Invest Like a Boss artwork

Invest Like a Boss

318 episodes - English - Latest episode: 17 days ago - ★★★★★ - 477 ratings

Interviews with the world's best investors and find out what they are currently investing in whether it be the stocks, retirement accounts, Wealthfront, Betterment, Vanguard, mutual funds, real estate, Forex, REITs, or other types of Investing methods.

Millionaire and Entrepreneur Sam Marks, Johnny FD & Derek Spartz invest alongside listeners as they share their personal portfolios as they save their hard earned money for travel, life and retirement.

Invest Like a Boss covers all aspects of investing in the modern age in a fun, entertaining way. The show hosts interview the worlds 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 lending, to robo-advisors, equity crowd-funding 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 different paths to success to now focus on learning how to invest alongside the listeners in order to put their hard earned money to work.

Copyright Invest Like a Boss Inc.

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Episodes

66: Meet the Drapers: Invest with Tim, Bill and Jesse Draper

August 10, 2017 16:40 - 54 minutes - 49.5 MB

Sarika Batra is the Producer and Director of ‘Meet the Drapers’, the first-ever startup crowdfunding show that features startups pitching 3 generations of Drapers. The twist is that the millions of viewers are the investors! Sarika will reveal how the show was created and how you can have the opportunity to pitch to the Drapers. She will also discuss the structure of the deals and investments that may be made. Listen to the end to learn what it takes to produce a show of this caliber.   ...

65: Bitcoin vs. Stocks, Tesla vs. Ford

August 02, 2017 18:11 - 1 hour - 82.2 MB

Mike Murgio will explain why Tesla or Ford may be your next investment including how to compare, value, and buy these individual stocks. Find out why Tesla is surpassing Ford in market share and Mike's current view on the equity market and potential crash. You’ll also get an introduction to Bitcoin Cash and understand how cryptocurrency is disrupting the currency industry. Listen to the end to hear some of the Telsa engine types and featured options.   Links: LinkedIn   Where are w...

64: Trading Options Full Time: $0 - $100K Annually with Kirk Du Plessis

July 27, 2017 06:04 - 1 hour - 58.6 MB

Kirk Du Plessis is the founder of Option Alpha, an online education and coaching platform for investors interested in learning more about the financial markets and derivative options. Kirk is responsible for everything from maintaining the business model, revenue strategies, marketing, strategic partnerships with brokers, writing, design, and website development. During the show, Kirk will cover options strategies, risk management, trading psychology, option pricing and portfolio allocatio...

63: Talking CEFs for 9.9%+ Yield with ‘CEF Professor’ Michael Foster

July 19, 2017 06:12 - 57 minutes - 52.6 MB

Michael Foster is the Lead Research Analyst for Contrarian Outlook. He is the only analyst in the world who is 100% devoted to CEFs with market caps under $1 billion. Michaels reports are widely read by analysts and portfolio managers at some of the largest hedge funds and investment banks in the world, with trillions of dollars in assets under management. During the show, Brett Owens talks with Michael on the CEFs to buy with safe dividends and high yields. You’ll learn the difference bet...

62: Q2 Investing Updates + Early Retirement

July 12, 2017 06:41 - 1 hour - 67.7 MB

Sam Marks and Johnny FD share their investing updates from the past three months. Listen as Sam explains why he exchanged a half million USD into RMB and how Johnny's Forex account has developed. You'll find out if early retirement is right for you including how Sam and Johnny strive to balance wealth, time, and happiness.   Like these investments? Try them with these special ILAB links: Try ARTofFX – Start a limited account for $10,000 with this link (Unaccredited Investors OK) Try F...

61: RealtyMogul CEO Jilliene Helman, Transforming Commercial Real Estate Investing

July 05, 2017 08:47 - 39 minutes - 36 MB

Jilliene Helman is the CEO of RealtyMogul, the largest online marketplace for investors to pool money and crowdfund pre-vetted real estate investments. Prior to RealtyMogul, Jilliene served as Vice President at Union Bank, where she spent time in wealth management, finance and risk management. The RealtyMogul team brings over 200 years of collective experience underwriting, managing, and acquiring over $20 billion in real estate across asset classes and markets nationally. During the show,...

60: M.C. Laubscher - Investing Lessons from the Cash Flow Ninja

June 30, 2017 15:52 - 1 hour - 69.6 MB

M.C. Laubscher is the CEO of Valhalla Wealth Financial, a company that helps individuals, families, small business owners, professionals & entrepreneurs employ wealth acquisition & financial management strategies for growth. M.C. is also the host of the popular business and investing podcast, Cashflow Ninja. He challenges existing societal belief systems and misinformation on money, saving, investing, wealth, and retirement. During the show, M.C. will reveal the six pillars he learned afte...

59: YieldStreet - The Future of Non-Correlated Asset Investing with CEO Milind Mehere

June 27, 2017 07:13 - 1 hour - 63.5 MB

Milind Mehere is the founder and CEO of YieldStreet which is an online marketplace for investing in alternative asset-based loans. 8-20% target returns. 1-3 year terms. Milind has worked for industry-defining companies and personally built and scaled three businesses, one of which, Yodle, was acquired by Web.com for $342 million in 2016. He is a successful tech entrepreneur who created investment opportunities outside the stock market with real collateral and attractive yields. During the ...

58: Royalty Exchange - Acquire Jay-Z, Britney Spears, and Popular Music Royalties

June 15, 2017 09:39 - 1 hour - 56.6 MB

Jeff Schneider is President & CFO of Royalty Exchange which is an online marketplace where artists can sell a portion of their royalty stream to private investors as a way of raising money. They offer unprecedented flexibility that allows qualified sellers to dictate which the portion of their catalog they wish to sell while retaining full control of their copyrights and continue collecting the royalties they decide to retain. During the show, Jeff will discuss royalties as an alternative ...

57: MJ DeMarco – What the Unscripted & Millionaire Fastlane Author Himself Invests In

June 07, 2017 06:28 - 55 minutes - 50.5 MB

MJ DeMarco is the current founder of Viperion Publishing Corp., a media company focused on online and print content distribution. He also is admin/founder for The Fastlane Forum, the webs' leading destination forum for start-up, finance, and entrepreneurial business discussions. He was the former start-up Founder/CEO of Limos.com, a global ground transportation aggregator and marketplace that he successfully built and grew into a profitable multimillion dollar company, all with no money, no ...

56: James Altucher - $15 Million to Zero and Back, Investing, Passion, and Creativity

May 31, 2017 14:04 - 1 hour - 57.4 MB

James Altucher is an American hedge fund manager, entrepreneur, bestselling author, venture capitalist, and podcaster. He has started and run more than 20 companies, some of which failed, several of which he sold for large exits. More important, James has been inspiring people by speaking on topics including stress, fear, anxiety, money, and relationships. During the show, James will share how he quickly lost $15 million, overcame depression and suicide including how he rebuilt his financi...

55: The LandGeek, 5000 Raw Land Flips Through Automation

May 24, 2017 10:18 - 53 minutes - 49.2 MB

Mark J. Podolsky (AKA The Land Geek) is widely considered the Country’s most trusted and foremost authority on buying and selling raw, undeveloped land within the United States. He has been actively investing in Real Estate and Raw Land since 2001 and has completed over 5,000 unique transactions. Mark’s company, Frontier Equity Properties, LLC, is an A+ rated BBB real estate company. During the show, Mark will share how he creates passive income in raw land and discuss the systems and auto...

54: How Anyone Can Retire in 10 Years or Less, with Todd Tresidder

May 18, 2017 03:37 - 59 minutes - 54.6 MB

Todd Tresidder is a retired hedge fund manager turned money coach and financial blogger at Financialmentor.com. He became financially independent at age 35 through investing and is still an active investor who earns consistent investment returns in both up and down markets. Todd has successfully helped over 15,000 people jumpstart their financial freedom and plan for early retirement. During the show, we will explore strategies much different than the traditional methods taught by many oth...

53: Commercial Real Estate Investing with CrowdStreet CEO Tore Steen

May 10, 2017 16:09 - 1 hour - 56.3 MB

Tore Steen is the CEO and Co-founder of CrowdStreet which is a crowdsourcing platform connecting investors with Main Street investment real estate opportunities. Tore is a business leader in the internet and software industries with deep expertise in strategy, business development, sales, and marketing for both publicly traded and private enterprises. With commercial real estate being the third-biggest asset class in the U.S. Tore will share how CrowdStreet is empowering individual investo...

52: The # 1 Rule of Investing, with Phil Town

May 03, 2017 08:06 - 1 hour - 66.7 MB

Phil Town is an investor, motivational speaker, hedge fund manager and 2x New York Times best-selling author. Through Rule #1 Investing, he teaches personal investing at a free 3-day workshop where he empowers people to invest money on their own and stop relying on fund managers to determine their financial future.  Phil started in the U.S special forces and worked as a Grand Canyon river guide up until 1980. He fell into finance in such a unique way and managed to turn $1,000 into over $1...

51: Kitco Global Trade Director, Peter Hug’s Views on Markets and Metals

April 26, 2017 15:36 - 52 minutes - 48.3 MB

Peter Hug is the Director of Global Trade at Kitco Metals Inc, which has retail and online departments for trading metals as well as a news division called Kitco News. Peter is one of a handful of experts who have succeeded through multiple bull and bear cycles using skills honed during the dramatic fluctuations of the 1980s. Prior to joining Kitco, Peter served as Senior Vice President at Guardian Trust Company, now a part of Laurentian Bank, which became one of the largest international tr...

50: Wealthfront CEO Andy Rachleff, Investing the Robo Way

April 18, 2017 12:28 - 53 minutes - 49.1 MB

Andy Rachleff is not only a veteran in finance, he is also a pioneer in modern investing. Wealthfront is due more than their fair share of pioneering and innovating Rob-advisors, and helping millions of people start investing in the market in a smarter, more efficient way. At the time of this episode, Wealthfront is managing over $5.5 Billion for all types of investors from beginners to high net worth individuals. Robo-Advisors (or automated investing as Andy prefers to call it) have been sw...

49: How to Make $500K a Year Doing Door-2-Door Sales

April 12, 2017 16:27 - 1 hour - 74.1 MB

Bryan Ravit is a tenacious, 32-year-old salesman who is mastering the art of the selling. For over a decade, Bryan has been doing sales the hard way, cold calling, and door-2-door. He has continuously developed and refined his skill and used it to bounce back from tough financial situations and thrive, really thrive. He is on track to make $500k this year, with most of that coming in just a 7-month window. Bryan started in sales as just a teenager (and was admittedly not very good) and has s...

48: Q1 Investment Updates: Invest Like a Boss

April 05, 2017 09:15 - 1 hour - 67.3 MB

It’s the end of Q1 and Johnny and Sam catch up on all things including investment performance, winners and losers, what their Q2 plans are, and major takeaways from the last 3 months of Invest like a Boss episodes. They also reveal and disclose their personal investments and asset allocations including some investments you may not of known about. On this episode, you will also hear about which investments of theirs have recently started cash flowing, clarifications and discussions from pre...

47: CPA to Self-Made, Bryce Leo’s Multi-Million Dollar Crush Empire

March 29, 2017 19:09 - 1 hour - 70.7 MB

Bryce Leo is the 31-year-old owner of Crush Empire, which specializes in online prep courses for advanced education exams. Bryce has a classic hustler story grounded on investing in himself, and one that has evolved quickly over the last 5 years. What makes Bryce so unique is that he started where so many people have been before, out of school with a degree and good career lined up (CPA) and decided to abandon it all to invest in his future and work to live life on his own terms. Most impres...

46: Flags Theory, the 5 Flags of Diversification with Lief Simon

March 22, 2017 03:37 - 1 hour - 76.9 MB

Lief Simon is the boss over at Offshore Living Letter, which produces publications and offers services to help people internationalize oneself and their financial interests. He has lived in several foreign countries himself and put his good word to practice in internationalizing his life and assets. There are various reasons individuals should consider planting flags overseas and Lief sits down with us to discuss why it is important. We go into detail on which flag with actionable steps in...

45: Behavioral Finance and How Betterment is Optimizing Around It

March 15, 2017 13:00 - 1 hour - 69.2 MB

Dan Egan is the Director of Behavioral Finance and Investments at Betterment. He has spent his career using behavioral finance to help people make better financial and investment decisions. Dan is a published author of multiple publications related to behavioral economics. We were fascinated at the prospects of how technology and psychology may be blended to help us as investors make better decisions, and in many ways, make fewer decisions. Dan joins us to talk about his background in the ...

44: Building the Crash Proof Retirement System with Phil Cannella

March 08, 2017 04:07 - 2 hours - 131 MB

Phil Cannella is the founder and creator of The Crash Proof Retirement System. The Crash Proof System was born in the ashes of the financial collapse of 2000 and developed to bring consumers a strategy that guarantees preservation of principle while still achieving adequate growth. Phil has been in the insurance industry for a whopping 41 years and got his start and success through endless hard work and hustle, which included nearly a decade of door-to-door sales. Over the course of his ca...

43: Fundrise eREITs: How to Choose Your Investments with Kendall Davis

March 01, 2017 08:23 - 1 hour - 55.5 MB

Kendall Davis is the All-Star Director of Investments at Fundrise and based in Washington D.C. Since Episode 13 with their CEO Ben Miller, we have made multiple new investments into the Fundrise eREITS. As with other modern investment products, new questions are constantly popping up around the structure of the investment, how it works, and what to expect. Previously, Kendall had fielded several of our questions and helped us grow confidence in our investment selections. We were excited to...

42: What You Need to Know About Dividend Investing in 2017

February 23, 2017 03:58 - 1 hour - 56.6 MB

Ky Trang Ho is the founder of Key Financial Media LLC which produces marketing content for financial service firms and is a regular contributor to the financial column including a recent article that peaked our interest called What You Need to Know About Dividend Investing in 2017. The Forbes article has some interesting insights that are both exciting as an investor and cautionary. Ky also covers and reviews Shark Tank and had the recent privilege to interview Kevin O’Leary. We sit down ...

41: Brew Johnson: The New Engine Driving PeerStreet and LA’s Hot Tech Scene

February 15, 2017 07:52 - 1 hour - 68.1 MB

Brew Johnson is the Co-Founder and CEO of PeerStreet, a P-2-P lending platform that collateralizes borrowers property to secure the loans with the underlying real estate asset. PeerStreet has been turning on investors to a great asset class once only accessible to banks and institutional investors. We sat down with Brew in their Manhattan Beach offices to hear about how their new backing from Andreeson Horowitz will help them scale and what their plans are for the future. If you haven’t ye...

40: Republic.co: Simplifying Startup Investing for Un-Accredited Investors

February 08, 2017 07:07 - 1 hour - 67 MB

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 sourc...

39: Harry Dent: Demographics, Bubbles, and The Sale of a Lifetime

February 01, 2017 06:59 - 1 hour - 65.5 MB

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...

38: Chris Dunn: Bitcoin, Crypto-Currencies, and How to Profit

January 25, 2017 07:29 - 1 hour - 68.7 MB

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...

37: Alternative Financial Medicine with Dr. Meadows

January 18, 2017 06:47 - 1 hour - 70.8 MB

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 t...

36: Dr. Daniel Crosby – 10 Commandments of Investing Success

January 11, 2017 16:05 - 1 hour - 72.7 MB

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 ab...

35: Inflation, Wealth Management, and Scotch

January 04, 2017 09:11 - 1 hour - 84.2 MB

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: T...

34: New Years Resolutions, Goals, Plans for 2017

December 28, 2016 07:19 - 1 hour - 58.6 MB

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 Allocati...

33: Brett Owens, 3 Recession Proof REITs to Buy Now

December 21, 2016 11:12 - 1 hour - 61.3 MB

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 infras...

32: Startup Crowdfunding with Indiegogo Co-Founder, Slava Rubin

December 14, 2016 08:57 - 50 minutes - 46 MB

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 ...

31: The Landlord: How I Acquired 485 Properties in 12 months

December 07, 2016 06:49 - 1 hour - 68.3 MB

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 ...

30: 10 Modern Investment Performances Reviewed with Johnny FD & Sam

November 30, 2016 15:37 - 1 hour - 67.9 MB

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...

29: Predicting, Trading and Profiting from Trump’s Victory

November 23, 2016 09:12 - 54 minutes - 50.3 MB

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 d...

28: RealtyShares CEO: The Future Landscape of Real Estate Investing

November 15, 2016 06:30 - 1 hour - 55.6 MB

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...

27: DoughRoller, Robo-Advisors and Tax Loss Harvesting

November 08, 2016 12:44 - 46 minutes - 43 MB

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 ov...

26: Rob Kall Zero to One - 3 Exits for Over $100m

November 03, 2016 05:34 - 55 minutes - 50.7 MB

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 ab...

25: Paul Merriman: 12 Investment Decisions Guaranteed to Change Your Financial Future

October 26, 2016 12:21 - 1 hour - 86.1 MB

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...

24: Financial Samurai, Sam Dogen Zero to One

October 10, 2016 04:06 - 1 hour - 65.8 MB

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...

24: Financial Samurai, Sam Dogen Zero to One

October 10, 2016 04:06 - 1 hour - 69.3 MB

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...

23: From $0 to Self Made - How to 300X Your Investment

September 30, 2016 08:11 - 1 hour - 69.4 MB

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: ...

22: Betterment CEO Jon Stein: A Decade of Pioneering Robo Advisory

September 23, 2016 09:37 - 58 minutes - 53.8 MB

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 ...

21: Silver Bullion CEO: Why and How to Buy Precious Metals

September 14, 2016 10:46 - 1 hour - 58.6 MB

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 c...

20: Glints Co-Founders: Mastering Early Stage Start-Up Investing

September 08, 2016 00:34 - 45 minutes - 47.9 MB

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 Glin...

20: Glints Co-Founders: Mastering Early Stage Start-Up Investing

September 08, 2016 00:34 - 45 minutes - 41.7 MB

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 Glin...

19: Simon Black - Finding Outsized Returns Off the Beaten Path

September 02, 2016 10:09 - 1 hour - 60.2 MB

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 prec...

Guests

Daniel Crosby
1 Episode
David Hauser
1 Episode
Eddie Lorin
1 Episode
Jefferson Lilly
1 Episode
John Thomas
1 Episode
Jordan Goodman
1 Episode
Ken Honda
1 Episode
Kirk Du Plessis
1 Episode
Omar Khan
1 Episode
Phil Town
1 Episode
Richard Wilson
1 Episode
Scott Smith
1 Episode

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