Invest Like a Billionaire

We dig even deeper into the world of venture capital, exploring how the landscape is changing, whether to invest directly in companies or through funds and even starting your own fund. This week co-hosts Ben Fraser and Bob Fraser talked with Joel Palathinkal, founder and director of Sutton Capital - an educational community connecting fund managers, with investors and portfolio companies. From his...

One of the favorite investments of billionaires are sports teams. The sports industry can be very lucrative, but largely out of reach for individual investors. In this week's episode, COO & Chief Real Estate Officer of the United Soccer League Justin Papadakis, joins co-hosts Ben Fraser and Jim Maffucio for an interesting discussion about his experience building this growing soccer league, how...

We are excited for this week’s episode, as we dive further into the world of venture capital. Co-hosts Bob Fraser and Ben Fraser interviewed Ron Shigeta, a venture capitalist in biotechnology for food. Ron is a Ph. D. turned investor and runs a very successful startup accelerator. They talk about his experiences, how investing in biotech works, and the strategies he used in investing. So if you wa...

In this episode, co-hosts Bob Fraser and Ben Fraser discuss with Ryan Gibson the opportunities his firm is finding in self-storage. They discuss the recent impact of rising interest rates, recession fears, and how they were recently able to increase lease rates across their portfolio by 25%.   They also spend time discussing the upcoming Spartan Investor Summit, an in-person event in Lake Tah...

There has been recent turbulence in the oil & gas market. In past episodes, we’ve analyzed the current environment. In this episode, we brought in an oil & gas expert to discuss the long-term supply and demand imbalance, the bumpy transition to green energy, and how geopolitical issues will rewrite the global supply. Join in as Bob Fraser and Ben Fraser interview energy analyst Robin Winkl...

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 th...

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...

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 th...

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...

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,...

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 &...

Ladislas Maurice , dubbed the “Wandering Investor,” called his corporate career quits to travel the world in search of investing opportunities. Focusing mostly on emerging and frontier markets, Ladislas’ has used investing to make money, but also to secure residency in countries around the world. Tune in to hear his unique experience, as well as what cash flow, cap rates, and liquidity look like a...

Stefan von Imhof is the co-founder of  alts.co , and is an investor in “modern” alternatives. Stefan talks about investing in newer assets like collectibles, cultural assets, and music rights. Without a central, authoritative source for valuations, Stefan discusses how to navigate the wild west of these new asset classes - where the opportunity lies, and what landmines to look out for when it...

Justin Donald , author of The Lifestyle Investor , has been named the “Investment World’s New Warren Buffett.” Justin joins Bob and Ben to talk about his transition from a business owner on a hamster wheel to a lifestyle investor with control over his time. He talks about his first cash-flowing investments, how he creatively structures deals, and lessons learned from his investment mistakes. And a...

On the heels of our latest Top of Mind episode on retail real estate, this episode dives into a unique area of retail, neighborhood strip centers, with Parker Webb, FTW Investments CEO. Parker has worked in retail real estate since 2013, and in this conversation, we cover cap rates and cash flow, how these centers fared through Covid, how to strategically improve and maximize property values, and...

What’s actually going on with retail real estate? For years, we’ve been seeing headlines declaring that retail real estate is dying, and e-commerce will win. We dive into some charts from a recent presentation we saw from a well-know real estate economist. The findings are illuminating! On this mini-episode series, Bob and Ben dive into the data behind the narratives, looking at timely data, impor...

The collectible coin market is on fire. As a professional numismatist, Dana has been studying rare coins for over 40 years. On this episode, he shares about his background in the rare coins market, the economics behind owning coins and precious metals, where the industry is headed, and how investors can make money through the private ownership of gold. Is this just a cool hobby or is there money t...

In this episode, we sit down with Jeremy Goff, CEO of Hiram Capital, to talk about both the energy sector and the private credit space. Jeremy shares from his background working for Blackstone, the largest alternative asset manager, talking through how energy has shifted over recent years and where it’s headed. Then he dives into his transition from private equity to private debt, and shares a pee...

John Chang  is the National Director of Research at Marcus & Millichap , one of the largest CRE brokerages in the country. John goes deep into the state of our economy, dissecting how the Fed’s response to circumstances will impact trends, how cap rates are or aren’t correlated to interest rates, and why US real estate is attractive to global investors. John shares his wealth of informati...

Hunter Thompson , the Managing Principal of Asym Capital , returns to join Bob and Ben in a discussion on the current state of the economy and where are the best places to invest. Listen in as they share why it’s important to view the world of investing through an economic lens, and dive into topics like the inverted yield curve, making predictions on whether or not we’ll see a recession. Hunter a...

J Scott  is a former tech guy who accidentally fell into real estate. Starting with flipping 400+ houses, he focused his experience scaling businesses into scaling real estate. Now an operator of multifamily syndications, J shares where he sees the current opportunities in the market, how he’s navigating the unique circumstances in the market, and where he sees multifamily headed over the nex...

We welcome Shifra Ansonoff , Global Head of Research at Preqin , back for another discussion, this time focused on a deep dive into the real estate trends. Given her macro-perspective, Shifra provides high-level data on the major asset classes in real estate, their historical trends and projected growth. She covers the best inflation hedges and lays out how much money is in the market and where it...

Though headlines touting the apocalypse of retail real estate have been frequent over the past few years, our guests today take a contrarian view. With the long-term impact of e-commerce changing consumers' buying preferences, to the more recent impact COVID had on brick and mortar retailers, this area of real estate has been particularly challenging to navigate. Philip Block  and Robert Levy...

Shifra Ansonoff  is the Global Head of Research at Preqin , the premier alternative investment data analytics firm, with more than 1,000 employees around the world. In this episode, Shifra shares in-depth data about the projected growth in different alternative asset classes, including private equity, venture capital & hedge funds. She discusses emerging and niche asset classes and global...

Greg Dowell, CFA is the Director of Investments of the Texas State Endowment System, and a 30-year veteran in alternative investments. In this episode, Greg talks about his experience taking an endowment he work for from 0% to 40% into alternatives during his tenure. He talks about his experience with David Swensen, the alternative investment pioneer of the Yale Endowment. He breaks down the “illi...