EPISODE · Feb 16, 2026 · 21 MIN
🎬 Sponsored Episode: Macro Investing Strategy 2026: Where Smart Money Is Moving | Bob Fraser, Aspen Funds
from Financial Freedom Podcast with Dr. Christopher H. Loo, MD-PhD · host Christopher H. Loo, MD-PhD
📌 Disclosure: This is a sponsored episode. All opinions shared are for educational purposes and reflect the guest’s professional experience.email [email protected] with "Podcast freebie" to book a coveted FREE guest spot on the show. To check out Bob's book, "Invest Like a Billionaire: Secrets of the Ultra-Rich": https://amzn.to/4kzvN8RTo book a PREMIUM spot on the Podcast: https://www.drchrisloomdphd.com/_paylink/AZpgR_7fBook a 1-on-1 coaching call: https://www.drchrisloomdphd.com/booking-calendar/introductory-session Become a member of our Podcast community: https://www.drchrisloomdphd.com/membershipSubscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphdClick here to purchase my books on Amazon: https://amzn.to/2PaQn4pClick here to purchase my audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1FTo help support the show:CashApp- https://cash.app/$drchrisloomdphdVenmo- https://account.venmo.com/u/Chris-Loo-4Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx📝 Macro Investing Strategy is about positioning capital ahead of major economic shifts — and in this sponsored episode, Bob Fraser of Aspen Funds and host of the Invest Like a Billionaire podcast shares how he’s thinking about oil, private credit, real estate, gold, silver, Bitcoin, and Fed policy in 2026.If you're searching for:How to invest in uncertain marketsAlternative investing strategyPrivate credit vs public marketsOil investing outlookIs silver in a bubble?Bitcoin allocation strategyReal estate forecast 2026Fed rate cuts impact on investmentsThis conversation directly addresses those questions.Bob explains how macro investors approach structural trends — including reshoring manufacturing, industrial real estate demand, declining oil exploration funding, liquidity cycles, and disciplined risk management.Inside this episode:• Why private credit investing may offer income without public market volatility• How industrial real estate investing benefits from reshoring trends• The macro case for oil & gas in a supply-constrained environment• Why gold vs silver investing can destroy long-term capital• A rational framework for Bitcoin as digital gold• What Fed rate cuts and liquidity shifts mean for markets• Why diversification across private markets mattersAs CFO of Aspen Funds, Bob shares how accredited investors position across alternative assets — and how billionaires think differently about risk, income, and volatility.If you're trying to preserve capital, generate yield, and build wealth using macro-level thinking rather than emotional reactions to headlines, this episode delivers practical insight.You can learn more about Bob’s work through:His book Invest Like a Billionaire🎯 Watch until the end for final positioning insights and resources.⏱ TIMESTAMPS (21:34)00:00 – Intro & Sponsored Disclosure01:00 – Bob Fraser & Aspen Funds Overview02:30 – Private Credit & Accredited Investor Rules04:15 – Reshoring & Industrial Real Estate Opportunity05:40 – Oil Markets & Supply Decline Dynamics07:00 – Nuclear vs Natural Gas & Energy Demand09:00 – Gold & Silver Market Risks12:50 – Commodity Cycles & Silver Outlook14:00 – Fed Policy, Liquidity & Market Valuations16:00 – Bitcoin Allocation & Volatility Risk18:00 – Real Estate Outlook 202620:00 – Invest Like a Billionaire & Aspen Funds21:10 – Outro & Listener CTA🏷 HASHTAGS#MacroInvesting#AlternativeInvestments#PrivateMarkets#AspenFunds#InvestLikeABillionaire#OilInvesting#RealEstateInvesting#BitcoinStrategy#PrivateCredit#FinancialFreedomFinancial Freedom for Physicians, Copyright 2026
What this episode covers
📌 Disclosure: This is a sponsored episode. All opinions shared are for educational purposes and reflect the guest’s professional experience.email [email protected] with "Podcast freebie" to book a coveted FREE guest spot on the show. To check out Bob's book, "Invest Like a Billionaire: Secrets of the Ultra-Rich": https://amzn.to/4kzvN8RTo book a PREMIUM spot on the Podcast: https://www.drchrisloomdphd.com/_paylink/AZpgR_7fBook a 1-on-1 coaching call: https://www.drchrisloomdphd.com/booking-calendar/introductory-session Become a member of our Podcast community: https://www.drchrisloomdphd.com/membershipSubscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphdClick here to purchase my books on Amazon: https://amzn.to/2PaQn4pClick here to purchase my audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1FTo help support the show:CashApp- https://cash.app/$drchrisloomdphdVenmo- https://account.venmo.com/u/Chris-Loo-4Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx📝 Macro Investing Strategy is about positioning capital ahead of major economic shifts — and in this sponsored episode, Bob Fraser of Aspen Funds and host of the Invest Like a Billionaire podcast shares how he’s thinking about oil, private credit, real estate, gold, silver, Bitcoin, and Fed policy in 2026.If you're searching for:How to invest in uncertain marketsAlternative investing strategyPrivate credit vs public marketsOil investing outlookIs silver in a bubble?Bitcoin allocation strategyReal estate forecast 2026Fed rate cuts impact on investmentsThis conversation directly addresses those questions.Bob explains how macro investors approach structural trends — including reshoring manufacturing, industrial real estate demand, declining oil exploration funding, liquidity cycles, and disciplined risk management.Inside this episode:• Why private credit investing may offer income without public market volatility• How industrial real estate investing benefits from reshoring trends• The macro case for oil & gas in a supply-constrained environment• Why gold vs silver investing can destroy long-term capital• A rational framework for Bitcoin as digital gold• What Fed rate cuts and liquidity shifts mean for markets• Why diversification across private markets mattersAs CFO of Aspen Funds, Bob shares how accredited investors position across alternative assets — and how billionaires think differently about risk, income, and volatility.If you're trying to preserve capital, generate yield, and build wealth using macro-level thinking rather than emotional reactions to headlines, this episode delivers practical insight.You can learn more about Bob’s work through:His book Invest Like a Billionaire🎯 Watch until the end for final positioning insights and resources.⏱ TIMESTAMPS (21:34)00:00 – Intro & Sponsored Disclosure01:00 – Bob Fraser & Aspen Funds Overview02:30 – Private Credit & Accredited Investor Rules04:15 – Reshoring & Industrial Real Estate Opportunity05:40 – Oil Markets & Supply Decline Dynamics07:00 – Nuclear vs Natural Gas & Energy Demand09:00 – Gold & Silver Market Risks12:50 – Commodity Cycles & Silver Outlook14:00 – Fed Policy, Liquidity & Market Valuations16:00 – Bitcoin Allocation & Volatility Risk18:00 – Real Estate Outlook 202620:00 – Invest Like a Billionaire & Aspen Funds21:10 – Outro & Listener CTA🏷 HASHTAGS#MacroInvesting#AlternativeInvestments#PrivateMarkets#AspenFunds#InvestLikeABillionaire#OilInvesting#RealEstateInvesting#BitcoinStrategy#PrivateCredit#FinancialFreedomFinancial Freedom for Physicians, Copyright 2026
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🎬 Sponsored Episode: Macro Investing Strategy 2026: Where Smart Money Is Moving | Bob Fraser, Aspen Funds
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