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Alternative Investing: A Macro-Driven Approach
Manage episode 441758654 series 2564699
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
164 episodes
Manage episode 441758654 series 2564699
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
164 episodes
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