"For example, like the SVB situation, right? That weekend, we had several 100 startups reach out to us saying they need bridge financing, they need senior secured term loan financing, they gotta make payroll, right. And the reality is, your no bank is gonna step in over a weekend and…
"Venture debt is just honestly a subset of corporate debt. Right? It's like very simple. So you're literally just essentially providing capital to a single borrower. It could be it's probably a company, there are EBITDA profitable companies, in which case, you're literally just loaning them money to be able…
"We are not a lender, right? We are a infrastructure provider for private credit, we help facilitate the transaction between the borrowers who need that capital, the underwriters who actually structure these deals and the key word, their structure, right. So it's not peer to peer lending, and the investors…
"Private credit has been around for decades at this point. But the reality is, it really took until the global financial crisis for it to really kind of come into the spotlight. And it came to the spotlight, because the regulator's came down hard on the banks to say, You…
"Percent has placed over $1 billion in capital through its platform. Today, we're joined by Nelson Chu of Percent. Nelson, thanks for coming on. So those that aren't familiar with Nelson, he is the CEO of Percent. Percent like the like the symbol. And it's pretty cool. They're doing they're…
In this episode of the Invest Like A Billionaire, host Ben Fraser welcomes Nelson Chu, the Founder and CEO of Percent, to share his insights into the unique world of private credit. Nelson delves into the current state of credit markets, exploring the implications of potential down cycles and credit…
"There's a lot of alarm about the US dollar, as you pointed out, I mean, we're continually kind of bombarded with questions from our listeners. And, you know, fair enough, let's answer the questions. But this is just the latest iteration of the same question that's been I've, I've seen,…
Join co-hosts Bob Fraser and Ben Fraser as they delve into an insightful discussion on "The Fate of the US Dollar," a thought-provoking episode that explores the current state and potential future of the United States' currency. Drawing on their expertise in economics and finance, they analyze the factors influencing…
The ERC program offers Up to $26K Grant from Uncle Sam to qualifying businesses impacted by the COVID-19 pandemic, helping them retain their employees during challenging economic times. https://www.thebillionairepodcast.com/83
Did you know that one of the world's largest companies - Apple - pays almost no taxes? https://www.thebillionairepodcast.com/83
"There's two purposes to our tax law one, everybody knows about getting money out. But the other one is it's a system of incentives." Steve Moskowitz https://www.thebillionairepodcast.com/83
"Steve Moskowitz' tax approach? Pay $0 taxes. Today, we're talking about your favorite topic that you didn't even know is your favorite topic, and that is taxes. But if we thought you get so excited about taxes, well, when you hear some of the strategies that our guest today Steve…
In this episode, co-hosts Bob Fraser and Ben Fraser are joined by tax planning expert Steve Moskowitz, founding partner of Moskowitz LLP, covering the basics of tax planning, including what it is, why you need it, and how to get started. Steve provides valuable insights and practical advice to help…
"Here's what I tell people: take a fraction of the energy that you put into developing your career and putting it into managing your money." Bob Fraser https://www.thebillionairepodcast.com/82
"What are your goals? What are you trying to do? Are you trying to maximize tax savings? Are you trying to maximize cashflow? Are you trying to maximize growth?" Ben Fraser https://www.thebillionairepodcast.com/82
"I didn't leave because of the passive income, I left in the hope that I can share with others what I was learning." Joey Mure https://www.thebillionairepodcast.com/82
"The real objective is not more income, it is not more assets, it was cashflow that I didn't have to work for. I needed passive income that will allow me to then dictate my calendar and my time would look like.?" Joey Mure https://www.thebillionairepodcast.com/82
"Our goal is to demystify alternatives in the sense that if you'd asked me 15 years ago what people invest in, and this was when I was in the mortgage business, I would've been like people can buy real estate. That's about all I knew, right? That was either the…
"We actually created "The Investor DNA" that really mimics the DISC profile. Those type of things are God-given traits that mold the way you look at the world and they should mold the way you look at certain investments." Joey Mure https://www.thebillionairepodcast.com/82
In this episode, co-hosts Bob Fraser and Ben Fraser sit down with Joey Mure, partner and co-founder of Wealth Without Wall Street, to discuss investing strategies beyond Wall Street. Joey shares his insights on how investors can break away from the traditional investments offered by Wall Street and explore alternative…
"When we think of a core holding, you want something that's low volatility. You shouldn't trust a large part of your portfolio to something that isn't highly diversified, diligenced." Tory Reiss https://www.thebillionairepodcast.com/81
"I think there's lessons in this for any private market investor, whether you're doing, liquids like we are, or you're thinking about other parts of your portfolio. One of them is: "diversification's the only free lunch". And that's Markowitz. And then there's another one which is around: "asset allocation is…
"This is the most counterintuitive point that I would want to leave people with: your instinct might be to chase higher returns, but you should be aware that the higher returning the investment, the greater the difference between the top and bottom performing managers." Tory Reiss https://www.thebillionairepodcast.com/81
"Tory Reiss from Equi has some great data to share about liquid alts or hedge funds." Ben Fraser https://www.thebillionairepodcast.com/81