When investors go through several boom-bust cycles, some develop an allergy to the public markets.

Many of those investors see the promise of alternative investments, ways to deploy capital that aren't correlated with the stock market roller coaster. But then why do so few invest successfully?

For unique insights I brought in Bob Fraser, Co-Founder and CFO of Aspen Funds and co-author of Invest Like a Billionaire™. Bob shared his contrarian views on the economy, investing landscape and mindset of billionaire investors.

What You'll Discover In This Episode

• Two mistakes crushing commercial real estate 3 structural forces driving 'sticky' inflation
• The sector where Bob is 'backing up the truck' looking for great deals
• Why he's bullish on oil and gas, despite the push to 'go green'
• Why Bob is investing in 'picks and shovels' over any one AI company
• How an evergreen fund lets investors play the billionaire game, tax-efficiently
• Why this bull market won't end with everyone getting rich
• How investors can learn from billionaires like JP Morgan and 'buy when there's blood in the streets'

About the Guest

Bob Fraser is CFO and Chief Macro Strategist for Aspen Funds, a fund sponsor in multiple asset classes, including private credit, commercial real estate, distressed debt, energy, and others.

Aspen focuses on data driven investing, identifying top macro trends, then constructing opportunistic investment funds. Bob is known for his data-driven and paradigm-shifting lectures, and he is cohost of the Invest Like a Billionaire™ podcast (investlikeabillionaire.org).

Bob is a former magna cum laude UC Berkeley computer scientist, tech-start-up founder, and Ernst and Young Entrepreneur of the Year Award winner. Bob has been happily married for forty years and has four amazing grown children.

About Your Host

From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America's #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be. Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is the founder of The Money School™ and Money Mentor for The Money Multiplier.

His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions. As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works.

Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans, delivering the financial knowledge that fuels lasting freedom.

Resources

Private Money Guide: https://go.moneyschoolrei.com/book-podcast

Wealth Wednesday Webinar: https://go.moneyschoolrei.com/wednesday-webinar-podcast

Mapping out the Millionaire Mystery: https://go.moneyschoolrei.com/newbook-podcast