44 episodes

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.

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

    • Business
    • 5.0 • 79 Ratings

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.

    45. Finding Opportunities in Residential Real Estate feat. Kathy Fettke

    45. Finding Opportunities in Residential Real Estate feat. Kathy Fettke

    The financial world is changing, and with it comes a lot of uncertainty for investors. But one thing that won't change? The need to maintain your wealth through diversification. In this week's episode, Ben Fraser and Bob Fraser together with Kathy Fettke from RealWealth discuss the potential for damage in the real estate market as a result of inflation and rising interest rates, as well as the importance of diversification when it comes to investing in real estate. Whether you're a novice investor or a seasoned pro, this episode is sure to provide valuable insights.  

    Love the show? Subscribe, rate, review, and share! TheBillionairePodcast.com  
    Read transcription and show notes - https://aspenfunds.us/podcast/finding-opportunities-in-residential-real-estate---feat-kathy-fettke/
    Listen on any podcast platform - https://anchor.fm/invest-like-a-billionaire
    Learn more about Aspen Funds - https://aspenfunds.us/

    • 45 min
    44. Investing in Oil and Gas in Today’s Market feat. Grant Norwood

    44. Investing in Oil and Gas in Today’s Market feat. Grant Norwood

    With the steady rise in energy prices, the oil and gas industry has even more profitable opportunities for investors. In this episode, you'll hear from Bob Fraser and Ben Fraser as they visit with Grant Norwood, President of Norwood Energy Corp, about the current state of the industry, where it's headed, and demystifying real-world investment examples. You'll understand improvement strategies that are similar to real estate and be more informed when it comes down to investing in the oil and gas industry.  

    Love the show? Subscribe, rate, review, and share! TheBillionairePodcast.com  

    Read transcription and show notes - https://aspenfunds.us/podcast/investing-in-oil-and-gas-in-todays-market---feat-grant-norwood/
    Listen on any podcast platform - https://anchor.fm/invest-like-a-billionaire
    Learn more about Aspen Funds - https://aspenfunds.us/

    • 56 min
    43. Breaking Down the Brewing Energy Crisis and Opportunities feat. Bob Fraser and Ben Fraser

    43. Breaking Down the Brewing Energy Crisis and Opportunities feat. Bob Fraser and Ben Fraser

    Oil and gas prices have been on the rise, but what does this mean for passive investors?

    Download Bob’s slides or watch Ben Fraser and Bob Fraser as they delve into more macroeconomic trends in the oil and gas industry, current market events, and analyze Goldman Sachs' Global Investment Research since 1998. Don't miss this episode as they explore why passive investors should win by diversifying their portfolio like Warren Buffett.

    Download Bob Fraser's Slides - https://aspenfunds.us/wp-content/uploads/2022/07/ILAB-E43-Breaking-Down-the-Brewing-Energy-Crisis-and-Opportunities-feat.-Bob-Fraser-and-Ben-Fraser-Slides.pdf

    Love the show? Subscribe, rate, review, and share! TheBillionairePodcast.com

    Read transcription and show notes - https://aspenfunds.us/podcast/breaking-down-the-brewing-energy-crisis-and-opportunities/
    Listen on any podcast platform - https://anchor.fm/invest-like-a-billionaire
    Learn more about Aspen Funds - https://aspenfunds.us/

    • 36 min
    42. Top of Mind Series: What's Causing High Gas Prices?

    42. Top of Mind Series: What's Causing High Gas Prices?

    Nearly everyone is asking, "What's the deal with gas prices?" Most Americans are feeling the pinch, while energy bills and gasoline prices have been skyrocketing for months. So, what is causing such a dramatic increase in energy prices? Is the Ukraine invasion solely to blame for rising energy prices? In this week's Top of Mind episode, co-hosts Bob Fraser and Ben Fraser delve into the statistics behind the stories, examining relevant data, major economic results, macro trends, and other critical themes in the energy sector.

    Love the show? Subscribe, rate, review, and share! TheBillionairePodcast.com

    Read transcription and show notes - https://aspenfunds.us/podcast/top-of-mind-series-whats-causing-high-gas-prices/
    Listen on any podcast platform - https://anchor.fm/invest-like-a-billionaire
    Learn more about Aspen Funds - https://aspenfunds.us/

    • 14 min
    41. Investing With Your Tribe – feat. Travis Smith, CEO of Tribevest

    41. Investing With Your Tribe – feat. Travis Smith, CEO of Tribevest

    Investing with friends and family can be a great way to pool resources and make big investments, while spreading out the risk. But it's important to set some ground rules before you get started. In this podcast, Travis Smith, Ben Fraser, and Jim Maffuccio discuss the pros and cons of investing with “tribes”, reducing risk, and some tips for making the process go smoothly.

    Love the show? Subscribe, rate, review, and share! TheBillionairePodcast.com  

    Read transcription and show notes - https://aspenfunds.us/podcast/investing-with-your-tribe-feat-travis-smith-ceo-of-tribevest
    Listen on any podcast platform - https://anchor.fm/invest-like-a-billionaire
    Learn more about Aspen Funds - https://aspenfunds.us/

    • 38 min
    40. 2022 Economic Outlook with Bob Fraser - What To Expect For The Rest of the Year

    40. 2022 Economic Outlook with Bob Fraser - What To Expect For The Rest of the Year

    In this week's episode Bob Fraser discusses the future of inflation, CRE cap rates, housing sales volume and prices, if a recession is about to happen, and what these imply for investors. So if you're curious about where the market is headed, make sure to listen or watch.  

    Download Bob Fraser's Slides - https://aspenfunds.us/wp-content/uploads/2022/06/Aspen-Economic-Outlook-Summer-2022.pdf  

    Love the show? Subscribe, rate, review, and share! TheBillionairePodcast.com  

    Read transcription and show notes - https://aspenfunds.us/podcast/2022-economic-outloook-with-bob-fraser/
    Listen on any podcast platform - https://anchor.fm/invest-like-a-billionaire
    Learn more about Aspen Funds - https://aspenfunds.us/

    • 24 min

Customer Reviews

5.0 out of 5
79 Ratings

79 Ratings

DSW333 ,

The Real Deal

Bob and Ben put out high quality content and curate great guests around macro economic trends and alternative investments that provide high value to invest like the ultra wealthy and avoid the stock market gyrations. A must listen!

Mason Klement ,

High caliber, solid podcast

Ben and Bob do a great job of brining relevant, timely content that I can apply in my real estate investing business by leveraging their own experience while also coupling it with high caliber, quality guests. Thank you and keep it up!

BKinKC ,

Variety and Educational

This podcast is incredible. I have listened to almost all of the podcasts to date and they go into a variety of topics covering different types of investments. Then they break them down and make it understandable and relatable. They do a nice job of giving various points of view while talking about each topic as well. Can’t wait to see where they go next with guests and the topics!

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