Navigating Wealth
Hosted by the founders of the Long Angle community, Navigating Wealth is a podcast for founders, executives, and investor operators who have built significant wealth. Each episode features a guest with an unusual career journey and deep subject matter expertise to share fresh, candid perspectives across some aspect of the economy, investing, family, health, or lifestyle.
Is 60/40 Too Risky Once You’re Wealthy? - David Stein
Today we’re thrilled to welcome David Stein, former chief investment strategist at institutional advisory firm FEG and host of the Money for the Rest of Us podcast. David spent close to two decades advising endowments, foundations, and institutional clients before turning to teaching individual investors how markets work and building the market analysis tool Asset Camp.
In this conversation, David makes the case that a 60/40 portfolio is too risky when the goal is preserving generational capital, explains how the S&P 500 has drifted toward a concentrated, AI-heavy benchmark trading near record valuations, and walks through his ow...
How Evergreen Funds Pick Winners in Any Market - Michael Elio
Evergreen funds promise private markets access without decade-long lockups. StepStone's Michael Elio covers semi-liquid fund liquidity, secondaries pricing and how to evaluate a fund before you buy.
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Illiquid Assets You Can't Sell? Borrow Against Them - Alex Branton
Alex Branton runs NAV lending at Nodem Capital, one of the few firms financing the illiquid end of private wealth, where he sees roughly 150 portfolios a year and underwrites about 20.
He breaks down why banks won't lend against private equity and venture no matter how large the portfolio, and how to weigh borrowing against a private book versus selling it at a steep secondary discount.
If you're holding illiquid assets you can't easily sell, he lays out what separates a facility worth taking from one that quietly turns debt into equity risk.
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Search Funds: Winning the Deal Without the Highest Offer - Max Artz
Max Artz leads the search fund strategy at Peterson Partners, where he screens roughly 300 searchers a year to back 10 to 15.
He breaks down why this asset class has returned in the mid-30% range for three decades without compressing, and how the best searchers win deals against buyers writing bigger checks.
If you're weighing search as an allocation or the operator path yourself, he lays out what separates a sponsor worth backing from one riding the trend.
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How Growth Equity Firms Pick Software Winners in an AI Market — Emila Damjanovic and Evan Skorpen
Today we welcome Emila Damjanovic and Evan Skorpen, Partners at Lead Edge Capital, a growth equity firm with 100+ company partnerships and 60+ exits. The conversation covers how growth equity works, why software cash margins have tripled while valuations compressed, and how to identify which software businesses are actually durable when AI is reshaping the category.
This episode gives investors a cleaner way to evaluate software positions right now.
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He Turned His FAANG Salary Into Early Retirement - Andre Nader
He spent nearly a decade at Meta, got laid off, looked at his accounts, and realized he never had to go back. Three years into semi-FIRE, Andre Nader writes the FAANG FIRE Substack — helping tech workers turn equity compensation and high income into financial independence and optionality.
In today's episode, Andre breaks down the full FAANG FIRE framework: how to calculate your enough number using the 33x rule, why your RSU selling strategy is probably emotional rather than mechanical, the tax misconception that keeps tech workers holding stock longer than they should, and why the biggest obstacle to...
Market Rate Hikes? This 38-Year Monetarist Disagrees - Jay Hatfield
The highest inflation in three years has the market pricing in rate hikes. A 38-year Wall Street monetarist thinks that's exactly backwards, and that the Fed is clear to cut.
Today we welcome Jay Hatfield, founder, CEO, and portfolio manager at Infrastructure Capital Advisors, where he runs nine income ETFs. A CPA and Wharton-trained monetary economist with 38 years on Wall Street, Jay makes the contrarian case that the recent inflation spike is a near-term oil-price illusion about to reverse, not the start of a wage-price spiral.
He breaks down why he ignores the labor report, wh...
The Unexpected Parenting Mistakes That Arrive With the Money - Kristin Keffler
Today we're thrilled to welcome Kristin Keffeler, Chief Learning Officer at the JFG Family Office, co-author of Wealth 3.0, and one of the leading practitioners in rising generation development.
Kristin has spent 20 years working with families navigating the psychological and structural challenges of raising children with significant inherited wealth — and is herself a second-generation inheritor who lived the dynamics she now helps others understand.
In this episode, Kristin walks through the well-intentioned messages that stall a child's development, the trust structures that accidentally produce dependent adults, and the disclosure decisions that parents get wro...
Why The Best Philanthropy Doesn't Start With A Check - Brent and Kyle Pease
Today we're thrilled to welcome Brent and Kyle Pease, co-founders of the Kyle Pease Foundation and co-creators of 29029, the endurance event where participants climb the vertical equivalent of Everest in 36 hours.
Brent and Kyle built a $3 million nonprofit from zero while working other jobs on the side.
In this episode they share how they think about mission-aligned hiring, why the overhead ratio is the wrong way to evaluate a nonprofit, how donors deepen their giving over time, and what the time, talent, and treasure framework actually looks like in practice.
Key Topics Covered
The Controversial Asset Class Historically Outperforming the Stock Market - Jason Bertoldi
Today we're thrilled to welcome Jason Bertoldi, litigation finance veteran and Managing Director at Alliant. He has spent his career on every side of the asset class — as a plaintiff's attorney at one of the firms that helped build commercial litigation funding, as an investor at D.E. Shaw, and now as a broker of litigation insurance.
Jason breaks down how outside capital funds legal claims, why historical returns in the 30% range are giving way to a more structured capital stack, how insurance is solving the duration problem, and what sophisticated allocators need to understand before entering the...
Earnings Calls Decoded by a Former Coinbase IR Executive - Anil Gupta
Today we're thrilled to welcome Anil Gupta, former Head of Investor Relations at Coinbase and eight-year veteran of Meta's IR team.
Anil breaks down how investor relations works, why a first-day IPO pop is a wealth transfer rather than a success signal, what Coinbase's direct listing decision actually meant for employees, and how to read an earnings call when you understand how the other side prepares for it.
Key Topics Covered
• What investor relations does: the finance-communications hybrid that shapes everything investors see
• How IR teams prepare for earnings calls and what the most...
Proactive Genetic Testing Has a Life Insurance Problem — Sam Raha
Today we're thrilled to welcome Sam Raha, CEO of Myriad Genetics. Sam has spent 25 years at the intersection of genomics and commercial medicine.
In this conversation he explains what precision medicine actually delivers today, how AI is being embedded into diagnostic tests at three distinct levels, and why proactive genetic testing carries a real insurance risk many individuals never think to ask about.
Key Topics Covered
• What precision medicine is and why it is already operating at scale across cancer treatment today
• How companion diagnostics work and why the business model is more durab...
Dinner Parties Are Overrated. This 2-Hour Cocktail Party Framework Works Better - Nick Gray
Today we're thrilled to welcome Nick Gray, a two-time founder who sold a family avionics business to private equity and built Museum Hack into a multimillion-dollar experiential company before exiting operating life entirely.
After two exits, Nick found that financial freedom and social infrastructure are not the same thing. He spent years testing event formats to build a repeatable system for making friends as an adult.
He's the author of The 2-Hour Cocktail Party and writes about the friendship recession at friendshiprecession.com.
Apply to Long Angle HNW Community: https://www.longangle.com/ap...
Why Oil Prices Haven't Spiked During the Biggest Supply Disruption in History - Blake London
Today we're thrilled to welcome Blake London, Co-Founder of Formentera. Blake raised $3 billion across five funds in under five years, operates nearly 4,000 wells producing 70,000 barrels of oil per day across the U.S. and Australia, and previously spent 15 years at Credit Suisse as head of energy equity capital markets. In this conversation, recorded live with the Long Angle community on April 22, 2026, Blake breaks down why the largest supply disruption in oil market history has produced a surprisingly muted price response — and what private operators are doing about it that public companies simply cannot.
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Donations Can Get the Meeting. It Doesn't Buy the Vote - Tom Manatos
Tom Manatos spent 20 years navigating Washington from both sides - as a Capitol Hill staffer who received the calls from advocates, and as the person making those calls on behalf of Spotify, Block, and the Internet Association.
In this episode, he walks through how political access actually works: who the real decision-makers are, what it costs to get in the room, why state government is where business owners have the most leverage, and what the crypto industry's $193 million super PAC still hasn't been able to buy.
• Learn More About Daily Body Coach: https://www...
Can Wealth Make Your Kids Less Capable? - Joline Godfrey
Today we're thrilled to welcome Joline Godfrey, a financial parenting expert, clinical social worker, and author with over 30 years working directly with affluent families. Her question: how do you raise a financially capable kid when you can afford to solve every problem for them?
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• Apply to Long Angle HNW Community: https://www.longangle.com/apply
Key Topics Covered
• Why the ability to give your kids everything is also the biggest obstacle to raising capable adults, and what Joline calls the "paradox of wealth"
• T...
Are the Private Credit Headlines Getting the Story Wrong? - Katie Fowler
Today we're thrilled to welcome Katie Fowler, Principal at Blue Owl Capital, one of the largest non-bank direct lenders in the United States managing over $150 billion in credit assets.
The past six months have produced a cascade of private credit headlines: cockroaches, GFC 2.0, redemption gates, and Katie joins us from inside the portfolios to separate what the data actually shows from what the media has been reporting.
In this conversation, we cover what started the panic, why declining returns are a rate math story and not a credit story, ho...
Hedge Funds Aren't Dead: They Know Something You Don't - Megan Nicholson
Today we're joined by Megan Nicholson, Partner of ImageArb and a two-decade veteran of hedge fund capital raising across Lehman Brothers, Barclays, and Jefferies.
Megan breaks down how the hedge fund space actually works, what institutional allocators are looking for that most individual investors never think to ask, and why the access and intelligence gap is the real risk for HNW investors trying to evaluate this asset class on their own.
Apply to Long Angle HNW Community: https://www.longangle.com/apply
Key Topics Covered:
• Why hedge fund AUM hit $5 trillion in 2025 — and w...
Sleep Doesn't Feel Broken Until You Measure It - Nitun Verma
Today we're thrilled to welcome Dr. Nitun Verma, a Stanford-trained sleep physician who designed and ran clinical sleep programs for Apple employees globally and for Meta.
Nitun's practice has evolved over the years to focus primarily on founders, tech executives, and high-performing professionals who are convinced they've optimized everything, except their sleep.
In this conversation, he breaks down why most high-performers are quietly underperforming because of habits they've never questioned, and what to actually do about it.
Apply to Long Angle HNW Community:
Key Topics Covered:
• Why feeling fine on poor...
Bleacher Report's $200M Exit - Dave Nemetz
Today we're thrilled to welcome Dave Nemetz, co-founder of Bleacher Report, the sports media platform he and his high school friends built from a blog into a $200M exit to Turner — all before he turned 30.
After a second exit with his media company Inverse, Dave now spends his time coaching early and mid-stage founders through growth, fundraising, exits, and the post-exit identity crisis nobody talks about enough.
Apply to Long Angle HNW Community: https://www.longangle.com/apply-now-nw
Key Topics Covered:
NIL Now Stands for Something Else - Inside College Football's Salary Cap - Joey McGuire
Today we’re thrilled to welcome Joey McGuire, the Head Football Coach at Texas Tech University.
After leading the Red Raiders to their first-ever Big 12 Championship and a fourth seed in the college football playoffs, McGuire joins us to pull back the curtain on the "chaos with a structure" defining the modern collegiate landscape.
In this episode, we deep dive into the $21M revenue-sharing cap, the "speed dating" reality of the transfer portal, and how elite programs are functioning as wealth management incubators for young athletes navigating seven-figure liquidity.
<...Why Disney is Licensing Characters to OpenAI (And What Happens Next) - Michael Sapherstein
Today we're thrilled to welcome Michael Sapherstein, the former in-house counsel at Major League Baseball, Marvel Entertainment and The Walt Disney Company.
Mike takes us behind the scenes of the "billion-dollar business you've never heard of" (MLB Advanced Media) and explains how he navigated the legal frontiers of the digital revolution, from the first iPad comic books to the looming impact of generative AI on creative ownership.
Key Topics Covered:
• The Streaming Blueprint: How MLB Advanced Media centralized rights to become the technical backbone of Disney+.
• The Marvel Licensing Machine: Why Marvel was a "pu...
Inside $22B Airline Loyalty & Getting Your First Board Seat - Tom O'Toole
Today we're thrilled to welcome Tom O’Toole, a seasoned executive and Long Angle member who previously served as the CMO of Hyatt Hotels and United Airlines. In this episode, Tom pulls back the curtain on the multi-billion dollar business of airline loyalty programs and shares his strategic roadmap for building a successful "portfolio life" after retiring from the C-suite.
Key Topics Covered:
The Economics of Loyalty: Why United’s Mileage Plus was valued at $22B and how airline miles function as the world’s third most used currency.Dynamic Pricing & Inventory: An inside look at how ai...How to Invest in a Franchise Business - Andy Louis-Charles
Today we're thrilled to welcome Andy Louis-Charles, a seasoned operator, "refounder," and self-described franchise maximalist. After serving as the Chief Strategy Officer at Custom Ink and navigating a major liquidity event, Andy shifted his focus from chasing a "satisfying number" to playing an infinite game.
In this episode, Andy breaks down his "Inter-Opus" philosophy—the idea that true fulfillment isn't found before or after a goal, but while you are in the flow of meaningful work. He also demystifies the world of franchising, explaining why it is a superior alternative to traditional employment and a powerful ve...
Travel Hacking Credit Cards - Chris Hutchins
Today we're thrilled to welcome Chris Hutchins, host of the All the Hacks podcast with over 1 million listeners. Chris is a serial entrepreneur who co-founded companies acquired by Google and Wealthfront, served as a Partner at Google Ventures, and has accumulated over 14 million credit card points while helping people optimize their finances, travel, and health without turning it into a second job.
Key Topics Covered:
Selling Your SaaS Business? Use This Checklist to Get the Highest Valuation - Diamond Innabi
Today we're thrilled to welcome Diamond Innabi, Principal at Software Equity Group.
Diamond has spent 15 years at the front lines of SaaS M&A, guiding founders through exits from first unsolicited offer to multi-million dollar closes. She shares practical insights on timing your exit, running competitive deal processes, and navigating the complexities of earnouts, rollover equity, and post-acquisition transitions.
Key Topics Covered:
• What investment banking actually means for SaaS founders
• The 4-6 month M&A timeline and when to start preparing
• Why founders hire investment bankers vs. running the process themselves
• Strategic...
The Billion Dollar Question: When Do You Actually Need a Family Office? - Ilka Gregory
Long Angle is a private, vetted global community of accomplished entrepreneurs, executives, and professionals who have reached meaningful financial milestones and want to navigate wealth with peers who understand their challenges, opportunities, responsibilities, and ambitions.
Hosted by the founders of the Long Angle community, Navigating Wealth is a podcast for founders, executives, and investor operators who have built significant wealth. Each episode features a guest with an unusual career journey and deep expertise across some aspect of the economy, investing, family, health, or lifestyle.
Today we're thrilled to welcome...
Private Equity Exit Strategy. What Happens After Selling? - Eric Wiklendt
Long Angle is a private, vetted global community of accomplished entrepreneurs, executives, and professionals who have reached meaningful financial milestones and want to navigate wealth with peers who understand their challenges, opportunities, responsibilities, and ambitions.
Hosted by the founders of the Long Angle community, Navigating Wealth is a podcast for founders, executives, and investor operators who have built significant wealth. Each episode features a guest with an unusual career journey and deep expertise across some aspect of the economy, investing, family, health, or lifestyle.
Today we're thrilled to welcome Eric Wiklendt. Eric is a Managing...
How Novel Research on Worms Lead to an ALS Treatment Breakthrough - Eric Green, M.D., Ph.D.
Long Angle is a private, vetted global community of accomplished entrepreneurs, executives, and professionals who have reached meaningful financial milestones and want to navigate wealth with peers who understand their challenges, opportunities, responsibilities, and ambitions.
Hosted by the founders of the Long Angle community, Navigating Wealth is a podcast for founders, executives, and investor operators who have built significant wealth. Each episode features a guest with an unusual career journey and deep expertise across some aspect of the economy, investing, family, health, or lifestyle.
Today we're thrilled to welcome...
Why Most Cybercrime Is Opportunistic, Not Targeted - Jason Passwaters
Long Angle is a private, vetted global community of accomplished entrepreneurs, executives, and professionals who have reached meaningful financial milestones and want to navigate wealth with peers who understand their challenges, opportunities, responsibilities, and ambitions.
Hosted by the founders of the Long Angle community, Navigating Wealth is a podcast for founders, executives, and investor operators who have built significant wealth. Each episode features a guest with an unusual career journey and deep expertise across some aspect of the economy, investing, family, health, or lifestyle.
Today we're thrilled to welcome...
How to Invest in Music Royalties - Jason Peterson
Long Angle is a private, vetted global community of accomplished entrepreneurs, executives, and professionals who have reached meaningful financial milestones and want to navigate wealth with peers who understand their challenges, opportunities, responsibilities, and ambitions.
Hosted by the founders of the Long Angle community, Navigating Wealth is a podcast for founders, executives, and investor operators who have built significant wealth. Each episode features a guest with an unusual career journey and deep expertise across some aspect of the economy, investing, family, health, or lifestyle.
We're thrilled to welcome Jason Peterson, Founder, Chairman & CEO of GoDigital...
Fortune 500 VP to PE CEO. Better Work-Life Balance? - Marc Boreham
Long Angle is a private, vetted global community of accomplished entrepreneurs, executives, and professionals who have reached meaningful financial milestones and want to navigate wealth with peers who understand their challenges, opportunities, responsibilities, and ambitions.
Hosted by the founders of the Long Angle community, Navigating Wealth is a podcast for founders, executives, and investor operators who have built significant wealth. Each episode features a guest with an unusual career journey and deep expertise across some aspect of the economy, investing, family, health, or lifestyle.
Today we're thrilled to welcome...
How Streaming is Changing Hollywood's Business Model - Jonathan Eirich
Long Angle is a private, vetted global community of accomplished entrepreneurs, executives, and professionals who have reached meaningful financial milestones and want to navigate wealth with peers who understand their challenges, opportunities, responsibilities, and ambitions.
Hosted by the founders of the Long Angle community, Navigating Wealth is a podcast for founders, executives, and investor operators who have built significant wealth. Each episode features a guest with an unusual career journey and deep expertise across some aspect of the economy, investing, family, health, or lifestyle.
Today we're thrilled to welcome Jonathan Eirich, co-CEO of Rideback and...
How Much Successful Individuals Spend on Professional Services - Long Angle Benchmark
Long Angle is a private, vetted global community of accomplished entrepreneurs, executives, and professionals who have reached meaningful financial milestones and want to navigate wealth with peers who understand their challenges, opportunities, responsibilities, and ambitions.
Hosted by the founders of the Long Angle community, Navigating Wealth is a podcast for founders, executives, and investor operators who have built significant wealth. Each episode features a guest with an unusual career journey and deep expertise across some aspect of the economy, investing, family, health, or lifestyle.
In this episode, Tad Fallows...
How to Evaluate Stocks to Achieve Market-Beating Returns - David Gardner
Long Angle is a private, vetted global community of accomplished entrepreneurs, executives, and professionals who have reached meaningful financial milestones and want to navigate wealth with peers who understand their challenges, opportunities, responsibilities, and ambitions.
Hosted by the founders of the Long Angle community, Navigating Wealth is a podcast for founders, executives, and investor operators who have built significant wealth. Each episode features a guest with an unusual career journey and deep expertise across some aspect of the economy, investing, family, health, or lifestyle.
Today we’re thrilled to welcome David Gardner. He is the Co...
Is College Worth the Price Tag? - Michael Horn
Long Angle is a private, vetted global community of accomplished entrepreneurs, executives, and professionals who have reached meaningful financial milestones and want to navigate wealth with peers who understand their challenges, opportunities, responsibilities, and ambitions.
Hosted by the founders of the Long Angle community, Navigating Wealth is a podcast for founders, executives, and investor operators who have built significant wealth. Each episode features a guest with an unusual career journey and deep expertise across some aspect of the economy, investing, family, health, or lifestyle.
Today's guest is Michael Horn, a leading education strategist, author, and...
Why International Investing Is Being Overlooked by Americans - Daniel Altman
Long Angle is a private, vetted global community of accomplished entrepreneurs, executives, and professionals who have reached meaningful financial milestones and want to navigate wealth with peers who understand their challenges, opportunities, responsibilities, and ambitions.
Apply to become a Long Angle member - https://www.longangle.com/apply-now-nw
Hosted by the founders of the Long Angle community, Navigating Wealth is a podcast for founders, executives, and investor operators who have built significant wealth. Each episode features a guest with an unusual career journey and deep subject matter expertise to share fresh, candid perspectives across some...
