct 02, 202319:36
110. Passive Investor Spotlight #10: From MD to Financial Freedom feat. Dr. Christopher Loo

110. Passive Investor Spotlight #10: From MD to Financial Freedom feat. Dr. Christopher Loo

In this episode, host Ben Fraser is joined by Dr. Christopher Loo, founder, CEO and host of Financial Freedom for Physicians with Dr. Christopher H. Loo, MD-PhD podcast. Dr. Loo shares his inspiring journey from being an MD to achieving financial freedom through real estate investing. We delve into his personal story, exploring how he transitioned from a medical career to early retirement and financial independence through strategic investments. Dr. Loo provides insights into his current investment portfolio, identifies potential opportunities, and sheds light on the mindsets that have propelled him to his current success. Tune in to be inspired by Dr. Christopher Loo's path to financial freedom.


Connect with Dr. Christopher Loo on LinkedIn https://www.linkedin.com/in/drchrisloomdphd/⁠

Connect with Ben Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

 

Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.

Get started and download your free economic report today at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 

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Sep 28, 202340:07
109. Top of Mind: Is the Job Boom Over?

109. Top of Mind: Is the Job Boom Over?

Join co-hosts Bob Fraser and Ben Fraser in the latest episode of the "Top of Mind" series on the Invest Like A Billionaire podcast as they discuss the post-pandemic job market. Focusing their discussion on a recent Wall Street Journal article titled "The Job-Market Boom Is Over. Here’s Why and What It Means", Ben and Bob provide their unique perspectives, offering insights that challenge the notion of the end of a labor shortage. Don't miss this thought-provoking and informative discussion that connects current headlines to broader economic themes.


Wall Street Journal Article - https://www.wsj.com/economy/jobs/the-job-market-boom-is-over-heres-why-and-what-it-means-5f3e498f


Connect with Bob Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠ht⁠tps://www.linkedin.com/in/bob-fraser-22469312/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Connect with Ben Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

 

Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.

Get started and download your free economic report today at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 

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Sep 25, 202312:60
108. Venture Capital Investing: 3 Keys to Success feat. Leif Hartwig

108. Venture Capital Investing: 3 Keys to Success feat. Leif Hartwig

Sep 21, 202335:55
107. Top of Mind: Why Goldman Sachs is Predicting Higher Oil Prices

107. Top of Mind: Why Goldman Sachs is Predicting Higher Oil Prices

Join co-hosts Bob Fraser and Ben Fraser in the latest episode of the "Top of Mind" series on the Invest Like A Billionaire podcast. In this episode, Bob and Ben explore the recent surge in oil prices, with Brent and crude oil hitting $90 per barrel. They unpack the factors driving this surge, including recent OPEC cuts, Chinese demand, and new supply. Whether you're an investor or just curious about these developments, this episode offers valuable insights into the complexities of the energy market, helping you stay informed and prepared for what's ahead. Don't miss out on this enlightening discussion about the "why" behind the recent oil price surge and its broader implications.


Wall Street Journal Article - https://www.wsj.com/economy/august-cpi-report-inflation-slowdown-85936a0a

Oilprice.com Article - https://oilprice.com/Energy/Oil-Prices/Goldman-Claims-Oil-Prices-Could-Hit-107-If-OPEC-Extends-Cuts-Next-Year.html


Connect with Bob Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠ht⁠tps://www.linkedin.com/in/bob-fraser-22469312/⁠⁠⁠⁠⁠⁠⁠⁠⁠

Connect with Ben Fraser on LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠⁠⁠⁠⁠⁠⁠

 

Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.

Get started and download your free economic report today at ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠⁠⁠⁠⁠⁠⁠ 

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Sep 18, 202311:44