Modern Investing Podcast

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

Message the Host [https://www.buzzsprout.com/2256342/fan_mail/new] 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, 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 itself * Why this technology could replace viral vectors for gene therapy, lowering cost and enabling re-dosing * The company’s breakthrough partnerships in Duchenne Muscular Dystrophy (DMD), lysosomal storage diseases, and acute myeloid leukemia * How they’re balancing platform strategy and single-asset development to hedge against biotech market cycles * Why Chris and his co-founder believe success = saving even one life * Fundraising lessons from biotech, navigating early-stage VC, proof-of-concept milestones, and partner collaborations * Key advice for new biotech investors on identifying early signals, managing risk, and finding trustworthy teams Whether 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 Events [https://www.eventbrite.co.uk/o/sidepocket-inc-110002699231] 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  [https://2ly.link/1xkhN]

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

Message the Host [https://www.buzzsprout.com/2256342/fan_mail/new] 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 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 inaccurate * Why CSV-based reporting and API misreads are quietly putting investors at legal risk * How Defi Tax shut down two waves of IRS audits and what’s coming next * Why the IRS is gearing up for mass audits and how you can protect yourself * The importance of showing your work and avoiding accidental fraud * How Janna’s work with the IRS, SEC, and top universities is shaping a new crypto tax standard * What every founder, investor, and accountant needs to know before the audits begin Whether 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 Events [https://www.eventbrite.co.uk/o/sidepocket-inc-110002699231] 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  [https://2ly.link/1xkhN]

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

Message the Host [https://www.buzzsprout.com/2256342/fan_mail/new] 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 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 connection * The psychology of solo travel, and how Bubbl eliminates the loneliness * Why points hacking, shared housing, and mindful debt can be powerful financial tools * How experiences, not stuff, can deliver the best ROI of all * Her insights from working at Uber, Intel, and building Bubbl from the ground up Whether 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 Events [https://www.eventbrite.co.uk/o/sidepocket-inc-110002699231] 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  [https://2ly.link/1xkhN]

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

Message the Host [https://www.buzzsprout.com/2256342/fan_mail/new] 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-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 access * The macro insights and risk management frameworks that help her evaluate complex opportunities * How AI is transforming wealth management by reducing friction and increasing personalization * Why Finvest is building an all-in-one platform that unifies tracking, investing, and intelligent automation * What she believes wealth platforms must evolve into for the next generation of investors Anmol 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 Events [https://www.eventbrite.co.uk/o/sidepocket-inc-110002699231] 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  [https://2ly.link/1xkhN]

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

Message the Host [https://www.buzzsprout.com/2256342/fan_mail/new] 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 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 it * The power of investing in inefficiencies, not trends * How human connection is becoming the most in-demand tech feature * Why Sidepocket-style platforms are essential for busy professionals * Santosh's take on diversification, asymmetric risk, and staying grounded while scaling smart From 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 Events [https://www.eventbrite.co.uk/o/sidepocket-inc-110002699231] 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  [https://2ly.link/1xkhN]