The Passive Investing Show28 Sep 2022

E21: Looking Forward with Alternative Assets with Bob Fraser

We’re living in interesting times. The stock market is up, the dollar is down and everyone’s talking about inflation. While it can be tricky to make sense of all the noise, there are definitely opportunities to be had in the current economic environment.

In this episode, J and Ashley talk with Bob Fraser, cofounder of Aspen Funds, on how you can leverage inflation and what asset classes are worth exploring. Join them as they explore the investment and income opportunities in our current economy.

Here are some power takeaways from today’s conversation:

Develop a macro thesis.
Work with skilled operators.
Get good debt and invest.
Pay attention to energy.
Leverage inflation.

Episode Highlights:

[6:30] Making an Investing Thesis

First, develop a macro thesis. Determine what things you are going to do really well. Then, figure out the best strategies. Finally, find the best ways to invest and hire a skilled operator if needed.

[11:18] Investing in Energy and Real Estate

Investment in energy, oil and gas, and infrastructure has dropped in the last seven years. Energy requires billions of investment to maintain, so we have a massive energy crisis right now.

Inflation can be affected by inflation. Some opportunities include:

Borrow debt at fixed rates
Get inflation-protected assets

[16:46] Macro Trends to Consider

Smart debt is a rich man’s tool. Borrow money at fixed rates below the inflation rate, then invest in inflation-protected assets.

Currently, there’s a massive trend of reshoring and local manufacturing. There will be a need for local manufacturing and inventory in the next year. You must be market-dependent. Look at the location first when searching for investments.

[26:44] Interests, Concerns and Opportunities, and Advice

They are currently investing in short-term rentals. Inflation is both your greatest enemy and greatest tailwind. Get out cash, get good debt, and invest. Pay attention to the energy markets.

Bob also advises to watch The Passive Investing Show—it’s the secret to wealth creation. Tune in to Bob’s podcast, Invest Like a Billionaire, too!

Notable Quotes from the Episode:

[7:25] “You can’t predict the waves, but you can predict the tides.”

[10:19] “You can’t have hubris in the investment world.”

[17:31] “Debt is a rich man’s tool.”

Resources Mentioned:

Aspen Funds

Invest Like a Billionaire

The Passive Investing Show

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(23)

E22: Real Estate Investing for Nurses with Savannah Arroyo

If you have asked how to generate passive income, you may have heard that you should invest in real estate. Doing so makes sense but can feel intimidating for new investors. What if they fail at it? W...

12 Okt 202226min

E20: Passive Franchise Ownership with Nick Friedman

Are you looking to invest your money but don’t want the hassle of doing it yourself? Or are you a business owner looking for a low-cost, low-risk way to expand your brand? Franchising might be the ans...

21 Sep 202230min

E19: The Quitters Manifesto with Pat Hiban & Tim Rhode

Are you a quitter? Chances are, if you've ever set a goal and failed to achieve it, you answered “yes”. And that’s okay! Quitting often gets a bad rap, but in some cases, it’s the best thing you can d...

14 Sep 202237min

E18: Tax Benefits & Carbon Credits with Eric Shelly

TITLE: Tax Benefits & Carbon Credits with Eric Shelly When it comes to saving money on taxes, one of the most important things to remember is taking advantage of tax benefits. Tax benefits come in dif...

7 Sep 202229min

E17: How to Get 150% ROI by Renting by the Room with Ryan Chaw

There are many ways to make money from investing in real estate. One of these is renovating a large house strategically and renting rooms to multiple tenants. In this episode of Passive Investing Show...

31 Aug 202236min

E16: Why Human Capital is the Key to Success with Chetan Bagga

Investors are always looking for the next big thing. The next property to buy, the next market to invest in, the next way to grow our portfolios. But what we often forget is that without human capital...

24 Aug 202226min

E15: Investing in Oil and Gas with Grant Norwood

There’s one investment niche that has held strong for decades and is showing no signs of going away — but you have to do the legwork yourself sometimes. In this episode of the Passive Investing Show, ...

17 Aug 202237min