Republic.co is the official spinoff of AngelList and allows unaccredited investors with the ability to invest in pre-vetted startup companies. Equity crowdfunding presents a new sector of investing that has been a long time in the making, but only recently introduced thanks to the JOBS act in May of 2016. Chuck Pettid, partner of Republic.co joins us to discuss the new opportunity and how their platform is working to simplify the deal terms for investors. We also discuss how Republic sources dea...
Feb 08, 2017•1 hr 13 min
Harry Dent is the reigning expert on demographic trends, consumer fundamentals, and bubbles. He is known for his unique research into how demographic and consumer cycles in spending impact our economies around the world. Throughout his long career as an economic forecaster, he has relied largely on demographics as the key indicator of things to come, accurately predicting the Japanese bust in ’89 and the global recession of ’08. His must-read new book The Sale of a Lifetime looks deep into the i...
Feb 01, 2017•1 hr 12 min
Chris Dunn is a world-renowned entrepreneur, investor, and educator. He has unique expertise in crypto-currencies that he developed off a background in day trading. He uses this powerful medium to profit off trades in Bitcoin and other crypto-currencies as well as direct investments in Fin-tech start-ups. Chris joins us from his base in Austin, Texas to give us his perspective on how the average investor may look to play Bitcoin, what the risks are, how to acquire and store digital coins, and wh...
Jan 25, 2017•1 hr 15 min
Dr. Kenyon Meadows is a practicing radiation oncologist and avid investment enthusiast. He is launching a new finance blog called Alternative Financial Medicine and has an upcoming book of the same. The blog focuses on what are called alternative assets. Alternative assets, most broadly defined, are anything other than traditional stocks, bonds, money market and CDs. After watching his mentor’s investment portfolios get crushed right before this planned retirement, Dr. Meadows decided to take a ...
Jan 18, 2017•1 hr 17 min
Daniel Crosby is a PHD, and Psychologist, and behavioral finance expert who helps organizations understand the intersection of mind and markets. He joins us on this episode to discuss the 10 commandments of investing success he outlines in his New York Times Best-Selling book titled “The Laws of Wealth: Psychology and The Secret to Investing Success”. In this episode, we learn from Dan’s experience and research while drilling down on finance through the lens of psychology. We also learn about Dr...
Jan 11, 2017•1 hr 19 min
Dave Siegel is a Financial Advisor from Northwestern Mutual who focuses on holistic Wealth Management and Financial Planning. He joins us together from his office in West Palm Beach, Florida to discuss 14 different asset classes and how inflation may affect each one. Looking to protect your assets from a hyperinflation scenario? We discuss the best investments and ways to hedge against inflation. Dave's Links: Website Linkedin Recommended Books: G. Edward Griffin: The Creature from Jekyll Island...
Jan 04, 2017•1 hr 32 min
Johnny and Sam recap an incredible year in 2016, having both traveled to 17 countries they share some of the key takeaways from their experiences. They also discuss their favorite books from 2016 and their resolutions and goals for themselves as well as plans podcast for 2017. It's been an amazing year, thanks to everyone for sharing the journey and supporting Invest Like a Boss this last year. Recommended Books: MJ DeMarco: The Millionaire Fastlane Meb Faber: Global Asset Allocation Yuval Noah ...
Dec 28, 2016•1 hr 4 min
Brett Owens is the Chief Investment Strategist of Contrarian Outlook and a regular contributor to Forbes investment column. In the flagship publication the Contrarian Income Report, their focus is secure yields of 6% or better with price upside. As the name implies, they take a contrarian approach to the markets in order to find value (in the form of secure high yield) where headline-focused investors often miss out. Brett was recently featured on CNBC Asia where they discussed new infrastructur...
Dec 21, 2016•1 hr 7 min
Slava Rubin is the co-founder and Chief Business Officer of Indiegogo. Along with his position on the Board, Slava is responsible for innovation and growth at Indiegogo. He also represented the crowdfunding industry at the White House during the signing of the JOBS Act and has played a crucial role in working with the White House and the SEC to finalize the rules and regulations for equity crowdfunding. Slava joins us on the show to discuss Indiegogo’s new collaboration with MicroVentures and re...
Dec 14, 2016•50 min
This episode is going to make you stand up or sit down, whatever the opposite is of what you are currently doing. “The Landlord” is famous in Real Estate investing circles. He is the real-life story of Rich Dad Poor Dad mixed with a twist of the hard knock life. Growing up in bad neighborhoods and learning to hustle out of necessity to survive at as early as 14, The Landlord became a master of many crafts, especially in Sales. His ever-persistent attitude led him in a financial quest into differ...
Dec 07, 2016•1 hr 15 min
A great recap of some of the key learnings of the podcast to date. We dive into 10 investments Johnny and Sam have made recently through the learnings of the podcast. Vanguard, PeerStreet, WealthFront, ArtofFX, Betterment, LendingClub, Drop Shipping stores, Fundrise, physical property, REITs plus few extras are all reviewed, along with opinions, and likes and dislikes of each investment. With 30 episodes under their belt, the guys aim to rebuild their portfolios for 2017. Discussed : ILAB 13 - P...
Nov 30, 2016•1 hr 14 min
Christopher O’Donnell is the Founder and Investment Manager of hedge fund Automatic. Automatic generates risk managed superior returns by using automated trading systems and trading special circumstances. Christopher has reviewed over 6,000 automated trading systems and has developed a proprietary selection criteria for choosing profitable trading systems. Christopher correctly predicted Brexit and Trump’s POTUS victory, and profitably traded both special circumstances. On this episode, we discu...
Nov 23, 2016•55 min
Nav Athwal is the very impressive founder and CEO of RealtyShares, a leading online marketplace for Individual and Institutional Investors to securely invest as little as $5,000 into private real estate investment properties all across the USA. Investments are offered by pre-vetted real estate borrowers and companies looking to raise debt or equity capital for their projects in as little as 10 days. Nav joins us to discuss why he started RealtyShares and the impressive path of the business from ...
Nov 15, 2016•1 hr
Rob Berger is the man behind DoughRoller.net . We’ve appreciated his material over the last year and found his research and content on Robo-advisors particularly pertinent to our recent discussions. Jon Stein came on the show back in episode 22 to discuss Betterment, and we wanted to get Rob’s take on the benefits of Robo-advisors like Wealthfront and Betterment. On this episode, we compare the top 2 leading Robo-advisor platforms and discuss the pros and cons of tax-loss harvesting, the overall...
Nov 08, 2016•47 min
Rob Käll has achieved the real American Dream. He immigrated from Sweden in his early 20’s wanting to become a Rockstar in Miami. But this dream was short-lived and he quickly pivoted into start-ups as a technical talent. Over the course of 10 years, he went on to apply lessons from a failed start-up he was employed at to building 3 businesses and selling them for a total of close to $100 Million. In this episode, Rob takes us through his path and how the exits came about. We also learn about hi...
Nov 03, 2016•55 min
Paul Merriman is an internationally recognized authority on mutual funds, index investing, asset allocation modelling and buy-and-hold strategies. He has over 50 years of investing and advising experience and we are stoked to be able to tap into his wealth of knowledge. Although Paul is “retired” he is as busy as ever, educating people of all ages on how to take investment decisions into their own hands. On this killer episode, we discuss one of his books “101 Investment Decisions Guaranteed to ...
Oct 26, 2016•1 hr 34 min
Sam Dogen from Financial Samurai is one of the premier bloggers and names in self-made success. His blog www.FinancialSamurai.com provides actionable advice in living responsibly, making smart financial decision, and steps to accumulating wealth for an early retirement. Sam is a guy who transitioned from corporate America, to going out on his own starting with a blog and parlaying his success into other investments to build several income streams. He reached retirement just a few years after at ...
Oct 10, 2016•1 hr 12 min
In this episode we do a much anticipated deep dive into co-host Johnny FD’s personal story on how he got started by investing in himself way before he ever bought REITs or ETFs. Most importantly how he made his first dollar even before what he's already shared. He talks about the life lessons he learned from his parents, his first job and how all of that played a part in preparing him for success. Relevant links for guest: JohnnyFD.com http://antonmethod.com/ Where are we: Sam - Graz Austria Joh...
Sep 30, 2016•1 hr 16 min
Jon Stein is the very popular CEO of Betterment, a platform that is pioneering “Robo-Advisory” and a listener favorite. In fact, the term “Robo-Advisory” was one of the reasons we wanted to start the podcast. When we first heard about Betterment, it was clear a new modern era of technology and investment advice was now available. Aside from the platform itself, we wanted to hear about Jon’s story and why he started Betterment. And a very inspiring one it is. Betterment has been in the works for ...
Sep 23, 2016•59 min
Gregor Gregersen is the Founder and CEO of Silver Bullion in Singapore. It’s a state of the art facility that is truly innovating the category through transparency, technology and cost efficiency. If you do nothing else with this episode, checkout the video loop here of the Silver Bullion “Safe House”, you’ll be impressed. Gregor had an interesting experience during the 2008 financial crisis that led him to starting Silver Bullion that is a fascinating story in itself. On this episode we compare...
Sep 14, 2016•1 hr 4 min
If you have ever wondered how a start-up goes from a concept to raising venture capital, than you’ll love this episode. Glints, one of Singapore’s hottest start-ups is fortunate to be driving down a the dream start-up path: from finding an early investor, to joining an accelerator programme, to raising a seed round of investing, finally to closing a larger Series A financing round…all while growing their team from the 3 founders to now more than 20 people in Singapore and Indonesia. The Glints c...
Sep 08, 2016•46 min
Simon Black is the owner and figurehead of the popular publication Sovereign Man. We have been following Simon’s advice and putting it into practice for years, and had the opportunity to have a conversation with him geared toward investing. Appropriately labelled “Finding Outsized Returns Off the Beaten Path” this episode focuses on how Simon utilizes his vast world experience (now visited over 120 countries) and enviable network to find investment opportunities around the world. From precious m...
Sep 02, 2016•1 hr 6 min
Joshua Sharp of www.CompleteIRA.com is one of the most highly touted experts in retirement planning and investing. He turns the topic of retirement planning into a very exciting episode by illuminating some modern approaches to investing and growing wealth within tax free structures. We dive into how Mitt Romney was able to generate $100m in tax free earnings in his IRA, and most importantly navigate some real world examples to give the listeners a shrewd example of how they may consider better ...
Aug 25, 2016•1 hr 30 min
With 16 amazing episodes under the belt of Invest Like a Boss, Sam and Johnny sit down and discuss the top 12 takeaways and how they have applied this learning to their own investment strategies and overall portfolios. Some major investment vehicles reviewed in previous episodes include investing in stocks, Peer to Peer Lending, asset allocation models, REIT's, Tony Robbins all seasons portfolio, annuities, and tax free IRA investing. Listen to the end of the episode to hear an update on our cur...
Aug 17, 2016•46 min
William Bernstein is a financial theorist, neurologist and Best Selling author of several books, including one of our favorites, The Intelligent Asset Allocator. He shows independent investors how to build a diversified portfolio without the help of a financial advisor. In this episode we talk the possible risk tolerance of an all stock portfolio and what age you should be when investing. We discuss major advantages and disadvantages of lump sum investing over a dollar cost average approach espe...
Aug 10, 2016•40 min
Meb Faber is one of our hero’s in Finance. A high energy straight shooter that is highly explorative and analytical. He gave up his skis to catch the surf in Manhattan Beach while co-founding his company Cambria Investments Management. Many of our listeners already follow Meb through his blog, podcasts and many books, and had to chance to catch up with him about modelling an “All Seasons Portfolio”. Originally introduced by BridgeWater’s Ray Dalio, the investment allocation was once again hyped ...
Aug 02, 2016•1 hr 5 min
A deep dive into real estate investing with the host of the Australian Property Podcast, Jonathon Preston. At age 29, JP has already acquired 5 properties in Australia’s hot Real Estate market and is mastering the art of financial leveraging to continue to grow his portfolio. He started with a single 15% down payment on a single property and in only 4 years has been able to use that to scale and generate more and more cash flow. We dissect his strategy in actionable steps for anyone to take and ...
Jul 28, 2016•59 min
Interview with PeerStreet's co founder and COO, Brett Crosby which is the Peer-2-Peer lending platform that secures the loans against the borrower’s real estate. PeerStreet is unique in that to date they have never experienced a default, and have loan terms of under 12 months compared to other platforms that have minimums of 3 years. Brett and his Co-Founder Brew Johnson have the perfect background of experience between law, tech, and real-estate. In fact, Brett was the brains behind Google Urch...
Jul 19, 2016•1 hr 3 min
Ben Miller is the Co-founder and CEO of one of the hottest new investment products available today – Fundrise. Their platform gives unaccredited investors the opportunity to invest directly in big property deals with as little as $1,000. By being a low cost model and required to pay out 90% of income, their eREIT provides high yielding returns to investors on a quarterly basis. Ben comes on the show to discuss his 17 years of real estate and tech experience and how the combination of that skills...
Jul 15, 2016•56 min
In this episode we provide key solutions from leveraging debt and how to use credit, owning stock, real estate, the purpose of college, the benefit of traveling and most importantly why you should start your very own business. We also discuss the importance of experience and how using an internship and mentor can allow you to learn and network properly to more effectively invest and launch a successful business for yourself today. Relevant links for guest: Boss Lounge Contact Us Where are we: Jo...
Jul 12, 2016•1 hr 11 min
