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?

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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.

• 
  

• 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:

• 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

• 
  

• 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 - 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.