Sam Marks and Derek Spartz discuss why Mid-Cap Stock Funds seem to get overlooked by investors. They've done a lot of research that shows you may want to add these funds to your portfolio. The guys kick off the show with a little post-election results talk and then dive inot the reasons why mid-caps should not be so easily overlooked in this special 101 episode.

Discussed: 

• ​Mid-Cap Fund Tickers Mentioned: Vanguard Mid-Cap Index ETF $VO, iShares S&P Mid-Cap ETF $IJH, iShares Russell Mid-Cap $IWR
• ​ILAB 298: What is the S&P 500? A Complete Review

Where we are:

• ​Johnny FD – Kyiv, Ukraine / IG @johnnyfdj
• ​Sam Marks - Bangkok, Thailand / IG @sammarks12
• ​Derek – Los Angeles, USA / IG @DerekRadio

Sponsor:

• ​ShopifyShopify helps you sell EVERYWHERE. From their all-in-one ecommerce platform, to their in-person POS system–wherever and whatever you’re selling, Shopify’s got you covered. Sign up for a $1 per month trial period now at Shopify.com/ilab
• ​
• ​ILAB PatreonJoin the Invest Like a Boss Patreon now and get tons of bonus content, including additional episodes, full quarterly updates including account screenshots and more for as low as $5/month at Patreon.com/InvestLikeaBoss

Time Stamp:

• ​00:21 - Sam/Derek Election Talk
• ​12:23 - Why Do Mid-Caps Get No Love?
• ​22:25 - Mid-Cap Historical Performance
• ​42:52 - Which Mid-Cap Funds to Invest In
• ​51:52 - What Sparked the Episode Idea?

If you enjoyed this episode, do us a favor and share it! If you haven't already, please take a minute to leave us a 5-star review on Apple Podcasts and Spotify.

Copyright 2024. All rights reserved. Read our disclaimer here.

An encore airing of our interview (ILAB 190) from summer 2021 with Kraneshares Managing Director Luke Oliver on the Gloabl Carbon Market and their fund $KRBN. Luke will be returning to ILAB soon for a follow up, so we thought it'd be good for you to get refreshed on this ESG investment idea, seeing as it's underperformed the last 18 months. Derek & Sam both personally hold $KRBN and we know a lot of our bosses out there bought in on this initial airing too so we look forward to Luke's return to the show.

Discussed: 

• Original episode ILAB 190
• Kraneshares Global Carbon ETF | KRBN
• The Impact and ESG Case for Gloabl Carbon Allownace Exposure in Portfolios
• Carbon Pricing: Investing in a Changing Climate

Where we are:

• Johnny FD – Kyiv, UA / IG @johnnyfdj
• Sam Marks - Barcelona, ES / IG @sammarks12
• Derek – Los Angeles, US / IG @DerekRadio

Sponsor:

• Robinhood
  From October 16-27, 2024, when you transfer your IRAs, margin balances, or other brokerage accounts to Robinhood, there’s no limit to how much you can earn. Head to Robinhood.com/HoodWeek now to learn more.

Time Stamp:

• 01:12 - Derek Intro
• 03:07 - Interview Begins
• 24:20 - This Seems Too Good to Be True?
• 40:02 - Sam/Derek Recap
• 55:44 - Sam & Derek Both Bought KRBN

If you enjoyed this episode, do us a favor and share it! If you haven't already, please take a minute to leave us a 5-star review on Apple Podcasts and Spotify.

Copyright 2024. All rights reserved. Read our disclaimer here.

After speaking about expenses being harder to cover lately, Derek decides to share his daily spending breakdown. Him and Johnny go over the categories and both realize that lifestyle creep is reality now for both of them. They discuss ideas to save money, what things they can slim down and what they may need to cut out all together. With everything getting more expensive and wages not keeping up, this episode is sure to relate to many others out there.

Discussed: 

• Derek's 2023 AMEX Spend Chart
• ILAB 306: Q3 2024 Quarterly Update
• ILAB 305: The Economic and Lifestyle Value of Buenos Aires

Where we are:

• Johnny FD – Kyiv, UA / IG @johnnyfdj
• Sam Marks - Barcelona, ES / IG @sammarks12
• Derek – Los Angeles, US / IG @DerekRadio

Sponsor:

• Shopify
  Shopify helps you sell EVERYWHERE. From their all-in-one ecommerce platform, to their in-person POS system–wherever and whatever you’re selling, Shopify’s got you covered. Sign up for a $1 per month trial period now at Shopify.com/ilab

Time Stamp:

• 00:20 - Johnny/Derek Intro
• 14:52 - Gas/Auto Expenses
• 18:22 - Our Heads Are in Prices 10 Years Ago
• 22:27 - Should Derek Leave California?
• 34:55 - Why Johnny Likes Cheap Places

If you enjoyed this episode, do us a favor and share it! If you haven't already, please take a minute to leave us a 5-star review on Apple Podcasts and Spotify.

Copyright 2024. All rights reserved. Read our disclaimer here.

Sam, Johnny & Derek all get together for our quarterly update! Lots of things happened in the last 3 months, Sam became a forest monk and tried Ayahuasca, Derek and Johnny met up in Argentina and much more! Lots of health and wellness talk this go around with a little investing as well. This is the preview free version, to unlock the full Patreon only version which is nearly two hours long you must sign up as an ILAB Patreon member - plans start for as low as $5/month and you'll get instant access to the full episode and hundreds of other posts from the guys and a link into the boss community. Thanks for supporting the show so we can continue to make more episodes!

Discussed: 

• ILAB Patreon
• ILAB 305: The Economic and Lifestyle Value of Buenos Aires

Where we are:

• Johnny FD – Kyiv, UA / IG @johnnyfdj
• Sam Marks - Barcelona, ES / IG @sammarks12
• Derek – Los Angeles, US / IG @DerekRadio

Sponsor:

• Robinhood
  Starting October 16th, when you transfer your IRAs, margin balances, or other brokerage accounts to Robinhood, there’s no limit to how much you can earn. Head to Robinhood.com/HoodWeek now to learn more.

Time Stamp:

• 01:18 - Sam/Johnny/Derek Intro
• 11:09 - Buenos Aires Recap
• 18:16 - Ayahuasca Experience
• 27:56 - Johnny's Missed Flight
• 31:39 - Sam's Letter to the SEC

If you enjoyed this episode, do us a favor and share it! If you haven't already, please take a minute to leave us a 5-star review on Apple Podcasts and Spotify.

Copyright 2024. All rights reserved. Read our disclaimer here.

Johnny and Derek just so happened to both be in Buenos Aires at the same time so they had to do an episode together! We split this into two halves, the first being just hours after Derek landed and then we pick up 2 weeks later when both had time to explore and reflect on the city. They go over the value of every day living in Buenos Aires - food, drink, housing, transportation and more. Plus they cover some of the downsides of the economy and this area of the World.

Discussed: 

• Argentina's Inflation Rate
• La Cabrera (Happy Hour Steakhouse)
• Compass Pathways Investor Relations

Where we are:

• Johnny FD – Buenos Aires, AR / IG @johnnyfdj
• Sam Marks - Bangkok, Thailand / IG @sammarks12
• Derek – Buenos Aires, AR / IG @DerekRadio

Sponsor:

• Shopify
  Shopify helps you sell EVERYWHERE. From their all-in-one ecommerce platform, to their in-person POS system–wherever and whatever you’re selling, Shopify’s got you covered. Sign up for a $1 per month trial period now at Shopify.com/ilab

Time Stamp:

• 00:21 - Johnny/Derek Part 1
• 12:56 - How to Get the Best Possible Exchange Rate
• 20:21 - Part 2 after Buenos Aires
• 43:45 - How Safe is BA?
• 49:15 - Would You Go Back to Visit?

If you enjoyed this episode, do us a favor and share it! If you haven't already, please take a minute to leave us a 5-star review on Apple Podcasts and Spotify.

Copyright 2024. All rights reserved. Read our disclaimer here.

ATAI Life Sciences & Compass Pathways Co-Founder Christian Angermayer joins the show to talk about the roadblocks to getting psychedelics legal in the US and the best way to effectively treat mental health with them. Christian has been making waves recently after appearing on Joe Rogan, and has the backing of Peter Thiel. We've been talking alot about the potential of psychedelics in the past year, and after the FDA's recent disappointing decision... Christian tells us why it may not be all bad news. Sam handles the interview with Christian and then Derek hops in with Sam to talk about their interest in this investment.

The views and opinions expressed by Christian Angermayer in this episode are his own and do not necessarily represent those of atai Life Sciences.

Discussed: 

• Dr. Nutt's "Drug Harm" Chart
• ATAI Investor Relations
• Compass Pathways Investor Relations
• Christian Angermayer's Substack
• ILAB 294: Matthew "Whiz" Buckley on Flying in Top Gun, Trading Options & Taking Psychedelics

Where we are:

• Johnny FD – Kyiv, Ukraine / IG @johnnyfdj
• Sam Marks - Bangkok, Thailand / IG @sammarks12
• Derek – Los Angeles, USA / IG @DerekRadio

Sponsor:

• Shopify
  Shopify helps you sell EVERYWHERE. From their all-in-one ecommerce platform, to their in-person POS system–wherever and whatever you’re selling, Shopify’s got you covered. Sign up for a $1 per month trial period now at Shopify.com/ilab

Time Stamp:

• 00:21 - Sam/Derek Intro
• 06:09 - Interview with Christian Begins
• 32:00 - Why FDA Approval is Taking So Long
• 57:07 - The State of Psychedelic Stocks
• 01:08:13 - Sam/Derek Outro - Would They Invest

If you enjoyed this episode, do us a favor and share it! If you haven't already, please take a minute to leave us a 5-star review on Apple Podcasts and Spotify.

Copyright 2024. All rights reserved. Read our disclaimer here.

Johnny and Derek break down the power of compound interest in this back to basics reminder episode. They cover why getting to $100K in investments is a huge milestone in the path to becoming a millionaire. They give real life examples of how fast your wealth can grow when you stay focused and don't pull out your investments on frivolous expenses. Share this episode with someone that is just starting out their investment journey or could use a push to start!

Discussed: 

• Compound Interest Calculator

Where we are:

• Johnny FD – Kyiv, Ukraine / IG @johnnyfdj
• Sam Marks - Bangkok, Thailand / IG @sammarks12
• Derek – Los Angeles, USA / IG @DerekRadio

Sponsor:

• Shopify
  Shopify helps you sell EVERYWHERE. From their all-in-one ecommerce platform, to their in-person POS system–wherever and whatever you’re selling, Shopify’s got you covered. Sign up for a $1 per month trial period now at Shopify.com/ilab

Time Stamp:

• 02:45 - Why $100K is So Important
• 07:40 - Charlie Munger's Model to Get $100K
• 11:52 - How Fast $1K a Month Becomes $1M
• 21:20 - The Argument to Spend Your Money vs. Save

If you enjoyed this episode, do us a favor and share it! If you haven't already, please take a minute to leave us a 5-star review on Apple Podcasts and Spotify.

Copyright 2024. All rights reserved. Read our disclaimer here.

While not a traditional money investment, we focus on what may be the most important investment tool you have - your mind! Sam's Kadampa (Tibetan Buddhism) mentor and U.S. National Spiritual Director for the Kadampa Meditation Center. They discuss multiple topics including mindset, happiness, disposition and how to find peace and love in your mind. Then Sam and Derek talk how this relates to their current states in life and discuss how you can take advantage of this practice as well.

About Kadam Morten: Kadam Morten Clausen is the U.S. National Spiritual Director and a senior disciple of renowned teacher and author Venerable Geshe Kelsang Gyato. He has been teaching Buddhism for over 25 years and is a clear, humorous, and compelling speaker. He is also the resident teacher at Kadampa Meditation Center in New York City.

Discussed: 

• Kadam Morten's Kadampa NYC Center
• How to Transform Your Life Free E-Book Download
• Find a Kadampa Center Near You

Where we are:

• Johnny FD – Kyiv, Ukraine / IG @johnnyfdj
• Sam Marks - Chiang Mai, Thailand / IG @sammarks12
• Derek – Los Angeles, USA / IG @DerekRadio

Sponsor:

• Shopify
  Shopify helps you sell EVERYWHERE. From their all-in-one ecommerce platform, to their in-person POS system–wherever and whatever you’re selling, Shopify’s got you covered. Sign up for a $1 per month trial period now at Shopify.com/ilab

Time Stamp:

• 00:28 - Sam & Derek Intro
• 10:47 - Interview with Kadam Morten Begins
• 25:05 - Changing Your Views Toward Others
• 52:40 - Will the World Around You Change Along with Your Mind?
• 01:03:55 - Sam & Derek Outro

If you enjoyed this episode, do us a favor and share it! If you haven't already, please take a minute to leave us a 5-star review on Apple Podcasts and Spotify.

Copyright 2024. All rights reserved. Read our disclaimer here.

Our guest this episode is the notorious Mr. Bald from Bald and Bankrupt on YouTube! He's amassed over 4 million subscribers and embarked on many dangerous journies and documented travels to places few have gone to visit. These risks have paid off as Bald actually filed for bankruptcy in the UK before he began filming but is now a certified millionaire thanks to his YouTube channel. Find out how he finally put these funds to use after having them just sit in a zero interest bank account for years.

Discussed: 

• Bald and Bankrupt YouTube Channel
• U.K Guide to Bankruptcy
• Bald's Video to Visit Abandoned Russian Spaceship
• Johnny FD YouTube Channel
• Petrolectric YouTube Channel

Where we are:

• Johnny FD – Kyiv, Ukraine / IG @johnnyfdj
• Sam Marks - Bangkok, Thailand / IG @sammarks12
• Derek – Los Angeles, USA / IG @DerekRadio

Sponsor:

• ILAB Patreon
  Join the Invest Like a Boss Patreon now and get tons of bonus content, including additional episodes, full quarterly updates including account screenshots and more for as low as $5/month at Patreon.com/InvestLikeaBoss

Time Stamp:

• 00:33 - Johnny & Derek Intro
• 05:57 - Interview with Bald Begins
• 17:40 - Bald's YouTube Strategy
• 23:30 - When Bald Found Out He's A Millionaire
• 32:35 - Where Bald Invests His Money
• 52:12 - Johnny & Derek Outro

If you enjoyed this episode, do us a favor and share it! If you haven't already, please take a minute to leave us a 5-star review on Apple Podcasts and Spotify.

Copyright 2024. All rights reserved. Read our disclaimer here.

We made it to 300 episodes! Sam, Johnny & Derek are all on board for this special episode looking back at 300 episodes and 8 years of Invest Like a Boss. The guys answer listener questions, remininisce on past guests, and discuss the state of the show. This is the public portion of the episode, if you'd like the full version (with video)... you must be an ILAB Patreon member. In the Patreon portion, all 3 hosts also disclose financials and share screenshots of their personal accounts plus what money moves they are making. Here's to 300 more!

Discussed: 

• Sam's First Appearance on Johnny's Travel Like a Boss Podcast Before ILAB Started
• Complete List of All ILAB Episodes (Many referenced in this episode)

Where we are:

• Johnny FD – Kyiv, Ukraine / IG @johnnyfdj
• Sam Marks - Bangkok, Thailand / IG @sammarks12
• Derek – Los Angeles, USA / IG @DerekRadio

Sponsor:

• • Shopify
    Shopify helps you sell EVERYWHERE. From their all-in-one ecommerce platform, to their in-person POS system–wherever and whatever you’re selling, Shopify’s got you covered. Sign up for a $1 per month trial period now at Shopify.com/ilab

  
  

• ILAB Patreon
  Join the Invest Like a Boss Patreon now and get tons of bonus content, including additional episodes, full quarterly updates including account screenshots and more for as low as $5/month at Patreon.com/InvestLikeaBoss

Time Stamp:

• 00:26 - Sam, Johnny & Derek Intro
• 07:54 - Listener Questions Begin
• 13:02 - Why Sam Chose Barcelona to Live
• 28:30 - ILAB Guest Hall of Fame & Shame
• 39:31 - Lessons We've Learned from Doing ILAB
• 46:10 - How We'd Each Spend $1 Billion

If you enjoyed this episode, do us a favor and share it! If you haven't already, please take a minute to leave us a 5-star review on Apple Podcasts and Spotify.

Copyright 2024. All rights reserved. Read our disclaimer here.

In this episode, we are discussing merger arbitrage opportunities, specifically on a stock that Sam & Derek personally own. We've been talking about Matterport since the metaverse series in 2021, and finally the stock had some life pumped back into it after a takeover offer from CoStar Group in April. Is this a good opportunity to jump in on the deal? We discuss with guest Collin Brantmeyer from the Motely Fool. Then Sam and Derek put in place plans on how they'll try and take advantage of this potential win from a stock that's been a major dog in the portfolio.

Discussed: 

• Collin Brantmeyer's Article on Matterport Arbitrage in the Motley Fool
• Matterport Press Release on CoStar Buyout Offer
• Death of a Car Salesman Novel by Collin Brantmeyer

Where we are:

• Johnny FD – Kyiv, Ukraine / IG @johnnyfdj
• Sam Marks - Barcelona, Spain / IG @sammarks12
• Derek – Los Angeles, USA / IG @DerekRadio

Sponsor:

• • Shopify
    Shopify helps you sell EVERYWHERE. From their all-in-one ecommerce platform, to their in-person POS system–wherever and whatever you’re selling, Shopify’s got you covered. Sign up for a $1 per month trial period now at Shopify.com/ilab

  
  

• ILAB Patreon
  Join the Invest Like a Boss Patreon now and get tons of bonus content, including additional episodes, full quarterly updates including account screenshots and more for as low as $5/month at Patreon.com/InvestLikeaBoss

Time Stamp:

• 00:20 - Sam & Derek Intro
• 07:50 - Interview with Collin Begins
• 15:14 - Structure of the Matterport Deal
• 20:30 - Merger Tax Implications for the Investor
• 38:50 - How Sam & Derek will move on Matterport

If you enjoyed this episode, do us a favor and share it! If you haven't already, please take a minute to leave us a 5-star review on Apple Podcasts and Spotify.

Copyright 2024. All rights reserved. Read our disclaimer here.