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Invest Like a Billionaire

The insider’s guide to alternative investing. Each week, join Aspen Funds’ Bob and Ben Fraser to hear the latest insights from the world of alternative investing. We’ll give you an inside look at the portfolios of everyday millionaires who are making real returns and passive income through alternative investments in real estate, private equity, hedge funds, and more. And we’ll keep you up-to-date with market news, macroeconomics and investable megatrends so you can invest with confidence. Find out more at https://www.thebillionairepodcast.com/ or join us at https://aspenfunds.us/
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Episodes

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 mar...

Sep 18, 202312 minEp. 107

106. State of the Multifamily Market: Rents, Supply, Markets & More feat. Jay Parsons

In this episode of the Invest Like A Billionaire podcast, join host Ben Fraser as he welcomes Jay Parsons, the SVP, Chief Economist & Head of Industry Principals at Real Page, a leading data analytics firm specializing in rental housing. This conversation is a must-listen for anyone involved in multifamily or single-family rentals or those considering venturing into these asset classes. Jay dives deep into the complexities of the real estate market, unraveling supply and demand dynamics, ren...

Sep 14, 202352 minEp. 106

105. Top of Mind: The Curious Case of Retail Real Estate

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 delve into a recent Marcus & Millichap article on retail real estate. This thought-provoking report raises vital questions about the hottest asset class in real estate: “why are there so few deals happening?” In this episode, our hosts dissect the key insights from the report, offering a deep dive into the intricacies of the retail industry's current land...

Sep 11, 20239 minEp. 105

104. Unlocking a Billionaire Mindset: Crushing Limits with Brain Science feat. Dr. Shannon Irvine

In this episode of the Invest Like A Billionaire podcast, join host Ben Fraser as he welcomes Dr. Shannon Irvine, a distinguished expert with a PhD in neuro psychology, Business and Mindset High Performance Coach of Epic Success, and host of Epic Success Podcast, to explore the captivating world of brain science and its impact on investing and business success. Dr. Irvine's expertise in unraveling the intricacies of limiting beliefs and harnessing the power of neuroscience offers listeners inval...

Sep 07, 202351 minEp. 104

103. Top of Mind: Large Funds Waiting for Distressed CRE Deals

Join 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 talk about a recent article on “Wall Street Is Ready to Scoop Up Commercial Real Estate on the Cheap.” In this episode, Bob and Ben discuss insights on why billions of dollars are being raised to be ready to purchase distressed CRE deals. Hear why they are still bullish on several sectors of real estate. Tune in now. Wall Street Journal Article - https://www.ws...

Sep 04, 202314 minEp. 103

102. Navigating Investing through Economic Cycles feat. Ryan Smith

In this episode, co-hosts Bob Fraser and Ben Fraser are joined by guest Ryan Smith, the co-founder of Elevation Capital. Ryan share insights from his decades of investment expertise. Focusing on self storage and mobile home parks, he shares insights gained through navigating multiple economic cycles. Ryan offers valuable perspectives on strategic investing at various stages of the economic cycle, coupled with his take on the current macro environment, including interest rates, inflation, and rec...

Aug 31, 202344 minEp. 102

101. Top of Mind: Consumer Credit Card Debt Surpasses $1 Trillion! Why We're Not Concerned

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 dissect the recent news that US consumer credit card debt has crossed a monumental $1 trillion milestone. In this thought-provoking episode, Bob and Ben offer their unique perspective on why the seemingly alarming figure might not warrant the panic it suggests. While the $1 trillion debt is undeniably significant, Bob and Ben shed light on the underlying fact...

Aug 28, 202312 minEp. 101

100. Origins of Crowdfunding & Accessing Distressed CRE Deals feat. Dr. Adam Gower

In this episode, host Ben Fraser is joined by special guest Dr. Adam Gower, founder of GowerCrowd and author of the book "The Reality of Distressed Real Estate.” With wit and wisdom, Dr. Gower discusses the origins of crowdfunding, its transformative impact, and potential pitfalls. Join us as we explore his perspectives on navigating market downturns, his recent insights on crowdfunding mishaps, and his bold predictions about distressed commercial real estate. Get Dr. Gower's latest book "The Re...

Aug 24, 202358 minEp. 100

99. Top of Mind: Why China May Face Deflation

Join co-hosts Bob Fraser and Ben Fraser as they dive deep into China's economy, addressing a phenomenon that has taken experts by surprise — deflation. This episode delves into the unexpected aftermath of China's strict COVID lockdowns, revealing a sluggish economy with deflationary concerns. Delving into the factors contributing to China's unanticipated economic challenges, they provide listeners with a deeper understanding of its global repercussions. Mexico Gains Increased Share of US Imports...

Aug 21, 202319 minEp. 99

98. Mastering Alternative Investments with Your IRA feat. Kirk Chisholm

Join host Ben Fraser in this riveting episode as he sits down with Kirk Chisholm, Principal of Innovative Advisory Group and host of the Money Tree Investing podcast. Discover Kirk's journey from brokerage houses to pioneering self-directed IRAs and alternative strategies. Hear about his client success stories, the unique investments you can make within your IRA, and Kirk’s insights into the broader economy. Connect with Kirk Chisholm on LinkedIn https://www.linkedin.com/in/kirkchisholm/ Connect...

Aug 17, 202353 minEp. 98

97. Top of Mind: Are Retail Strip Centers the Next Hot Real Estate Trend?

Join 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 talk about a recent Wall Street Journal article on “The Hottest Real-Estate Play Is in Your Neighborhood.” In this episode, Bob and Ben unveil insights from the article and why investors need to pay attention to this asset class. This little understood asset class is starting to gain the attention of more investors. Tune in to hear why. The Wall Street Journal ...

Aug 14, 20237 minEp. 97

96. Top of Mind: When Crowdfunding Goes Awry

Join 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 talk about crowdfunding. Unpacking the recent Wall Street Journal article, "Missing Millions and a Rabbinical Arbitrator: Real-Estate Deal Gone Bad Hits Popular Crowd Funder," they walk through shocking events that have recently come to light on one of the largest real estate crowdfunding platforms. You’ll find out what happened, their personal experiences with...

Aug 10, 202322 minEp. 96

95. Passive Investor Spotlight #9: Becoming a Lifestyle Investor feat. Justin Donald

In this episode of the Invest Like A Billionaire podcast, join co-hosts Jim Maffuccio and Ben Fraser as they sit down with returning guest Justin Donald, author of The Lifestyle Investor. Justin has been named the “Investment World’s New Warren Buffett”. Explore Justin's remarkable journey from business owner to lifestyle investor, gaining invaluable insights into low-risk investments, time management, and achieving financial freedom. Justin breaks down his own personal investment portfolio, how...

Aug 03, 202354 minEp. 95

94. How to Boost Your Financial IQ feat. Steve Coughran

In this episode of the Invest Like A Billionaire podcast, join your host, Ben Fraser, as interviews Steve Coughran, founder of Coltivar and Boosting Your Financial IQ. Steve was formerly a CFO of several venture backed businesses and mastered the art of scaling with a financial edge. He now takes the things he learned and applies them in his consulting practice helping business owners maximize value, as well as with individuals through his Boosting Your Financial IQ brand. Learn the strategic se...

Jul 27, 202344 minEp. 94

93. Building Wealth through Franchising feat. Jon Ostenson

In this episode, host Ben Fraser is joined by special guest Jon Ostenson, CEO of FranBridge Consulting and best-selling author of 'Non-Food Franchising.' Join us as Jon delves into the world of franchising and discusses the pros and cons of franchise ownership. He shares the types of businesses that perform best in a franchise model, the possibility of owning a franchise as a semi-passive owner, and how you can invest completely passively in franchising. Tune in now on your favorite podcast plat...

Jul 20, 202338 minEp. 93

92. Passive Investor Spotlight #8: From Entrepreneur to Alternative Investment Guru feat. Andy Hagans

In this episode, host Ben Fraser interviews Andy Hagans for our Passive Investor Spotlight series. Andy Hagans is founder of WealthChannel and host of "The Alternative Investment Podcast". Hear Andy’s fascinating story and his journey as a serial entrepreneur to successfully exiting multiple businesses, and to his quest to understand alternative investments. You’re not going to want to miss this episode! WealthChannel https://wealthchannel.com/ Connect with Andy Hagans on LinkedIn https://www.li...

Jul 13, 202349 minEp. 92

91. How to Build Your Own Virtual Family Office feat. Jim Dew

Join co-hosts Jim Maffuccio and Ben Fraser, along with special guest Jim Dew, Founder of Dew Wealth Management, as they dive into the concepts of building a Virtual Family Office. After spending years studying the ultra-wealthy, Jim Dew realized Family Offices generally had staff, resources and strategies built around preserving and growing their family’s wealth. Jim decided to replicate their approach, but make it more accessible for the entrepreneur. Tune into today’s show to hear about Jim’s ...

Jul 06, 202346 minEp. 91

90. Oil & Gas Masterclass: How to Evaluate Energy Investments - Part 2

Join co-hosts Bob Fraser and Ben Fraser in this informative episode of the Oil & Gas Masterclass as they dive into the world of oil & gas investments. In Part 2 of this captivating series, they are joined by a special guest, Jeff Mohajir, President and Chief Executive Officer of Mohajir Energy Advisors, a renowned expert in the field. They dive further into the intricacies of evaluating oil and gas investments, why it makes sense now to invest in this asset class, the keys to doing due d...

Jun 29, 202342 minEp. 88

89. Oil & Gas Masterclass: How to Evaluate Energy Investments - Part 1

Join co-hosts Bob Fraser and Ben Fraser in this informative episode of the Oil & Gas Masterclass as they dive into the world of oil & gas investments. In Part 1 of this captivating series, they are joined by a special guest, Jeff Mohajir, President and Chief Executive Officer of Mohajir Energy Advisors, a renowned expert in the field. Together, they explore the intricacies of evaluating oil and gas investments, why it makes sense now to invest in this asset class, the keys to doing due d...

Jun 22, 202345 minEp. 89

88. Exploring Office & Industrial Asset Classes feat. Brian Adams

In this episode, co-hosts Bob Fraser and Ben Fraser bring on guest, Brian Adams, the Founder of Excelsior Capital. Brian shares his contrarian opinions and thesis on asset classes including traditional office, medical office, and flex industrial. Additionally, drawing from his firsthand experiences, Brian shares his observations from being exposed to his wife's family office and how it influenced his understanding of wealth creation. The interview is packed with hidden gems and secrets of growin...

Jun 15, 202349 minEp. 88

87. Top of Mind: Is There a Real Estate Syndication Bubble?

In this episode of the Invest Like a Billionaire podcast, co-hosts Bob Fraser and Ben Fraser delve into the recent headlines about a large apartment syndication foreclosure. Bob and Ben analyze the story and share their insights on what went wrong and discuss some of the red flags. Additionally, they explore whether this is an isolated event or a broader issue in the real estate market. Lastly, they discuss how to evaluate capital calls and whether or not to participate. With lots of practical a...

Jun 08, 202332 minEp. 87

86. Top of Mind: Is Gold a Good Hedge Against Inflation?

Join hosts Bob Fraser and Ben Fraser as they explore the dynamics and significance of gold as an investment, and specifically as a hedge against inflation. Many pundits argue gold is the ultimate hedge against loose monetary policy. In this episode, Bob and Ben look at the historical relationship between gold and inflation and the role of gold in an investment portfolio. Connect with Bob Fraser on LinkedIn ⁠ ht⁠tps://www.linkedin.com/in/bob-fraser-22469312/⁠⁠ Connect with Ben Fraser on LinkedIn ...

Jun 01, 202320 minEp. 86

85. Investing in Private Credit in Today's Economy feat. Nelson Chu

In this episode of the Invest Like A Billionaire, host Ben Fraser welcomes Nelson Chu, the Founder and CEO of Percent, to share his insights into the unique world of private credit. Nelson delves into the current state of credit markets, exploring the implications of potential down cycles and credit tightening. Listeners can expect to gain valuable insights into asset-based lending and the advantages of private credit. Join us for this episode as we gain valuable insights into private credit. Co...

May 25, 202341 minEp. 85

84. Top of Mind: The Fate of the US Dollar

Join co-hosts Bob Fraser and Ben Fraser as they delve into an insightful discussion on "The Fate of the US Dollar," a thought-provoking episode that explores the current state and potential future of the United States' currency. Drawing on their expertise in economics and finance, they analyze the factors influencing the US dollar's position in the global economy and shed light on its potential implications. Download Bob's slides - https://aspenfunds.us/wp-content/uploads/2023/05/The-Fate-of-the...

May 18, 202333 minEp. 84

83. Effective Tax Planning: Strategies to Reduce Your Taxes feat. Steve Moskowitz

In this episode, co-hosts Bob Fraser and Ben Fraser are joined by tax planning expert Steve Moskowitz, founding partner of Moskowitz LLP, covering the basics of tax planning, including what it is, why you need it, and how to get started. Steve provides valuable insights and practical advice to help you navigate the ever-changing tax landscape. He also provides practical tips and strategies to help you minimize your tax liability and keep more of your money. Whether you're a small business owner,...

May 11, 202338 minEp. 83

82. Building Wealth Without Wall Street feat. Joey Mure

In this episode, co-hosts Bob Fraser and Ben Fraser sit down with Joey Mure, partner and co-founder of Wealth Without Wall Street , to discuss investing strategies beyond Wall Street. Joey shares his insights on how investors can break away from the traditional investments offered by Wall Street and explore alternative assets. Joey discuss practical tips for identifying the right investment opportunities, managing risks, and determining your Investor DNA. Whether you're a seasoned investor or ju...

May 04, 202338 minEp. 82

81. Hedge Fund Investing: Leveraging Technology to Beat the Market feat. Tory Reiss

In this episode, Tory Reiss, the CEO and co-founder of Equi, joins co-hosts Bob Fraser and Ben Fraser to discuss how their proprietary technology is selecting the best hedge funds to invest in. And how they’re building an investment platform to make hedge fund investing more accessible to retail investors. Tune in to hear why our guest believes hedge funds are poised to do well in this current market. Download Tory's slides https://www.investwithaspen.com/hubfs/Equi%20ILAB%20Slides.pdf Connect w...

Apr 27, 202351 minEp. 81

80. Short Term Rentals: Corporate Housing vs. Vacation Rentals feat. Dr. Chau Ong

In this episode, we talk with Dr. Chau Ong, a 7-figure Airbnb Freedom Coach and expert in short-term rentals. Dr. Ong shares insights and strategies for achieving financial freedom through short-term rentals, specifically the corporate housing sector. Most investors assume short-term rentals are only for vacation rentals, but Dr. Ong shares the pros and cons of each type. He also discusses the future of the short-term rental industry. Whether you're new to short-term rentals or a pro, this episo...

Apr 20, 202332 minEp. 80

79. Roth Conversion Secrets: Maximizing Your Retirement Savings feat. Craig Wear

In this episode, Jim Maffuccio and Ben Fraser are joined by guest Craig Wear, a Certified Financial Planner™ with 32+ years of experience and the author of two Amazon #1 Best Selling books, Paying the Piper, and Roth Conversion Secrets, to discuss maximizing retirement savings and avoiding hidden tax traps in 401k and IRA accounts. Craig shares expert advice on minimizing taxes and avoiding penalties associated with RMDs, early withdrawals, and investment options. Tune in for practical tips on o...

Apr 13, 202344 minEp. 79

78. The Future of Alternative Investments: 2023 and Beyond feat. Shifra Ansonoff

In this episode, co-hosts Bob Fraser and Ben Fraser sit down with returning guest, Shifra Ansonoff, the Global Head of Customer Experience at Preqin, to discuss the latest global trends and developments in private equity, venture capital, real estate and other alternatives. She shares her insights on emerging and niche asset classes, such as infrastructure investing and private debt, and the global trends driving growth in these areas. Whether you're a seasoned investor or new to the field, this...

Apr 06, 202349 minEp. 78
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