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?"
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"Robin Versage reveals his every action, his every emotion from the first day another man ever touched him, sexually, to the last great romance of his sexually inverted career. All the brutality of dirty sex, ethereal love and the madly erotic morass between extremes is revealed as Robin marches upward through the years." — Join hosts Sean Drohan, Cody Gohl, and Chris Murphy as we dive deep into Leland Garner and Robin Versage's deliciously shocking 1964 tell-all memoir, "Tops, Bottoms and S ...
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Main St. Finance is here to take personal finance and Wall Street investing and break it down to its basics so that all people can achieve an advanced understanding of the American financial system. You can then use that knowledge to better take control of your finances to manage budgeting, taxes, investments, retirement, and more.
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Katie Fenner, CFA on Empowering Families Through Financial Literacy & Generational Wealth Building | Modern Investing Podcast
39:50
39:50
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39:50Message 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 pa…
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Ketty Minissale on How Wellness Fuels Wealth, Resilience & Smarter Investing | Modern Investing Podcast
48:59
48:59
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48:59Message 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—b…
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Brandon Schwab on Building Compassionate Wealth Through Boutique Senior Living | Modern Investing Podcast
37:52
37:52
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37:52Message 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 …
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Alexander Flecker on SynthEquity, Risk Discipline & Thriving in Volatile Markets | Modern Investing Podcast
40:34
40:34
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40:34Message 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, an…
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Michael Harries on AI, Robotics & How to Win in Deep Tech VC | Modern Investing Podcast
41:09
41:09
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41:09Message 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 tra…
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Mariane Becker & Kristopher Floyd on Backing Female Founders, AI Startups & Purpose-Driven VC | Modern Investing Podcast
51:24
51:24
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51:24Message 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 vet…
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Anmol Goel on Venture Studios, Family Offices & Purpose-Driven VC Expansion | Modern Investing Podcast
38:01
38:01
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38:01Message 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 invest…
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Ariel Fu on Digital Nomad Investing, Geo-Arbitrage & Deep Tech Strategy | Modern Investing Podcast
37:25
37:25
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37:25Message 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 explo…
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Tejal Shah on Capital Strategy, Founder's Mindset & Building Wealth Through Diverse Experiences | Modern Investing Podcast
35:28
35:28
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35:28Message 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 mec…
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JB Butler on Empathy-Driven Growth, Human-Centered Investing & Wealth with Purpose | Modern Investing Podcast
46:59
46:59
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46:59Message 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 challeng…
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Christian Khoury on AI Compliance, Mindshare Investing & the Hero’s Journey for Founders | Modern Investing Podcast
49:34
49:34
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49:34Message 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-mov…
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Ariadne Prieto on ESG Investing, Climate Tech, and Solar Tax Strategies | Modern Investing Podcast
40:48
40:48
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40:48Message 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…
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Gavin Nathan on How Tokenization Is Reshaping Asset Ownership and Investing | Modern Investing Podcast
52:23
52:23
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52:23Message the Host 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 converted into digital tokens, offering fractional ownership, enhanced liquidity, and gr…
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Mohit Avadhanula on Building Trading Bots and the Future of Fintech | Modern Investing Podcast
26:38
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26:38Message the Host 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 with his first brokerage account in college and evolving into the development of an automate…
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Dhruv Vig on Solving ETF Misclassification with Pure-Play Precision | Modern Investing Podcast
45:07
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45:07Message the Host 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 brings a multidisciplinary perspective to solving a critical issue in today’s ETF landscape: …
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Bethany Jeanfreau on Wealth, Freedom, and Investing as an Expat Entrepreneur | Modern Investing Podcast
44:06
44:06
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44:06Message the Host 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 has crafted a lifestyle that blends business savvy with personal freedom. Her investment approach…
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Jason Connell on Inner Clarity and Unlocking Purpose-Driven Wealth | Modern Investing Podcast
56:54
56:54
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56:54Message the Host 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 convention: from magician and leadership consultant to walking away from outward success in sear…
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Wanjiku Chebet Kanjumba on Investing in the Future of Space Infrastructure | Modern Investing Podcast
50:59
50:59
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50:59Message the Host 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. Wanjiku brings a bold and visionary perspective: investing in space today could mirror the oppor…
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Jorge Nader on AI-Powered Investing and Turning Tech into Financial Freedom | Modern Investing Podcast
33:20
33:20
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33:20Message the Host 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. An immigrant from Mexico, Jorge’s path to financial independence is a remarkable story of grit…
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John De Goey on Bullshift, Bias, and the Case for Alternative Investing | Modern Investing Podcast
36:58
36:58
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36:58Message the Host 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 strategic diversification. John shares his post-2008 pivot to discretionary portfolio management and expl…
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Dr. Aaron Cook on Risk, Real Estate, and Purpose-Driven Investing | Modern Investing Podcast
42:59
42:59
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42:59Message the Host 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 mindset shaped by years in medicine, Dr. Cook shares how he taught himself to navigate m…
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Ken Hubbard on MCA Investing, Capital Access, and Funding Smarter Growth | Modern Investing Podcast
40:12
40:12
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40:12Message the Host 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 shares how he’s reshaping MCA structures to create more stable returns for investors—whil…
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Adam Koós on Tactical Investing, Market Discipline, and Wealth Preservation | Modern Investing Podcast
35:49
35:49
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35:49Message the Host 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-driven lens to investing that helps clients avoid costly financial pitfalls. Originally …
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Katie Welch on Financial Empowerment, Motherhood, and Creative Entrepreneurship | Modern Investing Podcast
21:08
21:08
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21:08Message the Host 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 group and eventually navigating a multifaceted creative life in Los Angeles. She reflects on the …
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Jamila Mayfield on Financial Inclusion, Venture Investing, and Building Wealth with Purpose | Modern Investing Podcast
1:04:19
1:04:19
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1:04:19Message the Host 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 is as unique as it is inspiring. From pursuing Broadway dreams to becoming a trusted advisor in…
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Mark Willis on Turning Debt into Wealth and Rethinking Retirement Strategies | Modern Investing Podcast
40:59
40:59
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40:59Message the Host 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 personal story of paying off six figures in student loans and how that challenge led him to qu…
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Shridhar Swaminathan on Solving the Drawdown Problem and Automating Wealth Management | Modern Investing Podcast
52:58
52:58
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52:58Message the Host 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: …
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Anmol Singh on Psychology-Driven Trading, Risk Management, and Building Wealth | Modern Investing Podcast
41:29
41:29
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41:29Message the Host In this episode, we sit down with Anmol Singh—veteran trader, investor, and founder of LiveTraders—to explore how mastering the psychology behind trading can lead to long-term investing success. With 14+ years of experience and over 10,000 students coached, Anmol shares: How he began trading at 18 and built a successful career thro…
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Evan Shubin on Startup Exits, Angel Investing, and Equity-for-Expertise | Modern Investing Podcast
52:39
52:39
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52:39Message the Host In this episode, we sit down with Evan Shubin, a 6x founder, 3x exited entrepreneur, and angel investor in over 25 startups. Now leading Candlelight Partners, LLC, Evan offers a rare window into what it takes to build, scale, and exit successful ventures—and how he now invests full-time across multiple asset classes. With 25+ years…
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James Fellus on High-Yield Fixed Income Through MCA Syndication | Modern Investing Podcast
47:25
47:25
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47:25Message the Host In this episode, we sit down with James Fellus, a veteran investor and owner of one of the largest private Merchant Cash Advance (MCA) funding firms in the U.S., facilitating over $1 billion in deals each year. With more than 30 years of experience in financial markets, James shares a behind-the-scenes look at how high-yield fixed-…
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Zecca Lehn on Investing for Impact and Sustainability | Modern Investing Podcast
41:28
41:28
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41:28Message the Host In this episode, we sit down with Zecca Lehn, General Partner at Responsibly Ventures, a California-based VC firm investing in U.S. PreSeed startups that align with the UN Sustainable Development Goals. With a background as an Environmental Economist, Data Scientist, and Nonprofit Board Member, Zecca brings a rare blend of analytic…
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Justin Dixon on Leaving the W2 World, Building a Recruiting Firm & Investing with Strategy | Modern Investing Podcast
42:43
42:43
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42:43Message the Host In this episode, we sit down with Justin Dixon, founder of Hire Tomorrow, who shares his journey of leaving the corporate W2 world to launch a recruiting firm and build a diversified investment portfolio—all during the height of the COVID-19 pandemic. Justin shares: How he prepared financially to make the leap into entrepreneurship…
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Todd Sullivan on Mastering Business Exits, M&A Strategy & Creating Post-Sale Wealth | Modern Investing Podcast
38:44
38:44
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38:44Message the Host In this episode, we sit down with Todd Sullivan, serial entrepreneur and CEO of ExitWise, to explore the art and science of successful business exits. With four successful exits under his belt, Todd shares what most founders overlook—and what makes the difference between a mediocre and a life-changing M&A deal. Todd reveals: Why pr…
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AJ Bubb on Real Estate Investing, Innovation Strategy & Wealth Management for Entrepreneurs | Modern Investing Podcast
1:13:28
1:13:28
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1:13:28Message the Host In this episode, we’re joined by AJ Bubb, fractional product and innovation leader, former CTO of Lion Rocket Entertainment, and experienced real estate investor—to explore what it takes to invest and build with confidence during challenging market conditions. AJ shares: How he live-streamed a 25,000-person NASA event from a remote…
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Nathan Creswell on Product-Led Investing, B2B SaaS Strategy & the Rise of Web3 and AI | Modern Investing Podcast
45:08
45:08
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45:08Message the Host In this episode, we sit down with Nathan Creswell—Head of Product, angel investor, and syndicate lead at Swell Ventures—to explore how deep product expertise can drive smarter, more strategic early-stage investments. Nathan shares: His journey from early product roles at Bay Area startups to leadership at Salesforce and Zuora How p…
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Israel Suero on Making Asymmetric Bets, Building Legacy, and Winning Across Asset Classes | Modern Investing Podcast
55:07
55:07
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55:07Message the Host In this episode, we speak with Israel Suero, a seasoned investor and Limited Partner at Dash VC, whose journey spans Wall Street, tech leadership at Uber Eats and DoorDash, and bold investments across real estate, crypto, angel deals, and venture capital. Israel shares: His evolution from stock trading with family to strategic VC a…
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Ronald Flores on Building Wealth Teams for Business Owners & Navigating Modern Finance with Purpose | Modern Investing Podcast
44:10
44:10
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44:10Message the Host In this episode, we sit down with Ronald Flores, CEO of Curious Finance, to explore how personalized, team-based financial strategies are reshaping wealth management—especially for business owners and high-achievers navigating today’s fast-changing economy. Ronald shares: Why goal-based planning outperforms one-size-fits-all financ…
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Guy Reams on Chess, B2B Tech Investing & Building Long-Term Wealth Through Strategy | Modern Investing Podcast
50:52
50:52
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50:52Message the Host In this episode, we explore the intersection of technology, strategy, and entrepreneurship with Guy Reams, investor, tech executive, and member of New Fund Venture Group. Guy shares: His journey from computer science professor to tech executive and founder of a non-profit chess club Lessons from transitioning between academia, corp…
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Kris Mathis on Investing in People, Passion & Potential: The Power of Purpose-Driven Entrepreneurship | Modern Investing Podcast
40:40
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40:40Message the Host In this episode, we’re joined by Kris Mathis—entrepreneur, author, and creator of Let’s Help Her Win, a new reality series aimed at empowering women entrepreneurs through capital, mentorship, and visibility. Kris shares: His personal story of resilience, reinvention, and rising above setbacks What pushed him to leave a traditional …
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Mike Clark on Tactical Wealth Building, Self-Directed IRAs & Breaking the Mold of Traditional Finance | Modern Investing Podcast
52:01
52:01
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52:01Message the Host In this episode, we sit down with Mike Clark, a financial advisor with a bold background in investment banking, capital raising, and alternative strategies. From selling medical devices to raising millions and guiding clients through self-directed IRAs, Mike brings a unique, tactical approach to building and protecting wealth. Mike…
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Austin McCulloh on Financial Advisor Innovation, Tech Entrepreneurship & Investing for Autonomy | Modern Investing Podcast
49:27
49:27
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49:27Message the Host In this episode, we’re joined by Austin McCulloh, a former financial advisor turned tech entrepreneur, to explore how innovation is reshaping both the financial advisory industry and personal wealth-building. Austin shares: His journey from financial advisor to founder of Reply Assist, a tool built to help advisors scale meaningful…
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Nick Larson on Capitalizing on Trends, Investing with Purpose & the Future of AI-Driven Wealth | Modern Investing Podcast
40:41
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40:41Message the Host In this episode, we sit down with Nick Larson—Silicon Valley investor, CRO of Unity Central, and host of the top 5% globally ranked podcast Silicon Zombies—to explore how to stay ahead of the curve by aligning values with vision. Nick shares: His journey from startup founder in supply chain tech to active investor in deep tech and …
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Maximilian Pace on Winning in Crypto: AI-Powered Strategies & the Future of Digital Asset Investing | Modern Investing Podcast
43:15
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43:15Message the Host In this episode, we dive into the future of crypto investing with Maximilian Pace, co-founder and CEO of Animus Technologies, a cutting-edge firm using AI to navigate digital asset markets. Max shares: How Animus Technologies won the prestigious Bitcoin Alpha Competition, securing a $1M investment The firm’s innovative long-short c…
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Cagri Sarigoz on AI, SEO, and Global Investing: Lessons from Turkey’s Startup & Real Estate Markets | Modern Investing Podcast
29:22
29:22
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29:22Message the Host In this episode, we’re joined by Cagri Sarigoz, Head of SEO & AI at CitizenShipper, international angel investor, and a rising voice in the Turkish tech and startup scene. Cagri shares: How a local Turkish fintech unlocked U.S. stock investing for him—and many others His personal evolution from tech stocks to ETFs and index funds A…
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DC Palter on Angel Investing, Startup Ethics & Lessons from 150+ Early-Stage Deals | Modern Investing Podcast
42:54
42:54
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42:54Message the Host In this episode, we sit down with DC Palter, an angel investor, startup advisor, and author with over 150 early-stage investments to his name. Drawing from 15+ years of experience and a background in energy engineering, DC offers a unique lens on startup investing—from ethical red flags to navigating deep tech and climate ventures.…
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Matteo Costa on Angel Investing, Techstars Mentorship & Building an Impact-Driven ETF Portfolio | Modern Investing Podcast
41:30
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41:30Message the Host In this episode, we welcome Matteo Costa—angel investor, Techstars startup mentor, and ETF strategist—for an inside look at how to blend long-term investing with entrepreneurial impact. Matteo shares: His path from consulting and corporate innovation to angel investing How working with Techstars shaped his mentoring philosophy The …
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Silvia Lupu on Modern Fund Management, Real Estate Strategy & Spotting Undervalued Opportunities | Modern Investing Podcast
46:39
46:39
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46:39Message the Host In this episode, we sit down with Silvia Lupu, one of the youngest independent female fund managers ever nominated for Fund Manager of the Year (2023), and the visionary currently leading Jevan Capital. With over a decade of experience across real estate, private equity, tech, and financial markets, Silvia shares: Her unique framew…
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Patrick McCarthy on Investing in 200+ Startups, Fractional CFO Insights & Expanding Access to Private Markets | Modern Investing Podcast
17:45
17:45
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17:45Message the Host In this episode, we sit down with Patrick McCarthy, Fractional CFO and angel investor in over 200 startups, to explore the intersection of public markets, private equity, and mission-aligned investing. Patrick shares: How a stock trading game in middle school ignited his passion for investing The long-term mindset that guides his d…
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Robert Schneider on Cannabis Entrepreneurship, Angel Investing & Building a Lasting Legacy | Modern Investing Podcast
47:57
47:57
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47:57Message the Host In this episode, we sit down with Robert Schneider, a veteran entrepreneur and angel investor, to trace his journey from paper routes to leading success in the cannabis industry—and to explore the mindset that’s guided his evolution along the way. Robert shares: How his early entrepreneurial instincts grew into multi-industry succe…
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Aharon Herbert on CENO AI, Tech Entrepreneurship & Designing a Purpose-Driven Future | Modern Investing Podcast
42:59
42:59
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42:59Message the Host In this episode, we meet Aharon Herbert, co-founder of CENO AI, whose journey from Bay Area tech student to investor and entrepreneur is a testament to what’s possible when passion meets purpose. Aharon shares: His path from scholarship student to a role in corporate IT at Visa, where he works on projects involving AR/VR and Micros…
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