Commercially Speaking Podcast- Commercial Real Estate Investing That Entertains
Jun 16, 2026 · 1 hr 2 min · 13 segments
Most investors start by asking: *"How much money can I make?"* Bob Fraser thinks that's the wrong question. In this episode, the co-founder and CFO of Aspen Funds explains why the best investors in…
Bob FraserGuest
Bo BarronHost
Timmy BarronHost
you know you just mentioned a couple almost shorthand you said quants you said um used another term i forget what it was the only reason i know what a quant is is from the show billions did you watch the show billions no you reference it a lot and i love paul giamatti yeah he's fantastic in that show but and here's my understanding of what a quant is it's basically somebody who is just it and this is from the show completely data driven and they're just trying to triage the market and move faster than everybody and make like super fast trades with data that captures the spread over and over and over and over and over again.
Speed doesn't have to be an element, but it is using math to drive, you know, you're analyzing the market and doing math.
It sounds like you like playing with bubbles, which gives you, which is what gave you quite, quite the education.
Um, you know, what's something that you think investors believe right now that you think is wrong?
My daughter, who's some 30 years old, knows I'm into alts and all this, and I'm trading alts.
Why would I pay any attention to anything else? I said, yeah, that's exactly why, because it's gone up so much.
Do you think it goes up forever? Does something go hyperbolic forever? Absolutely not.
Every bubble ends the same way, right? And this feels a lot like the dot-com bubble.
It's going to change everything, just like the Internet and just like the Internet revolution.
you know you just mentioned a couple almost shorthand you said quants you said um used another term i forget what it was the only reason i know what a quant is is from the show billions did you watch the show billions no you reference it a lot and i love paul giamatti yeah he's fantastic in that show but and here's my understanding of what a quant is it's basically somebody who is just it and this is from the show completely data driven and they're just trying to triage the market and move faster than everybody and make like super fast trades with data that captures the spread over and over and over and over and over again.
Speed doesn't have to be an element, but it is using math to drive, you know, you're analyzing the market and doing math.
It sounds like you like playing with bubbles, which gives you, which is what gave you quite, quite the education.
Um, you know, what's something that you think investors believe right now that you think is wrong?
My daughter, who's some 30 years old, knows I'm into alts and all this, and I'm trading alts.
Why would I pay any attention to anything else? I said, yeah, that's exactly why, because it's gone up so much.
Do you think it goes up forever? Does something go hyperbolic forever? Absolutely not.
Every bubble ends the same way, right? And this feels a lot like the dot-com bubble.
It's going to change everything, just like the Internet and just like the Internet revolution.
The rest of this transcript — segmented and speaker-labeled, so you land on the exact moment something was said
Search every transcript — by keyword, by phrase, or by meaning, across every show Radar indexes
Trends — what is surging across podcasts, measured against its own baseline
Alerts — when a name you follow appears in a newly indexed episode
No account is needed to search Radar.