183 Episodes

  1. 144. Life Settlements Demystified feat. Anne Buchanan

    Published: 22/02/2024
  2. 143. Investors Are Almost Always Wrong About Rates | Top of Mind

    Published: 19/02/2024
  3. 142. Unlocking Travel with Residence by Investment feat. Dominic Volek

    Published: 15/02/2024
  4. 141. The Banks Are Not Okay | Top of Mind

    Published: 12/02/2024
  5. 140. Maximizing The Value of Your Business Before Selling

    Published: 8/02/2024
  6. 139. Election Year: What Will the Fed Do? | Top of Mind

    Published: 5/02/2024
  7. 138. The Role of Mindset in Successful Tax Strategies feat. Laura Dohanes

    Published: 1/02/2024
  8. 137. Niche Assets: Tax Receivable Agreements feat. Andy Lee

    Published: 25/01/2024
  9. 136. Anatomy of a Private Equity Deal ft. Josh Ziegelbaum of Circuit City

    Published: 19/01/2024
  10. 135. Invest Like a Billionaire, Best of 2023 | A Recap Special

    Published: 15/01/2024
  11. 134. Advanced Tax Saving Strategies feat. Keystone CPA

    Published: 28/12/2023
  12. 133. Overview of Real Estate & Economic Updates feat. John Chang

    Published: 21/12/2023
  13. 132. Top of Mind: Inflation is Lower, Are Feds Ready to Lower Rates?

    Published: 18/12/2023
  14. 131. Investing Like the Ultra Wealthy Ft. Tiger 21 Founder Michael Sonnenfeldt

    Published: 14/12/2023
  15. 130. Replay: How the Wealthy Invest & the Alternative Investment Continuum

    Published: 11/12/2023
  16. 129. My Investment Has a Capital Call, What Should I Do?

    Published: 7/12/2023
  17. 128. Top of Mind: Fed Cautions on Too Much Optimism

    Published: 4/12/2023
  18. 127. Understanding Self-Directed IRA Strategies Ft. Mat Sorensen

    Published: 30/11/2023
  19. 126. Top of Mind: Brewing Chinese Financial Crisis

    Published: 27/11/2023
  20. 125. Oil Prices Dropped, What Does It Mean?

    Published: 20/11/2023

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Most investors don’t know that the ultra-wealthy (billionaires, institutions, family offices) have large portions of their investment portfolios allocated to investments outside the stock market and in alternatives like real estate, private equity and hedge funds. Meanwhile, the average high net worth investor is mostly invested in stocks and bonds. Join Bob Fraser, Jim Maffuccio, and Ben Fraser as they dive into the world of alternative investments, uncover strategies of the ultra-wealthy, discuss economics and interview successful investors and alternative investment experts.

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