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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/
207 Episodes
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Did you hear about the $1B ATM investment fraud? What started as a too-good-to-be-true deal ended up as a ponzi scheme that upended lots of good investors, including some of us. So how did Aspen as a firm dodge this one? And how can you learn from this scandal and spot potential ponzi schemes yourself? Listen in, and let us know what you think in the comments on youtube and on Spotify.ORDER the Invest Like a Billionaire book at www.thebillionairebook.org/ And find out more about the podcast at https://www.thebillionairepodcast.com/
What number is “enough” to you? The legendary John Maxwell joins Bob Fraser in a rare interview about how John thinks about building wealth and sowing values into young people. He tells us about his theory of picking a number to know when you’ve met your own needs. What do you think of this idea? Listeners on Spotify or Youtube – share a comment, or even tell us what your number is. And are you there yet?PREORDER the Invest Like a Billionaire book at www.thebillionairebook.org/ And find out more about the podcast at https://www.thebillionairepodcast.com/
How do billionaires think differently than the rest of us? Bob and Ben have spent over a year trying to answer that question as they wrote the Invest Like a Billionaire book. In this episode, they share their lessons – how billionaires approach debt, inflation and taxes differently. And we learn how we can all move from an “income statement mindset” to a “balance sheet mindset.”PREORDER the Invest Like a Billionaire book at www.thebillionairebook.org/ And find out more about the podcast at https://www.thebillionairepodcast.com/
Is your financial advisor keeping secrets from you? Well, not exactly. In this episode, we learn another key lesson from the Invest Like a Billionaire book: why the financial advising system is rigged against alts. Listen to hear why your advisor isn’t able to give you the guidance you need, and figure out how to work the system in your favour. PREORDER the Invest Like a Billionaire book at www.thebillionairebook.org/ And find out more about the podcast at https://www.thebillionairepodcast.com/
We’re back with another sneak peek into the Invest Like a Billionaire book! Bob and Ben join Ellis to share the secret killer of wealth – Volatility. They’ll walk you through the math around why volatility is the enemy of compounding wealth, and what you can do about it. PREORDER the Invest Like a Billionaire book at www.thebillionairebook.org/ And find out more about the podcast at https://www.thebillionairepodcast.com/
The Invest Like a Billionaire book is almost here! For all of August, we’re bringing you sneak peeks into the key points in the book, and diving deeper into some of the topics. This episode, Bob and Ben join Ellis for a conversation about the end of the 60:40 portfolio, and the advent of The Swensen Model. Find out more about the podcast at https://www.thebillionairepodcast.com/ and PREORDER the Invest Like a Billionaire book at www.thebillionairebook.org/
Join us for a summit on August 8th to celebrate the launch of the Invest Like a Billionaire book coming this fall!Register at https://www.thebillionairesummit.com/summit
How do you build a strategic alternative asset portfolio? Most investors just jump at the first deals presented to them from their network. But in this episode, Ben lays out a strategic plan when building an alt portfolio, optimizing for long term yield and growth. In this episode, Ben is joined by Ellis Hammond, Aspen Fund’s Vice President of Capital to dive into The Wealth Pyramid. Find out more about the podcast at https://www.thebillionairepodcast.com/ and PREORDER the Invest Like a Billionaire book at www.thebillionairebook.org/ And check out Ben & Bob’s company and invest along at https://aspenfunds.us/
Bronson Hill had a quick come-up from a salary job to a full time passive investor and capital raiser. But it hasn’t all been smooth sailing, and he’s learned some really important lessons along the way about how to be strategic about your path and create a framework to vet deals. In this episode, Bronson opens up about his portfolio, which includes some surprising asset classes. Check it out. Check out Bronson’s first book, Fire Yourself https://bronsonequity.com/how-to-fire-yourself/Find out more about the podcast at https://www.thebillionairepodcast.com/ and PREORDER the Invest Like a Billionaire book at www.thebillionairebook.org/ And check out Ben & Bob’s company and invest along at https://aspenfunds.us/
Jim Pfeifer was a financial advisor working with clients invested in traditional stocks and bonds. Then he got into passive real estate investing – and he has a lot to say about why financial advisors can’t or won’t push real estate. He’s now built a hugely diversified passive portfolio and built a community helping others do the same. Check out Jim's company at passivepockets.com.Find out more about the podcast at https://www.thebillionairepodcast.com/ and PREORDER the Invest Like a Billionaire book at www.thebillionairebook.org/ And check out Ben & Bob’s company and invest along at https://aspenfunds.us/
Jim Maffuccio, a co-founder of Aspen Funds, has been through some seriously challenging cycles. On the podcast, he and Ben get into how he rebuilt after two catastrophic wipeouts – and what he’s learned so it won’t happen again. He shares his CSI-like strategies for vetting sponsors today, and how he decides which deals go forward, and which he’s now turning down.Find out more about the podcast at https://www.thebillionairepodcast.com/ and PREORDER the Invest Like a Billionaire book at www.thebillionairebook.org/ And check out Ben & Bob’s company and invest along at https://aspenfunds.us/
How does Aspen decide what deals to jump for, and which to turn away? In this new series, Deals We Didn’t Do, the leadership team is bringing you behind the scenes on how we make those calls. In this episode, Ben and Bob Fraser, Ellis Hammond and Jim Maffuccio go over a recent Rescue Preferred Equity Fund or “Bail-In Fund” they turned down. They walk through how you can calculate if these kinds of private credit deals might pan out, and what are red flags to look out for.Find out more about the podcast at https://www.thebillionairepodcast.com/ and PREORDER the Invest Like a Billionaire book at www.thebillionairebook.org/ And check out Ben & Bob’s company and invest along at https://aspenfunds.us/
Tait Duryea has always loved two things: flying planes and building financial freedom. He’s built a life that combines these two elements, and he’s helping other commercial pilots achieve the same success he has in alternatives. In this episode, he tells Ben how he decides if a deal is ready for liftoff, how he thinks about risk assessment, and how he’s getting from Point A to Point B on his own financial goals. Find Tait’s podcast at https://passiveincomepilots.com/ and his firm at https://www.turbinecapital.vc/ AND check out Turbine Capital's e-book on oil & gas investing https://shorturl.at/4r9zU Find out more about the podcast at https://www.thebillionairepodcast.com/ and PREORDER the Invest Like a Billionaire book at www.thebillionairebook.org/ Check out Ben & Bob’s company and invest along at https://aspenfunds.us/
Darrell Gargala started investing in real estate as a way to stay busy after retiring from the Air Force. But it’s become a passion, and he’s even bringing his kids into the fold. In this episode, he shares how he’s built up a 7 digit real estate portfolio, why he keeps his projects active, and how he's passing on this knowledge to his kids.Find out more about the podcast at https://www.thebillionairepodcast.com/ and PREORDER the Invest Like a Billionaire book at www.thebillionairebook.org/ And check out Ben & Bob’s company and invest along at https://aspenfunds.us/
David Shaw has 25 years of massively successful investing and entrepreneurship behind him – but he wishes he started even earlier. From a decade of W2 slogging, he ditched the pay cheque in favour of big swings, and it worked in his favour. In this episode, he tells Ben why he opts for A-class properties, the value of time in compounding wealth, and the entrepreneur’s secret weapon: scalability.Check out David’s podcast https://burnyourboatswealth.com/ Find out more about the podcast at https://www.thebillionairepodcast.com/ and PREORDER the Invest Like a Billionaire book at www.thebillionairebook.org/ And check out Ben & Bob’s company and invest along at https://aspenfunds.us/
The oil & gas price has softened, but does that mean you should dump your investments, or double down? Bob and Ben Fraser discuss the headlines and the concerns they are hearing from their investors. They share their own perspectives, how oil & gas have fared in the past downturns, and where they’re betting that investment is going next. Find out more about the podcast at https://www.thebillionairepodcast.com/ and PREORDER the Invest Like a Billionaire book at www.thebillionairebook.org/ And check out Ben & Bob’s company and invest along at https://aspenfunds.us/
Kendall Laughlin is an investor himself, but his real passion is helping family offices set goals and reach them. He serves as a director for 10 family offices, ranging from 20-55 Million, and he shares how they think about strategy and plan their legacies, and what those families are thinking about in 2025. Check out Kendall’s family office work at https://arkfinancial.com/ and his coaching services at https://leadersatthehelm.substack.com/welcome Find out more about the podcast at https://www.thebillionairepodcast.com/And check out Ben & Bob’s company and invest along at https://aspenfunds.us/
In our first Headlines episode, Bob Fraser joins Ben to talk about the big question on many Aspen investors' minds: are we heading towards a recession? With tariff news and trade war threats dominating the news cycle, it’s easy to get worried, so Bob and Ben are taking a look at what the data says and its impact for investors. Find out more at www.thebillionairepodcast.com/ and preorder the Invest Like a Billionaire book www.thebillionairebook.org/Check out Ben & Bob’s company and invest along at aspenfunds.us/
Curt Stevenson has had a hugely successful career in tech consulting and entrepreneurship, and has lived through the big ups and some big downs. Curt’s ready to settle into an early retirement, so he shares with Ben how he’s building a portfolio that will offer him stable, reliable income for decades to come. Find out more at https://www.thebillionairepodcast.com/And check out Ben & Bob’s company and invest along at https://aspenfunds.us/
Jordan Linscombe is a bold entrepreneur and a careful investor. He and his wife Mindi have built up their bridal shop – Something New Boutique – over the past 18 years into something amazing. So much so, that Jordan has taken his own path as a real estate professional to manage their assets. Check out Jordan’s business https://www.somethingnewboutique.com/ and his podcast https://podcasts.apple.com/us/podcast/the-something-new-show/id1673140441 Find out more at https://www.thebillionairepodcast.com/And check out Ben & Bob’s company and invest along at https://aspenfunds.us/
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Great podcast. Participants have good chemistry. First time in quite a while I felt like the interviewer was reading my mind - asking exactly the questions I had.