Ep 09 Part 2: The Author of “Invest Like a Billionaire” Shares His Top Three Tips

Beyond the Stock Market, a Groundfloor Production · Sep 17, 2026 · 16m

Host Brian Dally continues his conversation with with Bob Fraser, CFO and chief macro strategist of Aspen Funds. In this episode, Fraser shares what everyday investors can learn from billionaires about building and protecting wealth through alternatives and private credit. He emphasizes treating investing like a business (including setting up a hub LLC), creating a disciplined allocation plan with uncorrelated “buckets,” and focusing far more on risk than return to avoid losses. He explains how structure through allocation limits and periodic rebalancing can help investors sell outperformers…