Bob FraserCFO & Macro Strategist | Data-Driven Investing Expert | Speaker & Author

The Most Honest Guy in Investing (Meet Bob)

Name: The Most Honest Guy in Investing (Meet Bob)
Uploaded: 2026-04-28T19:30:00+00:00
Duration: 26 s
Channel: Bob Fraser
Description: In this excerpt from his YouTube video, investor Bob Fraser warns viewers about predatory investment sponsors. He references a personal "poop list" of…

28 Apr 2026 · 0 min

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In this excerpt from his YouTube video, investor Bob Fraser warns viewers about predatory investment sponsors. He references a personal "poop list" of sponsors whose deals are failing and describes these deals as "circling the toilet bowl"—a vivid metaphor for imminent collapse. Fraser likens such investments to Ponzi schemes that shear the sheep, positioning the investor as the sheep and himself as a "rare bird" who avoids these traps. The monologue serves as a cautionary call for investors to steer clear of doomed deals and to be skeptical of sponsors with a track record of poor performance.

You actually have a poop list, right, of sponsors you know that have really not done well. Those are the deals that are just about to— they're circling the toilet bowl and just about to go down. And if that's the deal you want to invest in, you know, reach your hand into that toilet bowl and grab that puppy. It's a Ponzi scheme. The deal is designed to shear the sheep, and you're the sheep. I'm a rare bird.