Shridhar Swaminathan on Solving the Drawdown Problem and Automating Wealth Management | Modern Investing Podcast

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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 experience spanning data science, technology startups, and financial strategy, Shridhar shares:

• His transition from tech consulting to quant investing and fintech innovation
• Why Sidepocket was built to solve the “drawdown problem” for everyday investors
• How automation eliminates emotional decision-making and supports portfolio resilience
• Tactical advice for entrepreneurs selling their businesses and reallocating capital
• Why systematic investing, diversification, and risk modeling matter more than ever

“Don’t be emotionally attached to your money—be strategic. Let the system do the heavy lifting.”

Whether you're building a business or exiting one, this episode offers powerful insights into preserving and growing wealth without needing to be hands-on with the market. Learn how Sidepocket’s data-driven platform empowers investors to make smarter, more stable decisions for the long haul.

About Shridhar Swaminathan:
Shridhar Swaminathan is the Co-Founder and CTO of Sidepocket, a fintech platform pioneering accessible quant investing. He brings over two decades of experience at the intersection of startup technology, data science, and portfolio risk management. Shridhar’s approach blends rigorous modeling with a human understanding of how entrepreneurs and investors behave under pressure—leading to tools that help users stay the course and build long-term financial security.

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About Sidepocket:

If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.

Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss.

That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.

To learn more, visit www.sidepocket.com