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Modern Investing Podcast
Sidepocket Financial
72 episodes
1 month ago
Message the Host 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, reduce toxicity, and democratize access to cutting-edge treatments. Chris brings a rare blend of deep scientific expertise and business savvy to the conversation, sharing how his team is reimagining drug delivery using DNA itself as a building block to target...
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Investing
Business
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All content for Modern Investing Podcast is the property of Sidepocket Financial and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Message the Host 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, reduce toxicity, and democratize access to cutting-edge treatments. Chris brings a rare blend of deep scientific expertise and business savvy to the conversation, sharing how his team is reimagining drug delivery using DNA itself as a building block to target...
Show more...
Investing
Business
Episodes (20/72)
Modern Investing Podcast
Christopher Lucas on DNA Nanobots, Non-Viral Gene Therapy & Biotech Investing with Purpose | Modern Investing Podcast
Message the Host 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, reduce toxicity, and democratize access to cutting-edge treatments. Chris brings a rare blend of deep scientific expertise and business savvy to the conversation, sharing how his team is reimagining drug delivery using DNA itself as a building block to target...
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1 month ago
34 minutes

Modern Investing Podcast
Janna Scott on Crypto Tax Chaos, Defi Compliance & Why Audit-Readiness Is Your Best Investment | Modern Investing Podcast
Message the Host 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-billion-dollar crypto tax tools failed to do: deliver audit-ready, regulator-validated tax reports for digital asset investors and businesses. Her journey from a government insider to a watchdog for crypto investors, exposes a hidden flaw in the system that nearly ...
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1 month ago
57 minutes

Modern Investing Podcast
Hayley Melidonis on Experience ROI, Travel Freedom & the Future of Connection | Modern Investing Podcast
Message the Host 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 how we connect with others and with ourselves through meaningful, shared journeys. From launching community-based ski houses in Tahoe to building a tech platform that enables solo travelers to find safety, affordability, and friendship, Hayley is crafting a new pat...
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1 month ago
39 minutes

Modern Investing Podcast
Anmol Verma on Fintech Innovation, Impact Investing & Building a Smarter Wealth Future | Modern Investing Podcast
Message the Host 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 leading high-conviction investments across emerging markets at Arisaig Partners, to co-founding Finvest, an AI-powered wealth platform for mass-affluent millennials, Anmol shares a uniquely grounded yet visionary perspective on the future of finance. ...
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3 months ago
48 minutes

Modern Investing Podcast
Santosh Ramesh on Niche Tech Innovation, Real-World Efficiency & Smarter Investing | Modern Investing Podcast
Message the Host 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 transforming overlooked sectors like real estate education and martial arts gyms through simple, targeted software solutions that free people to focus on what they do best. His approach: build quietly, serve deeply, and create value by eliminating friction where o...
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3 months ago
41 minutes

Modern Investing Podcast
Joy Osaka-Lu on Human-Centric Strategy, Systems Innovation & Embracing Change in Business | Modern Investing Podcast
Message the Host 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, data systems, and change management, Joy shares her approach to designing businesses that work better by honoring the human element behind every metric. We explore: How Joy helped an investment firm reduce manual processing by 80%-by shifting...
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3 months ago
48 minutes

Modern Investing Podcast
Jake Martyn on Building a 7-Figure Collectibles Business, Creator Commerce, and Alternative Investing | Modern Investing Podcast
Message the Host 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. Starting with Pokémon livestreams and evolving into a thriving collectibles empire, Jake's journey proves that creativity, agility, and curiosity can drive serious business success. We explore: How Jake turned a pandemic-era hobby into a 7-figure l...
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4 months ago
48 minutes

Modern Investing Podcast
Corey White on Cybersecurity Innovation, Inclusive Tech & Investing in Resilience | Modern Investing Podcast
Message the Host 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 entrepreneurial track record, Corey is redefining what it means to build a resilient, future-ready business—one that’s secure, scalable, and inclusive. We explore: How Cyvatar.Ai simplifies cybersecurity as a growth enabler, not just a defensive shieldWhy investi...
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4 months ago
57 minutes

Modern Investing Podcast
Katie Fenner, CFA on Empowering Families Through Financial Literacy & Generational Wealth Building | Modern Investing Podcast
Message the Host 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 portfolios for ultra-high-net-worth families to her current mission: empowering everyday investors and parents to build generational wealth with confidence and clarity. We explore: The surprising knowledge gaps among well-educated families when it come...
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4 months ago
39 minutes

Modern Investing Podcast
Ketty Minissale on How Wellness Fuels Wealth, Resilience & Smarter Investing | Modern Investing Podcast
Message the Host 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, Ketty embraced entrepreneurship with a mission: to help leaders optimize energy, clarity, and well-being—because true wealth starts with health. We explore: Why burnout and chronic stress silently sabotage decision-making, risk tolerance, and wealth cre...
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4 months ago
48 minutes

Modern Investing Podcast
Brandon Schwab on Building Compassionate Wealth Through Boutique Senior Living | Modern Investing Podcast
Message the Host 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 experience with subpar elder care, Brandon set out to reimagine the traditional big-box model—replacing it with warm, residential communities that prioritize dignity, intimacy, and human connection. We explore: Why small-scale, home-style senior living o...
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5 months ago
37 minutes

Modern Investing Podcast
Alexander Flecker on SynthEquity, Risk Discipline & Thriving in Volatile Markets | Modern Investing Podcast
Message the Host 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 white-collar finance career, Alex shares his journey into structured credit, wealth management, and his mission to help investors stay steady—especially when markets get shaky. We explore: How Alex’s 2020 market experience shaped his views on ri...
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5 months ago
40 minutes

Modern Investing Podcast
Michael Harries on AI, Robotics & How to Win in Deep Tech VC | Modern Investing Podcast
Message the Host 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 edge of automation and machine learning, Michael brings a rare depth of insight into how transformative technologies are funded, built, and scaled. We explore: What sets deep tech apart from traditional startups—and why it matters for inve...
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5 months ago
41 minutes

Modern Investing Podcast
Mariane Becker & Kristopher Floyd on Backing Female Founders, AI Startups & Purpose-Driven VC | Modern Investing Podcast
Message the Host 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 journey from Wall Street to championing underrepresented founders. Kristopher, a military veteran turned VC strategist, brings a disciplined, mission-oriented lens to identifying startups poised for transformative impact. We explore: Why wo...
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5 months ago
51 minutes

Modern Investing Podcast
Anmol Goel on Venture Studios, Family Offices & Purpose-Driven VC Expansion | Modern Investing Podcast
Message the Host 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 shares a hybrid model that’s helping founders build durable companies—while offering investors more aligned, long-term value. We explore: Why Gacsym focuses on Indian-origin founders and leverages cultural fluency as a competitive edgeHow...
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6 months ago
38 minutes

Modern Investing Podcast
Ariel Fu on Digital Nomad Investing, Geo-Arbitrage & Deep Tech Strategy | Modern Investing Podcast
Message the Host 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 fully remote lifestyle rooted in purpose, mobility, and investing with intention. We explore: How the pandemic sparked her leap into digital nomadism and financial independenceThe benefits of geo-arbitrage and tax optimization for remote...
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6 months ago
37 minutes

Modern Investing Podcast
Tejal Shah on Capital Strategy, Founder's Mindset & Building Wealth Through Diverse Experiences | Modern Investing Podcast
Message the Host 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 capital strategy—highlighting how founders and investors can leverage diverse funding mechanisms beyond traditional equity-based approaches. We explore: Why non-dilutive capital (like grants, credit, and debt) is a powerful tool for fou...
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6 months ago
35 minutes

Modern Investing Podcast
JB Butler on Empathy-Driven Growth, Human-Centered Investing & Wealth with Purpose | Modern Investing Podcast
Message the Host 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 humanity—whether in business, investing, or community development—and his stories challenge the idea that financial growth and emotional intelligence are mutually exclusive. We explore: What it means to lead with empathy in entrepreneurs...
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6 months ago
46 minutes

Modern Investing Podcast
Ariadne Prieto on ESG Investing, Climate Tech, and Solar Tax Strategies | Modern Investing Podcast
Message the Host 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 mergers and acquisitions into the fast-evolving world of ESG (Environmental, Social, and Governance) investing, revealing how values-aligned capital allocation can offer both impact and strong returns. Ariadne explains how ESG frameworks are more...
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6 months ago
40 minutes

Modern Investing Podcast
Christian Khoury on AI Compliance, Mindshare Investing & the Hero’s Journey for Founders | Modern Investing Podcast
Message the Host 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, Christian unpacks the urgent need for smarter, automated compliance systems in today’s fast-moving financial landscape. But this conversation goes far beyond tech. Christian dives into the emotional and psychological side of entrepreneurship,...
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6 months ago
49 minutes

Modern Investing Podcast
Message the Host 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, reduce toxicity, and democratize access to cutting-edge treatments. Chris brings a rare blend of deep scientific expertise and business savvy to the conversation, sharing how his team is reimagining drug delivery using DNA itself as a building block to target...