Invest Like a Billionaire

Most investors focus on what to invest in. Wealthy investors focus on how they invest.
In this episode, we break down one of the simplest (and most overlooked) strategies: using an LLC to structure your investments.
Bob’s been doing this for years. Ben hasn’t. So… is this actually something you should be doing?
We cover:
• Why serious investors don’t invest in their own name
• How this setup can reduce taxes and increase flexibility
• The mindset shift of treating your investments like a business
• How it unlocks strategies like Solo 401(k)s
If you’re building wealth, this is a foundational move worth understanding.
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/

What are high-net-worth investors actually doing with their portfolios right now?
In this episode, Bob and Ben sit down with Litan Yahav, co-founder of Vyzer, to break down insights from $30 billion in real investor data—not surveys, but actual portfolio behavior.
The results are surprising.
From a major shift out of private markets… to where capital is flowing instead… to how investors are rethinking due diligence—this episode gives you a clear look at how sophisticated investors are positioning today.
In this episode:
The shift from private to public markets

Where capital is still flowing in private investments

What investors may be getting wrong right now

How AI is changing deal analysis and due diligence

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/

Is a recession coming? Oil prices, inflation, and Fed rate cuts explained.
With oil prices rising and tensions in Iran escalating, many investors are asking: Will higher oil trigger a recession in 2026?
In this episode, Ellis sits down with Bob & Ben to break down:
-Oil prices and their impact on inflation
-How energy costs affect the economy and markets
-Fed interest rate cuts and recession risk
-Consumer spending trends (70% of GDP)
-What happens if oil hits $100–$120
-Real estate and investment outlook
Key insight: Rising oil alone doesn’t cause a recession—but sustained high prices can.

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/

What should investors actually look for in a Private Placement Memorandum (PPM)?
In this episode, Ellis Hammond sits down with Ben Fraser and Bob Fraser to break down real examples of PPMs that raised major red flags — including unlimited sponsor expenses, huge placement fees, and deal structures that shift risk entirely onto investors.
They walk through what a private placement memorandum is designed to do, why experienced investors focus more on the risks than the upside, and the specific sections you should read before investing in a private deal.
If you invest in real estate syndications, private equity, private credit, or alternative investments, learning how to evaluate a PPM can help you avoid costly mistakes.

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/

Is private credit about to collapse?
The $1.7 trillion private credit market has grown rapidly, but recent write-downs from major funds like BlackRock and KKR are raising concerns about a potential private credit crisis.
In this episode, Ellis Hammond sits down with Ben Fraser, CIO of Aspen Funds, to explain what’s happening in private credit, why some funds are showing stress, and what investors should watch for before investing in private credit funds.

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/