Capital Club Ben Fraser on Unraveling the Impact of Inflation on Investments
Do you want to decipher the impact of inflation on investing and how timing the market cycle correctly can lead to massive wealth creation?
Ben Fraser, Chief Investment Officer at Aspen Funds and co-host of the Invest Like a Billionaire podcast, discusses the current state of inflation and its implications for investors. With over a decade of experience in investment management, Ben talks about how taking a top-down approach to investments that considers macro trends and timing can be more successful than vertical integration or fine-tuning within broader markets. He also discusses the potential for massive wealth creation if one gets the cycle's timing right and how borrowing costs may stay higher for longer than expected due to underlying pressure from labor shortages, de-globalization, energy prices, and more.
Tune in to hear more about how ultra-wealthy investors invest differently than retail investors and how retail capital continues to reallocate into these investments!
[00:01 - 07:23] The Impact of Inflation on Asset Classes and Timing the Market
- Aspen Funds use a macro-driven alternative investments approach that looks at more prominent macro trends first
- It is essential to understand the more significant trends driving economics and supply/demand of an asset class
[07:24 - 15:27] Inflationary Pressures Set to Drive Borrowing Costs Higher for Longer
- Headline inflation numbers are driving monetary policy
- Investors should consider inflation-protected assets such as self storage
[15:28 - 21:55] Taking Advantage of Real Estate Opportunities in a Volatile Market
- Institutional buyers are buying self-storage companies at a negative leverage rate
- There may be an excess supply of distressed deals in the market, creating good opportunities for investors
[21:56 - 30:52] Exploring the Benefits of Reshoring, Industrial Assets, and Alternative Asset Classes
- The growth of ecommerce has driven up industrial prices and values over the past decade
- The investment thesis focuses on big box industrial, flex industrial, and tech properties in markets
[30:53 - 32:31] Closing Segment
Quotes:
"It's really hard to make deals happen. It just furthers the point that timing really matters." - Ben Fraser
"The ultra-wealthy invest differently than the average retail investor. It's something that I think the average investor, as the access to these types of alternatives is becoming more available, through regulation changes, and through just general education around investing in these asset types." - Ben Fraser
Connect with Ben!
LinkedIn: https://www.linkedin.com/in/benwfraser/
Website: www.aspenfunds.us/tcc
Podcast: www.TheBillionairePodcast.com/TCC
Download our FREE Strategizing for Inflation Guide here: https://www.excelsiorgp.com/download/
Connect with me on LinkedIn!
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