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The Gold Collar Investor

The Gold Collar Investor

Author: Pancham Gupta

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If you want to learn how to diversify outside of the wall-street, this show is for you. If you are a high paid professional (ex: doctor, lawyer, engineer, programmer, banker, accountant, etc) and making six figures i.e 100k or more in your job or business, this show is for you. This show will help you make YOUR money work for you. It will open up your mind to main-street investing and help you build multiple income streams. We will talk about personal finance, common fears, stigmas around main-street investing. Our goal is to make you financially free and make sound decisions with your money. It will help you gain confidence and stability when it comes to investing life. Click play if you are committed to becoming The Gold Collar Investor.
133 Episodes
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"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.” So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on: How to talk to kids?
In today’s show, Pancham interviews Ike Mutabanna - commercial real estate investor, syndicator, and founder of WealthChakra. Ike immigrated to the U.S. with the goal of continuing his studies and pursuing engineering. After his efforts paid off, became a CTO at a tech-company, and worked with top-notch ventures, he realized that there’s more to building his legacy for his children and moving from Boston to Dallas is the perfect timing to start it. Today, he has found financial freedom through commercial real estate investments and has been teaching his children the value of investing and personal finance to help them apply those principles. In this episode, he will share how his engineering career helped with his investing skills, why continuously learning is an important factor, and overcoming mental challenges that lead him to where he is today! Listen and enjoy the show!   Quote: “It’s all about coming up with creative solutions and innovative solutions.” Timestamped Shownotes: 0:39 - Pancham introduces Ike to the show 3:00 - His background and how he transitioned into real estate investing 5:53 - How building a legacy to his children pushed him to pursue investing 12:44 - How gut feelings helped with his decision on investing full-time 15:57 - His three steps to kick-start your investing career (without leaving your job!) 21:09 - Connecting with his kids as his proudest yet challenging goal 27:48 - How his morning routine helped him with his works 31:04 - Taking the Leap Round 31:04 - His first investment outside of Wall Street 31:36 - How being fearless led him to an investment that didn’t work out 33:07 - Why rookie investors should invest as a team 35:11 - Ike’s contact information 3 Key Points: You may have quit your last job, but the skills and learnings that you have acquired will help you in the long run. Keep your relationship with others as these will always help along the way. Additionally, having side hustles also helps with generating income when you’re just starting to invest. Passive investing helps with generating wealth and at the same time can be a gateway for you to start learning about investing. Get in Touch: WealthChakra Website - https://wealthchakra.com/ The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com
"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.” So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on: Power of Clarity
In today’s show, Pancham interviews Lane Kawaoka - engineer-turned-investor, leader of the Hui Deal Pipeline Club, and the host of Simple Passive Cashflow. After turning his own home into a rental property, he accidentally discovered his ticket out of the rat race - real estate investing! So, he left his W2 day job and has now acquired over $500m of real estate properties and has been syndicating over $60m of private equities! In this episode, Lane proves that financial freedom is possible as he shares how he diversified his investments, discovered his niche in private placement syndications, and the strategy that best works even in recessions! He will also share witty insights and advice that can help you with your investing decisions.  Listen and enjoy the show!   Quote: “To me it’s fun to go around, meet people, learn about different businesses, and diversify.” Timestamped Shownotes: 0:59 - Pancham introduces Lane to the show 2:19 - How he went from engineer to full-time real estate investor 4:37 - Switching from rental properties to private placement syndications 8:19 - How being in a public sector helped with his investing career 12:20 - What his current portfolio looks like 14:47 - How he survived his identity crisis and pursued investing 16:54 - How his recession-resilient strategy works 19:27 - Using your goals to determine the life you want to live 25:24 - Taking the Leap Round 25:24 - His home-turned-rentals as his first investment 26:18 - Overcoming analysis paralysis and letting the numbers decide your plans 27:35 - Why investing with a wrong person is a cause of failed investments 30:06 - Why investors should simply do the math 33:07 - Lane’s contact information 3 Key Points: Rental properties are a good way to start off your investing journey. Know what you really want to do in life and pursue that because at the end of the day, you’re doing these things for yourself. Identify the investing strategy that works for you, your lifestyle, and your income goals.  Get in Touch: Simple Passive Cashflow Podcast - https://simplepassivecashflow.com/podcast/ Simple Passive Cashflow Website - https://simplepassivecashflow.com/ Lane Kawaoka Email - lane@simplepassivecashflow.com Quitting your Day W2 Job Blog - https://simplepassivecashflow.com/quit/ The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com
"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.” So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on: How to be solution oriented?
In today’s show, Pancham interviews Bryan Flaherty - co-founder and managing partner of CF Capital, selected as one of the “20 People to Know in Real Estate”, member of the Kentucky CCIM Chapter, an honored Certified Commercial Investment Member designee. Bryan has always felt like a hamster on a wheel - always working on his W2 job but still feeling stuck. So he changed his career twice before finally starting out his real estate journey and found his niche in multifamily investing! Discovering his path to real estate investing came from reading the well-known book “Rich Dad Poor Dad” twice! Usually, reading it once would realize one’s direction in life but it took him to read the book for the second time to find his ultimate goal - creating his firm. In this episode, he’ll share the steps he took in order to start his path to real estate investing - getting involved in deals, learning from working in a team, and having a total mindset shift. He’ll also share why you should always stay committed and focused in order to succeed! Listen and enjoy the show!   Quote: “It really clicked to me the second time that I read that book and I said, ‘That’s it!’ “ Timestamped Shownotes: 1:48 - Pancham introduces Bryan to the show 3:29 - Switching his career twice (and reading Rich Dad Poor Dad twice!) before pursuing real estate 8:59 - Shifting his mindset, defining his end goal, and making them happen 17:32 - How he deals with self-doubt when it’s kicking in 19:12 - On not changing his past and moving forward with uncomfortable goals 22:44 - His failures that set him up for bigger success 25:35 - How his productive morning routine helped him in his achievements 28:53 - Taking the Leap Round 28:53 - Syndication as his first investment outside of Wall Street 29:42 - Learning on letting go of control and trusting your partners 31:21 - Why day trading didn’t worked out for him 32:51 - Why investors should always get educated and take action 34:22 - Where you can get a free copy of his eBook 3 Key Points: Create a roadmap in your mind wherein you’ll identify on how to get from where you are now to your ultimate goal. Real estate is considered as a team game wherein you’ll need to work with others in order to succeed in the long run. So the best way to learn investing is through learning alongside others. Rather than buying deals as an objective, consider providing attractive opportunities to others that don't have it as a goal instead. Get in Touch: Get your FREE Copy of the eBook “The Bottom Line - 10 Ways to Increase Cash Flow in an Apartment Complex” at bryan@thegoldcollarinvestor.com CF Capital Website - https://www.cfcapllc.com/ Listen to The Gold Collar Investor Episode #9 at https://thegoldcollarinvestor.com/show9/ The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com Books: Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194 Rich Dad's CASHFLOW Quadrant: Rich Dad's Guide to Financial Freedom by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dads-CASHFLOW-Quadrant-Financial-ebook/dp/B0175P5MZU/ref=tmm_kin_swatch_0?_encoding=UTF8&qid=&sr=
"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.” So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on: Power of Visualization
Inflation rates are something that can’t be avoided. But, you can do something about it to lower those risks as early as today. In this episode, Ask Pancham Show has returned as he discusses how you can acquire revenue from depreciating assets such as shorting your dollars through buying leverage real estate investments. Discover how this simple strategy can make a huge difference in gaining income! Listen and enjoy the show!   Quote: "Your dollar today is worth more than a dollar tomorrow.” Timestamped Shownotes: 1:18 - Question of the Day: How buying real estate with a fixed rate mortgage is like shorting the dollar 1:49 - Defining inflation and its risk in the market 3:32 - How you can profit from shorting stocks 4:35 - Using long-term fixed mortgage to earn more while spending less 7:58 - Why this strategy is a win-win solution for banks and investors 3 Key Points: Inflation rates affect the prices of the market so the spending power of each dollar decreases. Thus, you will need more funds to be able to pay the same thing. Shorting stocks is one way of profiting from depreciating assets. The longer your amortization period of the loan is, the better since you’ll be able to pay your mortgage in the same amount while your property increases in value. Get in Touch: Warren Buffett’s interview on CNBC - https://www.cnbc.com/id/46538421 Listen to The Gold Collar Episode’s Show #50 at https://thegoldcollarinvestor.com/tgci-50-inflation-from-a-9-years-old/ The Gold Collar Facebook - https://web.facebook.com/thegoldcollarinvestor/ The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com Books: The Kingdom of Moltz by Irwin A. Schiff - https://www.amazon.com/Kingdom-Moltz-Irwin-Schiff/dp/0930374029
"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.” So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on: How to overcome self-doubt?
In today’s show, Pancham interviews Mark Khuri - founder of SMK Capital Management. Investing definitely runs in his blood as he has partnered with his brothers, cousins and has co-founded SMK Capital Management with his father. With his 15 years of real estate investing experience, he has managed over 40 partnerships, invested across different asset classes and has invested in over a billion dollars of real estate value! In this episode, listen how he has built his investing career during the Great Recession, how his investing strategy has changed over time, his unique way of diversifying his assets, and where he focuses his business today! Listen and enjoy the show! Quote: “I found that finance and operations match well with real estate investing and I started investing  on the side.” Timestamped Shownotes: 0:47 - Pancham introduces Mark to the show 2:03 - Maximizing opportunities and investing during the Great Recession 5:24 - On making the switch to be a full-time investor 8:39 - How he structured his winning business model 14:34 - Switching goals: from high-risk to low-risk investments 20:33 - How he predicted the market and shifted to recession resilient assets 23:31 - His simple but efficient morning routine to be productive 26:16 - Taking the Leap Round 26:16 - His first investment outside of Wall Street 27:36 - Overcoming his fear of being uneducated 28:33 - How he dealt with his duplex investment being on fire 31:22 - Why investors should also look at the worst case scenario and work with the right people 33:17 - How to get a free copy of Mark’s report 3 Key Points: Keep on learning - through books or networking - before investing in order to have background knowledge. Creating multiple partnerships in different asset classes is another way for you to create diversification. Focusing on low risks yet attractive yields has helped him focus on his goal of income and growth. Get in Touch: Get a FREE copy of Mark Khuri’s report at smk@thegoldcollarinvestor.com Mark Khuri LinkedIn - https://www.linkedin.com/in/mark-khuri-7543821/ SMK Capital Management LLC Website - https://smkcap.com/ SMK Capital Management LLC Email - info@smkcap.com The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com Books: Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194 The 16% Solution: How to Get High Interest Rates in a Low-Interest World with Tax Lien Certificates by Joel S. Moskowitz - https://www.amazon.com/16-Solution-Revised-Low-Interest-Certificates-ebook/dp/B004I8VGSK
"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.” So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on: How to Use Fear to Your Advantage?
In today’s show, Pancham interviews Ketan Patel - full-time real estate investor and a high performance real estate coach. Ketan’s a living proof that success in business is not all about skills, it is also about the mindset and personal development. He took the switch to real estate investing when he realized his true passion and his way to continuously learn and feel alive! Today, he has built a multi-million dollar rental portfolio, has raised over $10million for multifamily syndication business, and has been inspiring investors and providing the confidence that they need! In this episode, you’ll hear his story of how he combined personal growth and his passive investing mindset to gain success. He’ll also share provoking thoughts that'll certainly give you a push to make the jump and take opportunities. Listen and enjoy the show! Quote: “I’m very passionate about growth and development - whether it’s your personal mindset or investing mindset.” Timestamped Shownotes: 1:19 - Pancham introduces Ketan to the show 2:36 - The transition from leaving pharmacy to where he is today 6:45 - On embracing his uncertainties to achieve growth 9:03 - Jumping in head first to fully understand what you want 15:09 - Educating yourself to grow your passive-investor mindset 18:27 - His latest uncomfortable yet inspiring projects 19:31 - Changing his emotional state through his morning routine 22:40 - Taking the Leap Round 22:40 - His single-family home as his first investment 22:54 - Overcoming his fear of losing money 23:47 - Why you should hire the right person for the job 24:35 - His lasting advice to real estate investors 25:27 - Where to get a copy of his report 3 Key Points: To be able to grow and to continuously learn - whether as a person or as an investor, you must be able to feel discomfort that comes with it and take a leap. We feel alive when we’re challenging ourselves. Thus, explore and find the things that make us challenged in order to not feel stuck in life. Ask yourself what your goals are and learn new skills that can lead you to more opportunities. Get in Touch: Get your FREE Report of the 5 Pillars of Peak Performance at ketan@thegoldcollarinvestor.com Ketan Patel Coaching Website - https://ketanpatel.com/ The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com
"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.” So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on: How to Have a Positive Mindset During Difficult Times
In today’s show, Pancham interviews David Kamara - Founder, Managing Director, and Investor of Cape Sierra Capital. David was a traveling management consultant when his 8-year-old daughter asked him, “Are you still going to work tomorrow?”. That one question became a wake-up call for him that changed his life. Now with owning over 200 units and managing a portfolio of investors for almost 400 units, he’s surely on the right path in achieving financial freedom! In this episode, listen to his journey of financial success as he shares his different professional backgrounds before he finally became a real estate investor. Learn as he will also share the challenges, the dynamic shifts and how he fully transitioned into multifamily investing that made him who he is today! Listen and enjoy the show! Quote: "I really wasn't looking to go out and find money to buy too many deals. We’re just looking to do things for ourselves." Timestamped Shownotes: 1:33 - Pancham introduces David to the show 2:29 - His ventures before he became a real estate investor 6:03 - How his daughter got him to find financial independence 9:22 - On realizing investing is not only a side hustle 15:02 - The challenge from transitioning to multifamily investing 19:17 - What Cape Sierra Capital prioritizes in deals 22:13 - How technical skills can benefit in investing 26:51 - How jogging helps with refocusing his mindset 29:01 - Taking the Leap Round 29:01 - His first business ventures and investments 30:11 - Overcoming his fear of uncertainty in investing 31:11 - How his multifamily investment got caught on fire (and learning the importance of insurances) 34:57 - His overflowing advices to investors 37:24 - Where to get his free eBook "The Personal Cash Flow Formula" 3 Key Points: Spending quality time with family became his biggest factor to achieve financial independence. To have at least a certainty that you’ll get enough returns, diversify and don’t put all your assets in one place. Get educated and ask objective questions if you want to start investing. But, don’t simply ask questions but also take action in what you’ve learned so far.  Get in Touch: Cape Sierra Capital Website - https://capesierracapital.com/ Get a free copy of his eBook "The Personal Cash Flow Formula" at davidk@thegoldcollarinvestor.com Get a free copy of Pancham’s eBook “Top 6 Reasons to Invest Outside of Wall Street” at https://thegoldcollarinvestor.com/download/ Pancham Gupta Email - p@thegoldcollarinvestor.com Books: The Miracle Morning Series by Hal Elrod - https://www.amazon.com/gp/product/B07B5RD8MK?ref_=dbs_dp_rwt_sb_tpbk&binding=paperback
"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.” So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on: Done is Better than Perfect
In today’s show, Pancham interviews Eng Taing - CEO and Founder of Touzi Capital. Born in a refugee camp in Thailand, escaping the Khmer Rouge in Cambodia, and working with a high salary, and finally finding financial success in Los Angeles, Eng will look back on his eventful adventures and how it helped him to be a real estate investor that has $100m assets under management! In this episode, he’ll share how his background developed his sense of being thrifty. You’ll also learn how to break out of your golden handcuffs as he shares his story of leaving his high-paying job at Apple and building Touzi Capital to where it is today! Listen and enjoy the show! Quote: "It’s an interesting decision because I have lots of potential in myself. I didn’t know I could strike a conversation with people in this industry or people like you and learning something every time.” Timestamped Shownotes: 1:00 - Pancham introduces Eng to the show 2:21 - How he found financial freedom in investing 6:06 - His family background and how it helped with his mindset as an investor 9:09 - Why investing out of state is not an hindrance to success 11:41 - Overview of the BRRRR Strategy 12:50 - How he knew the right moment to quit his job (and why it’s his best decision yet!) 19:41 - How cold showers and coffee helped him start his day 21:30 - Taking the Leap Round 21:30 - His first investment outside of Wall Street (at the age of 12!) 22:09 - Overcoming his fear of managing his properties 23:21 - Why his multifamily deal didn’t go as expected 24:51 - Why rookie investors should start get into investing 26:56 - Eng’s contact information 3 Key Points: Real estate is a good investment and it can also be seen as a financial security blanket that they didn’t have before. Having investments in a different state may be an obstacle to overcome but it is not a hindrance to achieve success. No matter the amount of effort you’ll be putting in your work, you would still earn the same amount of income. Get in Touch: Eng Taing Email - eng@touzicapital.com Touzi Capital Website - https://www.touzicapital.com/ The Gold Collar Investor Banking - https://thegoldcollarinvestor.com/banking/ Pancham Gupta Email - p@thegoldcollarinvestor.com Books: Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! by Robert T. Kiyosaki - https://www.amazon.com/Rich-Dad-Poor-Teach-Middle/dp/1612680194
"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.” So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on: Thoughts and feelings. How feelings are signal to the life YOU want?
In today’s show, Pancham interviews Adam Zach - civil engineer and a real-estate investor. Adam has been investing in himself when he worked with a business partner and has been growing continuously to where it is today - 26 properties in 5 different states! He has also been building the business (without needing the money!), has a flexible civil-engineering profession, and helps people on getting deals without sacrificing his quality family time! Want to know his secret to success? Listen to this episode as he will share the business strategy that is too good to be true! He will also share its benefits and overall overview on what to look out for when using this strategy. Listen and enjoy the episode! Quote: "It's more of a purpose-driven business model as opposed to just getting enough passive income to quit the job.” Timestamped Shownotes: 0:51 - Pancham introduces Adam to the show 2:02 - How investing in himself got him to where he is today 9:34 - Discovering the lease option and contract for deed strategy 12:26 - On dealing with decreasing property value 18:11 - How these strategies are also beneficial to the tenants 20:12 - Details on how the strategy works for him 27:27 - How he balances his engineering and investing ventures 29:33 -  How his morning routine helped him to be productive 35:10 - Taking the Leap Round 35:10 - His first investment outside of Wall Street 35:29 - Questions he first asked when he started investing 36:25 - How his one partnership didn’t turn out as expected 38:04 - Why investors should fail their way to success 39:27 - Adam’s contact information  3 Key Points: A combination of personal development and pursuing a purpose-driven investing venture can help lead to a fulfillment in life. The lease option and contract for deed strategy will benefit both the tenant and the seller so using this strategy will provide a win-win situation. His purpose-driven venture on educating people has motivated him to continue investing and providing opportunities to the buyers as well. Get in Touch: Adam Zach Website - https://engineeringrei.com/ Adam Zach Email - az@thegoldcollarinvestor.com The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/ Pancham Gupta Email - p@thegoldcollarinvestor.com Books: The 7 Habits of Highly Effective People: Powerful Lessons in Personal Change by Stephen R. Covey - https://www.amazon.com/Habits-Highly-Effective-People-Powerful-ebook/dp/B01069X4H0 The Miracle Morning Series by Hal Elrod - https://www.amazon.com/gp/bookseries/B01ILUVCF2 Go for No! Yes is the Destination, No is How You Get There by Richard Fenton and Andrea Waltz - https://www.amazon.com/Yes-Destination-How-You-There-ebook/dp/B00507TDJM
"Tony Robbins says that success in anything is 80% psychology and 20% mechanics. I truly believe that. It's all about the mindset. Lou Holtz once said that “When you stop growing you start dying.” So, growing never stops and you are always conditioning your mind to become better. Keeping this in mind, I decided to do short 5-10 minutes episodes to discuss the productivity tips, inspiring quotes and success tips with you. Some of these things have had an impact on me personally and wish the same for you too. Today's tip is on: Network is Your Networth
In today’s show, Pancham interviews Juan Carlos Herrera - founding partner of Quantor Capital and managing director of Inscription Capital - and together with Julio Cacho, founder and Chief Investment Officer of Quantor Capital and Inscription Capital. Juan and Julio have the same investment philosophy: diversifying their portfolio accordingly to the market across multiple assets. With their same investment approach, they have built 2 investment firms, have been providing financial advice and are overseeing more than one billion dollars in assets! In today’s episode, you’ll know more about diversification as they share its perks and the factors to consider when expanding your portfolio. They’ll also share their principles, allocating your investments, and knowing your risk tolerance so you can invest to the fullest so this is definitely a don’t-miss episode! Listen and enjoy the show! Quote: "The principle here is to diversify as much as you can because that’s the only real free lunch that we have.” Timestamped Shownotes: 2:36 - Pancham introduces Juan and Julio into the show 5:01 - How they met and built their investment model 9:42 - Why the asset prices are unpredictable 12:45 - Guide on how to heavily diversify your investments 22:14 - Breaking down your cash in 3 “buckets” 25:17 - Identifying your risk tolerance to know how much to invest 32:19 - How to overcome psychological hurdles in investing  37:18 - How their investment philosophy didn’t changed over time 44:02 - Taking the Leap Round 44:02 - Their 1st invested outside of Wall Street 45:13 - Overcoming their fear of doing everything the right way 46:11 - Lessons learned for their investments that didn’t end well 48:36 - Their lasting advice to investors 50:48 - Juan and Julio’s contact information 3 Key Points: Diversify and invest in as many assets classes as you can since no one knows what would be the best asset from now onwards. It will be very difficult to outperform the markets so the best solution is to simply replicate the market. By identifying your own risk tolerance, you can decide the type of portfolio you would want to have and can know your expected returns. Get in Touch: Inscription Capital Website - https://inscriptioncapital.com Quantor Capital Website - https://www.quantorcapital.com Juan Carlos Herrera LinkedIn - https://www.linkedin.com/in/juan-carlos-herrera-253a8714/ Julio Cacho Twitter - https://twitter.com/jcachodiaz Now Know This Podcast - https://www.audible.com/pd/Now-Know-This-Investments-Economics-Behavior-Podcast/B08K565KY1?qid=1617190287&sr=1-1&ref=a_search_c3_lProduct_1_1&pf_rd_p=83218cca-c308-412f-bfcf-90198b687a2f&pf_rd_r=XS5T9KKCSGD1B93XRDR3 Watch The Gold Collar Investor Show #5 at https://thegoldcollarinvestor.com/show5/ Pancham Gupta Email - p@thegoldcollarinvestor.com
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