Bob Fraser: This Is Where Billionaires Will Invest in the Next Market Cycle

What do billionaires know about investing that the average person doesn’t? In this episode, Paul Shannon sits down with economist, fund manager, and author Bob Fraser, author of Invest Like a Billionaire, to unpack the strategies, asset allocations, and decision-making frameworks of the ultra-wealthy.

Bob explains why billionaires aren’t chasing “hot” trends, they’re looking for asymmetric risk-reward opportunities and sectors that offer long-term compounding. He shares how they think about diversification (and why it’s not about owning a little of everything), why certain private investments are favored over public markets, and how billionaires position themselves to capitalize on economic shifts before they happen.

You’ll hear how Bob applies these principles in real estate, why he’s watching specific macroeconomic signals right now, and the filters investors can use to evaluate opportunities like the ultra-rich — even without a billionaire’s balance sheet.

Key Takeaways:

• The mindset differences between billionaires and everyday investors
• Why the ultra-wealthy prioritize asymmetric risk-reward setups
• How billionaires view diversification vs. “diworsification”
• The role of private investments and niche sectors in their portfolios
• Economic indicators billionaires watch to stay ahead of market cycles
• How to apply billionaire-style investing principles at any scale
• Bob Fraser’s current outlook on real estate opportunities

Disclaimer

The content of this podcast is for informational purposes only. All host and participant opinions are their own. Investment in any asset, real estate included, involves risk, so use your best judgment and consult with qualified advisors before investing. You should only risk capital you can afford to lose. Remember that past performance is not indicative of future results. This podcast may contain paid advertisements or other promotional materials for real estate investment advisers, investment funds, and investment opportunities, which should not be interpreted as a recommendation, endorsement, or testimonial by PassivePockets, LLC or any of its affiliates. Viewers must conduct their own due diligence and consider their own financial situations before engaging with any of the advertised offerings, products, or services. PassivePockets, LLC disclaims all liability for direct, indirect, consequential, or other damages arising out of reliance on information and advertisements presented in this podcast.