Invest Like a Billionaire

Aspen Funds
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May 25, 2023 • 41min

85. Investing in Private Credit in Today's Economy feat. Nelson Chu

In this episode of the Invest Like A Billionaire, host Ben Fraser welcomes Nelson Chu, the Founder and CEO of Percent, to share his insights into the unique world of private credit. Nelson delves into the current state of credit markets, exploring the implications of potential down cycles and credit tightening. Listeners can expect to gain valuable insights into asset-based lending and the advantages of private credit. Join us for this episode as we gain valuable insights into private credit. Connect with Nelson Chu on LinkedIn ⁠⁠https://www.linkedin.com/in/nelson-chu/ Connect with Ben Fraser on LinkedIn ⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠   Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Get started and download your free economic report today at ⁠⁠https://aspenfunds.us/report⁠⁠  Join the Investor Club to get early access to exclusive deals. ⁠⁠https://www.aspenfunds.us/investorclub⁠⁠  Subscribe on your favorite podcast app, so you never miss an episode. ⁠⁠https://www.thebillionairepodcast.com/subscribe
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May 18, 2023 • 33min

84. Top of Mind: The Fate of the US Dollar

Join co-hosts Bob Fraser and Ben Fraser as they delve into an insightful discussion on "The Fate of the US Dollar," a thought-provoking episode that explores the current state and potential future of the United States' currency. Drawing on their expertise in economics and finance, they analyze the factors influencing the US dollar's position in the global economy and shed light on its potential implications. Download Bob's slides - https://aspenfunds.us/wp-content/uploads/2023/05/The-Fate-of-the-US-Dollar.pdf Connect with Bob Fraser on LinkedIn ⁠https://www.linkedin.com/in/bob-fraser-22469312/⁠ Connect with Ben Fraser on LinkedIn ⁠https://www.linkedin.com/in/benwfraser/⁠   Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Get started and download your free economic report today at ⁠https://aspenfunds.us/report⁠  Join the Investor Club to get early access to exclusive deals. ⁠https://www.aspenfunds.us/investorclub⁠  Subscribe on your favorite podcast app, so you never miss an episode. ⁠https://www.thebillionairepodcast.com/subscribe
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May 11, 2023 • 38min

83. Effective Tax Planning: Strategies to Reduce Your Taxes feat. Steve Moskowitz

In this episode, co-hosts Bob Fraser and Ben Fraser are joined by tax planning expert Steve Moskowitz, founding partner of Moskowitz LLP, covering the basics of tax planning, including what it is, why you need it, and how to get started. Steve provides valuable insights and practical advice to help you navigate the ever-changing tax landscape. He also provides practical tips and strategies to help you minimize your tax liability and keep more of your money. Whether you're a small business owner, high-net-worth individual, or anyone looking to reduce your tax burden and keep more of your hard-earned money, this podcast is for you. Tune in and take control of your finances today. Connect with Steve Moskowitz on LinkedIn ⁠https://www.linkedin.com/in/stephenmoskowitz/ Connect with Bob Fraser on LinkedIn ⁠https://www.linkedin.com/in/bob-fraser-22469312/⁠ Connect with Ben Fraser on LinkedIn ⁠https://www.linkedin.com/in/benwfraser/⁠   Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Get started and download your free economic report today at ⁠https://aspenfunds.us/report⁠  Join the Investor Club to get early access to exclusive deals. ⁠https://www.aspenfunds.us/investorclub⁠  Subscribe on your favorite podcast app, so you never miss an episode. ⁠https://www.thebillionairepodcast.com/subscribe
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May 4, 2023 • 38min

82. Building Wealth Without Wall Street feat. Joey Mure

In this episode, co-hosts Bob Fraser and Ben Fraser sit down with Joey Mure, partner and co-founder of Wealth Without Wall Street, to discuss investing strategies beyond Wall Street. Joey shares his insights on how investors can break away from the traditional investments offered by Wall Street and explore alternative assets. Joey discuss practical tips for identifying the right investment opportunities, managing risks, and determining your Investor DNA. Whether you're a seasoned investor or just getting started, this podcast will help you think outside the box and discover new investment opportunities beyond Wall Street. Connect with Joey Mure on LinkedIn https://www.linkedin.com/in/joey-mure-b376824/ Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/ Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/   Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Get started and download your free economic report today at https://aspenfunds.us/report  Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub  Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
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Apr 27, 2023 • 51min

81. Hedge Fund Investing: Leveraging Technology to Beat the Market feat. Tory Reiss

In this episode, Tory Reiss, the CEO and co-founder of Equi, joins co-hosts Bob Fraser and Ben Fraser to discuss how their proprietary technology is selecting the best hedge funds to invest in. And how they’re building an investment platform to make hedge fund investing more accessible to retail investors. Tune in to hear why our guest believes hedge funds are poised to do well in this current market. Download Tory's slides https://www.investwithaspen.com/hubfs/Equi%20ILAB%20Slides.pdf Connect with Tory Reiss on LinkedIn https://www.linkedin.com/in/toryreiss/  Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/ Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Get started and download your free economic report today at https://aspenfunds.us/report  Join the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclub  Subscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe
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Apr 20, 2023 • 32min

80. Short Term Rentals: Corporate Housing vs. Vacation Rentals feat. Dr. Chau Ong

In this episode, we talk with Dr. Chau Ong, a 7-figure Airbnb Freedom Coach and expert in short-term rentals. Dr. Ong shares insights and strategies for achieving financial freedom through short-term rentals, specifically the corporate housing sector. Most investors assume short-term rentals are only for vacation rentals, but Dr. Ong shares the pros and cons of each type. He also discusses the future of the short-term rental industry. Whether you're new to short-term rentals or a pro, this episode offers valuable advice for achieving financial freedom. Connect with Dr. Chau Ong on LinkedIn https://www.linkedin.com/in/drchaubnb/ Connect with Jim Maffuccio on LinkedIn ⁠⁠https://www.linkedin.com/in/james-maffuccio-77440813/⁠⁠ Connect with Ben Fraser on LinkedIn ⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠ Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Get started and download your free economic report today at ⁠⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠⁠ Join the Investor Club to get early access to exclusive deals. ⁠⁠⁠⁠https://www.aspenfunds.us/investorclub⁠⁠⁠⁠ Subscribe on your favorite podcast app, so you never miss an episode. ⁠⁠⁠⁠https://www.thebillionairepodcast.com/subscribe
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Apr 13, 2023 • 44min

79. Roth Conversion Secrets: Maximizing Your Retirement Savings feat. Craig Wear

In this episode, Jim Maffuccio and Ben Fraser are joined by guest Craig Wear, a Certified Financial Planner™ with 32+ years of experience and the author of two Amazon #1 Best Selling books, Paying the Piper, and Roth Conversion Secrets, to discuss maximizing retirement savings and avoiding hidden tax traps in 401k and IRA accounts. Craig shares expert advice on minimizing taxes and avoiding penalties associated with RMDs, early withdrawals, and investment options. Tune in for practical tips on optimizing retirement savings and minimizing tax liability, whether you're just starting out or looking to optimize existing accounts. Download “Roth Conversion Secrets” for free ⁠https://info.craigwear.com/ILAB⁠ Connect with Craig Wear on LinkedIn ⁠https://www.linkedin.com/in/craigwear/⁠ Connect with Jim Maffuccio on LinkedIn ⁠https://www.linkedin.com/in/james-maffuccio-77440813/⁠ Connect with Ben Fraser on LinkedIn ⁠https://www.linkedin.com/in/benwfraser/⁠ Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Get started and download your free economic report today at ⁠⁠⁠https://aspenfunds.us/report⁠⁠⁠ Join the Investor Club to get early access to exclusive deals. ⁠⁠⁠https://www.aspenfunds.us/investorclub⁠⁠⁠ Subscribe on your favorite podcast app, so you never miss an episode. ⁠⁠⁠https://www.thebillionairepodcast.com/subscribe
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Apr 6, 2023 • 49min

78. The Future of Alternative Investments: 2023 and Beyond feat. Shifra Ansonoff

In this episode, co-hosts Bob Fraser and Ben Fraser sit down with returning guest, Shifra Ansonoff, the Global Head of Customer Experience at Preqin, to discuss the latest global trends and developments in private equity, venture capital, real estate and other alternatives. She shares her insights on emerging and niche asset classes, such as infrastructure investing and private debt, and the global trends driving growth in these areas. Whether you're a seasoned investor or new to the field, this episode is a must-listen for anyone interested in staying up-to-date on the latest trends and developments in the world of alternatives. Watch on YouTube https://youtu.be/2pfi2J_1iZc Download The Best Insights in Alternatives by Prequin https://go.preqin.com/invest-like-a-billionaire-preqin Connect with Shifra Ansonoff on LinkedIn https://www.linkedin.com/in/shifra-ansonoff-274ab46/ Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/ Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Get started and download your free economic report today at ⁠⁠https://aspenfunds.us/report⁠⁠ Join the Investor Club to get early access to exclusive deals. ⁠⁠https://www.aspenfunds.us/investorclub⁠⁠ Subscribe on your favorite podcast app, so you never miss an episode. ⁠⁠https://www.thebillionairepodcast.com/subscribe
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Mar 30, 2023 • 50min

77. UHNW Survey on Portfolio Allocation & Strategy feat. Tad Fallows

In today's episode, we sit down with Tad Fallows, the founder of Long Angle, a community for high net worth and ultra-high net worth investors. Tad shares his inspiring journey from selling his business and coming into significant wealth to creating a supportive network for investors. We delve into the community's strategies across various asset classes, from real estate to private equity, venture, hedge funds, and more. Tune in to discover the current opportunities his community is exploring and learn how you too can navigate the complex world of investing. Don't miss this insightful conversation! View the Long Angle Portfolio Allocation Benchmarking Study https://www.longangle.com/benchmarking22 Connect with Tad Fallows on LinkedIn https://www.linkedin.com/in/fallows/ Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors. Get started and download your free economic report today at ⁠https://aspenfunds.us/report⁠ Join the Investor Club to get early access to exclusive deals. ⁠https://www.aspenfunds.us/investorclub⁠ Subscribe on your favorite podcast app, so you never miss an episode. ⁠https://www.thebillionairepodcast.com/subscribe
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Mar 23, 2023 • 30min

76. The Rise of Co-Living: Redefining Rental Real Estate feat. Johnny Wolff

Tune in as Jim Maffuccio and Ben Fraser interview Johnny Wolff, the CEO and Founder of HomeRoom. They delve into the co-living movement - why more tenants are choosing to live with roommates, and how landlords are able to generate better income on single-family properties. Learn more about this trend impacts real estate investors. Connect with Johnny Wolff on LinkedIn https://www.linkedin.com/in/johnnywolff/ or johnny@livehomeroom.com Connect with Jim Maffuccio on LinkedIn https://www.linkedin.com/in/james-maffuccio-77440813/ Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/ Invest Like a Billionaire podcast is sponsored by Aspen Funds which focuses on macro-driven alternative investments for accredited investors.Get started and download your free economic report today at https://aspenfunds.us/reportJoin the Investor Club to get early access to exclusive deals. https://www.aspenfunds.us/investorclubSubscribe on your favorite podcast app, so you never miss an episode. https://www.thebillionairepodcast.com/subscribe

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