Modern Investing Podcast

Hosted by Sidepocket Financial

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Oct 2025

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About the show

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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October 3, 2025Episode 7634 min

Christopher Lucas on DNA Nanobots, Non-Viral Gene Therapy & Biotech Investing with Purpose | Modern Investing Podcast

Message the HostIn 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 diseases with precision, efficiency, and safety.We explore:How DNA Nanobots builds non-viral delivery systems from the gene itselfWhy this technology could replace viral vectors for gene therapy, lowering cost and enabling re-dosingThe company’s breakthrough partnerships in Duchenne Muscular Dystrophy (DMD), lysosomal storage diseases, and acute myeloid leukemiaHow they’re balancing platform strategy and single-asset development to hedge against biotech market cyclesWhy Chris and his co-founder believe success = saving even one lifeFundraising lessons from biotech, navigating early-stage VC, proof-of-concept milestones, and partner collaborationsKey advice for new biotech investors on identifying early signals, managing risk, and finding trustworthy teamsWhether you're a startup founder, an early-stage investor, or simply biotech-curious, this episode gives you a front-row seat to the future of personalized medicine.🎧 Listen now and discover how the next wave of biotech could transform medicine, and how smart investors can be part of it.👤 About Christopher Lucas:Chris is the co-founder and officer of DNA Nanobots, a biotech platform pioneering non-viral gene delivery systems that promise safer, more targeted, and cost-effective therapies. With a PhD in biomedical sciences and a postdoc in mechanical engineering from The Ohio State University, Chris has spent the last decade pushing the boundaries of drug delivery to make precision therapies more accessible.Click Here to Check Out Our Upcoming Online Investing EventsAbout 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

September 26, 2025Episode 7557 min

Janna Scott on Crypto Tax Chaos, Defi Compliance & Why Audit-Readiness Is Your Best Investment | Modern Investing Podcast

Message the HostIn 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 no one’s talking about.We explore:How she discovered 14+ crypto tax platforms were dangerously inaccurateWhy CSV-based reporting and API misreads are quietly putting investors at legal riskHow Defi Tax shut down two waves of IRS audits and what’s coming nextWhy the IRS is gearing up for mass audits and how you can protect yourselfThe importance of showing your work and avoiding accidental fraudHow Janna’s work with the IRS, SEC, and top universities is shaping a new crypto tax standardWhat every founder, investor, and accountant needs to know before the audits beginWhether you're trading altcoins, staking NFTs, running an exchange, or just dabbling in Web3, this episode is a must-listen. Janna’s insights could save you from costly mistakes… and possibly an audit.👤 About Janna Scott: Janna is the founder of Defi Tax, a crypto tax platform built for audit-readiness, regulatory integrity, and maximum protection for investors. Her research has been cited by the IRS, validated by university partnerships, and is actively reshaping crypto compliance standards.🎧 Tune in and learn how to stay ahead of the crypto tax curve, before it’s too late.Click Here to Check Out Our Upcoming Online Investing EventsAbout 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

September 19, 2025Episode 7439 min

Hayley Melidonis on Experience ROI, Travel Freedom & the Future of Connection | Modern Investing Podcast

Message the HostIn 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 path for both travel and entrepreneurship.Her story weaves together real estate investing, startup grit, and a passion for living fully - on your own terms.We explore:How Hayley used property investing to unlock financial freedom (and her first ski pass!)What it really means to build an AI-proof business rooted in human connectionThe psychology of solo travel, and how Bubbl eliminates the lonelinessWhy points hacking, shared housing, and mindful debt can be powerful financial toolsHow experiences, not stuff, can deliver the best ROI of allHer insights from working at Uber, Intel, and building Bubbl from the ground upWhether you’re designing your next chapter, traveling solo, or building something that honors both profit and purpose, this conversation is a reminder that freedom is a financial strategy, and connection is the most valuable asset of all.👤 About Hayley Melidonis: Heyley is the founder of Bubbl, a platform helping people travel better, together. With over 30 years of global experience, she blends real estate investing, startup innovation, and a love of human connection to unlock new models for wealth and wellbeing.🎧 Listen in and get inspired to build a life you don’t need a vacation from.Click Here to Check Out Our Upcoming Online Investing EventsAbout 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

August 15, 2025Episode 7348 min

Anmol Verma on Fintech Innovation, Impact Investing & Building a Smarter Wealth Future | Modern Investing Podcast

Message the HostIn 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.We explore:What she learned launching a $100M impact fund-and how she measured real-world outcomes like healthcare and menstrual hygiene accessThe macro insights and risk management frameworks that help her evaluate complex opportunitiesHow AI is transforming wealth management by reducing friction and increasing personalizationWhy Finvest is building an all-in-one platform that unifies tracking, investing, and intelligent automationWhat she believes wealth platforms must evolve into for the next generation of investorsAnmol also reflects on building with integrity, the importance of "strong opinions, loosely held," and how operating from deep self-trust has guided her career pivots.Whether you're managing your portfolio, building a fintech product, or navigating uncertainty in your own investing journey, this episode will equip you with tools-and perspective-for what comes next.About Anmol Verma: Anmol is the co-founder of Finvest, an AI wealth advisor platform helping time-strapped professionals manage their money with confidence and intelligence. She previously led due diligence for concentrated emerging market portfolios and helped launch a $100M Global Impact Fund at Arisaig Partners.Click Here to Check Out Our Upcoming Online Investing EventsAbout 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

August 13, 2025Episode 7241 min

Santosh Ramesh on Niche Tech Innovation, Real-World Efficiency & Smarter Investing | Modern Investing Podcast

Message the HostIn 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 others aren't looking.We also dig into:Why small tech can drive big returns, and how to spot itThe power of investing in inefficiencies, not trendsHow human connection is becoming the most in-demand tech featureWhy Sidepocket-style platforms are essential for busy professionalsSantosh's take on diversification, asymmetric risk, and staying grounded while scaling smartFrom sustainable software to strategic investing, this episode is a must-listen for anyone building or backing businesses that are simple, scalable, and soulful.👤 About Santosh Ramesh:Santosh is the President & CEO of KA Technology, a company focused on solving niche pain points with high-impact software tools. His cross-industry background and people-first mindset are redefining how technology can serve overlooked markets.Click Here to Check Out Our Upcoming Online Investing EventsAbout 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

August 1, 2025Episode 7148 min

Joy Osaka-Lu on Human-Centric Strategy, Systems Innovation & Embracing Change in Business | Modern Investing Podcast

Message the HostIn 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 the paradigm, not just the softwareWhy legacy systems often fail not because they're outdated, but because they ignore human behaviorThe role of story, empathy, and systems thinking in unlocking innovation across finance and operationsHow Joy approaches investing with the same lens of freedom, resilience, and long-term alignmentWhy building adaptive businesses today requires unlearning old rules and embracing what's real, personal, and dynamic"When you build systems around people-not just performance-you unlock something deeper: trust, flow, and lasting change."Whether you're scaling a company, streamlining operations, or investing in your own evolution, this conversation with Joy will shift how you think about efficiency, risk, and transformation.👥 About Joy Osaka-Lu:Joy Osaka-Lu is the founder of One Ripple, LLC, a strategic consulting firm focused on building human-centered systems and solutions that drive sustainable business change. With three decades of experience, she's known for her ability to dissolve inefficiencies, champion authentic leadership, and bridge data, strategy, and empathy in one fluid motion.Click Here to Check Out Our Upcoming Online Investing EventsAbout 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

July 17, 2025Episode 7048 min

Jake Martyn on Building a 7-Figure Collectibles Business, Creator Commerce, and Alternative Investing | Modern Investing Podcast

Message the HostIn 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 live commerce businessThe rise of collectible assets and the new rules of creator-led entrepreneurshipJake's shift into investing-and how he's approaching portfolio building with a founder's mindsetWhy Sidepocket became his go-to tool for gaining access to institutional-grade investment strategiesThe lessons he's learned about risk, education, and staying open to evolution in both business and wealth creation"What started as content became commerce-and then turned into capital. That's the power of momentum and mindset."Whether you're a business builder, creator, or investor looking to tap into emerging asset classes and creator-led ventures, this episode offers a fresh take on what it means to build and grow in today's economy.About Jake Martyn:Jake Martyn founded a collectibles commerce company that scaled to 7 figures in under a year by blending livestream content, smart inventory strategies, and authentic community building. Jake now focuses on growing his business while learning the ropes of investing-with a passion for education, efficiency, and unlocking financial freedom.Click Here to Check Out Our Upcoming Online Investing EventsAbout 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

July 11, 2025Episode 6957 min

Corey White on Cybersecurity Innovation, Inclusive Tech & Investing in Resilience | Modern Investing Podcast

Message the HostIn 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 investing in cybersecurity is essential for modern portfolios—and how to evaluate opportunities in the spaceThe power of organic diversity in tech teams and how it drives better innovation and outcomesCorey's journey from tech executive to founder, and what it really takes to thrive in rapidly evolving marketsThe role of grit, adaptability, and inclusive leadership in building companies that can weather disruption“If you want to build a resilient company, start by protecting your people, your data—and your future.”Whether you're an investor exploring tech opportunities or a founder building from the ground up, this episode delivers strategic insight into the intersection of cybersecurity, diversity, and high-growth investing.About Corey White:Corey White is the founder and CEO of Cyvatar.Ai, a next-gen cybersecurity platform that offers comprehensive protection with simplicity and scale. A tech veteran and visionary leader, Corey champions diversity and innovation in the cybersecurity sector, helping companies and investors alike navigate risk and resilience in the digital age.Click Here to Check Out Our Upcoming Online Investing EventsAbout 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

June 27, 2025Episode 6839 min

Katie Fenner, CFA on Empowering Families Through Financial Literacy & Generational Wealth Building | Modern Investing Podcast

Message the HostIn 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 comes to 529 plans, custodial accounts, and early investment strategiesWhy open conversations about money are critical for raising financially savvy childrenThe importance of building long-term, adaptable portfolios without falling into emotional trapsHow Katie’s time at Goldman Sachs shaped her philosophy on risk, diversification, and managing wealth through market cyclesWhy access to simple, educational financial tools can transform how families approach investing“Financial literacy isn’t just for Wall Street. It’s the foundation for building freedom—and futures.”Whether you’re a parent, a young investor, or someone looking to demystify the path to financial security, Katie’s insights offer an actionable blueprint for creating sustainable wealth and meaningful legacies.About Katie Fenner:Katie Fenner is a former private wealth advisor at Goldman Sachs, where she guided ultra-high-net-worth families through complex investment landscapes. She now focuses on expanding access to financial literacy, helping families build generational wealth through simple, actionable strategies that empower parents and children alike.Click Here to Check Out Our Upcoming Online Investing EventsAbout 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

June 20, 2025Episode 6748 min

Ketty Minissale on How Wellness Fuels Wealth, Resilience & Smarter Investing | Modern Investing Podcast

Message the HostIn 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 creationHow Ketty made the leap from corporate stability to launching a wellness business rooted in science and soulPractical tools for integrating mindfulness and nervous system regulation into your leadership and investment routinesHow physical vitality directly supports financial confidence, strategy, and long-term resilienceThe future of health tech and AI—where Ketty sees massive potential for proactive wellness and smarter financial outcomes“You can’t build sustainable wealth from a depleted body. Wellness isn’t a luxury—it’s your foundation.”Whether you're a high-performing entrepreneur or investor looking to sharpen your edge, Ketty’s perspective offers a paradigm shift: longevity, energy, and emotional clarity are the real drivers of wealth that lasts.About Ketty Minissale:Ketty Minissale is the co-founder of The Energy Lab, a high-impact wellness company focused on optimizing energy, nervous system health, and mental clarity for leaders and founders. Her background spans corporate leadership and holistic health, giving her a unique lens on how physical and financial success are deeply intertwined. Through coaching, retreats, and technology-forward wellness solutions, Ketty helps people lead from a place of vitality, not burnout.Click Here to Check Out Our Upcoming Online Investing EventsAbout 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