Invest Like a Billionaire cover art

All Episodes

Invest Like a Billionaire — 256 episodes

#
Title
1

China’s 90% Model: The Economic War No One Is Talking About

2

Private Markets Are Going Mainstream. Is That a Good Thing?

3

Should You Own Gold? David Morgan & Bob Fraser Weigh In

4

If We Had $5 Million to Invest Today, Here's Exactly What We'd Do

5

He Reviewed $8 Billion in Retirement Accounts. Here's What He Learned.

6

The Economic War Every Investor Should Understand

7

Why Now Is the Time for Private Alternatives

8

Why Your Index Fund Isn't as Safe as You Think

9

The Fed is About to Change Everything. Are You Ready?

10

The Economy Absorbed a War, Tariffs, & a New Fed Chair. Here's Why It Didn't Break.

11

Don't Waste Your 30s or 40s: The Wealth Moves That Matter Most

12

Think You Don't Qualify for a Solo 401(k)? Think Again.

13

The 2026 Macro Reset: Oil, Inflation, and the Assets Poised to Win

14

The Dirty Secret Behind Bourbon (And How to Profit From It)

15

The Skills That Built Your Wealth Can Destroy It featuring TIGER 21's Founder

16

You Don't Have A Tax Strategy, You Have A Tax Return

17

The 5 Real Estate Rules Everyone Broke (And Lost Billions)

18

Why Billionaires Choose Funds Over Single-Asset Deals

19

$1 Trillion in Real Estate Is Breaking (Here’s What Happens Next)

20

Roth Conversions: Why Waiting Is Costing You Millions

21

Why Serious Investors Never Invest in Their Own Name

22

What 10,000 High-Net-Worth Investors Are Actually Doing Right Now w/Litan Yahav (Vyzer)

23

Oil Just Spiked — Are We Headed for a Recession?

24

PPMs That Scare the Sh*t Out of Me (Real Investing Horror Stories)

25

Is Private Credit About to Collapse? ($1.7 Trillion at Risk)

26

How to Run a Micro Family Office & Manage Your Wealth Like the Ultra-Rich

27

Turn Your Network Into a Fund in the Next 30 Days – with Tribevest’s Seth Bradley

28

2026 Macro Outlook Recap & Reaction: Rates, Growth, and Real Estate

29

Bob Fraser’s 2026 Economic Outlook: Investable Megatrends & Market Opportunities

30

The Billionaire Tax Battle: CA vs. MO (And How to Pay Less)

31

Dr. Peter Linneman on AI Myths, the Future of Multifamily Housing & the Shrinking Federal Workforce

32

The Truth About Whole Life Insurance: Experts Debate (Part 2 of 2)

33

Oil Prices & Venezuela: What Investors Need to Know for 2026

34

The Truth About Whole Life Insurance: Experts Debate (Part 1 of 2)

35

Aspen’s 2025 Capital Allocation Strategy: Where We Invested & Why

36

Real Estate in Limbo: 2026 Outlook with CBRE’s Spencer Levy

37

I sold my business for 8 figures… now what? with David Neidig

38

Must Know Metrics When Evaluating an Investment

39

How to review an underwriting file in 10 mins or less

40

The state of multifamily today with Ken McElroy

41

How U.S. Trade Policy Is Shaping New Investment Opportunities in Industrial w/ CBRE Executive VP Christian Perez Giese

42

How High Earners Beat the Tax Man

43

Gold is not your safe haven

44

How to Build a Billionaire-Grade Portfolio with One Million Dollars

45

Headlines: Pro Green Agency Calls For More Oil & Gas Drilling

46

[ILAB Classic] How to Build Your Own Virtual Family Office feat. Jim Dew

47

Fed Cuts Rates by 25 Bps! - How to Make Inflation Your Friend

48

Advanced Tax Saving Strategies for Passive Investors

49

How to Find and Fund the Most Impactful Giving Opportunities

50

Deals we didn’t Do: The $1B ATM Ponzi Scheme

51

How to know when enough is enough, a 1:1 with John Maxwell

52

How Debt and Taxes Can Make You Rich

53

What your financial advisor isn’t telling you

54

The Secret Killer of Wealth: Why volatility is destroying your portfolio

55

The 60:40 Portfolio is Dead… Here’s How to Invest like the Top 1%

56

Our first book is here: Invest Like a Billionaire

57

How to build a Passive Alternative Portfolio: The Wealth Pyramid

58

He 20x'd his net worth in 4 years

59

Financial Advisor turned Passive Investing Pioneer with Jim Pfeifer

60

The Hard-Won Lessons Behind Aspen Funds with Jim Maffuccio

61

Deals We Didn't Do: The Rise of Pref Equity and when to Run like Hell

62

Creating a passive portfolio from the air with pilot Tait Duryea

63

Making alt investing a family affair with Darrell Gargala

64

Lessons from 25 years of investing success with David Shaw

65

Headlines: Should I dump or double down on Oil & Gas?

66

How HNW Family Offices’ are Investing in Alts with Kendall Laughlin

67

Headlines: Will tariffs lead to a recession?

68

When the exit doesn’t go as planned with Curt Stevenson

69

The Real Estate Professional Life Hack with Jordan Linscombe

70

How small buys turned into 7 figures in passive income with Wes Hill

71

Moving across the world for the right investment with Francois Braine-Bonnaire

72

The Aspen Playbook – inside the Mind and Portfolio of Aspen Founder with Bob Fraser

73

Invest Like a Billionaire is back!

74

184. The future of this podcast

75

183. Can Roth IRAs and S Corporations Help You Build Tax-Free Wealth?

76

182. What Are Today’s Best Opportunities in Multifamily Real Estate and Private Credit?

77

181. Building Wealth and Reducing Tax Burdens feat. Brett Swarts

78

180. Making Homeownership Affordable feat. Frank Rohde

79

179. How to Maximize Real Estate Tax Benefits feat. Ryan Carriere

80

178. How to Invest Like an American Dynasty: The Hilton Family Empire feat. Mark Miller

81

177. Why You Should Self-Insure Your Business feat. Van Carlson

82

176. Democratizing Access to Flying Private Jets feat. Paul Svensen

83

175. 2024 Financial Freedom Hacks feat. Joey Mure

84

174. Top Trends to Watch in Industrial Real Estate | Top of Mind

85

173. Bringing Transparency to Private Investing feat. Pat Zingarella

86

172. Industrial Real Estate Masterclass feat. Brent Peterson | How To Find the Best Industrial Real Estate Investments

87

171. How to Build Lasting Wealth With Real Estate feat. Kathy Fettke

88

170. Passive Investor Tips After 50+ LP Investments feat. Travis Watts

89

169. Avoiding Rookie Investing Mistakes feat. Steve Suh

90

168. Inside Look: 2024 Family Office Investments feat. Angelo Robles

91

167. Multifamily: Apocalypse or Opportunity? feat. Neal Bawa

92

166. Opportunities in Venture Debt feat. Jeremy Hill

93

165. Buy Then Build: WSJ Bestselling Author on Buying Businesses

94

164. Top 5 Episodes of the First Half of 2024

95

163. WSJ’s Most Accurate Economist feat. Dr. Belinda Román

96

162. Trust Your Gut? The Science of Intuition feat. Sunil Godse

97

161. Building Wealth Through Business Acquisitions feat. Nick McLean

98

160. How Data Analytics is Revolutionizing Horse Racing feat. Jeff Seder

99

159. Replicating Hedge Funds Using Machine Learning feat. Bob Elliott

100

158. The Billion Dollar Mind feat. Rick Macci and Nivedita Uberoi Jerath

101

157. Understanding Interval Funds feat. Kimberly Ann Flynn

102

156. How to Build and Protect Generational Wealth feat. Whitney Elkins-Hutten

103

155. Moving from Passive to Active Investor feat. Seth Bradley

104

154. Helicopter Financing 101 feat. Matt Rothschild

105

153. Private Credit Masterclass - Part 2 feat. Anton Mattli

106

152. The Fed Dot Plot & Lower Rates Ahead? | Top of Mind

107

151. Private Credit Masterclass - Part 1 feat. Anton Mattli

108

150. Unveiling the Corporate Transparency Act feat. Garrett and Ted Sutton

109

149. Where Did $700B in Maturing CRE Loans Go? | Top of Mind

110

148. Discounted Roth Conversions feat. Keith Blackborg

111

147. Replay: The Wide World Of Passive Real Estate Investing

112

146. How to Review a Deal Proforma - Part 2 | Top of Mind

113

145. How to Review a Deal Proforma - Part 1 | Top of Mind

114

144. Life Settlements Demystified feat. Anne Buchanan

115

143. Investors Are Almost Always Wrong About Rates | Top of Mind

116

142. Unlocking Travel with Residence by Investment feat. Dominic Volek

117

141. The Banks Are Not Okay | Top of Mind

118

140. Maximizing The Value of Your Business Before Selling

119

139. Election Year: What Will the Fed Do? | Top of Mind

120

138. The Role of Mindset in Successful Tax Strategies feat. Laura Dohanes

121

137. Niche Assets: Tax Receivable Agreements feat. Andy Lee

122

136. Anatomy of a Private Equity Deal ft. Josh Ziegelbaum of Circuit City

123

135. Invest Like a Billionaire, Best of 2023 | A Recap Special

124

134. Advanced Tax Saving Strategies feat. Keystone CPA

125

133. Overview of Real Estate & Economic Updates feat. John Chang

126

132. Top of Mind: Inflation is Lower, Are Feds Ready to Lower Rates?

127

131. Investing Like the Ultra Wealthy Ft. Tiger 21 Founder Michael Sonnenfeldt

128

130. Replay: How the Wealthy Invest & the Alternative Investment Continuum

129

129. My Investment Has a Capital Call, What Should I Do?

130

128. Top of Mind: Fed Cautions on Too Much Optimism

131

127. Understanding Self-Directed IRA Strategies Ft. Mat Sorensen

132

126. Top of Mind: Brewing Chinese Financial Crisis

133

125. Oil Prices Dropped, What Does It Mean?

134

124. Redefining How To Track Your Investment Portfolio | Ft. Litan Yahav of Vyzer

135

123. Top of Mind: Labor Shortage Continues & Higher for Longer

136

122. Creating Liquidity in Private Markets: Understanding Secondary Market

137

121. Top of Mind: $44 Billion Funding Gap in Multifamily & Opportunities

138

120. Demystifying Litigation Finance & Other Alternative Credit feat. Eva Shang

139

119. Top of Mind: Surprising GDP Growth, Higher Long-Term Rates & What That Means

140

118. Investing Like the Ultra Rich feat. Paul Karger

141

117. Top of Mind: How Will Middle East Conflict Impact Oil Prices?

142

116. Unique Alt Investing: Opportunity Zones, Venture Capital & More feat. Kelly Ann Winget

143

115. Replay: Intro To Venture Capital & Private Equity Investing

144

114. 7 Investable Megatrends for the Next Decade

145

113. Top of Mind: Forecasts from Economists Panel

146

112. Evolution of Private Real Estate, Due Diligence & More feat. Matt Burk

147

111. Top of Mind: Will Oil Hit $100/Bbl by Year End?

148

110. Passive Investor Spotlight #10: From MD to Financial Freedom feat. Dr. Christopher Loo

149

109. Top of Mind: Is the Job Boom Over?

150

108. Venture Capital Investing: 3 Keys to Success feat. Leif Hartwig

151

107. Top of Mind: Why Goldman Sachs is Predicting Higher Oil Prices

152

106. State of the Multifamily Market: Rents, Supply, Markets & More feat. Jay Parsons

153

105. Top of Mind: The Curious Case of Retail Real Estate

154

104. Unlocking a Billionaire Mindset: Crushing Limits with Brain Science feat. Dr. Shannon Irvine

155

103. Top of Mind: Large Funds Waiting for Distressed CRE Deals

156

102. Navigating Investing through Economic Cycles feat. Ryan Smith

157

101. Top of Mind: Consumer Credit Card Debt Surpasses $1 Trillion! Why We're Not Concerned

158

100. Origins of Crowdfunding & Accessing Distressed CRE Deals feat. Dr. Adam Gower

159

99. Top of Mind: Why China May Face Deflation

160

98. Mastering Alternative Investments with Your IRA feat. Kirk Chisholm

161

97. Top of Mind: Are Retail Strip Centers the Next Hot Real Estate Trend?

162

96. Top of Mind: When Crowdfunding Goes Awry

163

95. Passive Investor Spotlight #9: Becoming a Lifestyle Investor feat. Justin Donald

164

94. How to Boost Your Financial IQ feat. Steve Coughran

165

93. Building Wealth through Franchising feat. Jon Ostenson

166

92. Passive Investor Spotlight #8: From Entrepreneur to Alternative Investment Guru feat. Andy Hagans

167

91. How to Build Your Own Virtual Family Office feat. Jim Dew

168

90. Oil & Gas Masterclass: How to Evaluate Energy Investments - Part 2

169

89. Oil & Gas Masterclass: How to Evaluate Energy Investments - Part 1

170

88. Exploring Office & Industrial Asset Classes feat. Brian Adams

171

87. Top of Mind: Is There a Real Estate Syndication Bubble?

172

86. Top of Mind: Is Gold a Good Hedge Against Inflation?

173

85. Investing in Private Credit in Today's Economy feat. Nelson Chu

174

84. Top of Mind: The Fate of the US Dollar

175

83. Effective Tax Planning: Strategies to Reduce Your Taxes feat. Steve Moskowitz

176

82. Building Wealth Without Wall Street feat. Joey Mure

177

81. Hedge Fund Investing: Leveraging Technology to Beat the Market feat. Tory Reiss

178

80. Short Term Rentals: Corporate Housing vs. Vacation Rentals feat. Dr. Chau Ong

179

79. Roth Conversion Secrets: Maximizing Your Retirement Savings feat. Craig Wear

180

78. The Future of Alternative Investments: 2023 and Beyond feat. Shifra Ansonoff

181

77. UHNW Survey on Portfolio Allocation & Strategy feat. Tad Fallows

182

76. The Rise of Co-Living: Redefining Rental Real Estate feat. Johnny Wolff

183

75. Top Money-Making Investments for 2023: Economic Megatrends for Investors - Part 2

184

74. Top of Mind: Breaking Down Silicon Valley Bank's Collapse and the Contagion Effect

185

73. Top Money-Making Investments for 2023: Economic Megatrends for Investors - Part 1

186

72. Inflation, Recession, Jobs: Discussion with Economist Dr. Chris Kuehl

187

71. Wholesaling: Getting Started in Real Estate with Minimal Capital feat. Josiah Grimes

188

70. Top of Mind: Are We Heading Into Recession?

189

69. A Unique Take on Venture Investing feat. Robert Cote

190

68. Spotting Red Flags in Syndication Documents feat. Dugan Kelley

191

67. Addressing the Housing Affordability Crisis feat. Mark Khuri

192

66. Passive Investor Spotlight #7: Active to Passive Real Estate Investing feat. Eric Barnett

193

65. Real Estate Tax Shelters for Passive Investors feat. Erik Oliver

194

64. Investing Like a Family Office feat. Josh McCallen

195

63. Revisiting Neighborhood Retail Real Estate feat. Parker Webb

196

62. Investing in Art feat. Allen Sukholitsky

197

61. Passive Investor Spotlight #6: Getting Started in Passive Real Estate Investing feat. Josh Haslem

198

60. Economic Panel w/ Neal Bawa (Best Ever Conference) - Part 2

199

59. Economic Panel w/ Neal Bawa (Best Ever Conference) - Part 1

200

58. Finding Opportunities in Industrial Real Estate feat. Brent Peterson

201

57. Investing in Turnkey Rentals feat. Ali Boone

202

56. Top of Mind: Interest Rates, Recession, and Finding Opportunities

203

55. Navigating the Debt Markets to Find Opportunities in Multifamily feat. Jorge Abreu

204

54. Top of Mind: Is Multifamily Still a Good Investment?

205

53. Warren Buffett’s Giving Strategies feat. Evan Lange

206

52. Top of Mind: Why are US companies bringing manufacturing back to America? Part 1

207

51. Top Episodes from our First Year & Coming Soon

208

50. How to Vet Venture Capital Funds feat. Joel Palathinkal

209

49. Investing in Sports Teams feat. Justin Papadakis

210

48. Investing in Biotech: From Scientist to Venture Capital Investor feat. Ron Shigeta

211

47. Upcoming Investor Summit & Investing in Storage feat. Ryan Gibson

212

46. Oil & Gas Economics: What the Future Holds feat. Robin Winkle

213

45. Finding Opportunities in Residential Real Estate feat. Kathy Fettke

214

44. Investing in Oil and Gas in Today’s Market feat. Grant Norwood

215

43. Breaking Down the Brewing Energy Crisis and Opportunities feat. Bob Fraser and Ben Fraser

216

42. Top of Mind: What's Causing High Gas Prices?

217

41. Investing With Your Tribe – feat. Travis Smith, CEO of Tribevest

218

40. 2022 Economic Outlook with Bob Fraser - What To Expect For The Rest of the Year

219

39. [International Mini-Series] Investing In Emerging Markets W/ Ladislas Maurice

220

38. Collectibles, Comic Books & Music Royalties - How to Evaluate Modern Alternatives With Stefan von Imhof

221

37. Passive Investor Spotlight #5: Buying Your Time Back w/ Justin Donald

222

36. Is Retail Real Estate the Next Hot Asset Class? - Interview w/ Parker Webb

223

35. Top of Mind [New Series] – What Happened to the Retail Apocalypse?

224

34. Investing In Rare Coins With Dana Samuelson

225

33. Transitioning from Private Equity to Private Debt W/ Jeremy Goff

226

32. Inflation, Cap Rates, The Fed... Are We Headed For Recession? Interview w/ John Chang

227

31. Where’s The Best Place To Invest $100K? Interview w/ Hunter Thompson

228

30. Scaling Real Estate And Finding The Opportunity - Interview w/ J Scott

229

29. Real Estate Trends Deep Dive with Global Research Analyst Shifra Ansonoff - Pt. 2

230

28. Betting Big On Retail Real Estate w/ Philip Block And Robert Levy

231

27. The Future Of Alternatives From A Global Perspective w/ Shifra Ansonoff - Pt. 1

232

26. Inside Look at Endowment Funds with Investment Director Greg Dowell, CFA

233

25. 2022 Housing Market Forecast w/ Nikolas Scoolis

234

24. Where You Should Invest in a High-Inflation Environment

235

23. Passive Investor Spotlight #4 - High Tech Career to Mobile Home Parks w/ Todd Sulzinger

236

22. State of Gold: Passive Investing in Gold Streaming w/ David Garofalo

237

21. Growing Your Wealth Through Owning Franchises - Interview w/ Erik Van Horn

238

20. Journey from Active to Passive Investor - Interview w/ Whitney Elkins-Hutten

239

19. The Definitive Breakdown Of REITs vs. Private REITs

240

18. Why You Need To Think About Asset Protection To Safeguard Your Wealth w/ Kevin Day

241

17. Podcast Recap - Our Top Highlights So Far

242

16. Financial Advisor Shares About Alts & Legacy Planning - Interview w/ Ryan Parson

243

15. Passive Investor Spotlight #3 - An International Investor's Perspective On U.S. RE Investing w/ François Braine-Bonnaire

244

13. Economic Update: The Great Resignation, Ramped-Up Inflation & What It Means For Investors

245

12. How Billionaires Pay Less In Taxes Than Average Americans

246

11. A Financial Advisor's Perspective On Including Alts In Your Portfolio w/ Josh Wright

247

10. Evaluating & Vetting Potential Sponsors w/ Lance Pederson

248

09. Inflation, Interest Rates, and Contrarian Economics w/ Hunter Thompson

249

08. Leveraging 1031 Exchanges and DSTs w/ Brandon Bruckman

250

07. Passive Investor Spotlight #2: Using Your Network To Find & Vet Sponsors w/ Jim Pfeifer

251

06. Billion-Dollar Real Estate Broker & Opportunities Post Pandemic - Interview w/ Gary Stache

252

05. Hedge Fund Investments & When They Make Sense

253

04. Passive Investor Spotlight: Hitting it Big Through Venture Investing w/ Dan Schulte

254

03. Intro To Venture Capital & Private Equity Investing

255

02. The Wide World Of Passive Real Estate Investing

256

01. How the Wealthy Invest & the Alternative Investment Continuum