Episodes
140. Maximizing The Value of Your Business Before Selling
If you are an entrepreneur, a business owner looking to sell your business, or simply interested in learning about acquisitions and how private equity works, this episode if for you. Channing is the Managing Director at Objec...
139. Election Year: What Will the Fed Do? | Top of Mind
Bob and Ben discuss the election year, the pressures that both political parties might exert on the Fed to implement changes in interest rates, and the narrative that the economic data is portraying for investors. Connect wit...
138. The Role of Mindset in Successful Tax Strategies feat. Laura Dohanes
Laura Dohanes, CEO of My CPA Pro, shares practical strategies and mindset shifts for tax strategies and financial growth. Discover The 5 Exclusive Secrets To Maximize Your Returns That The Millionaires And The Ultra-Rich Are ...
137. Niche Assets: Tax Receivable Agreements feat. Andy Lee
Andy Lee from Parallaxes Capital joins in this episode to discuss a fascinating and often overlooked asset class: Tax Receivable Agreements. Learn what it is, and why family offices, foundations & endowments are making alloca...
136. Anatomy of a Private Equity Deal ft. Josh Ziegelbaum of Circuit City
Josh Zeigelbaum of Circuit City shares his background in Private Equity and how his team is re-vamping a well known brand. The insights and strategies discussed in this episode will help anyone understand how private equity w...
135. Invest Like a Billionaire, Best of 2023 | A Recap Special
Here is our reflective recap journey through 2023, highlighting remarkable guests, best moments and invaluable insights. 79. Roth Conversion Secrets: Maximizing Your Retirement Savings feat. Craig Wear https://www.thebilliona...
134. Advanced Tax Saving Strategies feat. Keystone CPA
Experts Amanda Han and Matt MacFarland of Keystone CPA discuss how investors can utilize real estate and other strategies to reduce tax burdens, optimize returns and increase potential gains from the IRS. Download the Free eB...
133. Overview of Real Estate & Economic Updates feat. John Chang
In this episode, our guest, John Chang, National Director of Research & Advisory Services at Marcus & Millichap, shares key insights into the current economy, trends, forecasts, and areas of opportunity for 2024. We discuss t...
132. Top of Mind: Inflation is Lower, Are Feds Ready to Lower Rates?
Is lower inflation a green light for the Fed to lower rates? How good is a 3.1% Consumer Price Index? In this episode, we analyze the market response and discuss the likelihood of the Fed lowering interest rates. Connect with...
131. Investing Like the Ultra Wealthy Ft. Tiger 21 Founder Michael Sonnenfeldt
Michael Sonnenfeldt is the founder of TIGER 21, a community of entrepreneurs and HNW investors who collectively represent $150 billion of net worth. In this episode, they discuss the challenges around the skills of being a su...
130. Replay: How the Wealthy Invest & the Alternative Investment Continuum
Originally published September 23, 2021. This week we take a deeper look at private equity and venture capital as we look to emulate the strategies and investment vehicles that the ultra-wealthy use to generate better returns...
129. My Investment Has a Capital Call, What Should I Do?
Will the capital call you’re participating in safeguard your capital or be throwing good money after bad? Learn about the key things to look for before deciding if a capital call is a worthwhile pursuit. Connect with Bob Fras...
128. Top of Mind: Fed Cautions on Too Much Optimism
Discussing the Fed's impact on real estate. We explore rate decisions, market shifts, and future optimism. Connect with Bob Fraser on LinkedIn https://www.linkedin.com/in/bob-fraser-22469312/...
127. Understanding Self-Directed IRA Strategies Ft. Mat Sorensen
Mat is a wealth lawyer who has advised thousands of entrepreneurs including professional athletes, actors, Grammy award winning artists, and investors. As a best-selling author and expert on the field, he shares his approach ...
126. Top of Mind: Brewing Chinese Financial Crisis
Discussing the behind the scenes of China's economic landscape and what it represents for the global economy. Sources | Wall Street Journal articles https://www.wsj.com/articles/the-chinese-financial-crisis-nobody-is-talking-...
125. Oil Prices Dropped, What Does It Mean?
Oil prices recently dropped and analysts are trying to figure out what’s going on. In this episode, Bob and Ben Fraser dive into the factors at play. And address the questions if this is a temporary decline, or something more...
124. Redefining How To Track Your Investment Portfolio | Ft. Litan Yahav of Vyzer
Litan Yahav is a tech entrepreneur and co-founder of Vyzer, a secure and automated platform that tracks your entire investment portfolio, tailor-made for investors. Discover his insights on risk, passive vs. active investing,...
123. Top of Mind: Labor Shortage Continues & Higher for Longer
All from inflation to labor shortages, we've been on the pulse for two years. We discuss the latest on rising wages, navigating inflation in real estate investing, and reshoring manufacturing. Sources | Wall Street Journal ar...
122. Creating Liquidity in Private Markets: Understanding Secondary Market
Discover how to leverage secondary markets for alternative investment strategies. We sat down with Brian King of LODAS Markets as he walked us through how they’re creating liquidity in a historically illiquid market and why s...
121. Top of Mind: $44 Billion Funding Gap in Multifamily & Opportunities
What's causing the Multifamily Funding Gap, and how can you navigate it? Join us to understand the impact of property value fluctuations and the steps needed to close the financial divide in the world of multifamily real esta...
120. Demystifying Litigation Finance & Other Alternative Credit feat. Eva Shang
Curious about how alternative credit can reshape the financial landscape? Join us for a riveting conversation with Eva Shang, CEO of Legalist, as we explore this intriguing world. Connect with Eva Shang on LinkedIn https://w...
119. Top of Mind: Surprising GDP Growth, Higher Long-Term Rates & What That Means
What does the 4.9% GDP growth mean to the US economy, and to you as an investor? -Here are our thoughts on the consumer spending trend as a driving force behind economic health and the potential of the retail sector. Listen t...
118. Investing Like the Ultra Rich feat. Paul Karger
An exclusive look into the world of wealth management for individuals with net worth ranging from 100 million to a billion dollars, offering insights on asset allocation, liquidity management, and achieving the delicate balan...
117. Top of Mind: How Will Middle East Conflict Impact Oil Prices?
Join hosts Bob Fraser and Ben Fraser on the "Top of Mind" episode of the Invest Like A Billionaire podcast as they react to recent events regarding the Middle Eastern conflict. They discuss the current political dynamics in t...