Invest Like a Boss

Invest Like a Boss

By Sam Marks Johnny FD Derek SpartzBusinessInvesting
Download on the App Store

Invest Like a Boss episodes

  • 84: Note Investing 101, with Dave Van Horn

    Dave Van Horn is the President and CEO of PPR Note Co., a company that brings investors unique opportunities to create passive income through investing in real estate notes. He is an expert in the real estate business with over 30 years of experience as licensed Realtor, Real Estate Investor, and Fundraiser.

    On this episode, Dave discusses the basic fundamentals of Note Investing including where and how to invest in it. He explains what a note is and how to profit from it. He shares his own venture from the real estate industry to the note business. You may not know what a note is; but after listening to this episode, you will understand how everyone is involved in this business.

     

    Where we are:

    Sam - Brazil

    Johnny - Chiang Mai

     

    Links:

    Dave’s Company: Pprnoteco.com

    Free ebook: Pprnoteco.com/learn

     

    Books:

    Rich Dad Poor Dad

     

    Discussed:

    ILAB 77 - Turney Real Estate Investing vs. REITs

     

    Time Stamps:

    01:02 – How he got into Note Investing?
    08:29 – Buying notes vs. owning physical properties
    10:36 – Basic definition of a Note
    13:24 – Everyone’s role in the note business
    14:20 – First notes he got involved in
    15:31 – Individual investor to Institutional
    16:25 – Where to acquire Notes?
    16:44 – Classes of Notes
    17:27 – Typical yields of the Notes
    25:34 – What to do with non-performing Notes?
    27:51 – What to know when starting in Note Investing?
    31:45 – PPR’s fund premium returns
    34:17 – How to invest in products on PPR?
    39:47 – Difference between loan and mortgage

     

    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!

    1 hr 10 min
  • 83: Mutual Funds 101, the $17 Trillion Industry with Mark Renz

    Mark Renz is a financial adviser and a sales representative for over two decades and has utilized his expertise in serving as an investment adviser for high-net-worth families since 2001. He is currently the Chief Investment Officer for an independent multi-family office, Socius, which provides honest guidance and shrewd management to preserve, protect, and build their clients’ estate.

    This episode explains the basics and fundamentals of mutual funds. Mark defines what a mutual fund is and other mutual funds that we might not be aware of. He teaches some strategies on how to beat the market, how to manage funds, and how to achieve greater returns. Listen in and learn more about this investment platform.

     

    Links:

    Website - Socius.com/team/mark-renz

     

    Books:

    MONEY Master the Game

     

    Time Stamps:

    05:14 – Mark’s background in finance

    07:37 – What is a family office?

    10:21 – What are Mutual Funds?

    11:46 – Types of Mutual Funds

    13:57 – How large is the mutual fund market?

    15:06 – Importance of fees in selecting a mutual fund

    20:49 – Active management funds

    26:15 – Dimensional Funds: Who & What they are?

    31:36 – Who can invest in dimensional funds?

    33:37 – Biggest mutual fund companies

    41:52 – Returns/Dividends strategy

    48:56 – Fee Structure and Transparency

    55:47 – Tools that can be used for transparency

    59:36 – Mark’s personal investment portfolio

    63:10 – Recommendations in buying stocks

     

    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.

    1 hr 18 min
  • 82: Dual Momentum Investing with Gary Antonacci

    Gary Antonacci is an author, consultant, and public speaker on momentum investing. He introduced the investment world to dual momentum which combines relative strength price momentum with trend following absolute momentum. He is the author of the award-winning book, Dual Momentum Investing: An Innovative Approach for Higher Returns with Lower Risk.

    On this episode, he explains the fundamentals of momentum investing, its history, and its market efficiency. He also explains the relationship between momentum investing and trend following, his stand on the efficient market hypothesis, and the best application of momentum investing. Listen in and learn from the foremost authority on the practical applications of momentum investing.

     

    Links:

    Website - Optimalmomentum.com

    Dual Momentum Research - Dualmomentum.net

     

    Book:

    Dual Momentum Investing: An Innovative Strategy for Higher Returns with Lower Risk

     

    Discussed:

    ILAB 45 – Behavioral Finance and How Betterment is Optimizing Around It

    ILAB 73 – Trend Following: How to Profit with Michael Covel

     

    Where we are:

    Sam Marks - United States

    Johnny FD - Southeast Asia

     

    Time Stamps:

    02:12 – What is Dual Momentum Investing?
    03:59 – What are Relative and Absolute Momentum?
    08:28 – Fundamentals of Momentum Investing
    08:57 – Efficient Market Hypothesis
    11:18 – Market efficiency today vs. 30 years ago
    13:56 – Relationship between Momentum Investing and Trend Following
    15:41 – Relative Momentum vs. Absolute Momentum
    17:13 – Geographically diversified stock industry
    18:16 – History of Momentum Investing
    23:39 – Recommendations
    27:14 – Dual and Absolute Momentum
    30:51 – How do you know when to get out?

     

    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.

     

    38 min
  • 81: New Year’s Investing Updates, Plans, and Goals for 2018

    Invest Like A boss podcast hosts, Sam Marks and Johnny FD, have been discussing new ways to invest money all throughout the year. They are entrepreneurs who find new investment strategies for their hard-earned money. As another year starts, they share updates on their investments and how their money grew over the years.

    On this episode, Sam and Johnny reveal the changes in both their assets from various investment platforms they ventured in. They also share their investment plans and goals for 2018 as well as the lessons they learned from the previous year. Sam and Johnny give away tips and strategies on how to increase your net worth. Also, check out the books that they recommend that will surely help you grow financially. Let’s welcome the year with new lessons, new plans, and new goals!

     

    Full Show Notes and Screenshots - http://investlikeaboss.com/ilab-81-new-years-investing-updates-plans-goals-2018/ 

     

    Where we are:

    Sam Marks - United States

    Johnny FD - Southeast Asia

     

    Books:

    Poor Richard’s Almanac 

    Dual Momentum Investing 

    Life 3.0

    Surviving AI

    Unshakeable 

    Happy City 

     

    Discussed:

    Audible 30 Day FREE Trial

    Invest Like A Boss 38

    Invest Like A Boss 71

    Invest Like A Boss 78

    Invest Like A Boss 80

     

    Time Stamps:
    08:22 – Asset allocation in 2017
    12:01 – Bitcoin Returns this year
    14:59 – High risk –High return investments
    16:04 – Public Equity Markets
    19:32 – REITs
    22:08 – Regrets for 2017
    25:14 – Johnny’s 2016 & 2017 income
    28:24 – Lessons learned
    40:29 – Books to check out for 2018
    51:20 – Investment plans for 2018
    56:09 – Goals and Resolution

     

    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.

     

     

    1 hr 5 min
  • 80: Mining for Bitcoin with MGTCI’s President Steve Schaeffer

    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.

     

     

     

    59 min
  • 79: Cannabis – Profiting from the “Green Rush” with Michael Berger

    Michael Berger of Stonebridge Partners joins this episode to talk about another yet unique means to invest our money in - the Cannabis industry. Cannabis is used in three main forms: marijuana, hashish and hash oil. It is a mood-altering drug that can induce calm and is sometimes used medicinally as a form of pain relief.

    Countries still have different opinions with regards to the legality of this plant medicine. But on the investment side of things, Michael explains the business opportunities for Cannabis and how investors could actually profit from this industry.

    Links:

    Linkedin

    Technical 420

    To Watch:

    CNBC Video showing growth in the industry

     

    Stocks:

    Canopy Growth Corp

    Aphria

    Horizon’s ETF

     

    Where we are:

    Johnny - Los Angeles

    Sam - South Carolina

     

    Time Stamps:
    10:09 – Growth opportunities for Cannabis
    13:36 – Future of the industry
    16:52 – Business opportunities
    18:18 – Regulation of people involved
    21:46 – Stonebridge Partners
    22:48 – Investment strategies of Stonebridge
    24:23 – Risks and Rewards
    25:35 – How Technical 420 started?
    28:36 – Sectors with the best growth prospects
    30:27 – Regulations for Cannabis
    33:05 – Best opportunities for 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 2017. All rights reserved. Read our disclaimer here.

    52 min
  • 78: Bitcoin 101, How to Invest In Cryptocurrency

    Bitcoin, a digital currency, has been creating hype for thousands of investors around the world. We probably have heard about Bitcoin and other cryptocurrencies circulating around the internet and a lot of people want to understand what it is, how it works, and why they should invest in it.

    This episode helps you answer the question – Should you own Bitcoin? Johnny and Sam give their insights on Bitcoin and other cryptocurrencies and why it is considered the future. They recount the growth of Bitcoin over the years. They give tips on where and how to buy them, how much should you invest, and how to keep them safely stored. They also specified the downside of Bitcoin and what to expect when owning one. For those who are interested in buying Bitcoin, listen to this episode and find out if this investment strategy is perfect for you.

     

    Links:

    CoinBase.com

    Kraken.com

     

    Where we are:

    Johnny - United States

    Sam - United States

     

    Discussed:

    Audible 30 Day FREE Trial

    ILAB 38 - Chris Dunn: Bitcoin, Crypto-Currencies, and How to Profit

    ILAB 71 – Bitcoin vs. Ethereum, and the future of the Internet – Ivan on Tech

     

    Time Stamps:

    04:38 – Should you buy Bitcoin

    09:18 – Ripple used by banks

    10:24 – What makes Bitcoin popular?

    17:20 – The growth of Bitcoin

    18:27 – Predictions for Bitcoin

    20:27 – Highest trading volume in terms of countries

    22:04 – Governmental Risk

    26:27 – How much should you invest in Bitcoin?

    30:38 – Ether vs. Bitcoin

    31:51 – Downside of Bitcoin

    40:14 – Where and how to buy Bitcoin?

    46:43 – How to safely store your Bitcoin?

    52:49 – Plan of Action

     

    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.

    1 hr 2 min
  • 77: Turnkey Real Estate Investing vs. REITs

    Matt Bowles is the co-founder of Maverick Investors Group, which helps real estate investors buy performing rental properties in the best real estate markets regardless of where they live. They offer a very interesting investment strategy where you get to own a property without being physically present.

    On this episode, he talks about the advantages of owning hard assets over investing on paper assets. He explains the process of buying properties, assessing income, and closing contracts. He also explains the management and maintenance set-up and how the net operating income is calculated. He also gives away tips for real estate investors in order to succeed in this investment venture.

     

    Links:
    Website: maverickinvestorgroup.com

     

    Time Stamps:

    0:31 – The mission of Maverick Investors Group

    2:03 – What is Turnkey Real Estate Investing?

    4:21 – Advantages of buying hard assets

    10:11 – Building portfolio

    13:54 – Leveraging properties

    19:02 – Calculating Net Operating Income (NOI)

    23:22 – Capitalization rate

    27:51 – The process of buying a property

    31:39 – Management and maintenance

    37:56 – How to close contracts?

    39:55 – How much income for mortgaged properties?

    42:37 – Cash flow calculation

    45:12 – Tips for real estate investors

     

    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.

     

    1 hr 15 min
  • 76: Marc Faber – is 2018 Heading for Gloom, Boom, or Doom?

    Dr. Marc Faber is a Swiss investor based in Thailand. He publishes a widely read monthly investment newsletter “The Gloom Boom & Doom Report” which highlights investment opportunities. He is also a published author and a regular contributor to several leading financial publications around the world. When it comes to investing your hard-earned money, he is the perfect person to learn from.

    This episode visualizes the possibilities of the future in terms of Economy and Investments. As an expert in the field, Dr. Faber explains how the world has changed rapidly and what could be expected in the coming years. He also offers great insights on what to consider when investing your money.

     

    Links:

    www.gloomboomdoom.com

     

    Where we are:

    Johnny - Canary Islands

    Sam - Southeast Asia

    Marc - Southeast Asia

     

    Discussed:

    Audible 30 Day FREE Trial

     

    Time Stamps:

    5:03 – Economic complexity over the years

    10:41 – Dr. Faber’s background

    12:58 – Innovations that excites him

    17:25 – Bank reliability

    22:42 – Industrial Revolution as seen in the future

    27:55 – Concerns in investing

    36:48 – Impact of Global Debt

    42:50 – GDP and Standard of Life

    47:21 – Concerns on the future generation

    63:51 – Government Structure in the future

    1:06:16 – Investment tips

     

    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.

     

     

     

    1 hr 25 min
  • 75: Impact Investing – Running the Vatican’s Accelerator with Steve Forte

    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.

     

     

    1 hr 11 min

About Invest Like a Boss

From the publisher's feed

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.