Invest Like a Boss

Invest Like a Boss

By Sam Marks Johnny FD Derek SpartzBusinessInvesting
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Invest Like a Boss episodes

  • 64: Trading Options Full Time: $0 - $100K Annually with Kirk Du Plessis

    Kirk Du Plessis is the founder of Option Alpha, an online education and coaching platform for investors interested in learning more about the financial markets and derivative options. Kirk is responsible for everything from maintaining the business model, revenue strategies, marketing, strategic partnerships with brokers, writing, design, and website development.

    During the show, Kirk will cover options strategies, risk management, trading psychology, option pricing and portfolio allocation. You'll learn how other make this a full-time income including ways to optimize the process. Listen to the end to hear the best trading platforms plus Kirk personal investments.

     

    Links:

    LinkedIn
    Optionalpha.com
    Optionalpha.com/toolbox  (Software)

     

    Where we are:

    Sam - Asia
    Johnny FD - Ukraine
    Kirk - East Coast USA

     

    Discussed:

    ILAB 57 – MJ DeMarco – What the Unscripted & Millionaire Fastlane Author Himself Invests In
    ILAB 54 – How Anyone Can Retire in 10 Years or Less, with Todd Tresidder

    Try Freshbooks Free

     

    Books:

    Start Here – Recommended readings

     

    Time Stamps:

    04:35 - Brief background
    09:26 - Trading and running OptionAlpha
    12:40 - Risks in Forex and options
    15:01 - Common options
    17:27 - Being a full-time investor
    20:54 - Selling option contracts
    24:22 - Leveraging methods
    30:19 - Generating 6k per month
    37:31 - Optimizing through software
    42:52 - Win rate preference when trading
    47:38 - Best trading platforms
    49:51 - Kirk personal investments
    56:47 - Buying index funds of VTI

     

    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 4 min
  • 63: Talking CEFs for 9.9%+ Yield with ‘CEF Professor’ Michael Foster

    Michael Foster is the Lead Research Analyst for Contrarian Outlook. He is the only analyst in the world who is 100% devoted to CEFs with market caps under $1 billion. Michaels reports are widely read by analysts and portfolio managers at some of the largest hedge funds and investment banks in the world, with trillions of dollars in assets under management.

    During the show, Brett Owens talks with Michael on the CEFs to buy with safe dividends and high yields. You’ll learn the difference between Closed End Funds, Mutual Funds, and Exchange Traded Funds including buying at a discount. Sam Marks will share his experience buying CEFs and explain the process.

     

    Links:

    Contrarianoutlook.com

     

    Where are we:

    Johnny FD – Ukraine
    Sam – Asia

     

    Discussed:

    Michael’s Articles

    > The 9.9% Yields Every Retiree Must Own

    > 10 Funds That Crush the Market and Pay up to 9.5%

    > Gabelli Equity Income Fund

     

    Sam’s Municipal Bond CEFs 

    VTN

    VPV

    IIM

    BKN

    NAD

     

    ILAB 33 – Brett Owens, 3 Recession Proof REITs to Buy Now

     

     

    >Try Fresh Books 

     

    Books:

    Start Here – Recommended Reading

     

    Time Stamps:

    07:15 - Safe dividends and yields

    10:27 - Close end funds, mutual fund, and ETF

    14:35 - CEF quantity and discounts

    20:51 - Typical investors

    27:33 - Types of funds with high payout

    41:59 - Buying CEF and municipal bond funds

    43:27 - Downsides to CEF

    47:32 - Process of buying



    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.

    58 min
  • 62: Q2 Investing Updates + Early Retirement

    Sam Marks and Johnny FD share their investing updates from the past three months. Listen as Sam explains why he exchanged a half million USD into RMB and how Johnny's Forex account has developed. You'll find out if early retirement is right for you including how Sam and Johnny strive to balance wealth, time, and happiness.

     

    Like these investments? Try them with these special ILAB links:

    Try ARTofFX – Start a limited account for $10,000 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

     

    Where are we:

    Johnny FD - Ukraine
    Sam - Asia

     

    Discussed:

    ILAB 03 – Foreign Exchange Trading with Brian from Art of FX
    ILAB 06 – Invest in Yourself to Startup an Award Winning Brewery
    ILAB 07 – Building Hong Kong’s Biggest Self Storage Business

    Try Fresh Books for Free 

     

    Book:

    Start Here – Recommended Reading

     

    Time Stamps:

    08:11 - Sam’s new investments
    12:39 - Johnny’s investment update
    15:41 -  Half million exchanged to RMB
    24:01 - Forex trading account growth
    30:11 - Black Hops Brewery investment
    32:39 - Hong Kong self-storage units
    36:25 - Early retirement ups and downs
    55:45 - What is happiness?
    1:00:45 - Current bucket list projects
    1:04:51 - The happiest we’ve ever been

     

    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 14 min
  • 61: RealtyMogul CEO Jilliene Helman, Transforming Commercial Real Estate Investing

    Jilliene Helman is the CEO of RealtyMogul, the largest online marketplace for investors to pool money and crowdfund pre-vetted real estate investments. Prior to RealtyMogul, Jilliene served as Vice President at Union Bank, where she spent time in wealth management, finance and risk management. The RealtyMogul team brings over 200 years of collective experience underwriting, managing, and acquiring over $20 billion in real estate across asset classes and markets nationally.

    During the show, Jilliene will explain why RealtyMogul has over 125,000 investors and what real estate investing can do for you. You’ll learn about popular cash on cash returns, investing limitations and options including the legal underwriting process. Find out how they’ve returned back over 60 million dollars to their investors.

     

    Links:

    Realtymogul.com
    @JillieneHelman

     

    Where are we:

    Johnny FD - Kiev, Ukraine
    Sam - Chiang Mai, Thailand
    Jilliene - LA, California

     

    Book:

    Start Here – Recommended Reading

     

    Time Stamps:

    05:04 - Jilliene’s background
    08:01 - Defining commercial real estate
    10:30 - What a Trump presidency means to commercial real estate
    12:35 - When researching platforms to invest on
    15:12 - The growth behind RealtyMogul
    16:59 - Understanding/ analyzing the market data
    19:46 - Daily routine and workload
    20:53 - Investor Education
    21:56 - Legal underwriting
    23:11 - Popular cash on cash returns
    24:42 - Investing limitations and options
    29:16 - Opening a saving in foreign countries
    32:34 - Investing in stocks and real estate

     

    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.

    40 min
  • 60: M.C. Laubscher - Investing Lessons from the Cash Flow Ninja

    M.C. Laubscher is the CEO of Valhalla Wealth Financial, a company that helps individuals, families, small business owners, professionals & entrepreneurs employ wealth acquisition & financial management strategies for growth. M.C. is also the host of the popular business and investing podcast, Cashflow Ninja. He challenges existing societal belief systems and misinformation on money, saving, investing, wealth, and retirement.

    During the show, M.C. will reveal the six pillars he learned after interviewing over 150 successful investors. He will speak on accumulation and the cash flow model including the power of masterminds and mentorship. Listen to the end for the three principles to help build your wealth, happiness & success.

     

    Links:

    Cashflowninja.com
    Valhallawealth.com
    @mclaubscher

     

    Where are we:

    Johnny FD - Ukraine
    Sam - Hong Kong
    M.C. - Pennsylvania

     

    Discussed:

    Try FreshBooks Free

    Gofundme.com/playgrounds4orphans

    Inside: McDonald's | Netflix

    160: Sam Marks: How to use Speed & Strategy to Gain a Competitive Advantage

    Sam Marks: Building a $100 Million Dollar Company

     

    Book:

    The Creature from Jekyll Island - G. Edward Griffin

     

    Time Stamps:

    06:50 - Common myths and misinformation
    12:55 - Deferring taxes
    15:14 - Accumulation and cash flow model
    23:38 - Learning from successful investors
    28:41 - Philanthropy
    31:22 - M.C’s backstory
    38:47 - Masterminds and mentorship
    47:50 - Life settlement system
    52:00 - Three principles to build wealth, happiness & success
    1:05:15 - Explaining life settlement funds
    1:08:17 - Institutional risks
    1:11:24 - Ukraine money exchange

     

    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 17 min
  • 59: YieldStreet - The Future of Non-Correlated Asset Investing with CEO Milind Mehere

    Milind Mehere is the founder and CEO of YieldStreet which is an online marketplace for investing in alternative asset-based loans. 8-20% target returns. 1-3 year terms. Milind has worked for industry-defining companies and personally built and scaled three businesses, one of which, Yodle, was acquired by Web.com for $342 million in 2016. He is a successful tech entrepreneur who created investment opportunities outside the stock market with real collateral and attractive yields.

    During the show, Milind explains how you can generate passive income by connecting to asset-based investments with strong returns. You'll learn how the investments are structured, typical duration and investment terms including how pre- and post- settlement financing works. Expect to hear about Milind's personal investment portfolio and how YieldStreet maintains a zero principle loss to investors.

    Links:

    Yieldstreet.com
    LinkedIn
    @milindmehere

    Where are we:

    Milland - New York
    Sam - Ireland
    Johnny FD - Lviv, Ukraine

    Discussed:

    Gofundme.com/playgrounds4orphans

    Try FreshBooks Free 

    Books:

    Start Here – Recommended Reading

    Time Stamps:

    05:53 - Founding vision for YieldStreet
    10:26 - Non-Correlated assets
    12:07 - Duration and investment terms
    15:23 - The safest loans in real estate
    16:25 - Rolling maturities
    17:09 - Milind personal portfolio
    24:47 - Peer to Peer breakdown
    27:07 - NBA loans
    29:06 - Diversified pre settlement finance portfolio
    33:01 - Post settlement funding
    35:22 - Sourcing deals
    43:03 - Tech/data side of business
    46:40 - Maintaining zero principle lost to investors
    53:12 - The demand of YieldStreet
    1:04:30 - 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.

    1 hr 10 min
  • 58: Royalty Exchange - Acquire Jay-Z, Britney Spears, and Popular Music Royalties

    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.

     

    1 hr 2 min
  • 57: MJ DeMarco – What the Unscripted & Millionaire Fastlane Author Himself Invests In

    MJ DeMarco is the current founder of Viperion Publishing Corp., a media company focused on online and print content distribution. He also is admin/founder for The Fastlane Forum, the webs' leading destination forum for start-up, finance, and entrepreneurial business discussions. He was the former start-up Founder/CEO of Limos.com, a global ground transportation aggregator and marketplace that he successfully built and grew into a profitable multimillion dollar company, all with no money, no formal training, and with just a few employees. 

    Through rigorous years of self-study, countless errors, and failures, MJ cracked the code to wealth and shockingly discovered that it had nothing to do with jobs, 401(k)s, mutual funds, or penny-pinching your life away for 40 years.

    During the show, MJ will share his financial roadmap that creates millionaires and gives you control over your financial plan. He’ll reveal his personal investment portfolio and explain how he balances success with happiness. Find out if you should demand the fastlane, take the alternative road-to-wealth, and live rich for a lifetime.

     

    Links:

    Mjdemarco.com
    @MJDeMarco
    LinkedIn

    Where are we:

    Sam & Johnny – Kilkenny Ireland @ The Work Junction Coworking
    MJ DeMarco – Phoenix, Arizona

    Books:

    > (NEW!) UNSCRIPTED: Life, Liberty, and the Pursuit of Entrepreneurship

    > The Millionaire FASTLANE

    Time Stamps:

    04:26 - Writing Millionaire Fastlane
    08:01 - The turning point in MJ’s life
    10:01 - Is the fast lane for everyone?
    11:28 - Mistakes made over time
    14:21 - Lamborghinis and road rage
    15:10 - Real Estate and homeowners
    16:34 - Buying municipal bonds
    20:04 - Selling options
    26:11 - Arizona state income tax
    28:06 - Success and happiness
    30:14 - Fast lane, slow lane & sidewalk
    40:03 - Making your home a resort
    44:25 - Slowlane vs. fastlane

     

    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.

     

    56 min
  • 56: James Altucher - $15 Million to Zero and Back, Investing, Passion, and Creativity

    James Altucher is an American hedge fund manager, entrepreneur, bestselling author, venture capitalist, and podcaster. He has started and run more than 20 companies, some of which failed, several of which he sold for large exits. More important, James has been inspiring people by speaking on topics including stress, fear, anxiety, money, and relationships.

    During the show, James will share how he quickly lost $15 million, overcame depression and suicide including how he rebuilt his financial wealth and happiness. You'll learn about his strategies for investing in 30 companies and creative process for keeping the perfect work-life balance.

     

    Links:

    Jamesaltucher.com
    @jaltucher

    Where are we:

    Dublin, Ireland - Sam & Johnny FD
    New York - James

    Discussed:

    The Article Discussed: Facebook Shareholders What Do You Do After You Make a Zillion Dollars
    Podcasts: The James Altucher Show & Ask Altucher


    Here are a few of our favorite episodes:
    Ep. 217 – Tony Robbins: Be Fulfilled: Just Start Asking Yourself These 2 Questions
    Ep. 6 – Dr. Wayne Dyer: A Test to See If You Are Ordinary

     

    Book:

    The Power of Intention - Dr. Wayne W. Dyer
    Sapiens - Yuval Noah Harari
    Reinvent Yourself - James

    Time Stamps:

    06:42 - The problem with business hustlers
    08:55 - Getting lucky with SkyCig
    10:14 - Being better than competitors
    14:53 - Being vulnerable through writing
    17:50 - Losing 15 million
    21:16 - Building websites for companies
    23:14 - Overcoming depression and suicide
    26:42 - Angel investing in 30 companies
    32:14 - Financial wealth and happiness
    39:51 - Most intimidating moments
    41:27 - Writing down 10 ideas per day
    42:45 - Bring laughter into life
    47:50 - A life predicated on success
    51:10 - Walking across Ireland with a backpack
    52:46 - Living a minimalistic life
    54:08 - Taking care of yourself

     

    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 3 min
  • 55: The LandGeek, 5000 Raw Land Flips Through Automation

    Mark J. Podolsky (AKA The Land Geek) is widely considered the Country’s most trusted and foremost authority on buying and selling raw, undeveloped land within the United States. He has been actively investing in Real Estate and Raw Land since 2001 and has completed over 5,000 unique transactions. Mark’s company, Frontier Equity Properties, LLC, is an A+ rated BBB real estate company.

    During the show, Mark will share how he creates passive income in raw land and discuss the systems and automation in real estate that contributes to his success. He will unfold key benefits of owning raw land, how to find quality property, and ways you can start maximizing your investments today.

     

    Links:

    Thelandgeek.com
    Youtube
    @TheLandGeek
    Facebook
    Linkedin

     

    Where are we:

    Phoenix, Arizona - Mark
    Spain - Sam & Johnny FD

     

    Book:

    Call me Ted - Ted Turner

     

    Time Stamps:

    05:18 - Getting into land real estate
    07:44 - Tax lien & tax deed investing
    09:18 - Getting raw land to cash flow
    11:35 - Automating through software
    13:20 - How Mark got the name “The Land Geek”
    13:44 - Benefits of owning raw land
    16:35 - Finding good value property
    19:25 - Looking for quality land
    23:26 - Before making an offer
    26:58 - Protection and liability
    30:55 - Common mistakes made
    33:28 - Getting a call from the FBI
    35:30 - How to get started
    37:40 - Mark’s personal investments
    40:27 - Buying and selling land
    44:10 - Passive property sales

     

    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.

     

    54 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.