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...

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 gove...

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...

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-affl...

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 t...

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...

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...

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:...

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 confidenc...

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 explor...

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 prioriti...

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—especi...

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 sc...

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, m...

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...

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...

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...

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 int...

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...

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 goe...

Message 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 greater access to traditionally illiquid markets. He...

Message 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 automated options trading bot driven by technical indicato...

Message 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: misclassification. Many investors assume their ETF...

Message 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 is equally unorthodox: instead of spreading capit...

Message 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 search of deeper meaning. Today, he helps high-net-wor...