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Invest Like a Boss

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, Johnny FD & Derek Spartz each took a different path to success as they 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: November, 2018
Nov 27, 2018

Connor O’Brien is the CEO and President of O’Shares, a rules-based ETF designed to provide investors with the means to invest in some of the largest global companies that derive most of their revenue from the Internet and e-commerce sectors that exhibit quality and growth potential. Mr. O’Brien has extensive global investment experience encompassing over 25 years of involvement in the Canadian, U.S. and international markets.

During this episode, Mr. O’Brein will share a series of ETFs designed to be core long-term investment holdings. He will talk about the rule-based approach that provides attractive performance and limited volatility with an emphasis on income. Expect to truly learn how to ‘Invest Like a Boss’ with this simple and straightforward strategy.

 

 

Where we are:

  • Sam Marks and Johnny FD - Chiang Mai, Thailand
  • Connor O’Brien - Boston, Massachusetts


Discussed:

 

Time Stamps:

  • 04:17 - Initial thoughts on this ETF?
  • 10:11 - Connor and Kevin O’learlys relationship
  • 11:31 - O’Shares philosophy and choosing ETFs
  • 15:10 - “You want to own the stocks of companies that have profitable businesses and pay a dividend” - Connor O’Brien
  • 16:28 - Chasing high yields and high-quality stocks
  • 22:09 - Why your REIT funds are down this year
  • 24:10 - What influences the weight of stocks and do they ever change?
  • 26:08 - Top holding for large and small cap ETFs
  • 31:13 - What happens when you actually invest in a funds
  • 36:17 - When will companies pay out dividends?
  • 38:33 - How to invest like a boss and buy O’Shares
  • 47:06 - Dividends checks and high-risk investments
  • 51:47 - Investing in domestic vs. international 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 2018. All rights reserved. Read our disclaimer here.

 

Nov 16, 2018

John Thomas is one of the founding fathers of the modern hedge fund industry. He broadens the public understanding of the techniques and strategies employed by the most successful hedge funds so that they may more profitably manage their own money.

In his free time, John climbs mountains, does long distance backpacking, practices karate, performs aerobatics in antique aircraft, collects vintage wines, reads the Japanese classics, and engages in a wide variety of public service and philanthropic activities.

During this episode, John will share some of the investing principals that he’s used to yielding him up to 35% returns. Learn about the trade alerts, his favorite platforms to use, and how traveling the world has only improved his success. Expect to hear about his thoughts on passive verse active investing. After hearing this you might want to adjust your strategy.

 

Links:

 

Discussed:


Where We Are:

  • Johnny FD - Chiang Mai, Thailand
  • Sam Marks - Ko Samui, Thailand
  • John Thomas - San Francisco, California

 

Time Stamps

  • 00:39 - Monsoon season in southern Thailand
  • 07:08 - First investment Johns ever made in his life
  • 08:34 - Common errors and mistakes
  • 10:49 - Making 30-40x your investment
  • 11:47 - “Every year we get one guy... who brings in 1000% return” - @MadHedgFndTradr
  • 12:36 - Following the trade alerts with little experience
  • 18:28 - Favorite trading platforms
  • 19:04 - Tricks, tips, and market trends
  • 21:48 - Passive vs active investing
  • 22:35 - “People are about to have a harsh awakening on the passive investing front” - @MadHedgFndTradr
  • 22:50 - General investing principals to live by
  • 23:48 - Traveling the world for success
  • 33:16 - Compounding 35% interest over 8 years
  • 36:15 - Passive vs active investing

 

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 2018. All rights reserved. Read our disclaimer here.

 

Nov 11, 2018

DANIEL PERIS, Ph.D., CFA, is Senior Vice President and Senior Portfolio Manager at Federated Investors, Inc., in Pittsburgh where he oversees $20 billion dollars in equity portfolios the firm's dividend-oriented funds.

Before transitioning into asset management, Peris was a historian focuses on modern Russian history. He is the author of two prior books in investing, The Strategic Dividend Investor, and The Dividend Imperative, and the new book Back to Business.


During this episode, Daniel will talk about how you can bring some common sense back to your investing. He’ll speak on some old strategies that just don’t work anymore including why Modern Portfolio theory may not be the answer. Expect to learn how to achieve higher yields including tips to managing your Index funds, Mutual funds, and SMAs. Find out if you really need a financial advisor to get the most out of your investing and how to choose one properly.

Listen to the end for insight into Sam Marks and Johnny FDs percent earnings and thought on incorporating this concept into their portfolio.

 

Where are we:

  • Johnny FD & Sam Marks: Chiang Mai, Thailand
  • Daniel Peris - Pittsburg, Pennslyvania

 

Links:

 

Book:

 

  • Time Stamps:
  • 06:06 - Managing $20 billion in equity portfolios
  • 07:45 - Being interested in modern portfolio theory
  • 11:01 - Modern Portfolio Theory vs Efficient Market Theory
  • 16:41 - “You don’t have to believe in mean-variance optimization, Modern Portfolio Theory, to want to be a passive investor” - Daniel Peris
  • 19:45 - Is the Modern Portfolio Theory failing investors?
  • 20:33 - “This idea of mean-variance optimization simply doesn’t make sense in modern investing anymore”  - Daniel Peris
  • 25:26 - Achieving higher yield
  • 33:08 - Managing your Index funds, Mutual funds, and SMAs
  • 36:55 - Dividend investing and tax bracket benefits
  • 38:44 - Do you need a financial advisor to get high yields?
  • 48:55 - “At the end of the day what really matters… is trust” - Daniel Peris
  • 53:29 - Mutual funds to highlight
  • 56:50 - The superior open approach 50 years from now
  • 01:00:52 - Cashing out your dividends & calculating earnings


Keywords:

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 2018. All rights reserved. Read our disclaimer here.

 

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