Modern Investing Podcast

Message 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 crypto strategy —built to perform in both bull...

Message 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 candid look at Turkey’s startup landscape ,...

Message 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. DC shares: How he transitioned from engineering...

Message 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 structure behind his ETF portfolio for long-ter...

Message 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 framework for diversified, cross-asset investing Why...

Message 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 diversified portfolio Why he's bullish on pl...

Message 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 success The principles behind his angel investing str...

Message 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 Microsoft integration The inspiration behind CENO AI...

Message the Host In this episode, we sit down with Cara Macksoud, FBS® , CEO of Money Habitudes , to explore how your relationship with money shapes your financial outcomes—and what to do if it’s holding you back. Cara shares: How her experience as a Wall Street ETF trader and nonprofit CFO led her to the psychology of money The hidden beliefs and behaviors that affect your ability to build wealth...

Message the Host In this episode, we speak with Marc Cohen , executive advisor and founder of Buy Direct Development Companies , about the mindset and strategy behind building lasting wealth and leading through values. Marc breaks down: The 5 core traits every successful business and investor must cultivate: Integrity, Accountability, Diligence, Perseverance, and Discipline Why early financial edu...

Message the Host In this episode, we talk with Nate Bailey — U.S. Army veteran, entrepreneur, and leadership coach — about what it takes to develop a championship mindset and lead with purpose in business, investing, and life. Nate shares: His transition from the military to entrepreneurship Lessons from real estate investing and his curiosity about day trading Why intentionality and personal inte...

Message the Host In this episode, we sit down with Kamil Czubacki , CEO of AumBio Wellness Center , to explore how he transformed skepticism into belief—and belief into business success—in the world of alternative wellness and smart investing . Kamil shares: How a breakthrough experience with German wellness tech changed his father’s life His evolution into a wellness entrepreneur and community le...

Message the Host In this episode, we talk with Clay Risher , Director at boutique investment bank True North Capital Partners , about what it means to be a true fiduciary in an age of algorithms, influencers, and AI-driven hype. Clay shares: His personal evolution from emotional trading to research-backed investing Why regulatory ethics matter more than ever (including lessons from celebrity crypt...

Message the Host In this episode, we sit down with Richard Corral , CEO of Retirement Systems , to explore how he’s helped over 1,000+ people retire with confidence — and why retirement planning is about more than just the numbers. Richard shares: His journey from teenage arbitrage hustler to RIA and founder Why great investing is about recognizing potential , not just returns The key risks he wat...

Message the Host In this episode, we talk with Jason Nordlund , founder of The Norstar Group , about building a hedge fund from scratch, navigating economic uncertainty, and the power of a diversified investment strategy . Jason shares: How a late-night real estate infomercial launched his investing journey His self-taught evolution from real estate to hedge fund management A breakdown of his pers...

Message the Host In this episode, we welcome Shelley Alger — early tech employee turned angel investor, advisor, and founder — to explore how wealth creation, innovation, and impact can go hand in hand. Shelley shares: Her journey from scaling a $3B+ IPO unicorn to backing early-stage startups The importance of investing in founders with grit and humility Where AI and quantum tech are shifting the...

Message the Host In this episode, we dive deep with Raamon Newman , co-founder of New Mavericks and author of The Science of Protection , to explore how inner development directly impacts leadership performance, profits, and investment returns . A former elite athlete and full-time meditating monk , Raamon shares his six-part framework for protected achievement —a model that empowers leaders to ma...

Message the Host In this episode, we sit down with Matthew Lowe , Venture Capitalist at Miroma Ventures and Director of the Lowe & Hermes Family Office , for a deep dive into entrepreneurship, creator economy investing , and what it means to be a true value-add investor. Matthew shares: How Miroma Ventures’ unique model trades marketing services for equity What separates successful creators in...

Message the Host In this episode, we speak with Ben Kromnick , Head of Partnerships at Dealmaker and Managing Partner at LvlUp Ventures , about reshaping how startups raise capital. Ben shares: Why founders should spend more time building , not fundraising How equity crowdfunding is democratizing startup ownership The role of digital infrastructure in simplifying capital raises What today’s founde...

Message the Host In this episode, we sit down with Mac Gardner, CFP® , Founder of FinLit Tech and author of The Four Money Bears , to explore how financial literacy and technology can work together to create a more financially empowered society. Mac shares: The four essential money functions kids should learn early: Spend, Save, Invest, and Give How to simplify financial concepts for all ages The...

Message the Host In this debut episode, we sit down with legendary innovator John “Mac” McQuown , the man credited with creating the first index fund . Mac shares the story behind one of the most revolutionary ideas in modern finance — from his time leading Wells Fargo’s Management Sciences Group to co-founding Dimensional Fund Advisors . We explore how index funds reshaped investing by outperform...

Message the Host Step inside the world of venture capital with Brandon Maier , founder of LvlUp Ventures and co-founder of Quake Capital , one of the top-performing early-stage funds globally. With over 250 investments , $2.2 billion in capital under management , and a 94% startup survival rate , Brandon shares what it really takes to win in venture investing today. In this episode, you’ll learn:...