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Invest Like a Boss – Modern Investing Podcast

Invest Like a Boss covers all aspects of investing in the modern age in a fun, entertaining way. The show hosts interview the world's 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 (peer to peer) lending, to robo-advisors, equity crowdfunding to REITS. Investors today need to combine centuries of investment wisdom with an modern outlook and approach. Entrepreneurs Sam Marks and Johnny FD both 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.
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Jan 16, 2018

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.

 

Jan 8, 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.

 

 

Dec 27, 2017

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.

 

 

 

Dec 19, 2017

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.

Dec 7, 2017

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.

Nov 22, 2017

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.

 

Nov 13, 2017

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.

 

 

 

Nov 2, 2017

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.

 

 

Oct 16, 2017

Sam Marks and Johnny FD bring another update episode about their high-performing investments, net worth, income flow, and the 3-month digital journey. They'll explain the different investment strategies that they've applied during the past quarter and which modern platforms gave the highest return. Find out why coin-based investments are the future and if you should follow the trend.

 

Links:

Incomeboss.com

Coworker.com/lab/author/sam - Coworker Lab

Yield Street

Peer Street

 

Where we are:

Johnny – Las Palmas

Sam – Thailand

 

Discussed:

ILAB 59: YieldStreet – The Future of Non-Correlated Asset Investing with CEO Milind Mehere

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

 

Try Audio Books For FREE

 

Books:

Man’s Search for Meaning - Viktor E. Frankl

Happy City - Charles Montgomery

How To Win Friends and Influence People - Dale Carnegie

Tesla, Space X, Quest - Elon Musk

Shoe Dog: A Memoir by the Creator of Nike - Phil Knight

 

Time Stamps:

1:57 – Places they visited this quarter

5:58 – Savings while living remotely vs. living in U.S.

10:43 – Thrill in competing

12:36 – Johnny’s Income Boss

14:55 – How long they work every day

21:39 – Sam’s investment update

27:18 – PeerStreet

31:05 – Business model of Lending Clubs

35:32 – YieldStreet

42:49 – Sam’s Coworker

45:19 – Johnny’s net worth

54:55 – Johnny’s high-performing investments

58:35 – Coin-based investments

 

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.

Oct 9, 2017

Michael Covel is an entrepreneur best known for popularizing the controversial trading strategy Trend Following. This is an investment strategy based on technical analysis of market prices, rather than on the fundamental strength of the companies. He is the author of the bestselling classic, Trend Following: How to Make a Fortune in Bull Bear and Black Swan Markets.

Michael joins this episode to explain what trend following is for the “non-techy” people to understand. He discusses the ways to invest and access trend following to generate profits successfully. Listen to the end and learn from the boss on how and why trend following works.

 

Link:

Trendfollowing.com/blog

 

Book:

Trend Following: How to Make a Fortune in Bull Bear and Black Swan Markets Wiley Trading by Michael Covel

 

Discussed:

Investlikeaboss.com/audio

 

Time Stamps:

7:05 – How he got into trend following

11:21 – What is trend following?

16:34 – Trend following strategies

18:23 – Full-time trend following traders

19:41 – Common misconceptions on trend following

25:06 – Trend following system

27:16 – Fundamental information of companies relative to trend following

31:49 – Why trend following works?

32:19 – Who are trend following traders at the present?

34:05 – Do the no. of traders affect the success in trend following?

38:16 – Backtesting

40:04 – Most successful trend following traders

41:36 - Bull Bear and Black Swan Markets

42:54 – Ways to access trend following

49:05 – Contents of his book: Trend Following

 

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.

 

 

 

Sep 25, 2017

Colin Jones is a Blackjack pro who has mastered card counting and has been beating casinos around the globe. He runs a network of card counters that have beaten casinos for millions of dollars. They created the Blackjack Apprenticeship which trains, equips, and provides a community for card counters.

During the episode, Colin talks about the ability to count cards and beat the casinos for profits. He reveals what most gamblers fail to realize – Blackjack is a game that can be beaten. Find out why there is no gamble if you think differently, work smarter, and use the odds to your advantage. 

 

Links:

Want to learn how to count cards? Check out Blackjack Apprenticeship

Holy Rollers: Watch the documentary

 

Books:

Start Here – Recommended Reading

 

Time Stamps:

5:57 – How Colin get into card counting

7:19 – Blackjack as a game

10:14 – The odds in effectively counting cards

11:49 – Expected Value

13:59 – What’s beatable and what’s not

16:09 – Is card counting illegal?

17:13 – Tolerance level of casinos

19:45 – Do you max out the ability in card counting?

21:16 – Biggest success stories on card counting

23:24 – Where do his network play?

25:34 – How long does it take to master card counting?

26:41 – Shoe Computers

29:29 – How much capital do you need?

33:13 – Their most exciting journey

35:46 – What they do on Blackjack Apprenticeship?

 

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.

Sep 18, 2017

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

Sep 8, 2017

Chris Connelly is the founder of Contrarian Investment, an investment strategy in the form of sports betting on select NFL, NCAAF, NBA, and NCAAB contests. This is a new category of investment that wasn’t available to people before - ever in history.

On this episode, Chris shows why sports betting is the next big thing and foresees it to become a trillion-dollar industry. He explains how sports betting works and why it should not be considered a gamble, but an investment instead. Listen to the end to find out how to invest alongside Vegas’s best and see how your investments play out.

 

Link:

Contrarianinvestments.net

 

Where we are:

Eastern Europe: Johnny FD

Sam: Hong Kong

Las Vegas: Chris

 

Discussed:

Try FreshBooks Free

 

Books:

Start Here – Recommended Reading

 

Time stamps:

7:33 – How he got into Sports Betting?

10:44 – How does a syndicate operate?

12:04 – What is a Bookie?

13:26 – Different ways to bet

16:32 – Vision for Sports Betting

18:57 – Legalization of Sports Betting

24:17 – Sports Betting as an investment

25:37 – Difference between betting with his own money and with other’s money

27:26 – How much do they bet in a time frame?

29:57 – What sports do they usually bet on?

30:34 – Point spreading

31:25 – Mayweather and McGregor fight

32:50 – Percentage of bet for a single play

34:36 – Returns and Profits

36:33 – Who are the investors?

37:16 – Investing on stock market vs. on sports betting

38:25 – Moving odds

44:25 – Administration of funds

 

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.

Aug 31, 2017

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

Try FreshBooks Free

 

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.

Aug 24, 2017

Michael Foster, the ‘CEF Professor’ from Contrarian Outlook, joins us for another episode to explain how to use municipal bonds to scale your tax-free income. 

During this episode, you'll find out how to buy municipal bonds, determine if you should buy an individual muni bond, and understand the risk levels of the entire process. You'll learn how a municipal CEF operates, what tools to use, and how interest rates impact closed end funds. Listen to the end to hear Michael's top three muni funds and what Sam and Johnny Invest into themselves.

 

Links:

Contrarianoutlook.com
The CEF Newsletter

 

Where are we:

Sam/Michael  - Bangkok
Johnny - Ukraine

 

Recommended:

Link to the newsletter: CEF Insider

 

2 Recent Articles on Municipal Bonds:
The Shockingly Common Mistake That’s Costing You Thousands
These 6%+ Yielders Are a Screaming Bargain

 

The muni funds recommendations discussed:

Neuberger Berman New York Intermediate Municipal Fund (NBO)
Nuveen New Jersey Quality Municipal Income Fund (NXJ)
Pioneer Municipal High Income Trust (MHI)

CEFconnect.com

 

Discussed:

ILAB 63 – Talking CEFs for 9.9%+ Yield with ‘CEF Professor’ Michael Foster

Try FreshBooks Free 

 

Books:

Start Here – Recommended Reading

 

Time Stamps:

06:09 - Are muni bonds boring?

07:27 - Why others invest in muni bonds?

09:01 - Tax considerations

10:02 - Three ways to buy municipal bonds

10:40 - Should you buy an individual muni bond?

13:00 - How does a municipal CEF operate?

15:25 - Average cap size

17:10 - Close end funds and rising interest rates

23:03 - Market trends and sell off

25:15 - Tools, software, and historical returns

26:59 - What is the risk level?

27:06 - Default rates

29:29 - California, New Jersey, Illinois

34:46 - Should you worry about fees?

38:55 - Recommended muni funds

48:42 - Investing in muni bonds

57:36 - Wealthfront investments

 

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.

Aug 17, 2017

Casey Minshew is the COO of EnergyFunders, a cutting edge Financial technology platform dedicated to disrupting the way people from all over the world invest directly into energy investments, starting with oil and gas. Casey has been a part of three successful startup companies, most recently growing startup iWowWe from zero to twelve million dollars in revenue in less than 2 years.

During the show, Casey will explain the different types of oil investments that you can make including the potential returns. You'll learn about the tax deductions you can receive and the key pros and cons of the oil business. Listen to the end for insight on the future of oil and energy resources.

Listen to ILAB 67 on iTunes here or subscribe on your favorite podcast app.

 

Links:

www.energyfunders.com

 

Where are we:

Casey Minshew - Houston, Texas
Sam Marks - Thailand
Johnny FD - Ukraine

 

Discussed:

Try FreshBooks Free

 

Books:

Start Here – Recommended readings

 

Time Stamps:

05:51 - How Casey started Energyfunders
09:07 - The history of oil
12:03 - Energyfunders team and partnerships
15:53 - Ups and downs to the oil business
20:44 - Risk levels and options to buy
32:44 - Analyzing sponsors and operators
34:58 - Reworking projects
37:33 - How to invest in the platform
42:13 - ROI after hitting oil
47:17 - More pros/cons of the oil business
50:58 - The investors roll in the process
54:30 - The future of oil and energy resources
57:29 - Regulation crowd funding platform
01:04:23 - Are we making an investment?
1:09:14 - Owning Exxon stock
01:12:24 - iTunes review shout outs!

 

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.

Aug 10, 2017

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

Try FreshBooks Free

 

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

 

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Copyright 2017. All rights reserved. Read our disclaimer here.

Aug 2, 2017

Mike Murgio will explain why Tesla or Ford may be your next investment including how to compare, value, and buy these individual stocks. Find out why Tesla is surpassing Ford in market share and Mike's current view on the equity market and potential crash. You’ll also get an introduction to Bitcoin Cash and understand how cryptocurrency is disrupting the currency industry. Listen to the end to hear some of the Telsa engine types and featured options.

 

Links:

LinkedIn

 

Where are we:

Sam Marks - Thailand
Johnny FD - Ukraine

 

Discussed:

ILAB 38 – Chris Dunn: Bitcoin, Crypto-Currencies, and How to Profit
ILAB 52 – The # 1 Rule of Investing, with Phil Town

Try Freshbooks FREE 

 

Books:

Start Here – Recommended readings

 

Time Stamps:

04:50 - Bitcoin hard fork to cash
07:53 - The problem with cryptocurrency
18:11 - Tesla surpassing Ford in market share
21:45 - Debt, equity, and revenue
29:49 - Enterprise value comparison
40:39 - Debt holder advantages
44:05 - Should you invest?
50:20 - Energy businesses
52:50 - GM bondholders money loss
58:17 - Current view on equity market
1:06:28 - Price earning ratio
1:08:37 - Releasing the first Tesla Model 3
1:11:51 - Disrupting the currency industry
1:14:27 - Predicting the stock market crash
1:18:43 - Is Ford on the way out?
1:21:25 - Tesla engine type options

 

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Copyright 2017. All rights reserved. Read our disclaimer here.

 

Jul 27, 2017

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

 

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Copyright 2017. All rights reserved. Read our disclaimer here.

Jul 19, 2017

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



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Copyright 2017. All rights reserved. Read our disclaimer here.

Jul 12, 2017

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

 

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Copyright 2017. All rights reserved. Read our disclaimer here.

Jul 5, 2017

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.

Jun 30, 2017

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.

 

Jun 27, 2017

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.

Jun 15, 2017

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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