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Invest Like a Boss – Modern Investing Podcast | CEO, Self Made, Millionaire & Investor Interviews

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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Now displaying: July, 2017
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

 

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.

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



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.

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

 

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.

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.

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