Invest in You

AI is coming for the middle class, and it isn't just about replacing entire jobs—it’s about squeezing out the "average" professional. If you produce standard copy, mid-level analysis, or routine spreadsheets, you’re now competing with tools that cost $20 a month and work faster than any human. This isn’t a doom-and-gloom session; it’s a necessary wake-up call on how to reposition your skills befor...

Data on its own is just noise, but when you pair it with AI, it becomes the ultimate substance for decision-making. Andrew Lebbos joins the show to pull back the curtain on how Benzinga evolved from a 2009 media startup into a licensing powerhouse that fuels the world's biggest brokerages and AI models. We dive deep into why the new generation of investors is ditching traditional sites for short-f...

In this episode, Fredrik sits down with Ali Dasterdi, co-founder and CEO of Raylu AI, to discuss the rapidly evolving intersection of artificial intelligence and private market investing. Ali shares his journey from being a technical investor to founding Raylu, an AI-native platform designed to solve the immense data and matching challenges faced by private equity and venture capital firms.  KEY T...

In this episode, Fredrik sits down with Rohit Kumar, the founder of the AI company Chapter, to discuss his transition from the corporate consulting world to entrepreneurship. Rohit shares his experiences moving from major brands like Accenture and Boston Consulting Group to building his own identity as a startup founder in San Francisco.  KEY TAKEAWAYS Build an independent identity: Transitioning...

In this episode, Fredrik sits down with Joshua Gould, CEO of The Big Word, to discuss his journey from expanding a UK-based language services business to Wall Street right before the Great Recession, to successfully pivoting into government contracts. Josh shares his deep industry insights into how artificial intelligence is transforming translation and interpreting, and how investors and business...

This episode features Holly, a CPA and CFO specialising in M&A, who discusses the critical financial pitfalls, or ‘crime scenes’, that business owners face during the selling process. Drawing from her experience in high-stakes exits and private equity, Holly explains why standard accounting often falls short of maximising company value and how strategic preparation can prevent millions from vanish...

In this insightful episode, Fredrik interviews Monica Marquez, a workforce AI specialist and co-founder of Flipwork, on the profound impact of artificial intelligence on the modern workplace. Drawing from her extensive experience at global giants like Goldman Sachs and Google, Monica argues that an organisation's greatest asset remains its human talent, even as AI reshapes job descriptions and wor...

Fredrik welcomes fellow author and CFO David Horn to discuss his journey from a failed media business to becoming the CFO of Daniel Priestley’s companies. David shares the inspiration behind his award-winning book, Add and Multiply, which provides a strategic roadmap for small businesses to achieve exponential growth through Mergers and Acquisitions (M&A).  KEY TAKEAWAYS David outlines his 4-step...

Today, Fredrik sits down with Daniel Yoo, the founder of Finmate AI and a former financial advisor, to discuss the rapidly evolving landscape of artificial intelligence in the financial sector. Daniel shares his journey from overseeing large amounts of client money to founding a fintech company focused on using AI to streamline administrative tasks for financial advisors. They cover a wide range o...

In this powerful episode, Fredrik and Ivan sit down with Athena Brownson, a former professional freestyle skier turned top-tier real estate broker in Denver, Colorado. Athena shares her incredible journey from competing in the X Games and traveling the global race circuit to navigating a career-ending injury and a decade-long battle with chronic Lyme disease.  KEY TAKEAWAYS The high-level accounta...

Today, Fredrik sits down with John Andrews, a specialist in business acquisitions from Ronald Fletcher Baker in the UK. With over a decade of experience in the field, John shares his expertise on the intricacies of the SME (Small and Medium-sized Enterprise) acquisition market. They cover a wide range of topics, from the initial mindset shift required for business owners to believe their companies...

Today, we sit down with Taylor Cannon, the Australian-born physiotherapist turned tech founder of Rebuilder. Taylor shares her inspiring transition from clinical practice to launching a global health tech platform in the United States. We explore her mission to shift the healthcare industry from a reactive ‘appointment-based’ model to a proactive, continuous care approach that blends physical ther...

Today, Fredrik and Ivan take a deep dive into the elusive world of private credit. Once a strategy reserved strictly for the ultra-wealthy, private credit is now becoming a topic of interest for those looking for stable cash flow and high yields outside the traditional banking system. They explore what private credit actually is, its current role in the global economy, and the potential risks lurk...

The world of trading can feel like a high-stakes psychological battlefield, but for Ran Aroussi, it’s a game of systems and logic. In this episode, Ran joins hosts Ivan and the team to discuss his transition from a 35-year coding and engineering background into the world of quantitative trading. Ran explains his ‘psychological reactionary’ style, which avoids deep fundamental analysis in favour of...

In this landmark 200th episode, the Invest in You team reflects on a nine-year journey that began in Bali back in March 2017. Fredrik and his two sons, Charlie and Ivan, dive into the history of the podcast, from their early days in the ‘Junior MBA’ program to interviewing high-profile guests like Grant Cardone and billionaire fund managers. They discuss how small, consistent actions have compound...

In this episode, Fredrik sits down with John Formica, a former Disney executive known as ‘The Ex-Disney Guy’, to pull back the curtain on the world-renowned ‘Disney Magic’. John shares how Disney’s success isn't built on castles or rides, but on a rigorous system of core values, intentional hiring, and a relentless focus on people. He explains how any business, from a local auto shop to a high-end...

In this insightful episode, Fredrik sits down with real estate entrepreneur and land-flipping expert Brent Bowers. They dive into the strategies behind successful land investment, the power of creative financing, and how to build a sustainable passive income stream. From Brent's transition from the military to real estate, to the nuts and bolts of property negotiation and the potential of AI in th...

In this episode, Fredrik sits down Joel Redmond, Managing Director at KeyBank, to discuss the complex intersection of financial planning, business transitions, and personal productivity. Joel shares his expertise on helping lower-middle and middle-market business owners prepare for significant life changes, such as selling a business or transitioning it to a family member. KEY TAKEAWAYS Before sel...

In this episode, Fredrik breaks down the massive structural shifts occurring in the 2026 global stock market. With nearly $1 trillion wiped off software valuations recently, Sandvall investigates the re-pricing effect of AI. He argues that while traditional Software-as-a-Service (SaaS) models are struggling due to their reliance on human labor and per-seat pricing, the market is aggressively rewar...

In this episode, Ivan is joined by seasoned investment expert Axel Merk, President and CIO of Merk Investments. Axel shares his profound insights into the current state of precious metals, the intricacies of the gold and silver markets, and the underlying factors driving recent market volatility. They delve into the differences between physical and paper assets, the role of central banks in the mo...

Today, Fredrik provides a candid and comprehensive look at the ‘state of affairs’ across the global economy. Moving beyond headlines, Sandvall explores the interconnected nature of labor markets, central bank policies, and asset volatility. He explains how corporate ‘de-risking’, including mass layoffs at giants like Amazon and UPS, is reshaping the power dynamic for employees and why the high num...

In this episode, Fredrik sits down with Otto Taton, an Account Executive and Sales Enablement Specialist at Instantly.ai, to discuss the evolving landscape of high-performance living. From the beaches of LA to the streets of Rio de Janeiro, Otto shares how he balances a demanding career in the AI sector with a passion for global travel and fitness. The conversation dives deep into the ‘Operator’ m...

In this episode, Fredrik is joined by marketing veteran John Dwyer (JD), founder of the Institute of Wow. JD shares his wealth of experience in incentive-based marketing, a strategy he has used for major brands like McDonald's, 7-Eleven, and BP. He explains how businesses can move away from competing solely on price by offering high-value incentives, like free vacations or adult Happy Meal toys, t...

In this insightful episode, Fredrik sits down with Jesse P. Gilmore, a seasoned business strategist and author of ‘The Leverage for Growth Method’. Jesse shares his transformative journey from being a micromanager working 80-hour weeks across three dissolving businesses to becoming a visionary CEO of Niche in Control. Their conversation delves into the concept of ‘founder-independent’ businesses,...

In this episode, Fredrik sits down with real estate veteran and founder of Smart Real Estate Coach, Chris Prefontaine. With over 30 years of experience in the industry, Chris opens up about his rollercoaster journey, from building homes in the 90s to losing everything during the 2008 financial crisis because he was personally signed on loans. Chris shares how he dug himself out of the trenches by...