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Private Markets Are Going Mainstream. Is That a Good Thing?

August 18, 2026

Blackstone, Vanguard, and Wellington are bringing private markets to everyday investors.Their new funds give non-accredited investors access to alternative investments like private equity, private credit, real estate, and infrastructure. But is easier access actually a good investment?Referenced in this episode:Leyla Kunimoto’s breakdown of the WVB All Markets Fund and its fee structure:Read Leyla’s analysis here: https://x.com/LeylaKuni/status/2081081577099174243Bob Fraser, Ben Fraser, and E...

Should You Own Gold? David Morgan & Bob Fraser Weigh In

August 11, 2026

Should gold still have a place in your investment portfolio?Precious metals expert David Morgan joins Bob Fraser and Ellis Hammond for a candid discussion on gold, silver, and their role in a modern portfolio.They break down how much gold investors should own, why central banks are buying, gold vs. the S&P 500, whether precious metals actually provide diversification, gold vs. Bitcoin, and where to invest when everything looks expensive.With very different views on precious metals, David ...

If We Had $5 Million to Invest Today, Here's Exactly What We'd Do

August 04, 2026

What would you do if you suddenly had $5 million to invest?In this episode, Bob Fraser and Ben Fraser break down exactly how they'd build a portfolio in today's market. They share the principles behind every investment, reveal how they're actually allocating their own portfolios, and explain where they see the biggest opportunities today.Topics include asset allocation, diversification, private real estate, private credit, stocks, bonds, liquidity, risk management, and long-term w...