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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: August, 2021
Aug 26, 2021

Masterworks CEO Scott Lynn returns to Invest Like a Boss after appearing on the show for Episode 146 in June 2020. A lot has changed since then and Masterworks has grown tremendously. Scott talks with Derek to give an overview of the market and how the platform has performed since. Then Sam joins in with Derek to discuss investing in art and possible disruptions (Digital art, NFTs, etc) coming to the market.

Scott Lynn is the Founder and CEO of Masterworks.io. He Founded Masterworks in 2017 after realizing that art had better risk-adjusted returns than other asset classes, but the only way to invest is if someone has millions of dollars to buy a painting, or tens of millions of dollars to build a portfolio.

Scott has been an active collector of contemporary art for more than fifteen years and has built an internationally-recognized collection of Abstract Expressionism that has included works by Clyfford Still, Barnett Newman, Mark Rothko, Willem de Kooning, and more. In addition to Masterworks, Mr. Lynn serves on the board of v2 ventures (Adparlor, Giant Media, Reachmobi, Amply, and Sellozo), Payability, and the Brooklyn Rail (a non-profit publication in the art industry).

Listen to ILAB 192 on iTunes here or subscribe on your favorite podcast app.

Where we are:

Support Invest Like a Boss: Join our Patreon

Discussed:

Like these investments? Try them with these special ILAB links:

  • 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
  • Wealthfront – Get your first $15,000 managed free
  • PeerStreet – Get a 1% yield bump on your first loan

*Johnny and Sam use all of the above services personally.

Time Stamps:

  • 06:16 – How has the art market been affected by covid?
  • 08:15 – How much Assets does Masterworks hold, and how many investors?
  • 09:15 – What’s the average amount that investors invest in?
  • 10:01 – How many paintings does an investor hold?
  • 10:56 – How has the market changed for you now you have become the biggest buyer in the world?
  • 12:28 – Are there any living artists that are increasing in value that your research team believe may outperform the deceased artists?
  • 16:51 – Have artists been affected by “Cancel Culture”?
  • 19:09 – Where are the art pieces stored?
  • 20:05 – What type of insurance do you hold on these paintings?
  • 20:46 – What is blue chip art?
  • 21:19 – Has there been talk of investing in blue-chip art as something similar to an index fund?
  • 22:30 – Are they certain artists you can highly expect to consistently rise in value?
  • 25:27 – How has art been a better performing asset than the S&P 500?
  • 30:13 – How does the secondary market work?
  • 31:28 – Do you see any day traders getting involved trying to get into the market?
  • 32:27 – What type of fees does Masterworks take on each piece of art?
  • 32:51 – How does the NFT’s compare to the physical art market? 
  • 35:13 – Can you explain how copyrights work as it relates to the physical painting and the digital copies?
  • 38:37 – Patreon Question: How many pieces of art have Masterworks purchased and what have been the returns to date?
  • 40:00 – Patreon Question: What’s the minimum amount to invest in Masterworks?
  • 42:17 – Patreon Question: Do you have to be an accredited investor?
  • 43:07 – Patreon Question: Do you have to be a US citizen to invest?
  • 44:22 – What would you invest in personally and why?
  • 46:44 – Sam and Derek review   

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 2021. All rights reserved. Read our disclaimer here.

Aug 19, 2021

Johnny interviews Richard Bexon from Costa Rica Tourism Bonds to find out about this investment in the Central American country which not only allows you to earn a return on your money, but also provides accommodations and the chance at Costa Rican residency. Richard has lived in Costa Rica since 2004. He's the co-owner of Central America's largest luxury travel agency and has vast experience in real estate investments, both commercial and private. Sam hops on with Johnny before and after the interview to talk about this investment.

 

About Costa Rica Tourism Bonds: 

It goes without saying that a company offering investments has a strong focus on financial returns, but it doesn't end there. Costa Rica Tourism Bonds places a high value on lifestyle, responsibility, and sustainability. This means we only work with properties that hold these values in equally high regard. 

 

We started Costa Rica Tourism Bonds as we saw strong demand for an investment vehicle that both generated returns and provided a lifestyle benefit, whereby investors could enjoy the fruits of their investment by enjoying luxury vacations in the properties they invested in.  Where better to invest in than one of the most beautiful and biodiverse places on the planet, Costa Rica.

 

This is coupled with the eagerness of tourism properties in Costa Rica to diversify their investor base and share the benefits of investing in one of the world's most vibrant travel destinations with international bondholders. 

 

It's a match made in heaven for investors that value a lifestyle investment that can be enjoyed by themselves and their family.

 

Richard has lived in Costa Rica since 2004. He's the co-owner of Central America's largest luxury travel agency and has vast experience in real estate investments, both commercial and private.

Listen to ILAB 191 on iTunes here or subscribe on your favorite podcast app.

Where we are:

Sponsor:

Discussed:

Like these investments? Try them with these special ILAB links:

  • 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
  • Wealthfront – Get your first $15,000 managed free
  • PeerStreet – Get a 1% yield bump on your first loan

*Johnny and Sam use all of the above services personally.

Time Stamps:

  • 10:24 – How did you get into tourism and bonds?
  • 12:08 – What are some of the reasons you like living in Costa Rica?
  • 13:05 – How did the Tourism Bond Programme start?
  • 16:23 – How do the projects work with the investments?
  • 17:33 – What kind of returns can an investor expect?
  • 19:52 – What is the minimum and at what point can someone get a week at one of the hotels?
  • 20:40 – What is the process for obtaining residency?
  • 23:53  – Can you give an example of what is available right now and what are the benefits?
  • 25:04 – Are there any blackout dates and or additional taxes when you stay at a hotel you have invested in?
  • 29:20 – Who can invest, and from what countries, and do you need to be an accredited investor?
  • 30:16 – What are the benefits of having residency for someone who isn’t looking to live in Costa Rica?
  • 32:04 – How do you get paid from the investment?
  • 36:01 – Sam and Johnny review

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 2021. All rights reserved. Read our disclaimer here.

Aug 12, 2021

Sam interviews Kraneshares' Luke Oliver on their Global Carbon ETF and the current state of the carbon allowance market. Sam and Derek then discuss the investment potential and market for this fund... and both make a big move - listen to find out what happened!

Luke Oliver is a Managing Director and Head of Strategy at KraneShares. He has extensive experience as a leader within the ETF and investment industry, having built businesses, diverse teams, and bringing innovative product solutions to market.

Prior to his asset management experience, Luke was part of the award-winning Foreign Exchange division of Deutsche Bank in both London and New York. Luke holds FINRA series 3, 7, 24, and 63 licenses.

About the Kraneshares Global Carbon ETF: 

The KraneShares Global Carbon ETF (the “Fund”) seeks to provide a total return that, before fees and expenses, exceeds that of the IHS Markit Global Carbon Index (the ‘‘Index’’) over a complete market cycle. KRBN is benchmarked to IHS Markit’s Global Carbon Index, which offers broad coverage of cap-and-trade carbon allowances by tracking the most traded carbon credit futures contracts. The index introduces a new measure for hedging risk and going long the price of carbon while supporting responsible investing.

Currently, the index covers the major European and North American cap-and-trade programs: European Union Allowances (EUA), California Carbon Allowances (CCA) and the Regional Greenhouse Gas Initiative (RGGI).

Listen to ILAB 190 on iTunes here or subscribe on your favorite podcast app.

Where we are:

Sponsor:

Discussed:

 

Like these investments? Try them with these special ILAB links:

  • 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
  • Wealthfront – Get your first $15,000 managed free
  • PeerSktreet – Get a 1% yield bump on your first loan

*Johnny and Sam use all of the above services personally.

Time Stamps:

  • 07:53 – How does Carbon Credits work?
  • 11:17 – What is “Cap and Trade”?
  • 14:38 – Which companies have to apply with this standard?
  • 16:15 – What is the difference between carbon offsets and carbon allowances?
  • 21:17 – Since there is an increase in cost for carbon emissions over time, will innovations and carbon offsets make the increase in cost more manageable?
  • 24:16 – Can you explain the opportunity to profit through investment via the Paris Agreement?
  • 27:28 – Are the Kraneshares Global Carbon ETF, stocks or some other form of assets?
  • 28:29  – Patreon Question: what are the risks involved in the funds and why have the price of carbon credits only recently risen after being around for so long?
  • 36:49 – What kind of investors are suited for the Global Carbon ETF?
  • 40:04 – Can you tell us more about Kraneshares other products and services?
  • 44:09 – Sam and Derek review

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 2021. All rights reserved. Read our disclaimer here

Aug 5, 2021

Kevin Martin is a Lawyer & 20 year military veteran turned Travel Vlogger! He is also an avid dividend investor and uses them as his primary source of income. In early 2019, Kevin decided to quit his job as a lawyer at a corporate law firm to travel the world! You can follow his adventures on YouTube.

Kevin has also recently started a YouTube channel dedicated to dividend investing that can be found here.

Listen to ILAB 189 on iTunes here or subscribe on your favorite podcast app.

Where we are:

Sponsor:

  • Polymarket 
    is the world’s leading information markets platform where you can trade on the most pressing global questions and see unbiased, real-time data on what the market thinks will happen – all on the blockchain. For a limited time, sign up with referral code “Boss” to get your first trade reimbursed up to $100. Click on the link to get started:
    polymarket.co/InvestLikeABoss
  • Support Invest Like a Boss: Join our Patreon

Discussed:

Like these investments? Try them with these special ILAB links:

  • 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
  • Wealthfront – Get your first $15,000 managed free
  • PeerStreet – Get a 1% yield bump on your first loan

*Johnny and Sam use all of the above services personally.

Time Stamps:

  • 13:37 – Tell us about your “full time travel” life?
  • 14:13 – How did it feel when you first started?
  • 15:29 – Were you investing while you were a Lawyer?
  • 16:15 – What were some of the early investments?
  • 19:15 – How have your investment strategies changed since then?
  • 20:44 – Do you automatically reinvest in your dividends?
  • 21:30 – What is the difference between a dividend growth stock and a normal stock that doesn't pay dividends at all?
  • 31:02 – What are your thoughts on picking individual dividend  stocks vs investing in dividend funds?
  • 32:22 – What are your thoughts on the non-traditional dividend funds?
  • 35:39 – What are your lowest and highest dividend yields in your personal portfolio?
  • 36:58 – What can you tell us about this new project starting your portfolio from scratch? 
  • 41:02 – Johnny and Derek review

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 2021. All rights reserved. Read our disclaimer here.

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