Invest Like a Billionaire

By Aspen Funds

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Episodes: 235

Description

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/

Episode Date
What 10,000 High-Net-Worth Investors Are Actually Doing Right Now w/Litan Yahav (Vyzer)
Mar 31, 2026
Oil Just Spiked — Are We Headed for a Recession?
Mar 24, 2026
PPMs That Scare the Sh*t Out of Me (Real Investing Horror Stories)
Mar 17, 2026
Is Private Credit About to Collapse? ($1.7 Trillion at Risk)
Mar 10, 2026
How to Run a Micro Family Office & Manage Your Wealth Like the Ultra-Rich
Mar 03, 2026
Turn Your Network Into a Fund in the Next 30 Days – with Tribevest’s Seth Bradley
Feb 24, 2026
2026 Macro Outlook Recap & Reaction: Rates, Growth, and Real Estate
Feb 17, 2026
Bob Fraser’s 2026 Economic Outlook: Investable Megatrends & Market Opportunities
Feb 10, 2026
The Billionaire Tax Battle: CA vs. MO (And How to Pay Less)
Feb 03, 2026
Dr. Peter Linneman on AI Myths, the Future of Multifamily Housing & the Shrinking Federal Workforce
Jan 27, 2026
The Truth About Whole Life Insurance: Experts Debate (Part 2 of 2)
Jan 20, 2026
Oil Prices & Venezuela: What Investors Need to Know for 2026
Jan 13, 2026
The Truth About Whole Life Insurance: Experts Debate (Part 1 of 2)
Jan 06, 2026
Aspen’s 2025 Capital Allocation Strategy: Where We Invested & Why
Dec 30, 2025
Real Estate in Limbo: 2026 Outlook with CBRE’s Spencer Levy
Dec 23, 2025
I sold my business for 8 figures… now what? with David Neidig
Dec 16, 2025
Must Know Metrics When Evaluating an Investment
Dec 09, 2025
How to review an underwriting file in 10 mins or less
Dec 02, 2025
The state of multifamily today with Ken McElroy
Nov 25, 2025
How U.S. Trade Policy Is Shaping New Investment Opportunities in Industrial w/ CBRE Executive VP Christian Perez Giese
Nov 18, 2025
How High Earners Beat the Tax Man
Nov 11, 2025
Gold is not your safe haven
Nov 04, 2025
How to Build a Billionaire-Grade Portfolio with One Million Dollars
Oct 21, 2025
Headlines: Pro Green Agency Calls For More Oil & Gas Drilling
Oct 14, 2025
[ILAB Classic] How to Build Your Own Virtual Family Office feat. Jim Dew
Oct 07, 2025
Fed Cuts Rates by 25 Bps! - How to Make Inflation Your Friend
Sep 30, 2025
Advanced Tax Saving Strategies for Passive Investors
Sep 23, 2025
How to Find and Fund the Most Impactful Giving Opportunities
Sep 16, 2025
Deals we didn’t Do: The $1B ATM Ponzi Scheme
Sep 09, 2025
How to know when enough is enough, a 1:1 with John Maxwell
Sep 02, 2025
How Debt and Taxes Can Make You Rich
Aug 26, 2025
What your financial advisor isn’t telling you
Aug 19, 2025
The Secret Killer of Wealth: Why volatility is destroying your portfolio
Aug 12, 2025
The 60:40 Portfolio is Dead… Here’s How to Invest like the Top 1%
Aug 05, 2025
Our first book is here: Invest Like a Billionaire
Jul 30, 2025
How to build a Passive Alternative Portfolio: The Wealth Pyramid
Jul 29, 2025
He 20x'd his net worth in 4 years
Jul 22, 2025
Financial Advisor turned Passive Investing Pioneer with Jim Pfeifer
Jul 15, 2025
The Hard-Won Lessons Behind Aspen Funds with Jim Maffuccio
Jul 08, 2025
Deals We Didn't Do: The Rise of Pref Equity and when to Run like Hell
Jul 01, 2025
Creating a passive portfolio from the air with pilot Tait Duryea
Jun 24, 2025
Making alt investing a family affair with Darrell Gargala
Jun 17, 2025
Lessons from 25 years of investing success with David Shaw
Jun 10, 2025
Headlines: Should I dump or double down on Oil & Gas?
Jun 03, 2025
How HNW Family Offices’ are Investing in Alts with Kendall Laughlin
May 27, 2025
Headlines: Will tariffs lead to a recession?
May 20, 2025
When the exit doesn’t go as planned with Curt Stevenson
May 13, 2025
The Real Estate Professional Life Hack with Jordan Linscombe
May 06, 2025
How small buys turned into 7 figures in passive income with Wes Hill
Apr 29, 2025
Moving across the world for the right investment with Francois Braine-Bonnaire
Apr 22, 2025
The Aspen Playbook – inside the Mind and Portfolio of Aspen Founder with Bob Fraser
Apr 15, 2025
Invest Like a Billionaire is back!
Apr 08, 2025
184. The future of this podcast
Dec 06, 2024
183. Can Roth IRAs and S Corporations Help You Build Tax-Free Wealth?
Nov 14, 2024
182. What Are Today’s Best Opportunities in Multifamily Real Estate and Private Credit?
Nov 07, 2024
181. Building Wealth and Reducing Tax Burdens feat. Brett Swarts
Oct 24, 2024
180. Making Homeownership Affordable feat. Frank Rohde
Oct 10, 2024
179. How to Maximize Real Estate Tax Benefits feat. Ryan Carriere
Oct 03, 2024
178. How to Invest Like an American Dynasty: The Hilton Family Empire feat. Mark Miller
Sep 26, 2024
177. Why You Should Self-Insure Your Business feat. Van Carlson
Sep 19, 2024
176. Democratizing Access to Flying Private Jets feat. Paul Svensen
Sep 12, 2024
175. 2024 Financial Freedom Hacks feat. Joey Mure
Sep 05, 2024
174. Top Trends to Watch in Industrial Real Estate | Top of Mind
Aug 29, 2024
173. Bringing Transparency to Private Investing feat. Pat Zingarella
Aug 22, 2024
172. Industrial Real Estate Masterclass feat. Brent Peterson | How To Find the Best Industrial Real Estate Investments
Aug 15, 2024
171. How to Build Lasting Wealth With Real Estate feat. Kathy Fettke
Aug 08, 2024
170. Passive Investor Tips After 50+ LP Investments feat. Travis Watts
Aug 01, 2024
169. Avoiding Rookie Investing Mistakes feat. Steve Suh
Jul 25, 2024
168. Inside Look: 2024 Family Office Investments feat. Angelo Robles
Jul 18, 2024
167. Multifamily: Apocalypse or Opportunity? feat. Neal Bawa
Jul 11, 2024
166. Opportunities in Venture Debt feat. Jeremy Hill
Jun 27, 2024
165. Buy Then Build: WSJ Bestselling Author on Buying Businesses
Jun 20, 2024
164. Top 5 Episodes of the First Half of 2024
Jun 13, 2024
163. WSJ’s Most Accurate Economist feat. Dr. Belinda Román
Jun 06, 2024
162. Trust Your Gut? The Science of Intuition feat. Sunil Godse
May 30, 2024
161. Building Wealth Through Business Acquisitions feat. Nick McLean
May 23, 2024
160. How Data Analytics is Revolutionizing Horse Racing feat. Jeff Seder
May 16, 2024
159. Replicating Hedge Funds Using Machine Learning feat. Bob Elliott
May 09, 2024
158. The Billion Dollar Mind feat. Rick Macci and Nivedita Uberoi Jerath
May 02, 2024
157. Understanding Interval Funds feat. Kimberly Ann Flynn
Apr 25, 2024
156. How to Build and Protect Generational Wealth feat. Whitney Elkins-Hutten
Apr 18, 2024
155. Moving from Passive to Active Investor feat. Seth Bradley
Apr 11, 2024
154. Helicopter Financing 101 feat. Matt Rothschild
Apr 04, 2024
153. Private Credit Masterclass - Part 2 feat. Anton Mattli
Mar 28, 2024
152. The Fed Dot Plot & Lower Rates Ahead? | Top of Mind
Mar 25, 2024
151. Private Credit Masterclass - Part 1 feat. Anton Mattli
Mar 21, 2024
150. Unveiling the Corporate Transparency Act feat. Garrett and Ted Sutton
Mar 14, 2024
149. Where Did $700B in Maturing CRE Loans Go? | Top of Mind
Mar 11, 2024
148. Discounted Roth Conversions feat. Keith Blackborg
Mar 07, 2024
147. Replay: The Wide World Of Passive Real Estate Investing
Mar 04, 2024
146. How to Review a Deal Proforma - Part 2 | Top of Mind
Feb 29, 2024
145. How to Review a Deal Proforma - Part 1 | Top of Mind
Feb 26, 2024
144. Life Settlements Demystified feat. Anne Buchanan
Feb 22, 2024
143. Investors Are Almost Always Wrong About Rates | Top of Mind
Feb 19, 2024
142. Unlocking Travel with Residence by Investment feat. Dominic Volek
Feb 15, 2024
141. The Banks Are Not Okay | Top of Mind
Feb 12, 2024
140. Maximizing The Value of Your Business Before Selling
Feb 08, 2024
139. Election Year: What Will the Fed Do? | Top of Mind
Feb 05, 2024
138. The Role of Mindset in Successful Tax Strategies feat. Laura Dohanes
Feb 01, 2024
137. Niche Assets: Tax Receivable Agreements feat. Andy Lee
Jan 25, 2024
136. Anatomy of a Private Equity Deal ft. Josh Ziegelbaum of Circuit City
Jan 19, 2024
135. Invest Like a Billionaire, Best of 2023 | A Recap Special
Jan 15, 2024
134. Advanced Tax Saving Strategies feat. Keystone CPA
Dec 28, 2023
133. Overview of Real Estate & Economic Updates feat. John Chang
Dec 21, 2023
132. Top of Mind: Inflation is Lower, Are Feds Ready to Lower Rates?
Dec 18, 2023
131. Investing Like the Ultra Wealthy Ft. Tiger 21 Founder Michael Sonnenfeldt
Dec 14, 2023
130. Replay: How the Wealthy Invest & the Alternative Investment Continuum
Dec 11, 2023
129. My Investment Has a Capital Call, What Should I Do?
Dec 07, 2023
128. Top of Mind: Fed Cautions on Too Much Optimism
Dec 04, 2023
127. Understanding Self-Directed IRA Strategies Ft. Mat Sorensen
Nov 30, 2023
126. Top of Mind: Brewing Chinese Financial Crisis
Nov 27, 2023
125. Oil Prices Dropped, What Does It Mean?
Nov 20, 2023
124. Redefining How To Track Your Investment Portfolio | Ft. Litan Yahav of Vyzer
Nov 16, 2023
123. Top of Mind: Labor Shortage Continues & Higher for Longer
Nov 13, 2023
122. Creating Liquidity in Private Markets: Understanding Secondary Market
Nov 09, 2023
121. Top of Mind: $44 Billion Funding Gap in Multifamily & Opportunities
Nov 06, 2023
120. Demystifying Litigation Finance & Other Alternative Credit feat. Eva Shang
Nov 02, 2023
119. Top of Mind: Surprising GDP Growth, Higher Long-Term Rates & What That Means
Oct 30, 2023
118. Investing Like the Ultra Rich feat. Paul Karger
Oct 26, 2023
117. Top of Mind: How Will Middle East Conflict Impact Oil Prices?
Oct 23, 2023
116. Unique Alt Investing: Opportunity Zones, Venture Capital & More feat. Kelly Ann Winget
Oct 19, 2023
115. Replay: Intro To Venture Capital & Private Equity Investing
Oct 16, 2023
114. 7 Investable Megatrends for the Next Decade
Oct 12, 2023
113. Top of Mind: Forecasts from Economists Panel
Oct 09, 2023
112. Evolution of Private Real Estate, Due Diligence & More feat. Matt Burk
Oct 05, 2023
111. Top of Mind: Will Oil Hit $100/Bbl by Year End?
Oct 02, 2023
110. Passive Investor Spotlight #10: From MD to Financial Freedom feat. Dr. Christopher Loo
Sep 28, 2023
109. Top of Mind: Is the Job Boom Over?
Sep 25, 2023
108. Venture Capital Investing: 3 Keys to Success feat. Leif Hartwig
Sep 21, 2023
107. Top of Mind: Why Goldman Sachs is Predicting Higher Oil Prices
Sep 18, 2023
106. State of the Multifamily Market: Rents, Supply, Markets & More feat. Jay Parsons
Sep 14, 2023
105. Top of Mind: The Curious Case of Retail Real Estate
Sep 11, 2023
104. Unlocking a Billionaire Mindset: Crushing Limits with Brain Science feat. Dr. Shannon Irvine
Sep 07, 2023
103. Top of Mind: Large Funds Waiting for Distressed CRE Deals
Sep 04, 2023
102. Navigating Investing through Economic Cycles feat. Ryan Smith
Aug 31, 2023
101. Top of Mind: Consumer Credit Card Debt Surpasses $1 Trillion! Why We're Not Concerned
Aug 28, 2023
100. Origins of Crowdfunding & Accessing Distressed CRE Deals feat. Dr. Adam Gower
Aug 24, 2023
99. Top of Mind: Why China May Face Deflation
Aug 21, 2023
98. Mastering Alternative Investments with Your IRA feat. Kirk Chisholm
Aug 17, 2023
97. Top of Mind: Are Retail Strip Centers the Next Hot Real Estate Trend?
Aug 14, 2023
96. Top of Mind: When Crowdfunding Goes Awry
Aug 10, 2023
95. Passive Investor Spotlight #9: Becoming a Lifestyle Investor feat. Justin Donald
Aug 03, 2023
94. How to Boost Your Financial IQ feat. Steve Coughran
Jul 27, 2023
93. Building Wealth through Franchising feat. Jon Ostenson
Jul 20, 2023
92. Passive Investor Spotlight #8: From Entrepreneur to Alternative Investment Guru feat. Andy Hagans
Jul 13, 2023
91. How to Build Your Own Virtual Family Office feat. Jim Dew
Jul 06, 2023
90. Oil & Gas Masterclass: How to Evaluate Energy Investments - Part 2
Jun 29, 2023
89. Oil & Gas Masterclass: How to Evaluate Energy Investments - Part 1
Jun 22, 2023
88. Exploring Office & Industrial Asset Classes feat. Brian Adams
Jun 15, 2023
87. Top of Mind: Is There a Real Estate Syndication Bubble?
Jun 08, 2023
86. Top of Mind: Is Gold a Good Hedge Against Inflation?
Jun 01, 2023
85. Investing in Private Credit in Today's Economy feat. Nelson Chu
May 25, 2023
84. Top of Mind: The Fate of the US Dollar
May 18, 2023
83. Effective Tax Planning: Strategies to Reduce Your Taxes feat. Steve Moskowitz
May 11, 2023
82. Building Wealth Without Wall Street feat. Joey Mure
May 04, 2023
81. Hedge Fund Investing: Leveraging Technology to Beat the Market feat. Tory Reiss
Apr 27, 2023
80. Short Term Rentals: Corporate Housing vs. Vacation Rentals feat. Dr. Chau Ong
Apr 20, 2023
79. Roth Conversion Secrets: Maximizing Your Retirement Savings feat. Craig Wear
Apr 13, 2023
78. The Future of Alternative Investments: 2023 and Beyond feat. Shifra Ansonoff
Apr 06, 2023
77. UHNW Survey on Portfolio Allocation & Strategy feat. Tad Fallows
Mar 30, 2023
76. The Rise of Co-Living: Redefining Rental Real Estate feat. Johnny Wolff
Mar 23, 2023
75. Top Money-Making Investments for 2023: Economic Megatrends for Investors - Part 2
Mar 16, 2023
74. Top of Mind: Breaking Down Silicon Valley Bank's Collapse and the Contagion Effect
Mar 13, 2023
73. Top Money-Making Investments for 2023: Economic Megatrends for Investors - Part 1
Mar 09, 2023
72. Inflation, Recession, Jobs: Discussion with Economist Dr. Chris Kuehl
Feb 23, 2023
71. Wholesaling: Getting Started in Real Estate with Minimal Capital feat. Josiah Grimes
Feb 16, 2023
70. Top of Mind: Are We Heading Into Recession?
Feb 09, 2023
69. A Unique Take on Venture Investing feat. Robert Cote
Feb 02, 2023
68. Spotting Red Flags in Syndication Documents feat. Dugan Kelley
Jan 26, 2023
67. Addressing the Housing Affordability Crisis feat. Mark Khuri
Jan 19, 2023
66. Passive Investor Spotlight #7: Active to Passive Real Estate Investing feat. Eric Barnett
Jan 12, 2023
65. Real Estate Tax Shelters for Passive Investors feat. Erik Oliver
Jan 05, 2023
64. Investing Like a Family Office feat. Josh McCallen
Dec 22, 2022
63. Revisiting Neighborhood Retail Real Estate feat. Parker Webb
Dec 15, 2022
62. Investing in Art feat. Allen Sukholitsky
Dec 08, 2022
61. Passive Investor Spotlight #6: Getting Started in Passive Real Estate Investing feat. Josh Haslem
Dec 01, 2022
60. Economic Panel w/ Neal Bawa (Best Ever Conference) - Part 2
Nov 24, 2022
59. Economic Panel w/ Neal Bawa (Best Ever Conference) - Part 1
Nov 17, 2022
58. Finding Opportunities in Industrial Real Estate feat. Brent Peterson
Nov 10, 2022
57. Investing in Turnkey Rentals feat. Ali Boone
Nov 03, 2022
56. Top of Mind: Interest Rates, Recession, and Finding Opportunities
Oct 27, 2022
55. Navigating the Debt Markets to Find Opportunities in Multifamily feat. Jorge Abreu
Oct 20, 2022
54. Top of Mind: Is Multifamily Still a Good Investment?
Oct 13, 2022
53. Warren Buffett’s Giving Strategies feat. Evan Lange
Oct 06, 2022
52. Top of Mind: Why are US companies bringing manufacturing back to America? Part 1
Sep 29, 2022
51. Top Episodes from our First Year & Coming Soon
Sep 22, 2022
50. How to Vet Venture Capital Funds feat. Joel Palathinkal
Sep 15, 2022
49. Investing in Sports Teams feat. Justin Papadakis
Sep 08, 2022
48. Investing in Biotech: From Scientist to Venture Capital Investor feat. Ron Shigeta
Sep 01, 2022
47. Upcoming Investor Summit & Investing in Storage feat. Ryan Gibson
Aug 25, 2022
46. Oil & Gas Economics: What the Future Holds feat. Robin Winkle
Aug 18, 2022
45. Finding Opportunities in Residential Real Estate feat. Kathy Fettke
Aug 11, 2022
44. Investing in Oil and Gas in Today’s Market feat. Grant Norwood
Jul 28, 2022
43. Breaking Down the Brewing Energy Crisis and Opportunities feat. Bob Fraser and Ben Fraser
Jul 21, 2022
42. Top of Mind: What's Causing High Gas Prices?
Jul 14, 2022
41. Investing With Your Tribe – feat. Travis Smith, CEO of Tribevest
Jul 07, 2022
40. 2022 Economic Outlook with Bob Fraser - What To Expect For The Rest of the Year
Jun 30, 2022
39. [International Mini-Series] Investing In Emerging Markets W/ Ladislas Maurice
Jun 16, 2022
38. Collectibles, Comic Books & Music Royalties - How to Evaluate Modern Alternatives With Stefan von Imhof
Jun 09, 2022
37. Passive Investor Spotlight #5: Buying Your Time Back w/ Justin Donald
Jun 02, 2022
36. Is Retail Real Estate the Next Hot Asset Class? - Interview w/ Parker Webb
May 26, 2022
35. Top of Mind [New Series] – What Happened to the Retail Apocalypse?
May 23, 2022
34. Investing In Rare Coins With Dana Samuelson
May 19, 2022
33. Transitioning from Private Equity to Private Debt W/ Jeremy Goff
May 12, 2022
32. Inflation, Cap Rates, The Fed... Are We Headed For Recession? Interview w/ John Chang
May 05, 2022
31. Where’s The Best Place To Invest $100K? Interview w/ Hunter Thompson
Apr 28, 2022
30. Scaling Real Estate And Finding The Opportunity - Interview w/ J Scott
Apr 21, 2022
29. Real Estate Trends Deep Dive with Global Research Analyst Shifra Ansonoff - Pt. 2
Apr 07, 2022
28. Betting Big On Retail Real Estate w/ Philip Block And Robert Levy
Mar 31, 2022
27. The Future Of Alternatives From A Global Perspective w/ Shifra Ansonoff - Pt. 1
Mar 24, 2022
26. Inside Look at Endowment Funds with Investment Director Greg Dowell, CFA
Mar 17, 2022
25. 2022 Housing Market Forecast w/ Nikolas Scoolis
Mar 10, 2022
24. Where You Should Invest in a High-Inflation Environment
Mar 03, 2022
23. Passive Investor Spotlight #4 - High Tech Career to Mobile Home Parks w/ Todd Sulzinger
Feb 17, 2022
22. State of Gold: Passive Investing in Gold Streaming w/ David Garofalo
Feb 10, 2022
21. Growing Your Wealth Through Owning Franchises - Interview w/ Erik Van Horn
Feb 03, 2022
20. Journey from Active to Passive Investor - Interview w/ Whitney Elkins-Hutten
Jan 27, 2022
19. The Definitive Breakdown Of REITs vs. Private REITs
Jan 20, 2022
18. Why You Need To Think About Asset Protection To Safeguard Your Wealth w/ Kevin Day
Jan 13, 2022
17. Podcast Recap - Our Top Highlights So Far
Dec 23, 2021
16. Financial Advisor Shares About Alts & Legacy Planning - Interview w/ Ryan Parson
Dec 23, 2021
15. Passive Investor Spotlight #3 - An International Investor's Perspective On U.S. RE Investing w/ François Braine-Bonnaire
Dec 16, 2021
13. Economic Update: The Great Resignation, Ramped-Up Inflation & What It Means For Investors
Dec 02, 2021
12. How Billionaires Pay Less In Taxes Than Average Americans
Nov 24, 2021
11. A Financial Advisor's Perspective On Including Alts In Your Portfolio w/ Josh Wright
Nov 18, 2021
10. Evaluating & Vetting Potential Sponsors w/ Lance Pederson
Nov 11, 2021
09. Inflation, Interest Rates, and Contrarian Economics w/ Hunter Thompson
Nov 04, 2021
08. Leveraging 1031 Exchanges and DSTs w/ Brandon Bruckman
Oct 28, 2021
07. Passive Investor Spotlight #2: Using Your Network To Find & Vet Sponsors w/ Jim Pfeifer
Oct 21, 2021
06. Billion-Dollar Real Estate Broker & Opportunities Post Pandemic - Interview w/ Gary Stache
Oct 15, 2021
05. Hedge Fund Investments & When They Make Sense
Oct 12, 2021
04. Passive Investor Spotlight: Hitting it Big Through Venture Investing w/ Dan Schulte
Oct 08, 2021
03. Intro To Venture Capital & Private Equity Investing
Sep 30, 2021
02. The Wide World Of Passive Real Estate Investing
Sep 30, 2021
01. How the Wealthy Invest & the Alternative Investment Continuum
Sep 23, 2021