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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: July, 2019
Jul 30, 2019

Omar Khan’s global experience has been leveraged across commercial real estate and capital markets. He has advised on over $3.7 billion of capital financing and M&A transactions. Being a seasoned professional in capital markets (capital financing, M&A, sell-side equity research), strategic planning and operations has provided him with a unique perspective. 

In this episode, Omar will discuss why every potential investor should read and understand the PPM. Find out ways to leverage property tax advantages that will bring down your tax bracket. Learn how real money is made in real estate private equity while investing in deals where there is an alignment of interest with the sponsors.

 

Links:

Where we are:

  • Sam Marks - Tampa, Florida
  • Johnny FD - Tbilisi, Georgia

 

Discussed:



Recommended:

  • ArtofFX– Start with just a $10,000 account (reduced from $25,000)
  • Fundrise– Start with only $1,000 into their REIT funds (non-accredited investors OK)
  • Betterment– Get up to 1 year managed free
  • PeerStreet– Get a 1% yield bump on your first loan
  • Wealthfront– get your first $15,000 managed free

 

Time Stamps:

  • 01:14 - A brief wine history and traveling Georgia, the country
  • 07:05 - What is PPM used for?
  • 16:05 - What it takes to put together a PPM
  • 19:12 - “Everybody thinks their a genius because in a bull market everybody confuses luck with brains.” - Omar Khan
  • 24:32 - Private Placement Memorandum: The Sophisticated Investor’s Guide
  • 29:52 - How becoming a real estate agent will cut your taxes in half
  • 39:55 - A standard and fair depreciation clause
  • 41:03 - “Have low fees and a high equity structure so you get compensated for performance.” - Omar Khan
  • 49:15 - Class of limited partners and equity split best practices
  • 57:43 - The depreciation method used - Cost segregation
  • 1:04:40 - Foreign earned income exclusion & other taxes advantages
  • 1:16:53 - The risk of not reading the PPM



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 2019. All rights reserved. Read our disclaimer here.

 

Jul 18, 2019

Sam Marks and Johnny FD are self-made entrepreneurs who invest their own money and use modern technology to invest like a boss.

During this episode, Sam and Johnny FD give an inside look into their financially independent lifestyle and share how their current investments are performing. Listen for unique travel stories like when Sam ran with the bulls, Johnny broke his nose, and their experiences after exploring new countries. Listen to the end to hear about Johnny’s first investment in a new startup.

 

Links:

Where we are:

  • Sam Marks - Kieve, Ukraine
  • Johnny FD - Temecula, California

Discussed:


Recommended:

  • ArtofFX– Start with just a $10,000 account (reduced from $25,000)
  • Fundrise– Start with only $1,000 into their REIT funds (non-accredited investors OK)
  • Betterment– Get up to 1 year managed free
  • PeerStreet– Get a 1% yield bump on your first loan
  • Wealthfront– get your first $15,000 managed free

 


Time Stamps:

  • 02:10 - Earning money to live the life you want
  • 05:58 - Summer traveling as a digital nomad
  • 08:55 - “The best travel have a balance of a few ingredients: A bit of physical challenge, partying, if possible business/networking, and adventure.” - Sam Marks
  • 12:34 - Most livable places to live in Europe
  • 15:53 - Running with the bulls bloody mess stories
  • 24:17 - Sparing with Ukrainian guys & breaking your nose
  • 32:03 - More information on the Invest Like a Boss Summit
  • 34:48 - Johnny FD’s current financial net wealth
  • 42:17 - Sam Marks Investment update on municipal bonds, annuities, Mapletree, and PeerStreet
  • 44:00 - “When you invest in something it takes a few months, sometimes, to kick in start making money.” - Johnny FD
  • 48:23 - Startup investment tips and strategy
  • 53:46 - Johnny FD’s investment update with index funds, 401K, Art of FX, Bitcoin and FaceBook stock
  • 58:33 - New insight into the 5G network
  • 1:00:35 - Johnny FD’s first startup investment
  • 1:03:09 - Future travel and adventure plans

 

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 2019. All rights reserved. Read our disclaimer here.

Jul 1, 2019

Jone Vaituleviciute is a partner at Startup Wise Guys, Europe's most experienced B2B startup accelerator and one of the most active early-stage investors in the Nordics.


During this episode, Jone will reveal details on the 3 month-long on-site mentors driven program held in either Tallinn (Estonia), Riga (Latvia) or Vilnius (Lithuania). Learn how they help teams position themselves to raise the next funding round within 6 months. Find out how founders support themselves during early-stage accelerators and discover your chance of survival as a new startup. Listen to the end for practical use cases of bitcoin and cryptocurrency including insight into the future of blockchain.

 

Links:

 

 

Where we are:

  • Sam Marks, Johnny FD & Jone Vaituleviciute - Vilnius, Lithuania

 

Discussed:

 


Recommended:

  • ArtofFX – Start with just a $10,000 account (reduced from $25,000)
  • Fundrise – Start with only $1,000 into their REIT funds (non-accredited investors OK)
  • Betterment – Get up to 1 year managed free
  • PeerStreet – Get a 1% yield bump on your first loan
  • Wealthfront – get your first $15,000 managed free


Time Stamps:

  • 00:34 - The joy and beauty of traveling Vilnius, Lithuania
  • 04:05 - Practical use cases of bitcoin, cryptocurrency, and blockchain
  • 13:25 - What is an accelerator?
  • 15:56 - Attracting quality talent to the local area
  • 18:43 - The entire process explained for startups
  • 20:15 - What is a term sheet and how do you use it?
  • 23:10 - How founders support themselves during early-stage accelerators
  • 25:06 - What is your chance of survival as a new startup?
  • 26:01 - “80% of our companies, out of a portfolio of 150, continue working on and growing.” - Jone Vaituleviciute
  • 26:20 - What happens if your company fails?
  • 26:38 - “We haven’t had a bankruptcy in a classical sense amongst our team.” - Jone Vaituleviciute
  • 27:12 - Utilizing the portfolio management program
  • 28:23 - Demo Day expectations and walkthrough
  • 31:46 - Embracing an international family-style network 
  • 35:00 - Greetings and farewell in other languages
  • 42:01 - Contemplating the future of blockchain

 

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 2019. All rights reserved. Read our disclaimer here.

 

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