Invest Like a Billionaire

Are bonds finally worth buying again? For decades, bonds have been one of the least exciting investments around. But with bond yields at levels we haven't seen since 2007 and stock market valuations near historic highs, is it time to reconsider? In this episode of Invest Like a Billionaire , Bob Fraser, Ben Fraser, and Ellis Hammond discuss why bonds are suddenly looking attractive again and w...

Your business might be the best investment you'll ever make. But at what point should you stop putting everything back into it and start building wealth elsewhere? In this episode , Bob Fraser and Ben Fraser tackle a dilemma nearly every successful entrepreneur faces: when to keep reinvesting in your business and when to start diversifying. Bob shares lessons from losing millions in the dot-co...

What can individual investors learn from the world's largest endowments? And how can you apply those same investment strategies to your own portfolio? In this episode of Invest Like a Billionaire , Ellis Hammond sits down with Wendy Li, Co-Founder and CIO of Ivy Invest , who has spent her career managing institutional investment portfolios, including overseeing a $4 billion portfolio at the Mo...

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 expl...

From the Vault: We’re bringing back our most-watched episode ever, edited down to the best moments. Jim Dew, founder of Dew Wealth Management, breaks down how billionaires use family offices to manage, grow, and protect their wealth, and how entrepreneurs can build a virtual family office without needing hundreds of millions of dollars. We cover how your investment strategy should change as your w...

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, inclu...

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...

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...

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. Have more q...

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, evalu...

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....

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 Le...

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 w...

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, diversificati...

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...

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...

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 diversific...

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,...

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 me...

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 wh...

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 c...

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 pe...

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 19...

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 “di...

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...