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