Podcast
Invest Like a Billionaire
Hosted by Aspen Funds · EN
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/
25episodes
Episodes
Newest firstAll episodes
Why Now Is the Time for Private Alternatives
5d ago00:34:53Tap to summarizeThe stock market is at record highs but does that mean it's time to rebalance? In this episode of Invest Like A Billionaire, Ellis Hammond sits down with Bob Fraser to discuss why today's market may be strengthening the case for private alternatives, where he's personally investing today, and how billionaire investors think about portfolio construction.They cover portfolio diversification, private credit, multifamily real estate, liquidity, taxes, cash flow, and the biggest mistakes investors make when moving beyond stocks.Have more questions, or want more resources like a tax calculator? Go to https://investlikeabillionaire.org/ to learn more about our community. Check out Ben & Bob’s company and invest along at https://aspenfunds.us/
Transcribe →Why Your Index Fund Isn't as Safe as You Think
2w ago00:43:18Tap to summarizeAre index funds still safe? As the AI boom reshapes the market, nearly 40% of the S&P 500 is now concentrated in just 10 companies.In this episode, Bob Fraser, Ben Fraser, and Ellis Hammond, break down what this historic concentration means for investors, what history can teach us about today's AI-driven market, and why great companies don't always make great investments.Have more questions, or want more resources like a tax calculator? Go to https://investlikeabillionaire.org/ to learn more about our community. Check out Ben & Bob’s company and invest along at https://aspenfunds.us/
Transcribe →The Fed is About to Change Everything. Are You Ready?
3w ago00:39:58Tap to summarizeA new Fed Chair could change investing for the next decade.Kevin Warsh is calling for a fundamental shift in how the Federal Reserve approaches interest rates, inflation, and economic policy. If he's successful, the investing playbook that's defined the past 20 years may no longer apply.In this episode, Bob Fraser, Ben Fraser, and Ellis Hammond break down what Warsh's vision could mean for stocks, bonds, real estate, inflation, the yield curve, and your portfolio. Learn how investors can prepare for a new era of higher rates, market-driven capitalism, and long-term investing.Have more questions, or want more resources like a tax calculator? Go to https://investlikeabillionaire.org/ to learn more about our community. Check out Ben & Bob’s company and invest along at https://aspenfunds.us/
Transcribe →The Economy Absorbed a War, Tariffs, & a New Fed Chair. Here's Why It Didn't Break.
4w ago00:34:41Tap to summarizeAt the start of 2026, many economists expected growth to slow.Since then, we've had tariffs, inflation concerns, conflict in the Middle East, oil volatility, and a new Fed Chair. Yet the economy keeps growing.In this episode, Bob Fraser and Ellis Hammond sit down with Belinda Román, Associate Professor of Economics at St. Mary's University, to discuss what's changed, what's surprised her, and whether the economy is proving more resilient than investors expected.We cover tariffs, inflation, consumer spending, interest rates, AI-driven productivity, recession risks, and what investors should be watching in the second half of 2026.Have more questions, or want more resources like a tax calculator? Go to https://investlikeabillionaire.org/ to learn more about our community. Check out Ben & Bob’s company and invest along at https://aspenfunds.us/
Transcribe →Don't Waste Your 30s or 40s: The Wealth Moves That Matter Most
Jun 1600:51:57Tap to summarizeAre your 30s and 40s the most important decades for building wealth?In this episode, Ben Fraser and Ellis Hammond share the wealth-building lessons they've learned the hard way, from investing mistakes and lifestyle creep to the power of compounding, skill development, and building a portfolio that can create long-term financial freedom.If you're serious about growing your wealth, this conversation will help you focus on what actually matters.Have more questions, or want more resources like a tax calculator? Go to https://investlikeabillionaire.org/ to learn more about our community. Check out Ben & Bob’s company and invest along at https://aspenfunds.us/
Transcribe →Think You Don't Qualify for a Solo 401(k)? Think Again.
Jun 900:46:04Tap to summarizeMost high-income earners assume the Solo 401(k) isn't for them. They're wrong.If you have a side hustle, a consulting gig, or a small investment LLC, you likely qualify, and you could be sheltering up to $144,000 per year in tax-free contributions.Bob Fraser and Ellis Hammond sit down with George Blower, co-founder of MySolo401k.net, to break down exactly how this works and why so few people are taking advantage of it.You'll learn:The two simple requirements to qualifyHow to run the Mega Backdoor Roth strategy inside a Solo 401(k)Why leveraged real estate here avoids UDFI taxes entirelyHow to get set up for as little as $650Have more questions, or want more resources like a tax calculator? Go to https://investlikeabillionaire.org/ to learn more about our community. Check out Ben & Bob’s company and invest along at https://aspenfunds.us/
Transcribe →The 2026 Macro Reset: Oil, Inflation, and the Assets Poised to Win
Jun 200:46:47Tap to summarizeNobody predicted 2008. Nobody predicted COVID. And whatever causes the next market crisis probably won't be what investors expect.That's what makes today's environment so challenging. Just a few months ago, markets were expecting rate cuts and easing inflation. Now oil prices are surging, treasury yields are rising, and some analysts are drawing comparisons to the inflationary pressures of the 1970s.In this episode of Invest Like A Billionaire, Bob Fraser, Ben Fraser, and Ellis Hammond break down the biggest economic shifts happening right now, from energy markets and inflation to AI-driven productivity, real estate, private credit, and the opportunities they see emerging in an increasingly uncertain landscape.Have more questions, or want more resources like a tax calculator? Go to https://investlikeabillionaire.org/ to learn more about our community. Check out Ben & Bob’s company and invest along at https://aspenfunds.us/
Transcribe →The Dirty Secret Behind Bourbon (And How to Profit From It)
May 2600:35:58Tap to summarizeBourbon might be one of the most overlooked alternative investments in America.In this episode of Invest Like a Billionaire, Brian Rosen, founder of InvestBev, breaks down how his firm built a portfolio around bourbon barrels, beverage brands, and alcohol infrastructure and why family offices are paying attention.We cover:• Why bourbon barrels have historically produced strong returns• The “dirty secret” behind most liquor brands• How billionaires invest in beverage infrastructure• Why alcohol is considered a non-correlated asset• The macro trends reshaping the beverage industryHave more questions, or want more resources like a tax calculator? Go to https://investlikeabillionaire.org/ to learn more about our community. Check out Ben & Bob’s company and invest along at https://aspenfunds.us/
Transcribe →The Skills That Built Your Wealth Can Destroy It featuring TIGER 21's Founder
May 1900:49:26Tap to summarizeMost entrepreneurs know how to build wealth. Very few know how to keep it.In this episode, Bob Fraser and Ellis Hammond sit down with Michael Sonnenfeldt, founder and chairman of TIGER 21, whose members collectively manage more than $280 billion in assets.They discuss why entrepreneurs often become bad investors after a big exit, the mindset shift from builder to allocator, how the ultra-wealthy are investing today, and why time eventually becomes more valuable than money.Have more questions, or want more resources like a tax calculator? Go to https://investlikeabillionaire.org/ to learn more about our community. Check out Ben & Bob’s company and invest along at https://aspenfunds.us/
Transcribe →You Don't Have A Tax Strategy, You Have A Tax Return
May 1200:37:42Tap to summarizeMost entrepreneurs think they have a tax strategy. What they actually have is a tax return.In this episode, Patrick Lonergan of Vital Wealth breaks down the biggest tax mistakes high earners make, why most CPAs are reactive instead of strategic, and how wealthy entrepreneurs use tax planning, cash flow management, and alternative investments to build long-term wealth.Have more questions, or want more resources like a tax calculator? Go to https://investlikeabillionaire.org/ to learn more about our community. Check out Ben & Bob’s company and invest along at https://aspenfunds.us/
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