Clay Risher on Value-Driven Investing, Fiduciary Integrity & The Human Side of Finance | Modern Investing Podcast

Modern Investing Podcast

Content provided by Sidepocket Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sidepocket Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

1+ y ago 29:11

MP3•Episode home

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 crypto endorsements)
How value investing and long-term thinking still outperform the noise
His views on AI in investing — and why he still believes in human judgment
Why Sidepocket’s model of access + integrity caught his attention

“For me, life is just a curiosity shop every day... I don't really want my inner or outer world interpreted for me by a machine.”

This episode offers a grounded take on modern investing — where data meets wisdom, and technology supports, not replaces, discernment.

About Clay Risher:

Clay Risher is a seasoned investment banker, entrepreneur, and Director of Business Development at True North Capital Partners, where he focuses on M&A, capital raising, and valuation services across finance, tech, and private equity.

With a career spanning executive roles in both public and private companies, Clay has led transformative transactions and strategic initiatives. He’s also an award-winning author and a contributor to REIT Magazine, where he interviews industry leaders and shares insights from the frontlines of modern capital markets.

Clay studied literature and economics at Boston University and completed advanced coursework in finance at Fairfield University. Off the clock, he’s an avid outdoorsman and curious observer of life, always chasing both beauty and truth — whether in architecture, nature, or investing.

Click Here to Check Out Our Upcoming Online
Investing Events

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

61 episodes

#Trading #Business #Sidepocket Financial #Investing #Stock #Finance #Wealth #Entrepreneurship #Impact Investing #Angel Investing #Venture Capital #Investment Banking #Funding #Alternative Investments