Invest Like a Boss

Johnny and Sam recap an incredible year in 2016, having both traveled to 17 countries they share some of the key takeaways from their experiences. They also discuss their favorite books from 2016 and their resolutions and goals for themselves as well as plans podcast for 2017. It's been an amazing year, thanks to everyone for sharing the journey and supporting Invest Like a Boss this last year.

Recommended Books:

MJ DeMarco: The Millionaire Fastlane

Meb Faber: Global Asset Allocation

Yuval Noah Harari - Sapiens: A Brief History of Humankind

G. Edward Griffin: The Creature from Jekyll Island

Dan Buettner: The Blue Zones, Second Edition

Benjamin Graham: The Intelligent Investor

Mike Cernovich: Gorilla Mindset

Grant Cardone: The 10X Rule

Discussed:

KoHub Coworking - Koh Lanta

Show Notes:

02:23 - What’s this episode about
03:15 - 17 countries, 17 lessons learned
04:14 - Texas tax residence
06:15 – Vietnam wedding
07:45 – Tahoe and walking across Ireland
12:00 – Skiing in Bulgaria or Poland
15:00 – Central America retreat
18:30 – Driving around Vietnam
20:35 – Siberia by train
21:15 – Recapping 2016 goals
22:00 – Koh Samui walk
24:50 – Inspiring 10x rule
27:25 – Developing a gorilla mindset
29:01 – Arnold Schwarzenegger biography
30:38 – Paleo blueprint
31:25 – Longest living people in the world
33:45 – Stellenbosch South Africa
35:01 – Sapiens the future of Earth
38:10 – The Creature of Jekyll Island
38:48 – Modern Investing Books
41:21 – Master book reading
44:00 – Invest Like a Boss Podcast goals
50:33 – Thank you!
51:19 – Becoming a millionaire & 6-pack abs
54:30 – Paperwork, quiet time and financial goals
57:00 – 3,000 Co-working spaces around the world
1:00:00 – Black diamond skiing

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Copyright 2016. All rights reserved. Read our disclaimer here.

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.

Slava Rubin is the co-founder and Chief Business Officer of Indiegogo. Along with his position on the Board, Slava is responsible for innovation and growth at Indiegogo. He also represented the crowdfunding industry at the White House during the signing of the JOBS Act and has played a crucial role in working with the White House and the SEC to finalize the rules and regulations for equity crowdfunding.

Slava joins us on the show to discuss Indiegogo’s new collaboration with MicroVentures and release of “equity crowdfunding”. This is huge news to the industry and game-changing events for investors looking to invest in private deals using the Indiegogo platform.

Equity Crowdfunding on Indiegogo

https://equity.indiegogo.com/
https://twitter.com/Indiegogo

Where are we:

Sam – Playa Del Carmen, Mexico
Slava – New York, New York

Discussed:

ILAB 06 - Invest in Yourself to Startup an Award Winning Brewery
ILAB 05 - Planning for Retirement

Show Notes:

06:00 - 4 reasons why people give money
07:37 - Signing the Jobs Act by President Obama
09:20 - Microventures partnership
10:43 - Investor limitations
12:19 - Creating for user base
13:55 - Applying to Indiegogo
15:00 - User participation
16:27 - Paperwork and contracts
16:55 - Tracking companies progress
17:19 - Product offering campaigns
20:00 - Non-accredited and non-US options
23:21 - Investing $300,000 in a startup
25:02 - Yearly Investment cap
27:00 - Crowfall video game
30:00 - ILAB potential startup investment
34:00 - Washington DC women's brewery
35:35 - Play and possible game ball
36:38 - Beatstars social marketplace
41:00 - Simplified Agreement for Future Equity
45:00 - Paperwork, checks and signatures
48:00 - iTunes reviews

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.

This episode is going to make you stand up or sit down, whatever the opposite is of what you are currently doing. “The Landlord” is famous in Real Estate investing circles. He is the real-life story of Rich Dad Poor Dad mixed with a twist of the hard knock life. Growing up in bad neighborhoods and learning to hustle out of necessity to survive at as early as 14, The Landlord became a master of many crafts, especially in Sales.

His ever-persistent attitude led him in a financial quest into different markets and eventually real estate. Learning a unique angle in acquiring properties, he was able to build a private property empire in 12 months. Through his career in real estate, he has amassed an experience, lessons, and stories that are priceless. This episode is tremendously entertaining and has some big value takeaways. This is the ultimate story of hustle.

Where are we:

Budapest, Hungary

Recommended (books, subscriptions):

Robert Kiyosaki - Rich Dad Poor Dad

Show notes:

01:35 – Introduction to The Landlord

02:45 – Collecting rent in urban areas

06:15 – Selecting security detail

07:15 – Early stories of the Landlord

08:00 – With only a 6th grade education

10:00 – Hustling in the streets

13:25 – Starting his first business

15:30 – Doing a deal with overstock.com

16:20 – Doing the sales calls yourself

17:25 – 10,000 hours of cold calling

20:00 – Getting through to the executives

22:00 – Hustling for the small sales, not just the big ones

23:35 – Transitioning into liquidation sales

27:00 – The Landlord’s first property

30:15 – Real estate auctions

38:00 – Gun shots in low-income neighborhoods

41:15 – Cash flows of properties

46:45 – Managing day to day drama

51:10 – Evicting 2,000+ tenants

54:00 – Scaling the company

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! 

A great recap of some of the key learnings of the podcast to date. We dive into 10 investments Johnny and Sam have made recently through the learnings of the podcast. Vanguard, PeerStreet, WealthFront, ArtofFX, Betterment, LendingClub, Drop Shipping stores, Fundrise, physical property, REITs plus few extras are all reviewed, along with opinions, and likes and dislikes of each investment. With 30 episodes under their belt, the guys aim to rebuild their portfolios for 2017.

Discussed:

ILAB 13 - PeerStreet vs. Lending Club

ILAB 12 - Real Estate Investing with Fundrise CEO Ben Miller

ILAB 03 - Foreign Exchange Trading with Brian from Art of FX

ILAB 15 - Meb Faber on Building The All Seasons Portfolio

ILAB 23 - From $0 to Self Made, How to 300X Your Investment

ILAB 26 - Rob Kall Zero to One : 3 Exits for Over $100m

Show Notes:

02:00 - Peerstreet 3-month earnings

05:30 - Loan to value & interest changes

08:20 - Six figure sushi meetup

12:00 - Yielding 11% with Fundrise

14:00 - Fundrise liquidation process

15:15 - Diversifying income and growth REIT’s

19:00 - Uncredited investor options

21:10 - Netting 5.09% adjusted annual return

22:00 - 309 notes with Lending Club

24:00 - Defaulting on loans

25:30 - E-Trade yield ups and downs

26:45 - Senior housing investments

30:00 - Blackberry and Exxon stocks

35:27 - Making $12,000 in investment returns

37:30 - Avoiding tax on short term capital gains

40:00 - 35% returns with Forex trading

48:30 - Sep IRA & Wealthfront

51:00 - Should you invest in bonds?

53:50 - Betterment vs. Wealthfront fees

56:00 - Starting 10 dropship stores

1:03:00 - Nomad Summit 2017 Ted X style

1:05:00 - Owning real estate in Thailand

1:10:00 - Sam’s fitness routine

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.

Christopher O’Donnell is the Founder and Investment Manager of hedge fund Automatic. Automatic generates risk managed superior returns by using automated trading systems and trading special circumstances. Christopher has reviewed over 6,000 automated trading systems and has developed a proprietary selection criteria for choosing profitable trading systems. Christopher correctly predicted Brexit and Trump’s POTUS victory, and profitably traded both special circumstances. On this episode, we discuss Christopher’s article “Trump Will Win and How To Profit”.  We drill into Christopher’s predictions on Brexit and Trump, trades made to capitalize on Trump’s win and the next big special circumstances event, the Italy Referendum on December 4

On this episode, we discuss Christopher’s article “Trump Will Win and How To Profit”.  We drill into Christopher’s predictions on Brexit and Trump, trades made to capitalize on Trump’s win and the next big special circumstances event, the Italy Referendum on December 4th, 2016.

On this episode you’ll hear from Chris himself on:

 - Chris’s trading business and how it's relevant to his   predictions

 - How he predicted Brexit in the past

 - Where he gets is Intel and data

 - How long he had been predicting this election?

 - At what point did he see a definite Trump victory?

 - When and how he positioned his trades

 - How did the trades work out- What is the next big event he will be predicting?

 - What is the next big event he will be predicting?

For more about Chris: Christopher O’Donnell is the Founder and Investment Manager of hedge fund Automatic. Automatic generates risk managed superior returns by using automated trading systems and trading special circumstances. Christopher has reviewed over 6,000 automated trading systems and has developed a proprietary selection criteria for choosing profitable trading systems. Christopher correctly predicted Brexit and Trump’s POTUS victory, and profitably traded both special circumstances. On this episode, we discuss Christopher’s article “Trump Will Win and How To Profit”.  We drill into Christopher’s predictions on Brexit and Trump, trades made to capitalize on Trump’s win and the next big special circumstances event, the Italy Referendum on December 4th, 2016.

Chris' Links:

Chris’s article “Trump Will Win and How To Profit” 

Discussed: 

Brexit the Movie: https://www.youtube.com/watch?v=UTMxfAkxfQ0

Show Notes:

03:20 - Starting a British hedge fund

06:00 - Automating coding strategy trading

08:01 - Risk tolerance

10:45 - Predicting Brexit

14:45 - Shy Trump supporters

18:45 - Announcing presidential election

21:01 - Why Chris chose Trump

24:45 - Liberal bias in the mainstream media

28:00 - Making profitable trades

33:00 - NY Times predicts Trumps victory

37:38 - Forex leverage trading USD to Yen

40:30 - Future referendum predictions

46:45 - Real Estate predictions after the election

50:00 - Sailing the Caribbean

51:50 - Wealthfront & VTI investment update

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.

Nav Athwal is the very impressive founder and CEO of RealtyShares, a leading online marketplace for Individual and Institutional Investors to securely invest as little as $5,000 into private real estate investment properties all across the USA. Investments are offered by pre-vetted real estate borrowers and companies looking to raise debt or equity capital for their projects in as little as 10 days.

Nav joins us to discuss why he started RealtyShares and the impressive path of the business from start-up to leader. The real estate investing landscape is changing, giving everyday investors more access to better deals previously only accessible to people in the know. Nav gives us his view on why technology and real estate now make the perfect intersection for investors seeking yield in one of the world’s oldest asset classes, and what the landscape may look like in the future.

Relevant links:

Website: https://www.realtyshares.com/

Linkedin: https://www.linkedin.com/in/navathwal

Twitter: https://twitter.com/RealtyShares

*Be sure to also check out the RealtyShares Podcast

Where are we:

Sam - Punta Cana Dominican Republic
Nav - San Francisco

Discussed:

RealtyShares (realtyshares.com) is the leading online marketplace for investing in private real estate deals.  Invest in professionally vetted properties for as little as $5,000 per investment.

You can try it for free with this link: Realtyshares

Show Notes:

00:40 - What is RealtyShares?
01:48 - Pinterest and Airbnb startups prior to Realty Shares
03:10 - The best things to do in San Francisco
05:20 - Launching Realty Shares in 2013
07:10 - Raising capital through the platform
11:45 - Debt, equity and diversified real estate
13:30 - Hot markets for yield opportunity
15:30 - Changing the nature of investing and real estate
18:48 - Two limitations to investing through Reality Shares
20:00 - Debt and equity deals process
23:30 - Relying on Sponsorship to manage deals
25:37 - Expected returns within 3-5 years
26:30 - Making your first investment
28:30 - Hitting our funding goal
29:50 - A debt deal case study
34:00 - The future of Reality Shares
36:45 - Investing $1.5 billion in real estate tech startups
40:38 - Tesla stock and venture opportunities
44:55 - 152 page tax return
47:00 - Sam's debt or equity deal
49:36 - Holding index funds, Trumps reaction
55:21 - RealtyShares signup process

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.

Rob Berger is the man behind DoughRoller.net. We’ve appreciated his material over the last year and found his research and content on Robo-advisors particularly pertinent to our recent discussions. Jon Stein came on the show back in episode 22 to discuss Betterment, and we wanted to get Rob’s take on the benefits of Robo-advisors like Wealthfront and Betterment.

On this episode, we compare the top 2 leading Robo-advisor platforms and discuss the pros and cons of tax-loss harvesting, the overall value of this automated feature, and which type of accounts it is most effective in.

Relevant links:

Blog - http://www.doughroller.net/
Linkedin - https://www.linkedin.com/in/bergerra
Twitter - https://twitter.com/Doughroller/media

Where are we:

Sam – Florida
Rob – Virginia
Johnn FD - Chiang Mia

Discussed (relevant links):

Free spreadsheet - A tool Rob uses to track his portfolio performance
Investing in gold and Silver - Buying gold and silver bullion a smart move
ILAB 22 -Betterment Ceo Jon Stein a Decade of Pioneering Robo Advisory
ILAB 15 - Meb Faber on Building the All Seasons Portfolio

Show Notes:

06:00 – Robs Portfolio with Betterment, Wealthfront and Vanguard
08:15 – Life strategy fund vs. target date retirement fund
11:05 – Tax loss harvesting long-term benefits
22:48 – Index fund Low cost passive investing
24:21 – Wealth Front vs. Betterment
27:29 – Rob’s personal investment allocation model
28:50 – Is owning gold and silver a productive asset?
32:50 – Investing in one platform consistently
34:17 – Pricing fees with Wealth Front and Betterment
36:00 – Auto saving money since 18 years’ old
40:00 – Vanguard vs. Robo-advisory
42:00 – Presidential election 2017 Trump vs. Clinton

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.

Rob Käll has achieved the real American Dream. He immigrated from Sweden in his early 20’s wanting to become a Rockstar in Miami. But this dream was short-lived and he quickly pivoted into start-ups as a technical talent. Over the course of 10 years, he went on to apply lessons from a failed start-up he was employed at to building 3 businesses and selling them for a total of close to $100 Million.

In this episode, Rob takes us through his path and how the exits came about. We also learn about his perspective and the difference in being a start-up founder and a senior executive for a public company, and key lessons he learned to apply to his businesses that help them become successful where others failed. Uninterested in retiring, Rob has now founded his next company in his new field he is passionate about – Artificial Intelligence.

Rob’s Links

Linkedin - https://www.linkedin.com/in/robertkall
Twitter - https://twitter.com/robertkall

Where are we:

Sam – Florida
Rob – Barcelona, Space

Recommended:

Losing My Virginity – Richard Branson
How To Get Rich – Felix Dennis
Art of the Start – Guy Kawasaki
The 4 Hour Work Week - Tim Ferriss

Discussed:

http://www.cien.ai/ - Rob’s new Artificial Intelligence start-up
https://www.realpage.com/ - Property management software and rental housing management solutions
https://www.coworker.com/ - Find your perfect coworking space in 100+ countries

Show notes:

04:40 - How Rob and Sam met
04:21 - Start up space in Barcelona
06:06 - Becoming a rockstar in the U.S.
07:13 - Coding for a corporate company
11:55 - Starting a real estate technology company
15:35 - Buying the company and creating an exit
16:33 - Working as an Executive at eNeighborhoods
22:20 - Taking the next step towards a CEO
23:40 - Tracking and owning you KPI
24:40 - Building a partnership with Tripadvisor
33:10 - People, Process and Product
34:40 - Advice for aspiring startup entrepreneurs
35:20 - Hiring quality employees
36:40 - Investing in real-estate and coworker.com
39:40 - Dealing with difficult situation
41:40 - Sales Productivity
43:00 - Working in alignment with core values

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.

Paul Merriman is an internationally recognized authority on mutual funds, index investing, asset allocation modelling and buy-and-hold strategies. He has over 50 years of investing and advising experience and we are stoked to be able to tap into his wealth of knowledge. Although Paul is “retired” he is as busy as ever, educating people of all ages on how to take investment decisions into their own hands. On this killer episode, we discuss one of his books “101 Investment Decisions Guaranteed to Change Your Financial Future” and break it down into the 12 top points. On each point, Paul explains the decision in detail and gives us advice on how to apply this practically to our own portfolios. This is a great episode for all levels of investing experience.

Relevant links:

Pauls website - http://paulmerriman.com/

Recommended Books:

Paul Merriman - 101 Investment Decisions

Tony Robbins - Money Master of the Game

Discussed: 

Five Steps to More Money, Less Risk and More Peace of Mind - https://youtu.be/P552ZhCxnrE

Time Stamp - Topic:

02:30 - Retirement home in Mexico

09:00 - How Paul started with finance

13:25 - Choosing to save vs. spend

20:26 - Making 16% interest on a CD

23:40 - Long term investing with stocks over bonds

29:40 - One stock vs. many stocks  

33:20 - Stockbroker story selling

34:38 - Investing like a multi-millionaire

37:00 - Thoughts on Tony Robbins Money Master of the Game

40:15 - Personal picks or hire an expert

42:27 - Load funds vs. no-load funds  

48:40 - Operating mutual funds with high expenses vs. low expenses  

54:20 - High taxes, low taxes and no taxes with a Roth IRA / 401k

57:40 - Managing active and passive index funds

59:57 - Total market fund vs. Total market + value and small cap

1:02:30 - Using you select funds or target date funds

1:04:20 - 100% Target date funds vs. target date and adding small cap value

1:08:00 - Do you trust Wall Street, Main Street or University Street academics?

1:13:22 - Are international stocks necessary?

1:15:55 - Financial advisory hiring strategy

1:18:20 - Paul’s future asset allocation model