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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: Page 1
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:

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Copyright 2018. All rights reserved. Read our disclaimer here.

 

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