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Invest Like a Boss

Sam Marks Johnny FD Derek Spartz

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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 ...
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A weekly podcast from GlobalCapital, the capital markets news service based in London and New York, discussing its most interesting stories from around the world. Every Friday, listen to lively discussion about the very latest themes, the most innovative and important bond and equity issues and syndicated loans and much more from the capital markets. This podcast is for anyone working in - or who wants to work in - the capital markets from investment bankers, to funding and treasury official ...
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Forward Thinking Investors is a podcast where Mat Sherman interviews the world's brightest up and coming investors, as well as many who have already proven themselves as the best. Topics will range from portfolio construction theory to what makes a good market, and everything in between. The goal of this podcast is to help popularize the concept of investing with the public and get them familiar with how investors think. Listening to this podcast will make you a better investor and a better ...
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Daniel Lacalle works as a fund manager and as a professor of global economics. He is the author of several popular economics books published by Wiley, Post Hill Press and Business Expert Press, as well as being a columnist and contributor to various print and digital publications.
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Will Greenblatt, professional actor & musician turned founder and Public Speaking Coach, talks to amazing guests about how to be successful, happy and healthy as an entrepreneur, through STORYTELLING and COMMUNICATION.
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Karen Rands is a bestselling author, a nationally recognized expert on angel investing and the founder of the Compassionate Capitalist Movement. This show features conversations with business success experts, venture capitalists and venture catalysts, and leaders from the Angel Investor Community who provide insights on investing and wealth creation through entrepreneur business success. Subscribe and share this podcast to business owners and intelligent investors you know! Karen as an educa ...
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Mark Haney is a serial entrepreneur, angel investor, and media personality who has founded or funded a portfolio of 30+ Sacramento-based companies across various industries including: new media, tech, consumer products, real estate, construction, transportation, distribution, and security. Mark's accomplishments include successfully exiting a Rocklin, CA based enterprise that maintained hundreds of employees and generated over $200M in annual revenues. Having scaled the entrepreneurial mount ...
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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 mus…
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Send us a Text Message. ◆ UK ousts Tories from power... ◆ ... setting up final round of French elections as only bar to primary market revival ◆ EM debt restructurings: balancing what creditors demand with what voters need This week, we looked once again at the intersection of politics and capital markets. The Labour Party, as predicted, won the UK…
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Send us a Text Message. ◆ Natixis’s sometimes requited love affair with elite M&A bankers ◆ What the French election could to ESG, and to the bank bond market When a posse of high-powered Paris dealmakers threatened to walk out of Natixis because they were being treated like “just another employee”, rivals said ‘I told you so’. They were sure Natix…
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Send us a Text Message. ◆ Banks need a bond market leader, just not a French one ◆ From Golden Goose to lame duck ◆ CMBS problems, rise of solar ABS Europe's banks have been unwilling or unable to issue bonds since French president Emmanuel Macron sent the markets into a tailspin a couple of weeks ago by calling parliamentary elections. We explain …
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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 de…
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Send us a Text Message. ◆ Politics panic slaps SSAs, FIG but what of corporate bonds? ◆ EU denied its wish ◆ Introducing Primary Market Monitor Well, you can't say we didn't warn you. On last week's show we talked about European elections and the likelihood of volatility following the ECB's historic rate cut. Et voila! French president Emmanuel Mac…
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Send us a Text Message. ◆ Private credit, regulation and cuddly toys at Global ABS in Barcelona ◆ What the European parliamentary elections mean for EU bonds and Capital Marekts Union ◆ Will volatility follow the ECB's historic rate cut? The incursion of private credit into the securitization market, and how securitizations are regulated, were two …
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Kicking it back to basics for this episode, Sam and Derek do a complete review of the S&P 500. What is it, how did it began, how has it historically tracked, and how do you invest in it. The guys go over all these points and gameplan how they'll further invest in the index going further. Discussed: ILAB 25: Paul Merriman on Investment Decisions Tha…
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Send us a Text Message. ◆ Which banks sell in run-up to rate cuts ◆ South Africa election and the bond market ◆ Saudi Arabia leaves peers behind Rates volatility returned to the European FIG market this week. We ask what credits investors are buying ahead of a key ECB monetary policy meeting, when it is expected to cut interest rates, and why. Sout…
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Send us a Text Message. ◆ Capital Markets Union: gauffre it ◆ The EMEA investment banking riddle ◆ Why EM bond investors keep buying deals that end up under water Mairead McGuinness, the European Commissioner for financial services, financial stability and Capital Markets Union urged those attending the International Capital Markets Association's c…
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Our first episode ever on the topic of whisk(e)y features guest Oliver Court, Managing Director of London Cask Traders. There are many parallels to our previous episodes on investing in wine and we find out how it differs in the spirits space. After the interview, Derek and Johnny discuss why they think whisky may be the better investment choice of…
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Send us a Text Message. ◆ A pivotal moment for digital capital markets ◆ Who really benefits from bonds on the blockchain? ◆ FIG M&A in Europe There is no shortage of evangelists for digital capital markets. But adoption of bonds on the blockchain has been slow, not least because it hasn't always been obvious what problem the tech is solving, or ho…
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Send us a Text Message. ◆ Etihad to lead fleet of airline listings as IPO market and aviation sector blossom ◆ Air Baltic's historic coupon ◆ Open season for bank AT1s An airline IPOs are a rare bird. In the last nine years, there have been three. The industry has rebounded from Covid, however, as UAE carrier Etihad's results proved this week and n…
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Derek and Johnny kick off the first in a series of side hustle episodes to help you earn quick cash to invest or just pay the bills! The guys start out with the easiest way to get started with a side hustle - the driver apps. Almost every country in the World has apps that let you drive people, food or other items and also have a low barrier to ent…
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Send us a Text Message. ◆ Sustainability-linked bonds lose appeal... ◆ ... as do the loan versions, come to think of it ◆ The favourites to take over from Quinn at HSBC When Enel missed a KPI on its sustainability-linked bonds, it could have marked a moment of maturation for a youthful product but issuance volumes are plummeting. Meanwhile, the int…
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Send us a Text Message. ◆ The 'marginal madate': it seemed like a good idea at the time ◆ GlobalCapital's new columnist, Craig Coben ◆ World Bank boosts lending capacity What do you do when that mandate you accepted in a quiet market to keep busy is still lurking about, taking up time and energy, when the market has picked up and juicier deals are …
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Quarterly Update time! Sam and Johnny sit down to talk about what they've been up to the last 3 months and what's the plan for the next 3. Johnny talks visiting family, being in the worst shape of his life while on the opposite end Sam discusses living essentially alone but in the best shape of his life. Afterwards, the guys go Patreon only for fin…
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Send us a Text Message. ◆ Supranationals speak on callable capital ◆ Bank funding: pricing reset ◆ The demise of the cornerstone investor As the great and the good of the development finance world gathered in Washington, DC for the World Bank/IMF Spring Meetings, multilateral development banks published details about their callable capital, the nex…
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Send us a Text Message. ◆ Why everyone from nuns to pro-coal US state treasurers are giving banks stick over ESG ◆ El Salvador's punchy new debt structure ◆ Appetite for duration in covered bonds West Virginia: almost heaven unless you're on state treasurer Riley Moore's list of banks the state won't do business with over fossil fuel financing. But…
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Matthew 'Whiz' Buckley of Top Gun Options & No Fallen Heroes Foundation speaks with Sam about his many interesting lives! Buckley served in the U.S. Navy's elite "Top Gun" flight program (including on 9/11), then left the military to work in the financial markets. He really found his niche in options and made enough in the 2020 downturn to be indep…
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Send us a Text Message. ◆ Do investors want unified capital markets coverage? ◆ Corporates fear democracy ◆ Why are FRNs trending? ◆ Second lien mortgages in arrears ― yes please Banks’ urge to cut costs in debt capital markets, especially syndicate desks, is prompting some to call for the ‘global capital markets’ model: one team for equity and all…
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Send us a Text Message. In the second part of GlobalCapital’s exploration of how bond syndicate desks are changing, after a swathe of the discipline’s senior bankers have been made redundant, we discuss the syndicate job itself. Technology and market transparency have stripped away some of the grunt work, but also made knowledge easier to come by. …
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Sam interviews Mazi Sadri & Dedy Tein, co-founders of the Peduli Learning Center in Bali, Indonesia. They discuss how they were able to secure land and build a supplemental school from the ground up at a surprisingly affordable cost. Mazi & Dedy break down costs to build, sustain and how they plan to expand into the future with this noble cause. Jo…
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Send us a Text Message. ◆ MUFG's Del Canto and SG's Menzies on what comes next for capital markets ◆ The juniorisation of syndicate desks ◆ Two deals pulled despite fantastic markets It was only a few months ago that GlobalCapital asked more than 50 of the bond markets' most senior bankers where they thought the primary markets were headed in 2024 …
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Send us a Text Message. ◆ The UK is about to embark upon a new, higher funding remit with a key part of its investor base dwindling ◆ Why the FIG bond market is so strong and why it will stay that way ◆ If investors are still leaving EM bond funds, who is buying record amounts of issuance? The UK plans to sell £28bn more Gilts from April — the star…
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There's a lot of buzz around A.I. and what the future holds... but what about its potential to change today's problems? All of us deal with traffic in our cars and there are A.I. systems already in place around the World helping to solve this issue. One such company is Switzerland based Parquery. Johnny speaks with CEO & Co-Founder Andrea Fossati t…
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Send us a Text Message. ◆ Basel gets tough on banks gaming ratio regs ◆ Fast fashion ESG dilemma for London ◆ What drove Israel's record dollar deal The Basel Committee that supervises banks has unearthed evidence that some of the most important banks are window dressing their accounts to meet regulatory requirements. We discuss the illusions being…
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Send us a Text Message. ◆ The consequences of sovereign retail bonds ◆ Asset managers alter covered bond landscape ◆ Ramadan drives Gulf deal surge ◆ One word: plastics As the UK took a step towards including greater retail investor participation in its Gilt auctions, we looked at recent developments among it peers in doing the same and assess the …
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This episode may not be a financial investment for your wealth, but one for your health - which is arguably even more important! After Sam tried stem cell therapy for the first time on his knee, we decided to have an expert on the show to talk about this exciting alternative to traditional healthcare. Ryan Alling is the Co-Founder of Luxury Stem Ce…
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Send us a Text Message. ◆ Markets plead for regs pause ◆ Barclays' new strategy ◆ Middle East ECM to take it up a gear On the one hand, the EU wants a Capital Markets Union that will make the bloc a single pool for financing to compete with the US or China. On the other its lust for rules has created an incoherent mess of red tape, choking off any …
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Send us a Text Message. ◆ Kenya deal ducks default but two more countries in crosshairs ◆ Transition finance after historic Japanese bond sale ◆ How the IPO revival is a boon for the loan market Kenya may have averted fears of default by raising fresh money this week but already investors are working their way down the list of African sovereigns wi…
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We dig into a new platform called Shareholder Vote Exchange (SVE) to unlock value in proxies you are issued for each individual stock you own. As far as we know, SVE is the first of its kind to take on this concept at scale, and this could be an easy passive way to earn extra returns on assets you already own! Derek interviews SVE Founder & CEO Pre…
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Send us a Text Message. ◆ Primary market for banks flying but will property burst the bubble? ◆ Japan to debut transition bond as SLLs fall out of favour ◆ Kenya back in bond market The bond market for bank issuers goes from strength to strength. Any trade seems possible in any format and new issue premiums are rarer than hen's teeth. But is a shar…
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Send us a Text Message. ◆ The first of a new asset class in SSA debt ◆ Full inspection of AfDB's landmark deal ◆ A power shift in the European CLO market Years in the making, the first publicly sold hybrid deal from a multilateral development bank arrived this week. The African Development Bank's latest instrument heralds not just the dawn of a new…
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Sam, Johnny & Derek all got together for this episode - the first will all of us in almost 3 years! Our ILAB Patreons were able to receive this episode one week early plus got video and bonus content - become a Patreon HERE & instantly access that! The topic of retirement, FIRE, 4% rule and the like have come up a lot lately. So we break down 4 dif…
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Send us a Text Message. ◆ Are lawsuits about funding polluters the next big risk for banks? ◆ Sub-Saharan Africa issuance returns... ◆ ... but will any follow Ivory Coast's lead? The Dutch branch of Friends of the Earth is suing ING over its roll in financing pollution. It is the latest in what may become a wild spread of lawsuits brought against b…
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Send us a Text Message. ◆ Records smashed in primary markets but what's driving it? ◆ Why order books are so swollen ◆ Rampant demand but companies want to cut hybrid debt Issuers and investors may agree that this is not a perfect market by any means, but that is not stopping them from getting deals done while they can. Investors are piling into as…
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George Kamel is the 3rd Dave Ramsey Personality (links to previous below) to join Invest Like a Boss and he has a new book out titled Breaking Free from Broke: The Ultimate Guide to More Money and Less Stress. This interview was recorded in November 2023 and was held until the book came out (this week!). George goes over basic debt avoidance princi…
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