Modern Investing with Sidepocket Podcast Sidepocket Financial

In the latest episode of the "Modern Investing with SidePocket" podcast, we dive deep into the intricacies of investment banking, financial advisory, and the riveting world of self-directed IRAs with financial guru Mike Clark. Mike shares his unconventional journey from selling medical devices to mastering the art of raising millions in investment banking, eventually transitioning into a financial advisor who champions the cause of crafting clear, goal-oriented financial strategies. His insights into leveraging self-directed IRAs for diversifying investment portfolios not only enlighten but also equip listeners with the knowledge to navigate the complex financial landscape with ease.

This episode stands out as it demystifies the often-overlooked opportunities within self-directed IRAs, shedding light on how average investors can venture beyond traditional stocks and bonds to invest in areas they hold expertise in. Mike Clark's narrative is not just about his success; it's a roadmap for listeners to understand the power of financial literacy and to make informed decisions. Whether you're intrigued by the potential of self-directed IRAs, keen on understanding the shift in market trust, or simply looking for ways to stay financially ahead, this podcast episode promises a wealth of knowledge, straight from an expert who lived through the transformation.

Encouraging listeners to challenge the status quo of their financial strategies, this conversation is a must-listen for anyone looking to break free from conventional investing norms. This episode not only provides a fresh perspective on managing personal finances but also motivates you to explore avenues previously thought to be reserved for the affluent. As they unravel the complexities of the financial world, this podcast serves as a reminder that with the right guidance and understanding, achieving financial clarity and efficiency is within reach. 
Financial Educator? Click here now to learn how you can unlock the full potential of your practice and help your clients thrive.
Don’t work with one of our platform partners? Try Sidepocket BETA: Download Sidepocket for iOS
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

If you'd like to recommend a guest, they can apply here!

In this episode, Austin McCulloh, a former financial advisor turned entrepreneur, shares his journey from navigating the complexities of financial advising to launching Reply Assist, a revolutionary tool aimed at helping financial advisors amplify their practice.

McCulloh’s transition from financial advising to entrepreneurship in the tech space underscores a broader theme: the importance of innovation and adaptation in today’s economic environment.  This conversation not only provides a deep dive into McCulloh’s entrepreneurial journey but also reflects on the broader implications of leveraging technology to enhance financial services.

The podcast doesn’t stop at entrepreneurship. It ventures into personal investment philosophies and how individuals can navigate their financial journey. McCulloh’s approach to investing—favoring business investment and considering angel investing and venture capital post-exit—is particularly thought-provoking. It showcases a perspective on risk, reward, and the multifaceted paths available in the modern investment landscape. This episode embodies the essence of modern investing: the confluence of technology, personal financial growth, and the overarching quest for financial autonomy.

Through McCulloh’s story, listeners gain a unique perspective on embracing technology, understanding investment philosophies, and the importance of innovation in achieving financial success.
Financial Educator? Click here now to learn how you can unlock the full potential of your practice and help your clients thrive.
Don’t work with one of our platform partners? Try Sidepocket BETA: Download Sidepocket for iOS
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

If you'd like to recommend a guest, they can apply here!

In this episode, Nick Larson, a luminary in the realms of technology, investing, and entrepreneurial spirit, offers a wealth of insight into staying financially ahead. Larson, the CRO at Unity Central and host of the Silicon Zombies podcast, shares his journey from building a company in the dynamic supply chain space to investing in groundbreaking technologies like agrosonics, which promotes plant growth using patented sound vibrations. 

Larson's conversation stretches beyond the realms of his professional endeavors, delving deep into his investment philosophies and the innovative edge Sidepocket brings to its users. With a background enriched by the influences of his family immersed in technology and innovation, Larson articulates the essence of spotting opportunities in trends and the importance of "skating to where the puck is going", in Wayne Gretzky's words. His inclination towards models that democratize sophisticated investment strategies for the average investor exemplifies the visionary approach of Sidepocket. The platform's engine operates silently in the background and generates impressive returns for Larson, whose testimonial is a testament to the power of leveraging deep tech for financial advancement. 

The dialogue further spans the transformative potential of AI, the compelling concept of biomimicry, and the invaluable perspective of treating investments as journeys rather than quick wins. This episode not only encapsulates the essence of modern investing but also reinforces the significance of narratives in comprehending and capitalizing on the financial and technological landscapes. Sidepocket emerges not merely as a tool for investment but as a harbinger of a new age where informed, strategic, and owner-controlled financial growth is within everyone's reach.



Financial Educator? Click here now to learn how you can unlock the full potential of your practice and help your clients thrive.
Don’t work with one of our platform partners? Try Sidepocket BETA: Download Sidepocket for iOS
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

If you'd like to recommend a guest, they can apply here!

Step into the captivating world of cryptocurrency investing with our latest podcast featuring Maximilian Pace, the dynamic co-founder and CEO of Animus Technologies. Max unveils how Animus leverages artificial intelligence to revolutionize crypto investing, by analyzing real-time data to make informed decisions in the volatile market of Bitcoin and Ethereum.
Discover the story behind Animus' victory in the prestigious Bitcoin Alpha Competition, securing a million-dollar investment and paving the way for a groundbreaking hedge fund launch. Max shares insights into the fund's innovative long-short strategy, designed to maximize returns while minimizing risk in both bullish and bearish market conditions.


Join us as Max shares his personal journey into crypto, from early conversations in Silicon Valley to his passion for investing in emerging technologies with real-world impact. Whether you're a seasoned crypto enthusiast or just starting out, this podcast promises valuable insights into the future of finance. Tune in now and embark on a journey into the world of crypto investing with Maximilian Pace and Animus Technologies.



Financial Educator? Click here now to learn how you can unlock the full potential of your practice and help your clients thrive.
Don’t work with one of our platform partners? Try Sidepocket BETA: Download Sidepocket for iOS
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

If you'd like to recommend a guest, they can apply here!

In this episode guest Cagri Sarigoz, Head of SEO & AI at CitizenShipper, an experienced marketing and product leader based in Turkey, who also actively invests in startups, real estate, and stock market while working full time 
Cagri talks about his investment strategy in the US stock market, sparked by a Turkish startup that made US stock investing accessible. He initially invested in familiar tech companies and expanded his portfolio to include ETFs and index funds. Additionally, he provides insights into the startup and investment landscape in Turkey, highlighting the entrepreneurial spirit despite economic challenges.
Furthermore, Cagri discusses his real estate investments in Turkey, guided by friends and driven by the stability real estate offers against inflation and currency volatility. Finally, he expresses interest in Sidepocket's investing platform seeing it as a solution to the inflation-fueled erosion of savings.
Financial Educator? Click here now to learn how you can unlock the full potential of your practice and help your clients thrive.
Don’t work with one of our platform partners? Try Sidepocket BETA: Download Sidepocket for iOS
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

If you'd like to recommend a guest, they can apply here!

DC Palter, an angel investor with over 15 years of experience and more than 150 early-stage startup investments, joins the podcast to share insights from his journey. He started as an energy engineer but transitioned into business and startups during the '90s, drawn by the dynamism and impact of working in smaller companies. DC found purpose in startups where every decision mattered, unlike in larger corporations where individual contributions often felt insignificant.
He entered angel investing during a downturn after the financial bubble burst, joining Tech Coast Angels in 2009. This provided him with a platform to contribute to the startup community and share his expertise with early-stage founders. DC emphasizes the importance of group investing for reducing risk and leveraging collective expertise, especially in evaluating complex startups like life sciences or deep tech.
In his investing approach, DC prioritizes startups in climate tech and energy sustainability, reflecting his passion for addressing environmental challenges. He discusses the balance between investing in pre-revenue startups, where he relies on insider insights, and post-revenue startups evaluated through angel groups. DC also emphasizes diversification and caution in angel investing, noting that it's more about enjoying the process and supporting the community than chasing high returns.
Apart from angel investing, DC shares his experience in writing a novel, "To Kill a Unicorn," inspired by real-world startup scandals like Theranos. The novel explores themes of fraud and ethics in entrepreneurship, drawing from DC's observations of misleading practices among founders. He sheds light on the complexities of founder motivations and the challenges investors face in discerning deception.
Throughout the interview, DC's insights underscore the importance of diligence, community, and ethical conduct in both entrepreneurship and investing. His multifaceted journey from engineer to founder to investor to novelist offers a rich tapestry of lessons for aspiring entrepreneurs and investors alike.
Financial Educator? Click here now to learn how you can unlock the full potential of your practice and help your clients thrive.
Don’t work with one of our platform partners? Try Sidepocket BETA: Download Sidepocket for iOS
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

If you'd like to recommend a guest, they can apply here!