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Modern Investing Podcast
Welcome to the Modern Investing Podcast, sponsored by Sidepocket (www.sidepocket.com), where we find some of the brightest minds in investing, entrepreneurship, real estate, tech, and more and ask them, "how do you stay financially ahead of the curve in the dynamic world we live in?"
Episodes
72 episodes
Christopher Lucas on DNA Nanobots, Non-Viral Gene Therapy & Biotech Investing with Purpose | Modern Investing Podcast
In this episode, we dive into the fast-moving frontier of biotech innovation and precision medicine with Christopher Lucas, co-founder of DNA Nanobots, a platform creating non-viral gene therapies designed to save lives, re...
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Janna Scott on Crypto Tax Chaos, Defi Compliance & Why Audit-Readiness Is Your Best Investment | Modern Investing Podcast
In this episode, we dive deep into one of the most misunderstood (and fast-evolving) areas of finance: crypto tax compliance.Our guest, Janna Scott, is the founder of Defi Tax, a platform built to solve what multi-bi...
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Hayley Melidonis on Experience ROI, Travel Freedom & the Future of Connection | Modern Investing Podcast
In this episode, we explore a different kind of wealth - one rooted in experience, freedom, and connection.Our guest, Hayley Melidonis, is the founder and CEO of Bubbl (www.bubbl.co), a travel platform reimagining ho...
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Anmol Verma on Fintech Innovation, Impact Investing & Building a Smarter Wealth Future | Modern Investing Podcast
In this episode, we sit down with Anmol Verma - investor, fintech founder, and co-architect of a $100M Global Impact Fund-to explore what it means to invest with clarity, purpose, and adaptability in today's changing world.From le...
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Santosh Ramesh on Niche Tech Innovation, Real-World Efficiency & Smarter Investing | Modern Investing Podcast
In this episode, we sit down with Santosh Ramesh, CEO and President of KA Technology, to explore how the future of innovation isn't always in chasing hype-but in solving real problems.Santosh shares how his team is transfor...
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Joy Osaka-Lu on Human-Centric Strategy, Systems Innovation & Embracing Change in Business | Modern Investing Podcast
In this episode, we sit down with Joy Osaka-Lu, founder and strategic solutions partner at One Ripple, LLC, to explore how business transformation starts with people-not just processes. With over 30 years of experience across operations,...
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Jake Martyn on Building a 7-Figure Collectibles Business, Creator Commerce, and Alternative Investing | Modern Investing Podcast
In this episode, we sit down with Jake Martyn, CEO of Martyn & Co., to explore the unconventional path from content creation to multi-million dollar entrepreneurship - and how it led him into the world of alternative investing. Start...
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Corey White on Cybersecurity Innovation, Inclusive Tech & Investing in Resilience | Modern Investing Podcast
In this episode, we sit down with Corey White, founder and CEO of Cyvatar.Ai, to explore how cybersecurity and diversity are reshaping the tech and investing landscape. With decades of experience in tech and a proven entrepreneuri...
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Katie Fenner, CFA on Empowering Families Through Financial Literacy & Generational Wealth Building | Modern Investing Podcast
In this episode, we sit down with Katie Fenner, CFA, former private wealth advisor at Goldman Sachs, to explore why financial literacy is one of the most powerful forms of legacy planning. Katie shares her journey from managing po...
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Ketty Minissale on How Wellness Fuels Wealth, Resilience & Smarter Investing | Modern Investing Podcast
In this episode, we sit down with Ketty Minissale, co-founder of The Energy Lab, to explore the powerful relationship between physical health and financial performance. After leaving a secure career in the automotive industry, Ket...
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Brandon Schwab on Building Compassionate Wealth Through Boutique Senior Living | Modern Investing Podcast
In this episode, we sit down with Brandon Schwab, founder and CEO of Shepherd Premier Senior Living, to explore how boutique senior housing can deliver both meaningful impact and high-performing returns. Sparked by a personal expe...
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Alexander Flecker on SynthEquity, Risk Discipline & Thriving in Volatile Markets | Modern Investing Podcast
In this episode, we sit down with Alexander Flecker, VP of Sales and Marketing at Measured Risk Portfolios, to talk about what it really takes to navigate volatility with confidence. Blending insights from a blue-collar upbringing and ...
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Michael Harries on AI, Robotics & How to Win in Deep Tech VC | Modern Investing Podcast
In this episode, we sit down with Michael Harries, partner at Robotics Hub and a veteran investor in artificial intelligence, robotics, and deep tech. From his early fascination with Isaac Asimov’s sci-fi to advising startups at the cutting edg...
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Mariane Becker & Kristopher Floyd on Backing Female Founders, AI Startups & Purpose-Driven VC | Modern Investing Podcast
In this episode, we sit down with Mariane Becker and Kristopher Floyd—two investors reimagining the future of venture capital by blending high-return strategies with deep purpose. Mariane, an early investor in Amazon and Google, shares her jour...
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Anmol Goel on Venture Studios, Family Offices & Purpose-Driven VC Expansion | Modern Investing Podcast
In this episode, we sit down with Anmol Goel, CEO of Gacsym Ventures, to explore how he’s rewriting the playbook for early-stage investing. Blending the operational rigor of a venture studio with the patient capital of a family office, Anmol sh...
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Ariel Fu on Digital Nomad Investing, Geo-Arbitrage & Deep Tech Strategy | Modern Investing Podcast
In this episode, we’re joined by Ariel Fu, Partnerships Lead at Neo Ventures and a global digital nomad who’s redefining what financial success looks like on the move. Ariel shares her bold journey from Canada’s traditional finance world to a f...
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Tejal Shah on Capital Strategy, Founder's Mindset & Building Wealth Through Diverse Experiences | Modern Investing Podcast
In this episode, we sit down with Tejal Shah, VP of Investment Banking at US Capital, whose career journey spans mechanical engineering, wealth management, entrepreneurship, and investment banking. Tejal brings a rare, multidimensional lens to ...
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JB Butler on Empathy-Driven Growth, Human-Centered Investing & Wealth with Purpose | Modern Investing Podcast
In this episode, we sit down with JB Butler, Founder of Just Be Unlimited and Head of Growth Strategy at Consumer 51, for a powerful conversation on redefining success through empathy-driven growth. JB’s philosophy centers around leading with h...
Christian Khoury on AI Compliance, Mindshare Investing & the Hero’s Journey for Founders | Modern Investing Podcast
In this episode, we sit down with Christian Khoury, founder and CEO of Easy Audit—the world’s first AI-powered compliance platform transforming how investors and companies manage risk. With roots at Deloitte and a passion for innovation, Christ...
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Ariadne Prieto on ESG Investing, Climate Tech, and Solar Tax Strategies | Modern Investing Podcast
In this episode, we welcome Ariadne Prieto—Head of Strategy and Business Development at Green Day Finance and the voice behind the globally recognized sustainable finance blog, Flick Talks. Ariadne shares her unconventional path from m...
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Gavin Nathan on How Tokenization Is Reshaping Asset Ownership and Investing | Modern Investing Podcast
In this episode, we sit down with Gavin Nathan—digital economy strategist and tokenization expert—to explore how blockchain is fundamentally changing the way we invest. Gavin demystifies tokenization, explaining how real-world assets can now be...
Mohit Avadhanula on Building Trading Bots and the Future of Fintech | Modern Investing Podcast
In this episode, we speak with Mohit Avadhanula—a rising fintech innovator, programmer, and former Sidepocket intern—about how technology is reshaping the future of investing. Mohit shares his early journey into financial markets, beginning wit...
Dhruv Vig on Solving ETF Misclassification with Pure-Play Precision | Modern Investing Podcast
In this episode, we sit down with Dhruv Vig, CEO of Langar Holdings, to explore how his firm is redefining the way investors approach Exchange-Traded Funds (ETFs). With a background spanning health tech, venture capital, and finance, Dhruv brin...
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Bethany Jeanfreau on Wealth, Freedom, and Investing as an Expat Entrepreneur | Modern Investing Podcast
In this episode, we sit down with Bethany Jeanfreau—fractional Chief Marketing Officer and founder of Red Rhino Exec—to explore her unconventional path to building wealth while living and working abroad.From China to Portugal, Bethany ha...
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Jason Connell on Inner Clarity and Unlocking Purpose-Driven Wealth | Modern Investing Podcast
In this episode, we explore the often-overlooked link between inner clarity and financial success with Jason Connell—former CEO, world-traveling speaker, and now a psychotherapist for high-achieving professionals.Jason’s journey defies c...
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