Episode Details

📌 Disclosure: This is a sponsored episode. All opinions shared are for educational purposes and reflect the guest’s professional experience.

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📝 Macro Investing Strategy is about positioning capital ahead of major economic shifts — and in this sponsored episode, Bob Fraser of Aspen Funds and host of the Invest Like a Billionaire podcast shares how he’s thinking about oil, private credit, real estate, gold, silver, Bitcoin, and Fed policy in 2026.

If you're searching for:

• How to invest in uncertain markets

• Alternative investing strategy

• Private credit vs public markets

• Oil investing outlook

• Is silver in a bubble?

• Bitcoin allocation strategy

• Real estate forecast 2026

• Fed rate cuts impact on investments

This conversation directly addresses those questions.

Bob explains how macro investors approach structural trends — including reshoring manufacturing, industrial real estate demand, declining oil exploration funding, liquidity cycles, and disciplined risk management.

Inside this episode:

• Why private credit investing may offer income without public market volatility
• How industrial real estate investing benefits from reshoring trends
• The macro case for oil & gas in a supply-constrained environment
• Why