Invest Like a Billionaire
Invest Like a Billionaire is a weekly show from Aspen Funds in which hosts Bob and Ben Fraser walk listeners through the world of alternative investing. Each episode looks at how everyday millionaires build portfolios and generate passive income through real estate, private equity, hedge funds and other alternatives. The hosts also cover market news, macroeconomics and longer-term investable megatrends. The goal is to help listeners invest with more confidence outside of traditional stocks and bonds.
Episodes
What Overseeing $11 Billion Taught Him About Investing
What does overseeing $11 billion in retirement assets teach you about building and protecting wealth?David T. Yu is a financial advisor and airline pilot who served on a five-member pension committee overseeing approximately $11 billion in retirement assets. Today, he helps high-income earners navigate wealth management, alternative investments, and tax planning.David joins Ellis Hammond to explai
How to Build Your Own Virtual Family Office | Our Most Listened-To Episode
From the Vault: We’re bringing back our most-watched episode ever, edited down to the best moments. How do you build a family office without being a billionaire? Jim Dew breaks down the virtual family office model and how successful entrepreneurs and high net worth investors can take a more coordinated approach to wealth management.We get into alternative investments, asset allocation, portfolio d
He Built a $300M+ Company. Here’s How He Thinks About His Own Wealth
Cody Barbo, founder and CEO of Trust & Will, joins Ellis Hammond to talk about building, investing, and protecting wealth.Cody shares how he thinks about having most of his net worth tied up in the company he built, what raising more than $80 million taught him about choosing investors, and how he plans to diversify after a future liquidity event.Plus, Cody breaks down estate planning, includi
Wealth Advice for HENRYs (High Earners, Not Rich Yet)
Making a high income doesn’t automatically make you wealthy.For high-income earners, the challenge often isn’t making more money, it’s turning that income into assets that compound and create long-term financial freedom.In this episode of Invest Like a Billionaire, Ben Fraser and Ellis Hammond break down how to make the shift from earning a great income to actually building wealth. They discuss li
The State of Multifamily: Why We’re Buying Now
Is the multifamily market finally at the bottom? After years of rising interest rates, falling property values, and distress across commercial real estate, the data may be pointing to a major buying opportunity.In this episode, Bob Fraser, Ben Fraser, and Ellis Hammond break down the current state of the multifamily market, the nearly $800 billion maturity wall, where distress is actually showing
Hard Truths About Private Markets with Aleksey Chernobelskiy (GP-LP Match)
What does it actually take to find a good private market deal?Aleksey Chernobelskiy, founder of GP-LP Match, joins Ben Fraser and Ellis Hammond to break down what he’s seeing across private markets today, from the biggest mistakes investors make to the risky assumptions hiding in real estate deals.Plus, why sophisticated investors may look at dozens of deals before saying yes to one.Enjoyed this e
Why RIAs Can’t Ignore Private Alternatives Anymore
Private alternatives are becoming a bigger part of high-net-worth portfolios. Is your advisory practice keeping up?Ellis Hammond sits down with Steve Woodruff, Principal and CIO of Venture Financial Advisors, to discuss why investor demand for private alternatives is growing and what RIAs need to know to stay competitive. They cover how to incorporate private markets into client portfolios, evalua
China’s 90% Model: The Economic War No One Is Talking About
China has a repeatable playbook for dominating entire industries. And now, it’s targeting sectors critical to America’s economic future.In this episode, Bob Fraser, Ben Fraser, and Ellis Hammond break down the strategy outlined in Ram Charan’s China’s 90% Model, how China gained control of critical industries like rare earth minerals, and why AI could be the next major battleground.Is the U.S. pre
Private Markets Are Going Mainstream. Is That a Good Thing?
Blackstone, Vanguard, and Wellington are bringing private markets to everyday investors.Their new funds give non-accredited investors access to alternative investments like private equity, private credit, real estate, and infrastructure. But is easier access actually a good investment?Referenced in this episode:Leyla Kunimoto’s breakdown of the WVB All Markets Fund and its fee structure:Read Leyla
Should You Own Gold? David Morgan & Bob Fraser Weigh In
Should gold still have a place in your investment portfolio?Precious metals expert David Morgan joins Bob Fraser and Ellis Hammond for a candid discussion on gold, silver, and their role in a modern portfolio.They break down how much gold investors should own, why central banks are buying, gold vs. the S&P 500, whether precious metals actually provide diversification, gold vs. Bitcoin, and whe
If We Had $5 Million to Invest Today, Here's Exactly What We'd Do
What would you do if you suddenly had $5 million to invest?In this episode, Bob Fraser and Ben Fraser break down exactly how they'd build a portfolio in today's market. They share the principles behind every investment, reveal how they're actually allocating their own portfolios, and explain where they see the biggest opportunities today.Topics include asset allocation, diversification
He Reviewed $8 Billion in Retirement Accounts. Here's What He Learned.
Most investors think retirement accounts are only for stocks and mutual funds. Adam Bergman, founder of IRA Financial, explains how wealthy investors use self-directed IRAs, Roth IRAs, and alternative investments like private equity and real estate to build long-term wealth. Learn the biggest retirement investing mistakes, key IRS rules, and strategies that can help you maximize your retirement po
The Economic War Every Investor Should Understand
Tariffs are only part of the story. In this episode, Ellis Hammond sits down with Bob Fraser and Ben Fraser to break down the real economic battle between the U.S. and China. Learn how tariffs, industrial policy, semiconductors, AI, rare earth minerals, and free markets are shaping the future of the global economy and what every investor should understand to navigate the opportunities and risks ah
Why Now Is the Time for Private Alternatives
The stock market is at record highs but does that mean it's time to rebalance? In this episode of Invest Like A Billionaire, Ellis Hammond sits down with Bob Fraser to discuss why today's market may be strengthening the case for private alternatives, where he's personally investing today, and how billionaire investors think about portfolio construction.They cover portfolio diversificat
Why Your Index Fund Isn't as Safe as You Think
Are index funds still safe? As the AI boom reshapes the market, nearly 40% of the S&P 500 is now concentrated in just 10 companies.In this episode, Bob Fraser, Ben Fraser, and Ellis Hammond, break down what this historic concentration means for investors, what history can teach us about today's AI-driven market, and why great companies don't always make great investments.Have more questions, o
The Fed is About to Change Everything. Are You Ready?
A new Fed Chair could change investing for the next decade.Kevin Warsh is calling for a fundamental shift in how the Federal Reserve approaches interest rates, inflation, and economic policy. If he's successful, the investing playbook that's defined the past 20 years may no longer apply.In this episode, Bob Fraser, Ben Fraser, and Ellis Hammond break down what Warsh's vision could mean
The Economy Absorbed a War, Tariffs, & a New Fed Chair. Here's Why It Didn't Break.
At the start of 2026, many economists expected growth to slow.Since then, we've had tariffs, inflation concerns, conflict in the Middle East, oil volatility, and a new Fed Chair. Yet the economy keeps growing.In this episode, Bob Fraser and Ellis Hammond sit down with Belinda Román, Associate Professor of Economics at St. Mary's University, to discuss what's changed, what's surprised her, and whet
Don't Waste Your 30s or 40s: The Wealth Moves That Matter Most
Are your 30s and 40s the most important decades for building wealth?In this episode, Ben Fraser and Ellis Hammond share the wealth-building lessons they've learned the hard way, from investing mistakes and lifestyle creep to the power of compounding, skill development, and building a portfolio that can create long-term financial freedom.If you're serious about growing your wealth, this con
Think You Don't Qualify for a Solo 401(k)? Think Again.
Most high-income earners assume the Solo 401(k) isn't for them. They're wrong.If you have a side hustle, a consulting gig, or a small investment LLC, you likely qualify, and you could be sheltering up to $144,000 per year in tax-free contributions.Bob Fraser and Ellis Hammond sit down with George Blower, co-founder of MySolo401k.net, to break down exactly how this works and why so few peop
The 2026 Macro Reset: Oil, Inflation, and the Assets Poised to Win
Nobody predicted 2008. Nobody predicted COVID. And whatever causes the next market crisis probably won't be what investors expect.That's what makes today's environment so challenging. Just a few months ago, markets were expecting rate cuts and easing inflation. Now oil prices are surging, treasury yields are rising, and some analysts are drawing comparisons to the inflationary pressures of the 197
The Dirty Secret Behind Bourbon (And How to Profit From It)
Bourbon might be one of the most overlooked alternative investments in America.In this episode of Invest Like a Billionaire, Brian Rosen, founder of InvestBev, breaks down how his firm built a portfolio around bourbon barrels, beverage brands, and alcohol infrastructure and why family offices are paying attention.We cover:• Why bourbon barrels have historically produced strong returns• The “dirty
The Skills That Built Your Wealth Can Destroy It featuring TIGER 21's Founder
Most entrepreneurs know how to build wealth. Very few know how to keep it.In this episode, Bob Fraser and Ellis Hammond sit down with Michael Sonnenfeldt, founder and chairman of TIGER 21, whose members collectively manage more than $280 billion in assets.They discuss why entrepreneurs often become bad investors after a big exit, the mindset shift from builder to allocator, how the ultra-wealthy a
You Don't Have A Tax Strategy, You Have A Tax Return
Most entrepreneurs think they have a tax strategy. What they actually have is a tax return.In this episode, Patrick Lonergan of Vital Wealth breaks down the biggest tax mistakes high earners make, why most CPAs are reactive instead of strategic, and how wealthy entrepreneurs use tax planning, cash flow management, and alternative investments to build long-term wealth.Have more questions, or want m
The 5 Real Estate Rules Everyone Broke (And Lost Billions)
“Good” deals are losing money right now.So what went wrong?In this episode of Invest Like A Billionaire, Ben and Ellis break down the 5 rules most real estate investors ignored and how breaking them led to massive losses across the market.More importantly, we show you how to apply these rules to win in the next cycle.Have more questions, or want more resources like a tax calculator? Go to
Why Billionaires Choose Funds Over Single-Asset Deals
Most investors think picking the right deal is how you win. It’s not.In this episode of Invest Like a Billionaire, we break down why investing deal by deal can quietly destroy your returns and what actually builds long-term wealth.We cover:Why “good” deals still lose money over timeThe IRR trap most investors fall intoHow cash drag and taxes kill compoundingWhy wealthy investors focus on consisten
$1 Trillion in Real Estate Is Breaking (Here’s What Happens Next)
$1T in multifamily debt is coming due and most of it already doesn’t work.Is this a real estate crash or the next buying opportunity?We brought in Dugan Kelley, co-founder of Kelley Clarke Law and a leading real estate and SEC attorney, to break down what’s actually happening in the multifamily market.In this episode:-The multifamily “maturity wall” explained-Why 2020–2022 real estate deals are in
Roth Conversions: Why Waiting Is Costing You Millions
If you have a large IRA, there’s a good chance you’re playing the game exactly how the IRS wants, and it’s costing you millions.Most investors are told to defer taxes. That’s where they go wrong.In this episode, CFP and tax strategist Craig Wear explains why Roth conversions often make more sense sooner and more aggressively than most people think.We cover: • Why waiting can cost you • How RMDs in
Why Serious Investors Never Invest in Their Own Name
Most investors focus on what to invest in. Wealthy investors focus on how they invest.In this episode, we break down one of the simplest (and most overlooked) strategies: using an LLC to structure your investments.Bob’s been doing this for years. Ben hasn’t. So… is this actually something you should be doing?We cover: • Why serious investors don’t invest in their own name• How this setup can reduc
What 10,000 High-Net-Worth Investors Are Actually Doing Right Now w/Litan Yahav (Vyzer)
What are high-net-worth investors actually doing with their portfolios right now?In this episode, Bob and Ben sit down with Litan Yahav, co-founder of Vyzer, to break down insights from $30 billion in real investor data—not surveys, but actual portfolio behavior.The results are surprising.From a major shift out of private markets… to where capital is flowing instead… to how investors are rethinkin
Oil Just Spiked — Are We Headed for a Recession?
Is a recession coming? Oil prices, inflation, and Fed rate cuts explained.With oil prices rising and tensions in Iran escalating, many investors are asking: Will higher oil trigger a recession in 2026?In this episode, Ellis sits down with Bob & Ben to break down:-Oil prices and their impact on inflation-How energy costs affect the economy and markets-Fed interest rate cuts and recession risk-C
PPMs That Scare the Sh*t Out of Me (Real Investing Horror Stories)
What should investors actually look for in a Private Placement Memorandum (PPM)?In this episode, Ellis Hammond sits down with Ben Fraser and Bob Fraser to break down real examples of PPMs that raised major red flags — including unlimited sponsor expenses, huge placement fees, and deal structures that shift risk entirely onto investors.They walk through what a private placement memorandum is design
Is Private Credit About to Collapse? ($1.7 Trillion at Risk)
Is private credit about to collapse?The $1.7 trillion private credit market has grown rapidly, but recent write-downs from major funds like BlackRock and KKR are raising concerns about a potential private credit crisis.In this episode, Ellis Hammond sits down with Ben Fraser, CIO of Aspen Funds, to explain what’s happening in private credit, why some funds are showing stress, and what investors sh
How to Run a Micro Family Office & Manage Your Wealth Like the Ultra-Rich
Recorded live at the Best Ever Conference 🎙️ What really changes when you go from making money → managing money?In this episode, Bob & Ben sit down with Christopher Nelson of WealthOps to break down how high-net-worth individuals structure, steward, and scale their wealth — without needing billions.We cover:• How to run a “micro family office”• How to give your wealth purpose beyond returns• H
Turn Your Network Into a Fund in the Next 30 Days – with Tribevest’s Seth Bradley
Join Ben Fraser as he talks with Seth Bradley, Esq., Chief Legal Officer at Tribevest, about an opportunity hiding in plain sight: turning your network into a fund of funds.In this episode, you’ll learn:• How the fund-of-funds model works and why it’s gaining momentum• How professionals are leveraging their networks to raise capital• The steps to start your own fund of funds, the compliant wayIf y
2026 Macro Outlook Recap & Reaction: Rates, Growth, and Real Estate
Bob and Ben recap the biggest insights from our 2026 Economic Outlook and Macro Forecast presentations, featuring perspectives from Belinda Román, John Chang, and Jay Parsons. They cover GDP growth expectations, potential Fed rate cuts, housing market trends, and real estate investment signals — plus why investor sentiment may matter more than the data in the near term.A fast, data-driven snapshot
Bob Fraser’s 2026 Economic Outlook: Investable Megatrends & Market Opportunities
In this episode, Bob Fraser shares his presentation from our 2026 Macro Economic Outlook event, breaking down the investable megatrends shaping 2026. From AI and productivity to real assets and interest rates, learn how to invest with the tide and position your portfolio for what’s next.Have more questions, or want more resources like a tax calculator? Go to https://investlikeabillionaire.org/
The Billionaire Tax Battle: CA vs. MO (And How to Pay Less)
California is pushing a wealth tax. Missouri just eliminated capital gains tax. What does that mean for investors?In this episode, Ellis Hammond sits down with Bob and Ben Fraser to break down the billionaire tax battle between CA vs. MO—and how high-net-worth investors adapt. Learn how the wealthy use LLCs, balance-sheet thinking, and smart tax strategy to legally protect and grow their wealth.If
Dr. Peter Linneman on AI Myths, the Future of Multifamily Housing & the Shrinking Federal Workforce
In this episode, Bob and Ben Fraser sit down with Dr. Peter Linneman, Wharton professor and real estate economist, to unpack the forces shaping today’s economy. He explains how capital flows influence property prices, examines AI’s impact on the labor market, and reviews housing trends—from multifamily demand to rent growth—revealing how economic shifts shape real estate and productivity. Essentia
The Truth About Whole Life Insurance: Experts Debate (Part 2 of 2)
Is infinite banking a smart wealth strategy or just well-marketed?In Part 2 of this two-part debate, Ben and Bob continue their conversation with Caleb Guilliams ( @BetterWealth ) and Jim Dew ( @DewWealth ) Together, they unpack the realities of infinite banking and whole life insurance. Ben shares his own experience implementing these strategies, while the group debates the math, tradeoffs, and
Oil Prices & Venezuela: What Investors Need to Know for 2026
Everyone’s talking about Venezuela oil and global oil prices - but what does it really mean for investors in 2026?Venezuela has the world’s largest proven oil reserves, but output remains low due to sanctions, underinvestment, and outdated infrastructure. In this episode, Ellis, Bob & Ben cut through the headlines to explain the real impact of Venezuela on the global oil market.Discover: • Why
The Truth About Whole Life Insurance: Experts Debate (Part 1 of 2)
Is whole life insurance a smart investment strategy or an expensive mistake?In Part 1 of this two-part deep dive, Ben and Bob sit down with financial experts Caleb Guilliams (Better Wealth) and Jim Dew (Dew Wealth Management) to break down the truth about whole life insurance and infinite banking.They explain whole life insurance, compare whole life vs term life insurance, reveal what makes a stro
Aspen’s 2025 Capital Allocation Strategy: Where We Invested & Why
Ben & Bob join Ellis Hammond to look back on a landmark year in which Aspen deployed approximately $140 million in capital. We walk you through our biggest verticals to see how oil & gas, debt & credit, and multifamily fared this year. And we share some strategies we’re bringing into 2026.Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.or
Real Estate in Limbo: 2026 Outlook with CBRE’s Spencer Levy
Spencer Levy, a Senior Economic Advisor at CBRE, has been watching this dynamic year in real estate closely. He joins Ben & Bob today to share his hot takes on where 2026 is going to take us: what cities he has his eyes on, market trends, interest rates, and the political landscape’s impact on real estate. We go through the four pillars of real estate: industrial, retail, multifamily and offic
I sold my business for 8 figures… now what? with David Neidig
David Neidig recently had a liquidity event, selling his family business. So suddenly, he’s shifted from a business owner mindset to an investor mindset. We dig into how he’s making that leap and why he’s going for alternatives. Plus, we get to hear about his unique sale: he sold the business via an ESOP (Employee Stock Ownership Plan). Have more questions, or want more resources like a tax calcul
Must Know Metrics When Evaluating an Investment
Ever wondered how to review an underwriting file in 10 minutes or less? In this Part 2, Ben Fraser shares shortcuts and guidelines for evaluating multifamily opportunities.Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community. Check out Ben & Bob’s company and invest along at https://aspenfunds.us/
How to review an underwriting file in 10 mins or less
Your essential guide to reviewing an underwriting file. Join Ben Fraser as he shares shortcuts and guidelines for evaluating multifamily opportunities.Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn more about our community. Check out Ben & Bob’s company and invest along at https://aspenfunds.us/
The state of multifamily today with Ken McElroy
Ken McElroy and Bob Fraser took questions from a live audience at an Invest Like a Billionaire book launch event this summer. We’re bringing that Q&A to the feed because it has a lot to say about the current state of real estate, especially multifamily, from two experienced real estate investors. Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.or
How U.S. Trade Policy Is Shaping New Investment Opportunities in Industrial w/ CBRE Executive VP Christian Perez Giese
Christian Perez Giese is an industrial broker based right at the Texas/México border, so he has a front row seat as reshoring and nearshoring boom. He serves as the director of the CBRE El Paso & Cd. Juárez office, and his clients include global manufacturing and logistics firms. He has worked on both sides of the border so he has a 360 degree view of the local and global markets that affect g
How High Earners Beat the Tax Man
It’s that time of year again, when we get calls from high earners with W2 jobs asking: how can I save on my taxes this year? In this episode, Ben, Bob and Ellis lay out all the legal loopholes to safeguard taxes. And even better, many of these options can help you make money year round. Have more questions, or want more resources like a tax calculator? Go to investlikeabillionaire.org to learn mor
Gold is not your safe haven
Gold has been in the news lately as its price breaks record after record. So should we jump on the bandwagon? Or are we heading for a crash?Bob and Ben join Ellis to discuss how this moment is making even Gold naysayers rethink the commodity. And they share what other assets they have their eyes on during this moment of economic insecurity. We answer the questions “should i hold gold in my portfol
How to Build a Billionaire-Grade Portfolio with One Million Dollars
In this episode, Ellis sits down with Bob and Ben to answer one of the most common questions they hear from investors: how can I replicate the billionaire investing strategy with a smaller portfolio? They unpack key concepts from their book Invest Like a Billionaire, like breaking down portfolio allocation, assessing liquidity needs, and including why simple diversification isn’t enough.Find out
Headlines: Pro Green Agency Calls For More Oil & Gas Drilling
Oil and gas are back in the headlines. What does that mean for investors?In this episode, Bob and Ben join Ellis to unpack the latest reports from OPEC and the IEA, what they signal for fossil fuel investing, and how energy fits into a diversified portfolio. They also look at new data on investor sentiment regarding industrial and multifamily real estate. All of it points to where the smartest opp
[ILAB Classic] How to Build Your Own Virtual Family Office feat. Jim Dew
Jim Dew, Founder of Dew Wealth Management, joins Ben Fraser and Jim Maffuccio, to 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 fo
Fed Cuts Rates by 25 Bps! - How to Make Inflation Your Friend
The Fed just cut rates for the first time this year. What does that mean for your investments?In this episode, Ellis Hammond and Bob Fraser unpack how this move could shape the next cycle for real estate investors, what history suggests about market reactions, and why inflation may play a bigger role in the national debt discussion than most investors realize.PURCHASE the Invest Like a Billionaire
Advanced Tax Saving Strategies for Passive Investors
As we get closer to Q4 we wanted to bring back a favorite episode from the past – all about tax saving strategies. Thank you so much to experts Amanda Han and Matt MacFarland of Keystone CPA for joining us to discuss how investors can utilize real estate and other strategies to reduce tax burdens, optimize returns and increase potential gains from the IRS. Download the Free eBook“How Passive Inves
How to Find and Fund the Most Impactful Giving Opportunities
Lane Kipp has dedicated his career to helping others give well. He runs the nonprofit All Access, which uses analytics to find the most effective and transparent ways to make charitable donations go farthest. And it turns out, running All Access has a lot to teach us about how to vet deals in the investment world.Check out Lane’s org at allaccess.internationalPREORDER the Invest Like a Billionaire
Deals we didn’t Do: The $1B ATM Ponzi Scheme
Did you hear about the $1B ATM investment fraud? What started as a too-good-to-be-true deal ended up as a ponzi scheme that upended lots of good investors, including some of us. So how did Aspen as a firm dodge this one? And how can you learn from this scandal and spot potential ponzi schemes yourself? Listen in, and let us know what you think in the comments on youtube and on Spotify.ORDER the In
How to know when enough is enough, a 1:1 with John Maxwell
What number is “enough” to you? The legendary John Maxwell joins Bob Fraser in a rare interview about how John thinks about building wealth and sowing values into young people. He tells us about his theory of picking a number to know when you’ve met your own needs. What do you think of this idea? Listeners on Spotify or Youtube – share a comment, or even tell us what your number is. And are you th
How Debt and Taxes Can Make You Rich
How do billionaires think differently than the rest of us? Bob and Ben have spent over a year trying to answer that question as they wrote the Invest Like a Billionaire book. In this episode, they share their lessons – how billionaires approach debt, inflation and taxes differently. And we learn how we can all move from an “income statement mindset” to a “balance sheet mindset.”PREORDER the Invest
What your financial advisor isn’t telling you
Is your financial advisor keeping secrets from you? Well, not exactly. In this episode, we learn another key lesson from the Invest Like a Billionaire book: why the financial advising system is rigged against alts. Listen to hear why your advisor isn’t able to give you the guidance you need, and figure out how to work the system in your favour. PREORDER the Invest Like a Billionaire book at www.th
The Secret Killer of Wealth: Why volatility is destroying your portfolio
We’re back with another sneak peek into the Invest Like a Billionaire book! Bob and Ben join Ellis to share the secret killer of wealth – Volatility. They’ll walk you through the math around why volatility is the enemy of compounding wealth, and what you can do about it. PREORDER the Invest Like a Billionaire book at www.thebillionairebook.org/ And find out more about the podcast at https://www.th
The 60:40 Portfolio is Dead… Here’s How to Invest like the Top 1%
The Invest Like a Billionaire book is almost here! For all of August, we’re bringing you sneak peeks into the key points in the book, and diving deeper into some of the topics. This episode, Bob and Ben join Ellis for a conversation about the end of the 60:40 portfolio, and the advent of The Swensen Model. Find out more about the podcast at https://www.thebillionairepodcast.com/ and PREORDER the I
Our first book is here: Invest Like a Billionaire
Join us for a summit on August 8th to celebrate the launch of the Invest Like a Billionaire book coming this fall!Register at https://www.thebillionairesummit.com/summit
How to build a Passive Alternative Portfolio: The Wealth Pyramid
How do you build a strategic alternative asset portfolio? Most investors just jump at the first deals presented to them from their network. But in this episode, Ben lays out a strategic plan when building an alt portfolio, optimizing for long term yield and growth. In this episode, Ben is joined by Ellis Hammond, Aspen Fund’s Vice President of Capital to dive into The Wealth Pyramid. Find out more
He 20x'd his net worth in 4 years
Bronson Hill had a quick come-up from a salary job to a full time passive investor and capital raiser. But it hasn’t all been smooth sailing, and he’s learned some really important lessons along the way about how to be strategic about your path and create a framework to vet deals. In this episode, Bronson opens up about his portfolio, which includes some surprising asset classes. Check it out. Che
Financial Advisor turned Passive Investing Pioneer with Jim Pfeifer
Jim Pfeifer was a financial advisor working with clients invested in traditional stocks and bonds. Then he got into passive real estate investing – and he has a lot to say about why financial advisors can’t or won’t push real estate. He’s now built a hugely diversified passive portfolio and built a community helping others do the same. Check out Jim's company at passivepockets.com.Find out mor
The Hard-Won Lessons Behind Aspen Funds with Jim Maffuccio
Jim Maffuccio, a co-founder of Aspen Funds, has been through some seriously challenging cycles. On the podcast, he and Ben get into how he rebuilt after two catastrophic wipeouts – and what he’s learned so it won’t happen again. He shares his CSI-like strategies for vetting sponsors today, and how he decides which deals go forward, and which he’s now turning down.Find out more about the podcast at
Deals We Didn't Do: The Rise of Pref Equity and when to Run like Hell
How does Aspen decide what deals to jump for, and which to turn away? In this new series, Deals We Didn’t Do, the leadership team is bringing you behind the scenes on how we make those calls. In this episode, Ben and Bob Fraser, Ellis Hammond and Jim Maffuccio go over a recent Rescue Preferred Equity Fund or “Bail-In Fund” they turned down. They walk through how you can calculate if these kinds of
Creating a passive portfolio from the air with pilot Tait Duryea
Tait Duryea has always loved two things: flying planes and building financial freedom. He’s built a life that combines these two elements, and he’s helping other commercial pilots achieve the same success he has in alternatives. In this episode, he tells Ben how he decides if a deal is ready for liftoff, how he thinks about risk assessment, and how he’s getting from Point A to Point B on his own f
Making alt investing a family affair with Darrell Gargala
Darrell Gargala started investing in real estate as a way to stay busy after retiring from the Air Force. But it’s become a passion, and he’s even bringing his kids into the fold. In this episode, he shares how he’s built up a 7 digit real estate portfolio, why he keeps his projects active, and how he's passing on this knowledge to his kids.Find out more about the podcast at https://www.thebil
Lessons from 25 years of investing success with David Shaw
David Shaw has 25 years of massively successful investing and entrepreneurship behind him – but he wishes he started even earlier. From a decade of W2 slogging, he ditched the pay cheque in favour of big swings, and it worked in his favour. In this episode, he tells Ben why he opts for A-class properties, the value of time in compounding wealth, and the entrepreneur’s secret weapon: scalability.Ch
Headlines: Should I dump or double down on Oil & Gas?
The oil & gas price has softened, but does that mean you should dump your investments, or double down? Bob and Ben Fraser discuss the headlines and the concerns they are hearing from their investors. They share their own perspectives, how oil & gas have fared in the past downturns, and where they’re betting that investment is going next. Find out more about the podcast at https://www.thebi
How HNW Family Offices’ are Investing in Alts with Kendall Laughlin
Kendall Laughlin is an investor himself, but his real passion is helping family offices set goals and reach them. He serves as a director for 10 family offices, ranging from 20-55 Million, and he shares how they think about strategy and plan their legacies, and what those families are thinking about in 2025. Check out Kendall’s family office work at https://arkfinancial.com/ and his coaching servi
Headlines: Will tariffs lead to a recession?
In our first Headlines episode, Bob Fraser joins Ben to talk about the big question on many Aspen investors' minds: are we heading towards a recession? With tariff news and trade war threats dominating the news cycle, it’s easy to get worried, so Bob and Ben are taking a look at what the data says and its impact for investors. Find out more at www.thebillionairepodcast.com/ and preorder the Inves
When the exit doesn’t go as planned with Curt Stevenson
Curt Stevenson has had a hugely successful career in tech consulting and entrepreneurship, and has lived through the big ups and some big downs. Curt’s ready to settle into an early retirement, so he shares with Ben how he’s building a portfolio that will offer him stable, reliable income for decades to come. Find out more at https://www.thebillionairepodcast.com/And check out Ben & Bob’s comp
The Real Estate Professional Life Hack with Jordan Linscombe
Jordan Linscombe is a bold entrepreneur and a careful investor. He and his wife Mindi have built up their bridal shop – Something New Boutique – over the past 18 years into something amazing. So much so, that Jordan has taken his own path as a real estate professional to manage their assets. Check out Jordan’s business https://www.somethingnewboutique.com/ and his podcast https://podcasts.apple.co
How small buys turned into 7 figures in passive income with Wes Hill
Wes Hill has been in the real estate game since he was young. And he didn’t start with a trust fund or a legacy – he built his 7-figure passive income portfolio through small steps, sacrifices and smart moves over many decades. Learn how Wes is thinking about real estate investing today after a career in the industry, and how you can build out your portfolio starting today.Find out more at https:
Moving across the world for the right investment with Francois Braine-Bonnaire
Francois Braine-Bonnaire knows how to jump on an opportunity. He moved across the world for the perfect investing moment, and it’s paid off. In this conversation, he shares his advice on when to go all in, when to walk away, and when to know you’ve peaked. Check out Francois’ life coaching business at www.tobeoptimized.comFind out more at https://www.thebillionairepodcast.com/And check out Ben &am
The Aspen Playbook – inside the Mind and Portfolio of Aspen Founder with Bob Fraser
A very special episode – Bob Fraser, co-founder of Aspen Funds (and father of Ben Fraser) is in the hot seat. Bob tells the story of how he has won it all, lost it all, and built it back up again. We go inside Bob’s portfolio to hear what asset classes he’s most excited about today, and what lessons he has learned from his decades of investing that are preparing him to weather the storms of the fu
Invest Like a Billionaire is back!
Your favorite podcast about winning the alternative investing game is back, with a new focus. Every episode we’ll be taking you inside the portfolios of everyday millionaires to learn how they have built their successful portfolios. We’ll keep you up-to-date on the economics that matter to you, investable megatrends opportunities we’re watching closely. Make sure you’re subscribed so you don’t mis
Recommended
Becoming: HER with Nikki Spoelstra
Booked, Blonde & Busy w/ Olivia Ponton
McKinsey on Consumer and Retail
megahired.com
Hard Knocks Podcast
Effective Weight Loss for Moms | High protein, Strength Training, Lose Weight, Meal Planning, Fat Loss, Healthy Habits
The Human-Animal Connection - Pet Life Radio Original
Infinite Health with Dr. Arasi Maran
The Daily
World News Tonight with David Muir
The Joe Rogan Experience
English Vocabulary Help
