Invest Like a Boss

by media@investlikeaboss.com

67m

average length

148

episodes

1

followers

Interviews with the world's best investors and find out what they are currently investing in whether it be the stocks, retirement accounts, Wealthfront, Betterment, Vanguard, mutual funds, real estate, Forex, REITs, or other types of Investing methods. Millionaire Sam Marks and Entrepreneur Johnny FD invest like a boss while sharing what their personal portfolios are, and how they save their hard earned money for travel, life and retirement. Invest Like a Boss covers all aspects of investing in the modern age in a fun, entertaining way. The show hosts interview the worlds best investors, financial Insiders, entrepreneurs and CEOs to find out what they are investing in and strategies to gain outsized returns. In this modern age of investing, new investment instruments are popping up each day, from P-2-P lending, to robo-advisors, equity crowd-funding to REITS. Investors today need to combine centuries of investment wisdom with an modern outlook and approach. Entrepreneur Sam Marks and Johnny FD retired in their early 30’s through business successes and now focus on learning how to invest alongside the listeners in order to put their hard earned money to work. Copyright Invest Like a Boss Inc.

Best Invest Like a Boss episodes upvoted by the community

Last updated on August 07, 2020, 7:18 pm

#1

147: Stripper Economics 101 - How Lucrative is Professional Dancing

July 15, 2020 • 74m

MEET YOUR FAVORITE LUSCIOUS BABE COACH, LAUREN ALLEN A semi-retired stripper turned Super CEO, this bitch has seen it all. Sex, Psychedelics, Music Festivals, and an abusive relationship sent this queen on a journey of exploration and self-discovery at 18. Hella mistakes, alcoholism, and a ballsy jump into the strip club a year later catapulted her to become her very first mindset client. Her intuitive approach to the hustle, soulful sales strategy, humor, and trauma-informed mindset work makes her a sexy + well-rounded coach whether you're 9-5 or shakin' that ass. You can expect a Sailor Levels of cursing, lots of laughs, brilliant brainstorming, and a business bestie that will hype you up as you bust through your own bullshit. Where we are: Johnny FD – Sri Lanka / IG @johnnyfdk Sam Marks – North Carolina / IG @imsammarks Sponsor: Support Invest Like a Boss: Join our Patreon Discussed: Luscious Lifestyle by Lauren Like these investments? Try them with these special ILAB links: ArtofFX – Start with just a $10,000 account (reduced from $25,000) Fundrise – Start with only $1,000 into their REIT funds (non-accredited investors OK) Betterment – Get up to 1 year managed free Wealthfront – Get your first $15,000 managed free PeerStreet – Get a 1% yield bump on your first loan *Johnny and Sam use all of the above services personally. Time Stamps: 08:46 – Why do you think guys go to strip clubs? 11:34 – How did you get into the industry? 13:41 – What are the different ways to make money in the clubs? 14:55 – Does the house get a cut, or how does it work? 16:52 – “...there is no way of knowing who has what[money]..” - Lauren Allen 19:30 – What cities have you danced in? 21:18 – “This whole industry is not regulated at all” - Lauren Allen 23:15 – Have you ever tried webcamming? 25:16 – What’s the most, and what’s the least you ever made in one night? 29:48 – What are the other side business strippers have? 30:32 - Do you have savings or investments? 34:39 - Do you go through any training to become a dancer? 36:24 - What is the typical lifespan of a stripper? 40:31 - Flip Switch Question: What do you recommend a stripper do with her income? - Lauren Allen 42:43 - Is a breast enhancement a good investment? 44:27 - Have you ever been paid in anything other than money? 45:41 - Do you have a shift schedule? 47:01 - Do you have an idea of how much the strip club owners make? 50:25 - Sam and Johnny Recap 68:42 - Derek’s Recap If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here! Copyright 2020. All rights reserved. Read our disclaimer here.

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#2

110: How Anyone Can Beat the Market with Mad Hedge Fund Trader John Thomas

November 16, 2018 • 43m

John Thomas is one of the founding fathers of the modern hedge fund industry. He broadens the public understanding of the techniques and strategies employed by the most successful hedge funds so that they may more profitably manage their own money. In his free time, John climbs mountains, does long distance backpacking, practices karate, performs aerobatics in antique aircraft, collects vintage wines, reads the Japanese classics, and engages in a wide variety of public service and philanthropic activities. During this episode, John will share some of the investing principals that he’s used to yielding him up to 35% returns. Learn about the trade alerts, his favorite platforms to use, and how traveling the world has only improved his success. Expect to hear about his thoughts on passive verse active investing. After hearing this you might want to adjust your strategy.   Links: Madhedgefundtrader.com Webinar Replay: Time to Buy the Bottom in US Stocks   Discussed: ILAB 94 – Why We Invest, Financial Freedom, and Selecting Base Locations ILAB 03 – Foreign Exchange Trading with Brian from Art of FX Where We Are: Johnny FD - Chiang Mai, Thailand Sam Marks - Ko Samui, Thailand John Thomas - San Francisco, California   Time Stamps 00:39 - Monsoon season in southern Thailand 07:08 - First investment Johns ever made in his life 08:34 - Common errors and mistakes 10:49 - Making 30-40x your investment 11:47 - “Every year we get one guy... who brings in 1000% return” - @MadHedgFndTradr 12:36 - Following the trade alerts with little experience 18:28 - Favorite trading platforms 19:04 - Tricks, tips, and market trends 21:48 - Passive vs active investing 22:35 - “People are about to have a harsh awakening on the passive investing front” - @MadHedgFndTradr 22:50 - General investing principals to live by 23:48 - Traveling the world for success 33:16 - Compounding 35% interest over 8 years 36:15 - Passive vs active investing   If you enjoyed this episode, do us a favor and share it! Also if you haven’t’ already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!   Copyright 2018. All rights reserved. Read our disclaimer here.  

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#3

66: Meet the Drapers: Invest with Tim, Bill and Jesse Draper

August 10, 2017 • 54m

Sarika Batra is the Producer and Director of ‘Meet the Drapers’, the first-ever startup crowdfunding show that features startups pitching 3 generations of Drapers. The twist is that the millions of viewers are the investors! Sarika will reveal how the show was created and how you can have the opportunity to pitch to the Drapers. She will also discuss the structure of the deals and investments that may be made. Listen to the end to learn what it takes to produce a show of this caliber.   Links: LinkedIn > If you’re an entrepreneur or startup and would like to apply to be on the show, you can do so in 2 minutes [Apply here]   Where are we: Sam Marks – Thailand Johnny FD – Ukraine   Discussed: ILAB 40 – Republic.co: Simplifying Startup Investing for Un-Accredited Investors ILAB 32 – Indiegogo Co-Founder, Slava Rubin on Equity Crowdfunding Thank you to the recent donors in our campaign to build playgrounds for orphans in Cambodia. If you’d like to support the cause please join us: Playgrounds 4 orphans   Books: Start Here – Recommended readings   Time Stamps: 03:24 - Who are the Drapers? 08:30 - Finance and venture capital background 10:30 - First VC in India 11:19 - How the show was created 13:55 - The application process 18:59 - The investment opportunity 20:01 - What to expect from the judges 22:25 - Shark Tank vs. Meet the drapers 25:49 - Pitching the Drapers 29:58 - Form and structure of the investments 31:58 - Producer's production responsibilities 37:13 - How can you watch the show? 43:45 - Beatstars equity crowdfunding   If you enjoyed this episode, do us a favor and share it! Also if you haven’t’ already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!   Copyright 2017. All rights reserved. Read our disclaimer here.

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#4

128: 5G Has Arrived – How to Invest, And What To Expect with Matthew Cochrane

September 13, 2019 • 62m

Matthew Cochrane writes articles for the Motley Fool, mostly on companies in fintech or payments, though my investing interests definitely extend outside those sectors. During this episode, Matthew will share how investors can profit off the 5G wireless revolution. Learn what 5G is, why it’s so important and what the risks are when investing in 5G. Listen for specific stocks that may beat the market over the next several years. Find out how you can meet the biggest bosses like Adam Nash, Meb Faber, and Brett Crosby at the Invest Like a Boss Summit. This event will help those wanting to learn how to invest their money, whether you are just starting out or already advanced and wanting to diversify. Links: How to Invest in 5G Stocks - The Motley Fool Matthew's Twitter Discussed: Diversyfund.com – Use coupon code BOSS20 ILAB 124: Q3 2019 Updates: Sam & Johnny FD Review Investments, Lifestyle, and Quarterly Plans ILAB 110 – How Anyone Can Beat the Market with Mad Hedge Fund Trader John Thomas Investlikeaboss.com/summit [Promo Code: MLG50] Recommended: ArtofFX– Start with just a $10,000 account (reduced from $25,000) Fundrise– Start with only $1,000 into their REIT funds (non-accredited investors OK) Betterment– Get up to 1 year managed free PeerStreet– Get a 1% yield bump on your first loan Wealthfront– get your first $15,000 managed free Time Stamps: 00:42 - The ups and downs of airline flights internationally 06:40 - Join us all in Los Angeles for the ILAB Summit! 10:30 - How fast will 5g actually be? 17:30 - Young children using technology 18:22 - Can phones support 5g? 19:31 - Are 5G devices harmful and dangerous to humans? 20:53 - When will consumers be able to fully use the 5G network? 23:21 - 5G in your home  24:15 - “85% of US households have access to either 1 or 0 internet service providers that could offer speeds of 100mbps.” - Matthew Cochrane 25:40 - Is it too late to start investing in the 5G stock market? 26:04 - “One of the greatest advantages individual investors can have is having a long term mindset.” - Matthew Cochrane 26:42 - Investing through individual stocks + most favorable stocks 34:55 - The technology in microchips 36:22 - 5G WiFi in-home network vs. cellular service  39:56 - Visualising the next generation of technology 44:55 - Should you invest in 5G? 48:25 - Verizon, AT&T, and China Mobile 50:21 - Meet the biggest billion-dollar bosses   If you enjoyed this episode, do us a favor and share it! Also if you haven't already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!    Copyright 2019. All rights reserved. Read our disclaimer here.  

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#5

80: Mining for Bitcoin with MGTCI’s President Steve Schaeffer

December 27, 2017 • 58m

Steve Schaeffer is MGT’s President on Crypto-Capital Strategies. MGT is one of the top Bitcoin producers in North America with the largest individual Bitcoin mining operation. We may have heard about Bitcoin a lot these days, but what we hardly hear about is Bitcoin mining - how does it work and how is it done? On this episode, Steve explains MGT’s mining operations and returns. He also explains why the company chose to mine Bitcoins over other cryptocurrencies. He shares MGTI’s strategies in choosing locations, securing bitcoins, and gaining profit. Listen in and learn other ways to invest on cryptocurrencies.   Links: Mgtci.com Ticker (OTC: MGTI)   Discussed: ILAB 78 - Bitcoin 101, How to Invest In Cryptocurrency   Where we are: Sam - United States Johnny - United States   Time Stamps: 03:23 – What is Bitcoin Mining? 12:39 – The Geographic volume of traders 14:22 – Correlation between MGTI stock price and Bitcoin 16:29 – MGTI’s Operation and Returns 19:16 – Mining location 20:41 – What coins are they mining? 23:04 – How many coins do they mine per day? 26:58 – How do they store the Bitcoins? 29:19 – Exchanges through a Broker 31:08 – Major Banks’ play in cryptocurrencies 34:58 – MGTI’s tech infrastructures   If you enjoyed this episode, do us a favor and share it! Also if you haven’t’ already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here! Copyright 2017. All rights reserved. Read our disclaimer here.      

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#6

92: Q1 Updates – Sam & Johnny on Investments, Business, and Travel

April 16, 2018 • 63m

Co-hosts Sam & Johnny are up for the first quarterly update of 2018 as investors, entrepreneurs, and travelers who share their own experiences. During the first 3 months of this year, they have interviewed several experts in the field of investing and have tried some investment platforms that they learned during the show. On this episode, Sam & Johnny share their investment updates including the significant investments they ventured in and the downturns of some of their investments during the 1st quarter. They also share their work progress in the past 3 months and how their returns and income look like. They show us their trail during their travels and the countries that made the most impact on them. Listen to this episode to learn some tips and strategies for investing, building businesses, and traveling.   Where we are: Sam - Tampa, Florida Johnny - Kathmandu, Nepal   Q1 Travel Sam – SE USA Road Trip >> Brazil > Denver > Tahoe > Napa > Tampa Johnny – Chiang Mia >> Nepal   Q1 Book Reading - Principles - Home Dues - Upside of Inequality - The Path to War - CryptoAssets   Discussed: ILAB 84 – Note Investing 101, with Dave Van Horn ILAB 88 – Structuring Tax-Free Income, Puerto Rico Act 22 – Jorie Roberts ILAB 90 – HSAs 101, Health Savings Accounts with Evan Prokup of HSAedge   Time Stamps: 06:20 – Johnny’s investment updates 10:45 – How to become an accredited investor? 16:36 – Sam’s investment updates 19:49 – Taxes on unrealized gains 22:23 – Sam’s significant investments 29:11 – Downturn in various investment platforms 30:35 – Returns & Income 31:34 – Diversification of accounts and investments 33:15 – Taxes on income & investments 38:10 – Sam’s work updates 42:00 – Johnny’s work updates 45:27 – Johnny’s travels 48:25 – Sam’s travels 1:19:00 – Tips and advices in investing   If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here! Copyright 2017. All rights reserved. Read our disclaimer here.  

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#7

69: FX Market – Profit From the 5 Trillion Dollar Daily Trading Volume

August 31, 2017 • 68m

Brian Jimerson and Teng Su are the founders of The Art of FX, a Fund Management and Trading company that specializes in the Forex and Commodity markets. During the show, Brian and Teng will discuss how geo political events affect the FX market, what it takes to become a full-time trader, and the biggest mistakes to avoid. Listen to the end to hear how they manage multiple accounts and the earnings percentage Sam and Johnny FD have earned since their investment.   Links: Apply for an Account with ArtofFX ($10,000+ minimums)   Where are we: Sam/Brian/Teng - Bangkok Johnny FD - Odessa, Ukraine   Discussed: ILAB 03 – Foreign Exchange Trading with Brian from Art of FX ILAB 64 – Trading Options Full Time: $0 – $100K Annually with Kirk Du Plessis   Books: Start Here – Recommended Reading   Time Stamps: 07:31 - North Korean missiles over Japan 08:36 - How Trumps Twitter affects the FX market 13:15 - Stock market vs For Ex market 16:16 - Trading Forex full time 21:17 - Biggest trader mistakes 29:47 - Emergency crash plan 31:40 - A typical 21 hour work day 34:20 - Gaining informational advantage 38:57 - Common trader mistakes 41:26 - Cryptocurrency buying, selling, and trading 44:48 - Tax implications 46:33 - Starting capital and hold time 47:09 - General Volatility 51:57 - Managing multiple clients and accounts 1:06:18 - Total earnings %   If you enjoyed this episode, do us a favor and share it! Also if you haven’t’ already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!   Copyright 2017. All rights reserved. Read our disclaimer here.

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#8

87: Tax Reform: Investing in 2018’s New Economy with Jordan Goodman

March 06, 2018 • 50m

Jordan Goodman is considered America’s Money Answers Man because he is the man to go to for answers on personal finance questions. He has appeared on several TV and radio shows. He believes that there is a tremendous amount of financial illiteracy in the country and wants to help people learn. He has written 14 books including the popular Fast Profit in Hard Times and The Dictionary of Finance and Investment Terms. On this episode, Jordan explains the impact of the 2018 tax reform both in corporate and individual level. He also explains its impact on the stock market and other investment ventures. He gives tips and strategies on what, where, and how to invest in this new economy. He also shares his personal favorites in terms of asset classes and trends that will help you decide on your next investment plans.   Where we are: Johnny - Nepal Sam - Denver Colorado   Links: MoneyAnswers.com   Books: Fast Profits in Hard Times The Dictionary of Financial and Investment Terms   Time Stamps: 08:33 – The Trump Economy 10:58 – Impact on the corporate level 12:15 – Impact in an individual level 14:06 – Rising interest rates 16:29 – Impact on stock market 18:19 – 3 things that will affect the market 19:33 – Impact of debt 22:24 – Corporate reinvesting in their companies 25:36 – What should have been included in the tax reform 28:02 – Secured Real Estate Funds 31:50 – Oil and Gas Funds 34:40 – Favorite asset classes 37:02 – Favorite trends 39:29 – Biotechnology 40:33 – Mortgage Optimization Strategy   If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here! Copyright 2017. All rights reserved. Read our disclaimer here.

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#9

106: How to Build and Profit from a Self-Storage Facility with Kevin She

October 12, 2018 • 71m

Kevin She is the owner of SC Storage, Hong Kong's leading low-cost self-storage provider with over 60 convenient locations in Hong Kong and Macau, and more than 18,000 self-storage units. He started his self-storage business 18 years ago and has consistently grown in locations and customers. When it comes to self-storage, he is the king! On this episode, Kevin reveals the step-by-step process of setting up a self-storage facility - from choosing the location to promoting the business. He explains the fundamentals of self-storage and why it is a perfect real estate investment scheme. This discussion teaches entrepreneurs some tips and strategies on how to build a million dollar business, self-storage or not.   Where we are: Johnny - Chiang Mai Sam & Kevin - Iceland   Links: Scstorage.com Sam's IG - Instagram.com/imsammarks Pro pics in Iceland, Contact Michelle Pederson @ Michellepedersonphoto.com   Recommended: ArtofFX – start with just a $10,000 account (reduced from $25,000) Fundrise – start with only $1,000 into their REIT funds (non-accredited investors OK) RealtyShares – try it free Wealthfront – get your first $15,000 managed free Betterment – get up to 1 year managed free PeerStreet – get a 1% yield bump on your first loan Traveling Mailbox - get 5% off subscriptions with 'ILAB' promo code   Time Stamps: 13:24 – Kevin She’s Background 13:54 – The Process of Setting up Self-storage 17:01 – The Building Formula 21:06 – The Renovation Process 23:20 – Real Estate Hack 25:20 – System Input & Customer Access 31:52 – Marketing Strategies to fill-up these Storages 36:53 – Cap Rates for Self-storage 38:34 – Self-storage business competitions 40:04 – Billing defaults & late fees 44:57 – Possible disruptions on self-storage businesses 47:01 – When storage owners become unreachable 51:56 – Countries with good self-storage business potential 59:33 – Recession & Regulation risks   If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here! Copyright 2017. All rights reserved. Read our disclaimer here.  

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#10

48: Q1 Investment Updates: Invest Like a Boss

April 05, 2017 • 74m

It’s the end of Q1 and Johnny and Sam catch up on all things including investment performance, winners and losers, what their Q2 plans are, and major takeaways from the last 3 months of Invest like a Boss episodes. They also reveal and disclose their personal investments and asset allocations including some investments you may not of known about. On this episode, you will also hear about which investments of theirs have recently started cash flowing, clarifications and discussions from previous episodes, and their thoughts on early retirement. Each quarter, the two hosts will maintain an episode in this format to formally catch up on all things personal finance and investing related. We hope you find value in this Q1 update from Invest Like a Boss.   Like these investments? Try them with these special ILAB links: Try ARTofFX – Start a limited account for $5,000 with this link (Unaccredited Investors OK) Try Fundrise – Invest as little as $1,000 with this link (un-accredited Investors OK) Try PeerStreet – Geet a 1% yield bump with this link Try Wealthfront – Get $15,000 managed Free   Discussed: Just bought more facebook stock - Johnny FD Blog Post Digital Nomad Live Talk   Books: Dotcom Secrets  - Russel Branson The 10X Rule - Grant Cardone Rich Dad Poor Dad - Robert Kiyosaki Infantry Attacks - Erwin Rommel The Sale of a Lifetime - Harry S. Dent Jr   Time Stamps: 02:19 - Learning to surf 06:02 - Retiring at a young age 12:34 - Stocks, bonds, and funds 15:48 - Vanguard quarterly income returns 20:37 - Cash investments 22:40 - Wealthfront updates and accounts 28:22 - Fundrise REIT investment cap 30:36 - Maple Tree & Hong Kong storage 35:50 - Lending Club account value 38:14 - Buying a Maserati with foreign exchange trading 44:19 - Sams asset allocation update 53:04 - Future market crash 55:22 - Buying Tesla & Facebook Stock 58:44 - Investing in our health 1:05:25 - Retire and become a millionaire   If you enjoyed this episode, do us a favor and share it! Also if you haven’t’ already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!   Copyright 2017. All rights reserved. Read our disclaimer here.  

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#11

14: Real Estate Investing Advice: 1-5 Properties

July 28, 2016 • 59m

A deep dive into real estate investing with the host of the Australian Property Podcast, Jonathon Preston. At age 29, JP has already acquired 5 properties in Australia’s hot Real Estate market and is mastering the art of financial leveraging to continue to grow his portfolio. He started with a single 15% down payment on a single property and in only 4 years has been able to use that to scale and generate more and more cash flow. We dissect his strategy in actionable steps for anyone to take and explore fundamentals of real estate investments including yields, applying for loans, property rights, cash flows, and market intelligence. JP’s story follows the steps outline in one of our favourite books Rich Dad, Poor Dad and is proof that with good execution you can start in real estate from just about nothing and grow your wealth fast. Relevant links for guest: JP on LinkedIn The Australian Property Podcast Where are we: JP – Sydney Sam – Singapore  Recommended: Robert Kiyosaki – Rich Dad, Poor Dad Steve McKnight – From 0 to Financial Freedom: How To Do It Today! Steve McKnight – From 0 to 130 Properties in 3.5 Years Steve McKnight – From 0 to Financial Freedom: How To Do It Today Steve Mcknight – From 0 to 260+ Properties in 7 Years Steve Mcknight – $1,000 in Property in One Year Time Stamp – Topic:  02:45 – How JP got started in property investing 05:20 – Purchasing his first property 06:10 – Leveraging other equity to get a loan 08:00 – Australia property market strength 09:00 – How loan assessments work 12:00 – Qualifying people for loans 13:00 – How JP acquired properties 2, 3, and 4 16:30 – On-going management of the properties 20:00 – Refinancing to make raise more money 21:30 – How JP learned what he knows 23:45 – What happens in a AUS recession? 25:45 – Property acquisition goals 29:00 – What JP looks for in a new property 32:00 – Emerging markets in Asia 33:00 – Rich dad, poor dad 33:45 – Sam’s property investments in Thailand 40:05 – Guarantee 7% return investment properties 41:35 – Property rights AUS vs. Thailand 45:00 – Ownership of Thai properties 50:25 – Carrying costs of properties 53:45 – Our next moves in property investing 57:15 – REIT investing as an alternative 1:01:00 – JPs investment property investing advice – Play in a market close to home – Buy something you are familiar with – Look for scarcity – Look for an area where incomes have the potential to increase If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5 star review on iTunes and claim your bonus here! Copyright 2016. All rights reserved. Read our disclaimer here.

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#12

75: Impact Investing – Running the Vatican’s Accelerator with Steve Forte

November 02, 2017 • 71m

Steve Forte is a 5-time entrepreneur who had successful exits in all his businesses. He is the co-founder and managing partner of Fresco Capital, which focuses on seed and early-stage investment to create maximum impact for companies, investors, and partners. Using his experiences in several business ventures, he is heading a new path as a VC. On this episode, he explains what a VC is and what to expect when pursuing this endeavor. He shares his expertise in pitching a startup business to invest and minimize risk. He also shares how Vatican Accelerator started and how it has been progressing over time. This is an interesting conversation about startup businesses and investments.   Links: Fresco.vc Twitter   Where we are: Johnny – Canary Islands Sam – Southeast Asia   Discussed: Audible 30 Day FREE Trial   Time Stamps: 4:51 – His background 9:51 – What does a VA do? 12:37 – Pitching a startup business to invest 17:38 – Founder’s expectation in terms of compensation 20:29 – Startup failure rate 23:27 – How to setup accelerator 26:24 – Software and social networking 31:09 – Difference between accelerator and incubator 37:11 – Vatican Acceleratorbackstoryy 46:50 – For-profit & mission-driven model 51:14 – Updates on Vatican Accelerator 55:10 – Future plans for the program   If you enjoyed this episode, do us a favor and share it! Also if you haven’t’ already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here! Copyright 2017. All rights reserved. Read our disclaimer here.    

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#13

08: Peer to Peer Lending Strategies & Structuring Atypical Investments

June 27, 2016 • 78m

Mario has been Sam's personal CPA since 2013 and has him structured dozens of atypical investments. Having filed thousands of tax returns in his careers and created and reviewed countless financial models, Mario has unique insight to the investing world. Sam and Mario discuss P-2-P investment strategies, gambles in property investing, the importance of cash flow historically and in modern times, and structuring new investments in the portfolio. Relevant links for guest: Mario’s firm – http://greenhausriordan.com/ Linkedin – https://www.linkedin.com/in/mario-v-lucibello-cpa-38258415  Where are we: Mario – Connecticut, USA Sam – Singapore What we are drinking: Sam: Penfold’s Magill Estate Shiraz 2013 (9pm ICT) Mario: WL Welling Bourbon (9am EST) Recommended (books, subscriptions):  Book: Demographic Cliff by Harry Dent Discussed (relevant links): PeerStreet Lending Club Vanguard Betterment Wealthfront Empire Flippers Glints SmartMat SC Storage MapleTree Time Stamp – Topic 05:30 – Setting up investments structure 06:30 – Automated reporting vs. manual reporting investments 09:00 – Tracking investments over multiple years 12:00 – PeerStreet – investment opportunity 12:30 – Lending Club & P-2-P lending strategies 15:55 – New PeerStreet investment & discussion 20:20 – Liquidity in P-2-P lending 22:50 – Loan-To-Value ratios 26:50 – Personally guaranteeing loans 30:30 – Mario’s investment insight from being a CPA 32:50 – Making money (or losing) in real estate gambles 34:00 – The importance of fixed income in property investing 39:00 – Investing in the S&P 500 42:00 – Demographics in investing 46:00 – Empire flippers – digital product investment fund 54:00 – Mario’s upcoming property investment 57:00 – Investing in property vs. REITs 58:00 – Why Mario is bullish on residential rental investments 1:03 – Sam’s new investment activity recap – Glints – Black Hops Brewing – SmartMat – SC Storage – MapleTree Reit’s 1:17:00 – Don’t forget your reporting! If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5 star review on iTunes and claim your bonus here! Copyright 2016. All rights reserved. Read our disclaimer here.

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#14

24: Financial Samurai, Sam Dogen Zero to One

October 10, 2016 • 72m

Sam Dogen from Financial Samurai is one of the premier bloggers and names in self-made success. His blog www.FinancialSamurai.com provides actionable advice in living responsibly, making smart financial decision, and steps to accumulating wealth for an early retirement. Sam is a guy who transitioned from corporate America, to going out on his own starting with a blog and parlaying his success into other investments to build several income streams. He reached retirement just a few years after at the age of 34, and now enjoys living on the West Coast, playing tennis, and advising FinTech companies. We were pumped to get him on the show to tell his story, his advice, and how he sees the world now being retired in his 30s.   Relevant links for guest: Sam’s Twitter Sam’s Blog   Recommended (books, subscriptions): Sam Bogen - Financial Samurai: Slicing Through Money's Mysteries Sam Bogen - How to Engineer Your Layoff eBOOK   Discussed (relevant links): I'm a strong believer in Stealth Wealth! http://www.financialsamurai.com/the-rise-of-stealth-wealth-guide-to-staying-invisible-from-society-rage/ How Much Can You Really Make Blogging For A Living - http://www.financialsamurai.com/blogging-for-a-living-how-much-can-you-really-make-online/  How To Build A Stronger Brand For Your Blog Or Career - http://www.financialsamurai.com/how-to-build-a-stronger-brand-for-your-business-blog-and-career/ Investment Strategies For Retirement Based On Modern Portfolio Theory - http://www.financialsamurai.com/investment-strategies-for-retirement-based-on-modern-portfolio-theory/ Never Quit, Get Laid - http://www.financialsamurai.com/dont-get-fired-or-quit-get-laid-off-instead/   Time Stamp - Topic:   07:40 - The #1 place for digital nomads 11:20 - How Sam retired by 34 15:50 - Investing $3k in the stock market 22:00 - Making $1,200 on a personal blog 26:00 - Quitting a multiple Six figure income 29:30 - Negotiating a severance 30:50 - Working as a full-time blogger 32:00 - Active / passive investments 35:15 - Does $75,000 a year equal optimal happiness? 38:20 - Changing the asset allocation model 46:00 - Thoughts on Robo-advisory 49:50 - Favorite asset class to build wealth 54:15 - Tracking net wealth and income stream 55:30 - Retired life after financial independence 59:40 - Advice to obtain financial freedom   If you enjoyed this episode, do us a favor and share it! Also if you haven't already, please take a minute to leave us a 5 star review on iTunes and claim your bonus here! 

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#15

33: Brett Owens, 3 Recession Proof REITs to Buy Now

December 21, 2016 • 67m

Brett Owens is the Chief Investment Strategist of Contrarian Outlook and a regular contributor to Forbes investment column. In the flagship publication the Contrarian Income Report,  their focus is secure yields of 6% or better with price upside. As the name implies, they take a contrarian approach to the markets in order to find value (in the form of secure high yield) where headline-focused investors often miss out. Brett was recently featured on CNBC Asia where they discussed new infrastructure plays and joined us on the podcasts to do a dedicated episode on REITs after we read his article in Forbes 3 Recession Proof REITs to Buy Now. Brett's Twitter: https://twitter.com/brettowens Forbes Article – 3 Recession Proof REITs to Buy Now     Where are we: Sam – Playa Del Carmen, Mexico Brett – Sacramento, California    REIT Recommendations: OHI – Omega Healthcare Investors SBRA – Sabra Health Care O - Realty Income PSA – Public Storage   Free Dividend Stock Report: 7 Great Dividend Stocks for a Secure Retirement   Recommended Book: Tonny Robbins - MONEY Master the Game   Discussed: ILAB 12 - Real Estate Investing with Fundrise Ceo Ben Miller ILAB 07 - Building Hong Kongs Biggest Self Storage Business   Show Notes: 04:15 – Californian wine and day trips 06:00 – REIT fundamentals 07:18 – Acquire physical property 11:40 – Recession proof REITS 14:00 – Leverage levels 19:05 – Rising interest 20:30 – Long-term dividend growth 23:31 – When making an investment 26:00 – Getting started 29:01- Reality income 30:35 – Paying monthly dividend 31:45 – Public storage 33:50 – National retail properties 35:35 – Sabra health care 39:31 – Raising interest rate 40:50 – Brett’s personal portfolio 43:00 – Private REIT offering 44:45 – 7 dividend growth stocks 54:22 – IRA & REIT fund changes 57:00 – Capped investing funds 1:01:00 – Buying REITs   If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5 star review on iTunes and claim your bonus here! Copyright 2016. All rights reserved. Read our disclaimer here.

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#16

71: Bitcoin vs. Ethereum, and the Future of the Internet - Ivan on Tech

September 18, 2017 • 75m

Ivan Liljeqvist is a software developer who is a leading expert in Blockchain Technology. He is the founder of Ivan on Tech, a YouTube channel featuring a series of videos explaining blockchain, cryptocurrencies, and the tech industry, in general, for the “non-techy” people to understand. On this episode, he explains the difference between Bitcoin and Ethereum. He also explains the foundations of Blockchain Technology, Decentralized Applications, and Cryptocurrencies. He shares his visions for the ICOs and the future of the Internet. If you are thinking about buying digital currencies, this is the episode for you.    Links: YouTube   Where we are: Johnny FD – Eastern Europe Sam – Hong Kong Ivan – Sweeden   Books: Start Here – Recommended Reading   Time Stamps: 5:00 – Ivan’s background as a developer 8:17 – When and how did he learn about Cryptocurrencies? 9:38 – How much time does he spend learning Cryptocurrencies vs. other Tech works? 12:13 – Who is behind Ethereum? 16:51 – Foundations of Blockchain Technology 19:19 – How was Ethereum created? 21:20 – Decentralized applications 24:27 – Incentives for Ethereum creators 27:07 – Where can people buy Ether? 29:52 – Who is Satoshi Nakamoto? 31:33 – The future of Ethereum 35:08 – Role of decentralized applications in the future of the internet 41:21 – Mt.Gox hacking incident 46:53 – The future of Cryptocurrencies 50:06 – Bitcoin vs. other ICOs

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#17

58: Royalty Exchange - Acquire Jay-Z, Britney Spears, and Popular Music Royalties

June 15, 2017 • 62m

Jeff Schneider is President & CFO of Royalty Exchange which is an online marketplace where artists can sell a portion of their royalty stream to private investors as a way of raising money. They offer unprecedented flexibility that allows qualified sellers to dictate which the portion of their catalog they wish to sell while retaining full control of their copyrights and continue collecting the royalties they decide to retain. During the show, Jeff will discuss royalties as an alternative and modern opportunity for unaccredited investors. He will explain ways to get started investing in royalties, provide examples of the kind of music and royalties they sell on their platform including potential annual returns and quarterly payouts. Links: Royaltyexchange.com @royaltyexchange Where are we: Denver - Jeff Berlin - Johnny FD Ireland - Sam Discussed: Gofundme.com/playgrounds4orphans Book: Start Here - Recommended Reading Time Stamps: 03:45 - Finding Royalty Exchange 06:38 - Music, books, patents, & trademark royalties 08:31 - Copyrights explained 11:32 - Guide to buying music royalties 14:47 - Growth over the decades 18:03 - Risks in the industry 19:47 - Investing through the platform explained 24:23 - Predicted projected royalties 28:39 - How to get paid 31:37 - Real Estate vs. royalties 33:32 - Annual returns and quarterly payouts 26:53 - Common types of investors 38:51 - How to get started 40:50 - What is a public performance? 41:50 - YouTube music copy claim 45:21 - Getting paid as an artist 49:12 - Will Johnny FD invest? 51:26 - How to make money with Royalty Exchange 56:28 - Will Sam invest? 58:50 - Walking across Ireland   If you enjoyed this episode, do us a favor and share it! Also if you haven’t’ already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!   Copyright 2017. All rights reserved. Read our disclaimer here.  

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#18

86: Index Fund Allocation Modeling with Johnny & Sam

February 27, 2018 • 62m

Co-hosts Johnny and Sam are entrepreneurs and investors who share their investment strategies and experiences to all the listeners. This episode is an overview of index fund allocation combined with personal recommendations, understanding from influential books, and insights from the experts. On this episode, Johnny and Sam explain the basics of index funds, stocks, and asset allocation. They discuss investment strategies which helps investors balance their portfolio while minimizing risks. They also talk about fundamental considerations when starting index fund investing, basic asset allocation modeling, and portfolio building. They also present the Buy-and-Hold Portfolio of several investment authorities that will surely help you decide what asset allocation model is perfect for you.   Where we are: Johnny – Thailand Sam – U.S.A.   Links: 3 Investment Gurus Share Their Model Portfolios The All Seasons Portfolio (Aka The Tony Robbins Portfolio) The ultimate buy-and-hold portfolio Paulmerriman.com/vanguard/ Paulmerriman.com/whats-wrong-vanguard-small-cap-value/   Books: MONEY Master the Game Unshakeable   Discussed: ILAB 15 – Meb Faber on Building The All Seasons Portfolio   Time Stamps: 03:14 – What is Asset Allocation? 04:11 – Modeling portfolio 08:58 – Most basic asset allocation model 11:25 – How diversification works? 15:22 – Buy-and-Hold 17:06 – Experts buy-and-hold portfolio 21:38 – What to choose for your portfolio? 29:04 – Stocks vs. Bonds 30:26 – Definition of terms 32:43 – Tax implications 35:13 – Recommendations on how to get started 37:24 – Johnny’s wealthfront portfolio 38:05 – Sam’s wealthfront portfolio 40:11 – Wealthfront 51:23 – Sam’s investments/asset allocation 56:17 – Johnny’s investments/asset allocation 58:38 – Considerations in asset allocation model   If you enjoyed this episode, do us a favor and share it! Also if you haven’t already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here! Copyright 2017. All rights reserved. Read our disclaimer here.

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#19

109: Why Modern Portfolio Theory Fails Investors with Daniel Peris

November 11, 2018 • 72m

DANIEL PERIS, Ph.D., CFA, is Senior Vice President and Senior Portfolio Manager at Federated Investors, Inc., in Pittsburgh where he oversees $20 billion dollars in equity portfolios the firm's dividend-oriented funds. Before transitioning into asset management, Peris was a historian focuses on modern Russian history. He is the author of two prior books in investing, The Strategic Dividend Investor, and The Dividend Imperative, and the new book Back to Business. During this episode, Daniel will talk about how you can bring some common sense back to your investing. He’ll speak on some old strategies that just don’t work anymore including why Modern Portfolio theory may not be the answer. Expect to learn how to achieve higher yields including tips to managing your Index funds, Mutual funds, and SMAs. Find out if you really need a financial advisor to get the most out of your investing and how to choose one properly. Listen to the end for insight into Sam Marks and Johnny FDs percent earnings and thought on incorporating this concept into their portfolio.   Where are we: Johnny FD & Sam Marks: Chiang Mai, Thailand Daniel Peris - Pittsburg, Pennslyvania   Links: Strategicdividendinvestor.com Federatedinvestors.com ILAB 25 – Paul Merriman: 12 Investment Decisions Guaranteed to Change Your Financial Future ILAB 94 – Why We Invest, Financial Freedom, and Selecting Base Locations   Book: Getting Back to Business: Why Modern Portfolio Theory Fails Investors and How You Can Bring Common Sense to Your Portfolio   Time Stamps: 06:06 - Managing $20 billion in equity portfolios 07:45 - Being interested in modern portfolio theory 11:01 - Modern Portfolio Theory vs Efficient Market Theory 16:41 - “You don’t have to believe in mean-variance optimization, Modern Portfolio Theory, to want to be a passive investor” - Daniel Peris 19:45 - Is the Modern Portfolio Theory failing investors? 20:33 - “This idea of mean-variance optimization simply doesn’t make sense in modern investing anymore”  - Daniel Peris 25:26 - Achieving higher yield 33:08 - Managing your Index funds, Mutual funds, and SMAs 36:55 - Dividend investing and tax bracket benefits 38:44 - Do you need a financial advisor to get high yields? 48:55 - “At the end of the day what really matters… is trust” - Daniel Peris 53:29 - Mutual funds to highlight 56:50 - The superior open approach 50 years from now 01:00:52 - Cashing out your dividends & calculating earnings Keywords: If you enjoyed this episode, do us a favor and share it! Also if you haven’t’ already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here! Copyright 2018. All rights reserved. Read our disclaimer here.  

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#20

117: The Big Short? Danny Moses Now Calls The Big Long – Cannabis

February 22, 2019 • 63m

A Wall Street insider since 1991, Danny Moses has seen his fair share of Bull and Bear Markets and has been able to observe the markets from a number of perspectives: Municipal Bond analyst, Institutional Sell-Side Broker, Trader, and Hedge Fund Manager. The book, and later the movie, "The Big Short" chronicled a few people who saw the housing bubble forming in 2004 and figured out how to successfully navigate through the volatility in the financial markets. Danny was part of this small group who were forward-thinking and brave enough to have bet against the market and to have participated in one of the greatest trades in Wall Street history. During this episode, Danny will talk about investing in the emerging industry of cannabis which he now calls ‘The Big Long’. Learn how and why you should invest including what companies and categories to choose. You’ll also hear entertaining insight into “The Big Short” movie and how it compares to what actually happened in real life.   Links: Bailstreet.com Meridacap.com Where we are: Johnny FD - Malaysia, Kuala Lumpur Sam Marks - South Carolina Discussed: ILAB 79 – Cannabis – Profiting from the “Green Rush” with Michael Berger Twitter.com/tomangell Time Stamps: 04:55 - Danny’s aggressive attitude in real life vs the movie 09:16 - Closing funds and not honoring redemption requests 13:15 - Exiting the market at the right time and a fraudulent system 19:14 - After the stock market crash & an introduction into cannabis 25:35 - “Make a small investment in something. I don’t care what it is” - @dmoses34 30:18 - Companies and categories to invest in within cannabis 34:54 - How to start your investment for a long term hold 40:57 - “The biggest category to me is wellness” - @dmoses34 41:13 - “In the markets in the US where cannabis was legal alcohol sales were dropping tremendously” - @dmoses34 46:25 - Reminiscing of the time right before the crash 50:17 - The health benefits of CBD vs THC 54:58 - Should you invest in cannabis? If you enjoyed this episode, do us a favor and share it! Also if you haven’t’ already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here! Copyright 2019. All rights reserved. Read our disclaimer here.  

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