.jpg)
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
62 episodes
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...
•
Season 1
•
Episode 66
•
37:52
.png)
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 ...
•
Season 1
•
Episode 65
•
40:34
.png)
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...
•
Season 1
•
Episode 64
•
41:09
.png)
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...
•
Season 1
•
Episode 63
•
51:24
.png)
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...
•
Season 1
•
Episode 62
•
38:01
.png)
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...
•
Season 1
•
Episode 61
•
37:25
.png)
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 ...
•
Season 1
•
Episode 60
•
35:28
.png)
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...
•
Season 1
•
Episode 59
•
46:59
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...
•
Season 1
•
Episode 58
•
49:34
.png)
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...
•
Season 1
•
Episode 57
•
40:48
.png)
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...
•
Season 1
•
Episode 56
•
52:23
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...
•
Season 1
•
Episode 55
•
26:38
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...
•
Season 1
•
Episode 54
•
45:07
.png)
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...
•
Season 1
•
Episode 53
•
44:06
.png)
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...
•
Season 1
•
Episode 52
•
56:54
.png)
Wanjiku Chebet Kanjumba on Investing in the Future of Space Infrastructure | Modern Investing Podcast
In this episode, we explore the extraordinary rise of the commercial space economy with Wanjiku Chebet Kanjumba—scientist astronaut candidate and founder of Omega Spaceport, the world’s first commercially operating equatorial spaceport.W...
•
Season 1
•
Episode 51
•
50:59
.png)
Jorge Nader on AI-Powered Investing and Turning Tech into Financial Freedom | Modern Investing Podcast
In this episode, we sit down with Jorge Nader—software engineer, entrepreneur, and founder of Cognito Labs—to explore how creative thinking, technical innovation, and resilience can unlock new doors in both investing and entrepreneurship.
•
Season 1
•
Episode 50
•
33:20
.png)
John De Goey on Bullshift, Bias, and the Case for Alternative Investing | Modern Investing Podcast
In this episode, we sit down with John De Goey, portfolio manager at Design Wealth Management and author of Bullshift, to unpack how investors can navigate today’s financial turbulence through evidence-based decision-making and strateg...
•
Season 1
•
Episode 49
•
36:58
.png)
Dr. Aaron Cook on Risk, Real Estate, and Purpose-Driven Investing | Modern Investing Podcast
In this episode, we welcome Dr. Aaron Cook, an orthopedic surgeon whose passion for numbers and economics led him from the operating room to building a thriving investment portfolio. With a deep curiosity for financial systems and a disciplined...
•
Season 1
•
Episode 48
•
42:59
.png)
Ken Hubbard on MCA Investing, Capital Access, and Funding Smarter Growth | Modern Investing Podcast
In this episode, we sit down with Ken Hubbard, Partner at Salvare Fund, to unpack how he's transforming the world of merchant cash advance (MCA) investing. With a background as a serial entrepreneur and a sharp eye for alternative lending, Ken ...
•
Season 1
•
Episode 47
•
40:12
Adam Koós on Tactical Investing, Market Discipline, and Wealth Preservation | Modern Investing Podcast
In this episode, we sit down with Adam Koós, President and Portfolio Manager at Libertas Wealth Management Group. With more than two decades of experience and a background as a Certified Market Technician (CMT), Adam brings a strategic and data...
•
Season 1
•
Episode 46
•
35:49
Katie Welch on Financial Empowerment, Motherhood, and Creative Entrepreneurship | Modern Investing Podcast
In this episode, we welcome Katie Welch—a multifaceted performer, entrepreneur, and new mom—as she shares her inspiring evolution from artist to financially empowered creator.Katie opens up about her career journey, starting in a girl gr...
•
Season 1
•
Episode 45
•
21:08
.png)
Jamila Mayfield on Financial Inclusion, Venture Investing, and Building Wealth with Purpose | Modern Investing Podcast
In this episode, we sit down with Jamila Abston Mayfield—accredited investor, former SEC regulator, and founder of The Jamila Mayfield Group—to explore how she’s championing financial inclusion through strategic investing.Jamila’s story ...
•
Season 1
•
Episode 44
•
1:04:19
.png)
Mark Willis on Turning Debt into Wealth and Rethinking Retirement Strategies | Modern Investing Podcast
In this episode, we sit down with Mark Willis, Certified Financial Planner™ and owner of Lake Growth Financial Services, to explore a radically different path to building wealth—by transforming debt into financial freedom.Mark shares his...
•
Season 1
•
Episode 43
•
40:59
.png)
Shridhar Swaminathan on Solving the Drawdown Problem and Automating Wealth Management | Modern Investing Podcast
In this episode, we sit down with Shridhar Swaminathan, Co-Founder and CTO of Sidepocket, to explore how automation, quantitative investing, and behavioral risk management are reshaping the future of wealth management.With 20+ years of e...
•
Season 1
•
Episode 41
•
52:58
.png)