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Alternative Investing: A Macro-Driven Approach

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Manage episode 441758654 series 2564699
Content provided by Nichole Stohler and Mike Stohler. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nichole Stohler and Mike Stohler or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Welcome back to another episode of The Richer Geek Podcast. Today, we have Ben Fraser, CIO of Aspen Funds, discussing their unique approach to investing. Aspen Funds focuses on "Macro-Driven Alternative Investments," leveraging macro trends to identify opportunities across various asset classes.

In this episode, we're discussing...

  • Aspen Funds leverages macro trends: They analyze the big picture to identify long-term tailwinds and invest in asset classes positioned to benefit.

  • Investment diversification: They invest in a variety of asset classes including real estate debt, private credit, industrial development, and oil & gas.

  • Oil & Gas as an Opportunity: While the current administration prioritizes renewable energy, Ben Fraser argues that limited supply and increasing demand will drive oil prices higher in the coming years.

  • Impact of Inflation & Interest Rates: Ben discusses the potential for higher interest rates for longer and the implications for commercial real estate.

  • Investing During Uncertain Times: While the market may be volatile, downturns can present opportunities for investors with a long-term perspective.

Resources from Ben

LinkedIn | Aspen Funds | Invest Like A Billionaire Podcast

Resources from Mike and Nichole

Gateway Private Equity Group | Nic's guide

  continue reading

164 episodes

Artwork
iconShare
 
Manage episode 441758654 series 2564699
Content provided by Nichole Stohler and Mike Stohler. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nichole Stohler and Mike Stohler or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Welcome back to another episode of The Richer Geek Podcast. Today, we have Ben Fraser, CIO of Aspen Funds, discussing their unique approach to investing. Aspen Funds focuses on "Macro-Driven Alternative Investments," leveraging macro trends to identify opportunities across various asset classes.

In this episode, we're discussing...

  • Aspen Funds leverages macro trends: They analyze the big picture to identify long-term tailwinds and invest in asset classes positioned to benefit.

  • Investment diversification: They invest in a variety of asset classes including real estate debt, private credit, industrial development, and oil & gas.

  • Oil & Gas as an Opportunity: While the current administration prioritizes renewable energy, Ben Fraser argues that limited supply and increasing demand will drive oil prices higher in the coming years.

  • Impact of Inflation & Interest Rates: Ben discusses the potential for higher interest rates for longer and the implications for commercial real estate.

  • Investing During Uncertain Times: While the market may be volatile, downturns can present opportunities for investors with a long-term perspective.

Resources from Ben

LinkedIn | Aspen Funds | Invest Like A Billionaire Podcast

Resources from Mike and Nichole

Gateway Private Equity Group | Nic's guide

  continue reading

164 episodes

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