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.
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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 m...
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, n...
Kristin Keffeler discusses the unexpected parenting challenges that arise with significant inherited wealth, introducing the "trampoline framework" to illustrate how wealth can amplify effort or lead to stagnation. She explores common mistakes like false scarcity and overly controlling trust structures, emphasizing the importance of a phased disclosure approach centered on family values and fostering a child's autonomy, competence, and relatedness.
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 ti...
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 ...
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 th...
Sam Raha, CEO of Myriad Genetics, explores the evolution and broad adoption of precision medicine, emphasizing its scale in cancer treatment today and its future across broader populations. He details how AI is integrated into diagnostic tests at operational, customer, and product levels, including fighting insurance claim denials. Raha also highlights the challenges of genetic data, from IP protection in a post-gene patent world to the critical life insurance implications and the growing importance of personal health data ownership.
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 friendshi...
In this episode, Blake London, co-founder of Formentera, explains why the largest oil supply disruption in history has resulted in a surprisingly muted price response, highlighting the divergence between physical and financial markets. He delves into US producers' capital discipline, the unique structures of private energy investments, and the long-term investment thesis for oil and natural gas, considering factors like AI demand and global population growth. The discussion also contrasts private and public market investment approaches.
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 has...
This episode features Joline Godfrey, an expert in financial parenting, who explores the unique challenges affluent families face in raising capable children. She introduces the "paradox of wealth," where the ability to solve every problem for kids can hinder their development of resilience and decision-making skills. Key topics include the "invisible allowance," reframing "allowance" as "practice money" to teach financial fluency, and the importance of fostering intellectual, social, and human capital alongside financial wealth. Godfrey emphasizes the critical role of intentional parental engagement, early education, and establishing clear family values to empower children to navigate their own financial and life journeys.
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 retur...
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...
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,...
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 Topi...
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 m...
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 ...
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...
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 d...
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: Why two credit cards is the optimal number for most busy professionals How AI...
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...
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 j...
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 j...
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 j...
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 j...
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 j...
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 j...
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 j...
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 j...
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 j...
