

Invest Like a Billionaire
Aspen Funds
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/
Find out more at https://www.thebillionairepodcast.com/ or join us at https://aspenfunds.us/
Episodes
Mentioned books

Feb 12, 2024 • 13min
141. The Banks Are Not Okay | Top of Mind
Discover Bob and Ben’s insights and analysis of the state of bank's balance sheets amidst talk of a commercial real estate crash.
Globest.com Article - https://www.globest.com/2024/02/02/the-banks-are-not-okay/
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

Feb 8, 2024 • 49min
140. Maximizing The Value of Your Business Before Selling
If you are an entrepreneur, a business owner looking to sell your business, or simply interested in learning about acquisitions and how private equity works, this episode if for you. Channing is the Managing Director at Objective, an investment banking valuation firm with more than 25 years of experience in investment banking and business valuation. We discuss his journey, how entrepreneurs can identify the real value of their businesses and much more.
Connect with Channing Hamlet on LinkedIn https://www.linkedin.com/in/channinghamlet/
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

Feb 5, 2024 • 16min
139. Election Year: What Will the Fed Do? | Top of Mind
Bob and Ben discuss the election year, the pressures that both political parties might exert on the Fed to implement changes in interest rates, and the narrative that the economic data is portraying for investors.
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

Feb 1, 2024 • 46min
138. The Role of Mindset in Successful Tax Strategies feat. Laura Dohanes
Laura Dohanes, CEO of My CPA Pro, shares practical strategies and mindset shifts for tax strategies and financial growth.
Discover The 5 Exclusive Secrets To Maximize Your Returns That The Millionaires And The Ultra-Rich Are All Using https://www.cashprofitpower.com/optin
Connect with Laura Dohanes on LinkedIn https://www.linkedin.com/in/lauradohanes/
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

Jan 25, 2024 • 37min
137. Niche Assets: Tax Receivable Agreements feat. Andy Lee
Andy Lee from Parallaxes Capital joins in this episode to discuss a fascinating and often overlooked asset class: Tax Receivable Agreements. Learn what it is, and why family offices, foundations & endowments are making allocations to this asset class.
Connect with Andy Lee on LinkedIn https://www.linkedin.com/in/lee-andy/
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

Jan 19, 2024 • 48min
136. Anatomy of a Private Equity Deal ft. Josh Ziegelbaum of Circuit City
Josh Ziegelbaum of Circuit City shares his background in Private Equity and how his team is re-vamping a well known brand. The insights and strategies discussed in this episode will help anyone understand how private equity works, what to watch for and so much more.
Connect with Josh Ziegelbaum on LinkedIn https://www.linkedin.com/in/josh-ziegelbaum-85a01270/
Email Josh Ziegelbaum investor.relations@circuitcity.com
Learn more about Circuit City https://invest.circuitcity.com/
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

Jan 15, 2024 • 23min
135. Invest Like a Billionaire, Best of 2023 | A Recap Special
Here is our reflective recap journey through 2023, highlighting remarkable guests, best moments and invaluable insights.
79. Roth Conversion Secrets: Maximizing Your Retirement Savings feat. Craig Wear https://www.thebillionairepodcast.com/79
91. How to Build Your Own Virtual Family Office feat. Jim Dew https://www.thebillionairepodcast.com/91
89. Oil & Gas Masterclass: How to Evaluate Energy Investments - Part 1 https://www.thebillionairepodcast.com/89
90. Oil & Gas Masterclass: How to Evaluate Energy Investments - Part 2 https://www.thebillionairepodcast.com/90
134. Advanced Tax Saving Strategies feat. Keystone CPA https://www.thebillionairepodcast.com/134
133. Overview of Real Estate & Economic Updates feat. John Chang https://www.thebillionairepodcast.com/133
65. Real Estate Tax Shelters for Passive Investors feat. Erik Oliver https://www.thebillionairepodcast.com/65
95. Passive Investor Spotlight #9: Becoming a Lifestyle Investor feat. Justin Donald https://www.thebillionairepodcast.com/95
131. Investing Like the Ultra Wealthy Ft. Tiger 21 Founder Michael Sonnenfeldt https://www.thebillionairepodcast.com/131
106. State of the Multifamily Market: Rents, Supply, Markets & More feat. Jay Parsons https://www.thebillionairepodcast.com/106
Suggest a guest, topic, or simply ask anything https://www.thebillionairepodcast.com/p/ask-anything/
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

Dec 28, 2023 • 43min
134. Advanced Tax Saving Strategies feat. Keystone CPA
Experts Amanda Han and Matt MacFarland of Keystone CPA discuss how investors can utilize real estate and other strategies to reduce tax burdens, optimize returns and increase potential gains from the IRS.
Download the Free eBook
“How Passive Investments Can Save You Taxes” https://www.keystonecpa.com/PassiveInvestorTax
Connect with Amanda Han on LinkedIn https://www.linkedin.com/in/amandayhan/
Connect with Matt MacFarland on LinkedIn https://www.linkedin.com/in/mattmacfarland/
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

Dec 21, 2023 • 53min
133. Overview of Real Estate & Economic Updates feat. John Chang
In this episode, our guest, John Chang, National Director of Research & Advisory Services at Marcus & Millichap, shares key insights into the current economy, trends, forecasts, and areas of opportunity for 2024. We discuss the impacts of inflation, the Federal Reserve's interest rate movements and the evolution of real estate over the past 18 months.
Connect with John Chang on LinkedIn https://www.linkedin.com/in/johnchang/
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

Dec 18, 2023 • 15min
132. Top of Mind: Inflation is Lower, Are Feds Ready to Lower Rates?
Is lower inflation a green light for the Fed to lower rates? How good is a 3.1% Consumer Price Index? In this episode, we analyze the market response and discuss the likelihood of the Fed lowering interest rates.
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


