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 durable than traditional pharma
• How diagnostics companies protect their IP when human genes cannot be patented
• The three layers of AI integration in diagnostics companies 
• How insurance companies deployed AI to automate claim denials, and how Myriad built AI to fight back
• Why individuals need to take ownership of their own health data and what that looks like in practice
• What GINA covers and where it leaves individuals exposed on life, disability, and long-term care insurance
• Australia's landmark legislation restricting insurer use of genetic data and what it signals for US policy
• What genetic tests a proactive executive should consider 

Resources Mentioned
• Apply to Long Angle HNW Community: https://longangle.com/apply
• Subscribe to Navigating Wealth Newsletter: https://www.longangle.com/navigating-wealth-podcast
• Myriad Genetics: https://www.myriadgenetics.com
• GINA — AMA Overview: https://www.ama-assn.org/public-health/population-health/genetic-discrimination

Socials
• LinkedIn: https://www.linkedin.com/company/long-angle
• Twitter/X: https://x.com/LongAngleHNW
• Instagram: https://www.instagram.com/longanglehnw/
• Facebook: https://www.facebook.com/longanglehnw

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 explores how experienced investors, founders and operators approach the real questions wealth creates - from private markets and capital allocation to business exits and life design.

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/apply
Daily Body Coach: https://dailybodycoach.com/navigatingwealth

Key Topics Covered:
• Why the structural scaffolding of adult friendship collapses after a business exit — and why financial independence doesn't replace it
• The NICK framework: Name tags, Introductions, Cocktails only, Kick them out at two hours — and the specific reason each element exists
• Why the dinner party is the wrong starting point for building adult friendships and what to do instead
• The single language change that gets more people to show up: "Can I send you the invite?" vs. "Do you want to come?"
• How Nick approached rebuilding his network from scratch after moving from New York to Austin
• Nick's investment approach after exit: why passive beats active for most founders, and the 2% minimum position sizing rule he uses for high-conviction stock picks
• The friendship recession by the numbers — and why it hits post-exit founders and executives the hardest

Resources Mentioned:
• Subscribe to Navigating Wealth Newsletter: https://www.longangle.com/navigating-wealth-podcast
• Nick Gray's PersonalWebsite.org and PersonalWebsites.net
• Nick Gray's Patron View donor database: https://patronview.com/
• Nick Gray's Website and Blog: https://nickgray.net/
• The 2-Hour Cocktail Party by Nick Gray: https://party.pro/book/
• Patron View Patron Leaderboards: https://patronview.com/patrons
• Nick's Friends Newsletter: https://nickgray.net/signup-for-email-updates/

Socials
• LinkedIn: https://www.linkedin.com/company/long-angle
• Twitter/X: https://x.com/LongAngleHNW
• Instagram: https://www.instagram.com/longanglehnw/
• Facebook: https://www.facebook.com/longanglehnw

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 explores how experienced investors, founders and operators actually approach the real questions wealth creates — from private markets and capital allocation to business exits and life design.

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 "pure profit" powerhouse and how the iPad changed their business model overnight.
• The AI Anathema: A veteran lawyer’s take on the "unfair" ingestion of IP and why Disney is now licensing characters to OpenAI.
• The Legal Wealth Gap: Why Big Law partners often miss out on the "ownership economy" due to ingrained risk aversion.
• Career Resilience: Advising the next generation on majoring in "thinking" rather than just "coding" in the age of Claude and Sora.

Links:
• Apply to Join Long Angle (no membership fees): https://www.longangle.com/apply-now-nw
• Learn More About our Sponsor - Daily Body Coach: http://www.dailybodycoach.com/navigatingwealth

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.

#NavigatingWealth #LongAngle #MichaelSaperstein #Disney #Marvel #AITrends #IPLaw #GenerativeAI #Sora #Licensing #HighNetWorth #InvestorOperator #OwnershipEconomy

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 airlines engineer award availability and the shift toward rational, demand-based pricing.
• The Boardroom Roadmap: Critical advice for securing public and private board seats, including why you need a two-year lead time.
• Designing a Portfolio Life: How to balance board service, senior advising for firms like McKinsey, and teaching at top-tier universities like Northwestern.
• Intentional Career Design: Why a post-corporate career must be an "engineered outcome" rather than an accidental retirement.

Links:

• Learn More About Daily Body Coach: http://www.dailybodycoach.com/navigatingwealth
• Apply to join Long Angle’s Community: https://www.longangle.com/apply-now-nw
  
  

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 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 vehicle for white-collar workers to transition into the ownership economy.

Links:

• Apply to Join Long Angle's Community: https://www.longangle.com/apply-now-nw

• Learn More About Daily Body Coach: http://www.dailybodycoach.com/navigatingwealth

Key Topics Covered:

• Andy introduces the "Inter-Opus" philosophy, explaining that true fulfillment is found during the process of meaningful work rather than before or after reaching a milestone.

• The conversation explores why Andy shifted from angel investing to franchising to focus on underwriting execution risk rather than product-market fit.

• Andy defines the "refounder" role as a specialist who identifies plateaued businesses and applies new systems to help them scale to the next level.

• The discussion details why franchising acts as a superior growth and financing model by flipping the traditional employer-employee relationship on its head.

• Andy predicts a massive displacement of white-collar workers and advocates for a transition into an ownership economy through scalable franchise units

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 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 tools like ChatGPT and Claude can cut through financial noise
• When to splurge on business class and when economy makes more sense
• Teaching kids about money and value when you travel in premium cabins
• Two quick wins: checking for unclaimed money and emailing hotels before arrival
• How to know when optimization is worth your time vs. when to take the 80/20 approach

Links:

• All the Hacks Podcast: https://www.allthehacks.com
• Long Angle Community: https://www.longangle.com/apply-now-nw
• Learn More About Daily Body Coach: http://www.dailybodycoach.com/navigatingwealth

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.

#ChrisHutchins #AllTheHacks #CreditCardStrategy #TravelHacks #FinancialOptimization #TravelRewards #ParentingAndWealth #LongAngle #NavigatingWealth

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 buyers vs. private equity: different motivations and evaluation criteria
• Valuation factors that matter most in today's market
• How to position companies with customer concentration or complex technology
• Earnouts and rollover equity: what makes them acceptable vs. problematic
• Managing employee and leadership transitions post-acquisition
• SEG's 20 Factor Valuation Scorecard framework
• The current M&A market environment and what buyers want right now

Links:
• Learn More About Daily Body Coach: http://www.dailybodycoach.com/navigatingwealth
• Apply to Join Long Angle's Community: https://www.longangle.com/apply-now-nw
• Software Equity Group: https://softwareequity.com

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.

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 Ilka Gregory, President and CEO of a seventh-generation single family office that's been managing wealth since 1866. With two decades of experience across Goldman Sachs, Bessemer Trust, Lazard Family Office Partners, and Third Avenue Management, Ilka brings rare insight into what it takes to steward family wealth across multiple generations and navigate the complex decisions that come with substantial assets.

Key Topics Covered:

• What a family office actually is and when you need one

• Managing wealth across seven generations and 80+ family members

• The reality of the "shirtsleeves to shirtsleeves" wealth cycle

• How to prepare the next generation without paralyzing them

• State tax policy impacts on family office location decisions

• Integrating spouses and stepchildren into family governance

• Practical guidance for first-generation wealth creators

• Building trusted advisor relationships and peer networks

Links:

• Connect with Ilka Gregory: https://www.linkedin.com/in/ilka-gregory/

• Learn More About Daily Body Coach: http://www.dailybodycoach.com/navigatingwealth

• Subscribe to our free newsletter: https://www.longangle.com/navigating-wealth-podcast

• Apply to join Long Angle’s Community: https://www.longangle.com/apply-now-nw

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 Director and Partner at Speyside Equity, where he leads middle-market manufacturing investments. With experience as a former manufacturing CEO at Kelix Heat Transfer Systems and leadership roles at Eaton and Hilti, Eric brings an operator's perspective to private equity. He holds a BBA from Notre Dame and an MBA from Wharton, focusing on turning complex manufacturing businesses into high-performing assets.

Key Topics Covered:
• The three exit scenarios every founder should understand (full exit, transition, continuation)
• What to actually expect when selling to private equity vs. a strategic buyer
• How operator-led PE firms differ from traditional investment banking-driven firms
• Why the shift from growth-focused to EBITDA-focused can surprise founders
• Current manufacturing trends: tariffs, reshoring, and workforce challenges
• The impact of AI and automation on manufacturing jobs
• The K-shaped economy and what it means for middle-class manufacturing jobs

Links:
• Learn More About Daily Body Coach: http://www.dailybodycoach.com/navigatingwealth
• Speyside Equity: https://www.spacesideequity.com
• Eric Wiklendt on LinkedIn: https://www.linkedin.com/in/ericwiklendt
• Long Angle Community: https://www.longangle.com/apply-now-nw

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 Green, M.D., Ph.D., CEO and Co-Founder of Trace Neuroscience. Eric is a physician-scientist and entrepreneur who has spent over a decade building genetics-focused biotech companies, including MyoKardia and Maze Therapeutics. At Trace, he's developing the first targeted genomic medicine for ALS in nearly a century, using human genetic insights to restore a critical protein that enables nerve-muscle communication.

Key Topics Covered:

• How sequencing thousands of human genomes reveals which genes matter for disease

• Why people with ALS lose the same protein that makes worms uncoordinated

• How genetic medicines work at the molecular level to target specific RNA

• The role of contract manufacturers in enabling biotech innovation

• Designing clinical trials for severe diseases where patients only get one chance

• Lessons from COVID-19 on balancing speed and safety in drug development

• The economics of drug pricing and why generics matter for long-term affordability

Links:

• Trace Neuroscience: https://traceneuro.com

• Learn More About Daily Body Coach: http://www.dailybodycoach.com/navigatingwealth

• Apply to join Long Angle's Community: https://www.longangle.com/apply-now-nw

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 Jason Passwaters, co-founder and CEO of Intel 471, a leading cyber threat intelligence company. Jason is a 12-year U.S. Marine Corps veteran who specialized in counterintelligence and interrogation before transitioning to the private sector. He worked as an FBI contractor tracking cyber criminals through network forensics, then co-founded Intel 471 in 2014, growing it to $20 million in ARR without outside funding before partnering with private equity firm Thoma Bravo. Today, Intel 471 employs 250+ people globally and provides threat intelligence to Fortune-level enterprises and governments.

Key Topics Covered:

• Practical cybersecurity steps for individuals with $10-20M+ in assets

• Why most financially motivated cybercrime is opportunistic, not targeted

• How modern ransomware operations function like professional SaaS companies

• The professionalization of cybercrime with affiliate programs and customer support

• Real stories of tracking cyber criminal crews in Russia and Eastern Europe

• How corruption undermines international law enforcement efforts

• What Intel 471 does: exposure monitoring, threat intelligence, and threat hunting

• Why AI is Jason's biggest concern—lowering barriers for attacks at scale

• The journey from Marine Corps interrogator to bootstrapped cyber CEO

Links:

• Jason Passwaters on LinkedIn: https://www.linkedin.com/in/jspasswaters/

• Intel 471: https://intel471.com

• Long Angle Community: https://www.longangle.com/apply-now-nw

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 Media Group. Jason started his career producing a Sundance film at 19, went to law school, and founded his company while still a student. 

Today, GoDigital manages several hundred thousand music copyrights globally, working with artists like Janet Jackson, Jason Derulo, and Daddy Yankee. Jason shares how he navigates wealth and relationships, why music is a compelling non-correlated asset class, and his perspective on AI's impact on the entertainment industry.

Key Topics Covered:
• How wealth changes friendships and family relationships—and strategies for maintaining authentic connections
• Building GoDigital from coffee meetings during law school to managing hundreds of thousands of copyrights
• Why music is a non-correlated asset class with 7-15% yields and appreciation potential
• The economics of streaming royalties and catalog acquisitions
• Why Latin American and African music represent major growth opportunities
• AI-generated content and the "post-truth era" in media
• Overcoming imposter syndrome at the highest levels of business

Links:
• GoDigital Media Group: https://godigitalmg.com
• Long Angle Community: https://www.longangle.com/apply-now-nw

#wealth #entrepreneurship #musicindustry #investing #podcast

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.

• Learn More About Daily Body Coach: https://www.dailybodycoach.com/navigatingwealth

• Apply to Long Angle HNW Community: https://www.longangle.com/apply

Key Topics Covered

• Why the financial market for oil and the physical market for oil are pricing completely different realities right now — and what that gap means for investors who think they understand oil prices
• The structural reason public shale operators are not adding rigs despite a historic supply disruption: their shareholders do not want them to, and that behavioral shift is more powerful than any price signal
• The three upstream investment structures — operated, non-operated, and mineral rights — and why the structure you choose changes your risk profile, your return potential, and whether you control your own timing
• How cash-flow-focused private operators generate 20 to 40% fully-burdened returns at $60 oil, and why that model is insulated from the ESG-driven multiple contraction destroying value in public energy stocks
• The service cost lag dynamic: why the best returns in oil and gas are made in the first months of a price rally — before service providers reprice — and why that window is open right now
• The long-term investment thesis for private energy: tier-one drilling inventory is finite, long-term prices remain near historical lows, and AI data centers and global population growth are adding demand the energy transition cannot offset

Resources Mentioned:

• Subscribe to the Navigating Wealth Newsletter: https://www.longangle.com/navigating-wealth-podcast
• Learn More About Formentera: https://www.formentera.com
• Long Angle 2026 HNW Asset Allocation Report: https://www.longangle.com/report

Socials

• LinkedIn: https://www.linkedin.com/company/long-angle
• Twitter/X: https://x.com/LongAngleHNW
• Instagram: https://www.instagram.com/longanglehnw/
• Facebook: https://www.facebook.com/longanglehnw

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 explores how experienced investors, founders and operators actually approach the real questions wealth creates — from private markets and capital allocation to business exits and life design.

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 Marc Boreham. He is the President and CEO of Technical Safety Services, a leading private equity-backed laboratory services company. Prior to joining TSS, Marc spent two decades at Agilent Technologies, including leading its billion-dollar field services organization before his 40th birthday. Marc shares his surprising insights on why PE firms can actually offer better work-life balance than Fortune 500 companies, how he thinks about investment risk after achieving financial independence, and the stark differences between decision-making in large corporations versus smaller PE-backed firms.

Key Topics Covered:

• How to allocate investments after reaching financial independence—balancing safe "don't break glass" portfolios with high-risk alternative investments

• Why PE-backed companies can offer better work-life balance than public Fortune 500 firms

• The meeting paradox: why big companies can't get out of their own way and how diffused responsibility creates decision paralysis

• Marc's transition from running a $1B+ division at Agilent to becoming a PE-backed CEO

• The tradeoff between decision-making speed and execution power at different company scales

• How to maintain agility while scaling: doing what made big companies big without the bureaucracy

• Risk tolerance in business: moving from zero-risk mentality to calculated decision-making

• The reality of PE value creation vs. financial engineering

• Why competitive edge and curiosity drive continued risk-taking even after financial success

Links:

• Marc Boreham on LinkedIn: https://www.linkedin.com/in/boreham

• Technical Safety Services: https://www.techsafety.com

• Join Long Angle: https://longangle.com

Chapters: 

00:00 - Intro 

01:00 - Welcome to Navigating Wealth: Marc Boreham 

01:30 - Investment Risk After Financial Independence

04:45 - Bond Allocation Debate

10:17 - Why Marc Left Agilent for Private Equity

17:58 - Private Equity vs. Fortune 500 Work Culture

25:05 - The Economics of PE-Backed Companies

29:39 - Decision-Making Speed vs. Execution Power

42:01 - ​​Why Big Companies Can't Kill Their Meetings

46:46 - Risk Tolerance and Organizational Paralysis

47:59 - Connecting with Marc and Closing thoughts

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 co-founder of Spurry, an AI-powered animation company. Jonathan has produced billion-dollar blockbusters including Disney's live-action Aladdin, the Lego franchise, and Netflix's Avatar: The Last Airbender. 

He provides rare insider perspective on Hollywood's business model, why studios keep making sequels, the real economics of producing blockbusters, and whether AI will genuinely transform filmmaking.

Key Topics Covered:

• The Warner Brothers bidding war and what consolidation really means for Hollywood
• Why studio executives are risk-averse and keep greenlighting sequels over original stories
• The business model behind billion-dollar movies like Aladdin and Lilo & Stitch
• How streaming changed Hollywood's economics (but not in the way most people think)
• AI's actual impact on filmmaking vs. the hype—insights from building an AI animation company
• The career path into Hollywood and whether the traditional ladder still works
• Future of the film industry and where the next opportunities are emerging

Links:
• Rideback: https://rideback.com
• Long Angle Community: https://www.longangle.com/apply-now-nw

#Hollywood #FilmIndustry #MovieBusiness #AIinFilm #Streaming #Netflix #Disney #WarnerBrothers #ContentCreation #FilmProduction #EntertainmentBusiness #BlockbusterMovies #Entrepreneurship #BusinessPodcast #InvestorPodcast #WealthManagement #NavigatingWealth #LongAngle

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, Sriram Gollapalli, and Matt Shechtman discuss the inaugural 2025 Long Angle Professional Services Benchmarking Survey. The hosts analyze spending patterns and satisfaction levels across financial services, personal services, and family-related services for individuals with $5M to $200M in net worth.

Key Topics Covered:

• Why 20% of high net worth individuals don't use CPAs and 42% are considering switching

• The surprising dissatisfaction gap between personal trainers (9.3/10) and personal assistants (6.7/10)

• AUM vs. fee-based wealth management models and why satisfaction varies dramatically

• Estate planning costs ranging from $9K to $35K for similar services

• The challenge of finding quality personal trainers and virtual vs. in-person service delivery

• Whether the future lies in à la carte services or bundled family office solutions

• Public vs. private school decisions among wealthy families (nearly a 50/50 split)

Links:

• 2025 Long Angle Professional Services Survey: https://www.longangle.com/research/high-net-worth-professional-services

• Long Angle Community: https://www.longangle.com/apply-now-nw

• Subscribe to Navigating Wealth's Weekly Newsletter: https://www.longangle.com/navigating-wealth-podcast

Chapters: 

00:00 - Welcome to Navigating Wealth: Professional Services Survey

02:27 - CPAs & Tax Preparation

15:07 - Wealth Management: The AUM Pricing Dilemma 

24:28 - The Family Office Satisfaction Model

25:24 - Personal Trainers: Highest Satisfaction at 9.3/10

25:48 - Personal Assistants: The Low Satisfaction Problem

29:08 - What Makes Executive Assistants Valuable 

31:01 - Finding Quality Personal Services 

37:44 - Estate Planning 

38:41 - The Estate Attorney Search & Price Variance 

41:14 - Why Estate Planning is So Hard To Evaluate 

42:01 - Key Takeaways & Next Steps 

#WealthManagement #HighNetWorth #FinancialPlanning #EstatePlanning #TaxStrategy #WealthAdvisor #UHNW #FamilyOffice #FinancialAdvisor #CPATax #WealthBuilder #InvestmentStrategy #PrivateWealth #FinancialIndependence #EntrepreneurLife #FounderLife #WealthCreation #FinancialServices #TaxPlanning #PersonalFinance

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-Founder of The Motley Fool, host of the Rule Breaker Investing podcast, Chairman of The Motley Fool Foundation, and author of the just-released book Rule Breaker Investing.

Key Topics Covered:
• The 4 hidden valuation factors that drive long-term returns but don't appear in financial statements: CEO quality, brand strength, innovation capability, and corporate culture.
• Why "overvalued" is often a buy signal—and how the best companies always look expensive because traditional PE ratios miss part of the equation.
• The "losing to win" philosophy: Why David picks more bad stocks than most people he knows, but his winners (like Tesla up 100x) more than compensate for his 50%+ losers.
• Market timing vs. buy discipline: Why David stayed fully invested through the dot-com crash, the 2008 financial crisis, and COVID
• The sleep number concept: What percentage of your portfolio you'd allow a single stock to become and still sleep at night—and why David's is 50%+.
• Growth vs. Value investing: Why David rejects these categories entirely and focuses on "excellence" instead, looking for top dogs and first movers in important emerging industries.
• What David is buying today and why he's comfortable with stocks the market considers "the most overvalued of all time."
• Private markets and IPO timing: Why David rarely buys at IPOs and prefers lesser-known public companies
• The role of macro analysis: Why David agrees with Warren Buffett that "forming macro opinions or listening to market predictions is a waste of time" and focuses on bottoms-up company analysis instead.

Links:
• Apply to become a Long Angle member - https://www.longangle.com/apply-now-nw
• Subscribe to get notified when we release new episodes: https://www.longangle.com/navigating-wealth-podcast
• Rule Breaker Investing – David Gardner's book RuleBreaker Investing.com – • David's framework and resources Fool.com – The Motley Fool's investment services 
• @DavidGFool – David on Twitter/X
• Download Long Angle 2025 Professional Services Report - https://www.longangle.com/research/high-net-worth-professional-services

Chapters:
0:00 - 09:33 - Which Investment Game Are You Playing?
09:33 - 13:02- By Low / Sell High Philosophy & Compounding Returns, 
13:02 - 15:55 - Gardner Hype Cycle, Nvidia & Rule Breakers
15:55 - 17:21 - The Snap & Cola Tests
17:21 - 33:35 - How to Value Companies: CEOs, Brands, Innovation & Culture
33:35 - 38:20 - Accessing Private Markets & Staying Private Vs. Going Public
38:30 - 44:03 - Investing Signals Vs. Noise & The Lifecycle of Companies
44:03 - 49:28 - The Bottoms Up Investing Approach
49:28 - The Motley Fool Methodology (Indices, Mutual Funds, Sleep Number)

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 researcher whose work focuses on how innovation can reshape learning outcomes. He has written extensively on technology in education, is the co-author of several books on the future of learning and workforce development, including "Job Moves: 9 Steps for Making Progress in Your Career", and publishes "The Future of Education" on Substack. Michael regularly advises schools, districts, and organizations navigating the intersection of pedagogy, technology, and workforce preparation.

Key Topics Covered:
• Why “wait until eighth” matters—and how Michael’s family balances screen access, iPads, and zero-phone policies while still allowing free play, neighborhood exploration, and responsible independence for their 11-year-old twins.
• A staged model for introducing screens to kids, from interactive family-mediated use for young children to structured autonomy with clear household limits as they age.
• How boredom can be a developmental advantage, fostering creativity and resilience, and why Michael sees it as a “privilege” rather than a problem to eliminate.
• The tension between social belonging and device restrictions, including how group texts, after-school coordination, and school norms influence when kids need communication tools.
• Why school-wide phone bans (bell-to-bell vs. full restrictions) are rising nationwide, and the nuanced trade-offs schools face enforcing them.
• Michael’s critique of how ed-tech was deployed during COVID, and why simply layering technology on top of the traditional class model rarely produces meaningful learning gains.
• A deeper look at experiential learning models like Alpha School, Acton Academy, and Summit Public Schools, and why mastery-based, project-driven structures can outperform conventional pacing.
• How schools should rethink AI—not as “banned technology” but as a tool for targeted skill development, and why academic integrity rules will need to evolve alongside LLM use.
• What the future of early-career work looks like in an AI-driven economy, including why entry-level roles are most vulnerable and why teens and college students must get real work experience far earlier.

Links:
• Apply to become a Long Angle member - https://www.longangle.com/apply-now-nw
• Subscribe to get notified when we release new episodes: https://www.longangle.com/navigating-wealth-podcast
• Download Long Angle 2025 Professional Services Report - https://www.longangle.com/research/high-net-worth-professional-services

Chapters:
00:00 - Introduction
02:10 - Debate on Screens, Gaming & Kids
08:06 - Why “Wait Until 8th Grade” Works
08:51 - Boredom Is a Superpower
12:57 - Inside the New School Phone Bans
20:39 - Alpha Schools, AI & The Future of Education
26:40 - Why Teens Need Real Work Sooner
46:59 - The Care Economy & Pursuing Passions
48:31- Disposeable Income & Quality of Life
50:15 - Social Dynamics in the School System
53:21 - The Purpose of College Today
01:00 - Where to Find More from 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.

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 aspect of the economy, investing, family, health, or lifestyle. 

Today’s guest is Daniel Altman, an economist, founder and bestselling author. He's a Harvard-trained PhD who writes the High Yield Economics newsletter and has contributed to The New York Times, Forbes and The Economist. Dan is a founding investor in Calgary Wild FC.

Key Topics Covered:

• How commission structures create principal–agent problems in real estate and the strategies Dan uses to negotiate rebates and align incentives
• The economics behind women’s sports, why live content is “the emperor,” and how relatability drives the growth of leagues like Canadian women’s soccer
• Inside the business model of sports investing, including promotion dynamics in European soccer and where MLS valuations are today
• Lessons from Dan’s years running analytics inside professional soccer clubs and identifying undervalued opportunities across global soccer markets
• What generative AI will—and won’t—disrupt in the labor market, and why Dan believes many service jobs remain insulated
• How a shrinking labor force, new tariffs, and weak training systems could create another politically destabilizing wave of worker displacement
• The parallels between today’s U.S. economy and Argentina’s recent Peronist era, and why high debt-to-GDP ratios are fueling inflation fears
• Why foreign direct investment is gaining relevance, the countries currently offering the strongest growth-adjusted risk profiles, and how currency depreciation reshapes returns
• Dan’s outlook on the U.S. dollar, why even German bonds outperformed this year, and what a depreciating currency means for high-net-worth Americans

Links:
• Subscribe to get notified when we release new episodes: https://www.longangle.com/navigating-wealth-podcast
• Download Long Angle 2025 Professional Services Report - https://www.longangle.com/research/high-net-worth-professional-services

Chapters:
00:00 - Introduction
02:15 - Real Estate Commissions 
12:30 - Career Journey
18:45 - Sports Investing 
28:20 - Lessons from Instawork and Labor Market Disruption
35:10 - Generative AI's Impact on White-Collar vs Blue-Collar Jobs
42:30 - The Baseline Profitability Index
48:50 - Currency Devaluation, Gold, and Portfolio Diversification
55:40 - Follow Daniel Altman

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.dailybodycoach.com/navigatingwealth
• Apply to Long Angle HNW Community: https://www.longangle.com/apply

Key Topics Covered

• Why lobbyists rarely talk directly to elected officials - and which relationships actually move policy outcomes
• How individual campaign donation limits work at the federal and state level, and what bundling changes
• What a super PAC can and cannot do, with current examples from crypto, Meta, and Anthropic
• Why state and local government produces legislation at far higher volume than Congress - and why that matters for operators in regulated industries
• How a coalition of platforms reversed a tax reporting change that would have affected millions of ordinary Americans
• The bipartisan reality behind closed doors - what actually gets legislation across the finish line
• Why domain expertise doesn't get you a callback unless it's attached to electoral relevance
• AI regulation: where Congress is, how far behind the industry it is, and what's likely to happen next

Episode Resources

• Find a Government Job: https://www.tommanatosjobs.com/
• Subscribe to the Navigating Wealth Newsletter: https://www.longangle.com/navigating-wealth-podcast

Socials

• LinkedIn: https://www.linkedin.com/company/long-angle
• Twitter/X: https://x.com/LongAngleHNW
• Instagram: https://www.instagram.com/longanglehnw/
• Facebook: https://www.facebook.com/longanglehnw

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.

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?

• Learn More About Our Sponsor: https://www.dailybodycoach.com/navigatingwealth
• 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"
• The invisible allowance: the unacknowledged sum most HNW families spend subsidizing their kids' lifestyle without ever naming it — and why that gap becomes a serious problem the moment the subsidy stops
• Why structuring an allowance around what you approve of versus what you don't is quietly killing your child's decision-making practice
• The reframe from "allowance" to "practice money" — and what changes when kids understand they are learning to manage capital, not just spending pocket change
• The FISH framework — Financial, Intellectual, Social and Human capital — and which of the four most affluent parents are systematically under-developing in their children
• How a 12-year-old built a real coloring book business on Amazon, learned margin differences between online and door-to-door sales, and what her parents still got wrong
• What Joline tells families who want to subsidize their adult children indefinitely, and the story of the client who asked for financial education at 60

Valuable Links
• Subscribe to Navigating Wealth Newsletter: https://www.longangle.com/navigating-wealth-podcast
• Connect with Joline Godfrey: https://www.bounce-ten.com 
Socials
• LinkedIn: https://www.linkedin.com/company/long-angle
• Twitter/X: https://x.com/LongAngleHNW
• Instagram: https://www.instagram.com/longanglehnw/
• Facebook: https://www.facebook.com/longanglehnw

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 explores how experienced investors, founders and operators actually approach the real questions wealth creates — from private markets and capital allocation to business exits and life design.

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, how software exposure is being mispriced, and what the current redemption wave means for investors holding these assets.

Apply to the Long Angle HNW Community: [insert link]

Key Topics Covered

• Why the defaults that triggered the private credit panic were primarily financed by banks, not non-bank direct lenders, and why that distinction matters for anyone evaluating their current allocation

• How to benchmark private credit returns correctly: against comparable liquid alternatives like high yield bonds, not against the peak SOFR environment of 2022-2023

• What a 2x interest coverage ratio signals about middle market borrower health — and why lower base rates and tighter spreads mark a more credit-positive environment, not a warning signal

• How the 5% quarterly redemption gate is structurally supported by 6-8% natural quarterly repayments, and why a fund executing within that structure is working exactly as designed

• The three questions every private credit investor should ask before making any redemption or allocation decision

• What Blue Owl's $1.4 billion open-market transaction at 99.7% of par tells investors about the gap between book marks and publicly listed BDC share prices

Valuable Links

• Subscribe to Navigating Wealth Newsletter: https://www.longangle.com/navigating-wealth-podcast

• Learn More About Daily Body Coach: http://www.dailybodycoach.com/navigatingwealth

Socials

• LinkedIn: https://www.linkedin.com/company/long-angle

• Twitter/X: https://x.com/LongAngleHNW

• Instagram: https://www.instagram.com/longanglehnw/

• Facebook: https://www.facebook.com/longanglehnw

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 explores how experienced investors, founders and operators actually approach the real questions wealth creates — from private markets and capital allocation to business exits and life design.

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 why most people think the opposite
• How net exposure, leverage, and hedging actually work across different strategy types
• What institutional allocators look for when evaluating an emerging manager
• Why repeatability of process matters more than peak returns
• How fee structures differ across long-short equity funds, multi-strat platforms, and separately managed accounts
• The food chain from friends-and-family capital to sovereign wealth — and what each tier requires
• Why most HNW investors need to think twice about their hedge fund access points

Valuable Links:
• Subscribe to Navigating Wealth Newsletter: https://www.longangle.com/navigating-wealth-podcast
• Learn More About Daily Body Coach: http://www.dailybodycoach.com/navigatingwealth
• Connect with Megan Nicholson on LinkedIn: https://www.linkedin.com/in/megan-nicholson-7b443b8/

Socials:
• LinkedIn: https://www.linkedin.com/company/long-angle
• Twitter/X: https://x.com/LongAngleHNW
• Instagram: https://www.instagram.com/longanglehnw/
• Facebook: https://www.facebook.com/longanglehnw

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 explores how experienced investors, founders and operators actually approach the real questions wealth creates — from private markets and capital allocation to business exits and life design.

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 sleep is not the same as sleeping well — and how clinical tests expose the gap
• The caffeine half-life most people ignore (and why your morning coffee may be wrecking your night)
• How alcohol affects sleep architecture and why you wake up at 3 AM after a few drinks
• The truth about sleep aids: why there is no long-term solution without trade-offs
• How to calculate your actual sleep need and stop guessing
• Revenge bedtime procrastination: why eliminating it is the wrong goal and what to do instead
• Sleep and kids: what works better than melatonin and why evening structure matters more than supplements

Valuable Links:
• Subscribe to Navigating Wealth Newsletter: https://www.longangle.com/navigating-wealth-podcast
• Learn More About Daily Body Coach: http://www.dailybodycoach.com/navigatingwealth
• Learn More About Nitun's Practice: https://sleepdecode.com

Socials:
LinkedIn: https://www.linkedin.com/company/long-angle
Twitter/X: https://x.com/LongAngleHNW
Instagram: https://www.instagram.com/longanglehnw/
Facebook: https://www.facebook.com/longanglehnw

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 explores how experienced investors, founders and operators actually approach the real questions wealth creates — from private markets and capital allocation to business exits and life design.

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:

• How Bleacher Report grew from a side hobby into one of the most-visited sports platforms on the internet
• The user-generated content pivot that nearly killed their ad business — and the data-driven move that saved it
• Why digital media is no longer a venture-scale business, and what actually works today
• How to think about your exit as a series of decisions over years, not a single moment
• The "drift" that hits founders after a big exit — and how to design your way out of it
• Why the post-exit script (start another company, become an investor) often leads founders in the wrong direction
• How to get off the VC treadmill once you're already on it

Valuable Links:

• Subscribe to Navigating Wealth Newsletter: https://www.longangle.com/navigating-wealth-podcast

• Learn More About Daily Body Coach: http://www.dailybodycoach.com/navigatingwealth

• Connect with Dave Nemetz: https://www.davenemetz.com

Socials:

• LinkedIn - https://www.linkedin.com/company/long-angle

• Twitter/X - https://x.com/LongAngleHNW

• Instagram - https://www.instagram.com/longanglehnw/

• Facebook - https://www.facebook.com/longanglehnw

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 explores how experienced investors, founders and operators actually approach the real questions wealth creates — from private markets and capital allocation to business exits and life design.

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.

Key Topics Covered: 

• How Texas Tech uses analytics to find an 82% success rate in the transfer portal.

• Managing a team where compensation is transparently unequal.

• How Tech preps 19-year-olds for taxes, investment, and life after the NFL

• Why the NFL is concerned about offensive line development in a mercenary era

• Where conference realignment and college football sustainability are heading next

Links: 

• Apply to Join Long Angle (no membership fees): https://www.longangle.com/apply-now-nw

• Learn More About our Sponsor - Daily Body Coach: https://navigatingwealth.dailybodycoach.com/

• Follow Texas Tech Football YouTube Series: https://www.youtube.com/@TexasTechRedRaiders

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 where we apply a high-net-worth lens to economics, investing and lifestyle questions.

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
• Why the overhead ratio misleads even sophisticated donors, and what to ask instead
• How mission-aligned hiring works at a nonprofit built around athletes with disabilities
• The donor who gave zero for two years and now gives $50,000 annually
• Revenue structure across crowdfunding, grants, and major gifts
• Why Brent and Kyle kept their own salaries low to protect the mission
• The earn-and-donate question: when writing the check creates more impact than showing up
• How 29029 used purposeful scarcity to protect the experience as it scaled
• A practical framework for giving: time, talent, and treasure

Valuable Links
• Subscribe to Navigating Wealth Newsletter: https://www.longangle.com/navigating-wealth-podcast
• Apply to Long Angle HNW Community: https://www.longangle.com
• Kyle Pease Foundation: https://kylepeasefoundation.org/
• Connect with Brent Pease on LinkedIn: https://www.linkedin.com/in/brent-pease-781a884/

Socials
• LinkedIn: https://www.linkedin.com/company/long-angle
• Twitter/X: https://x.com/LongAngleHNW
• Instagram: https://www.instagram.com/longanglehnw/
• Facebook: https://www.facebook.com/longanglehnw

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 explores how experienced investors, founders and operators approach the real questions wealth creates — from private markets and capital allocation to business exits and life design.

#KylePeaseFoundation #Nonprofit #Philanthropy #CharitableGiving #NonprofitLeadership #NavigatingWealth #LongAngle #SocialImpact

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 space.

Key Topics Covered
• What litigation finance actually is: how a lawsuit becomes a contingent receivable and a financial asset
• Why litigation funding exists alongside contingency fee arrangements and when each is appropriate
• The history of the asset class and how institutional capital entered over the past two decades
• Who the typical participants are on both the plaintiff and capital sides
• How information asymmetry and adverse selection shape the underwriting process
• How settlements interact with funding structures and what that means for investor returns
• The ethics debate and why the economics of underwriting independently check against frivolous litigation
• International litigation finance, including the UK Competition Appeal Tribunal and investor-state arbitration
• Where in a portfolio litigation finance belongs — credit sleeve, equity sleeve, or its own bucket
• The correlation question: why legal outcomes are independent of public markets, with the honest COVID caveat
• Historical IRRs in the 30s, how insurance is changing the return profile, and what maturation means for new entrants
• Secondary markets, refinancing dynamics, and how hedge funds and private credit players are entering the space

Resources Mentioned
• Apply to Long Angle HNW Community: https://www.longangle.com/apply
• Subscribe to Navigating Wealth Newsletter: https://www.longangle.com/navigating-wealth-podcast
• Connect with Jason Bertoldi on LinkedIn: https://www.linkedin.com/in/jason-bertoldi/

Socials
• LinkedIn: https://www.linkedin.com/company/long-angle
• Twitter/X: https://x.com/LongAngleHNW
• Instagram: https://www.instagram.com/longanglehnw/
• Facebook: https://www.facebook.com/longanglehnw
• Youtube: https://www.youtube.com/@LongAngle

Streaming
• Apple Podcasts: https://podcasts.apple.com/us/podcast/navigating-wealth/id1848166539
• Spotify: https://open.spotify.com/show/074oa2E0nnJygruIqonRVG?si=4959bcd409854a6a
• Amazon Music: https://music.amazon.com/podcasts/54d4ccd0-c308-4388-81ca-abfef12fadf4/navigating-wealth

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 explores how experienced investors, founders and operators approach the real questions wealth creates — from private markets and capital allocation to business exits and life design.

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 rehearsed answers actually signal
• Why a first-day IPO pop means existing shareholders left money on the table
• How a direct listing differs from a traditional IPO and why Coinbase chose it
• Why the best companies (SpaceX, OpenAI, Anthropic) are in no hurry to go public
• Quarterly vs. biannual earnings reporting and the case for giving management their time back
• Founder-CEO vs. hired CEO dynamics and who can actually think long-term
• Bitcoin's correlation with the NASDAQ and why it doesn't break the store-of-value thesis
• Stablecoins, ETFs, and where the crypto regulatory environment is heading
• The convergence of stocks, crypto, and prediction markets on a single platform

Resources Mentioned
• Apply to Long Angle HNW Community: https://www.longangle.com/apply
• Subscribe to Navigating Wealth Newsletter: https://www.longangle.com/navigating-wealth-podcast
• Connect with Anil Gupta on LinkedIn: https://www.linkedin.com/in/anilgupta

Socials
• LinkedIn: https://www.linkedin.com/company/long-angle
• Twitter/X: https://x.com/LongAngleHNW
• Instagram: https://www.instagram.com/longanglehnw/
• Facebook: https://www.facebook.com/longanglehnw
• Youtube: https://www.youtube.com/@LongAngle

Streaming
• Apple Podcasts: https://podcasts.apple.com/us/podcast/navigating-wealth/id1848166539
• Spotify: https://open.spotify.com/show/074oa2E0nnJygruIqonRVG?si=4959bcd409854a6a
• Amazon Music: https://music.amazon.com/podcasts/54d4ccd0-c308-4388-81ca-abfef12fadf4/navigating-wealth

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 explores how experienced investors, founders and operators approach the real questions wealth creates — from private markets and capital allocation to business exits and life design.

01:04 - Introduction: Anil Gupta's Career in Investor Relations
02:50 - Understanding Investor Relations (IR)
05:20 - Defining Success in Investor Relations
07:14 - Private vs. Public Cap Tables
09:02 - How Institutional Investors Evaluate Public Companies
11:44 - How Retail Investors Can Access Management Insight
13:42 - Quarterly vs. Biannual Earnings
20:00 - Impact of Management Dynamics
21:48 - Direct Listings vs. Traditional IPOs
26:33 - Market Psychology & Stock Fluctuations
29:50 - Insider Buying, Share Buybacks, and What They Signal
31:37 - Why the Best Companies Are Staying Private Longer
33:07 - How to Read an Earnings Call Like an IR Professional
34:28 - The Looming Mega-IPO Wave and What It Means for Retail
39:35 - Bitcoin, Coinbase, and the Crypto Market Today
41:58 - Stablecoins, ETFs, and Where Crypto Is Heading
44:56 - The Convergence of Stocks, Crypto, and Prediction Markets
47:05 - Bitcoin Treasury Companies: Bubble Signal or Rational Access Vehicle
48:19 - Regulatory Considerations
49:13 - Learn more about Anil Gupta
49:29 - Apply to Long Angle’s Community - No Membership Fees