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Artwork for Navigating Wealth

Navigating Wealth

Long Angle
Litigation Finance
Artificial Intelligence
Sleep
Private Equity
Litigation Insurance
Saas
Hollywood
Loyalty Programs
Credit Cards
Travel
Franchising
Bleacher Report
Disney
Openai
Private Direct Lending
Foreign Direct Investment
Hedge Funds
Wealth
Financial Education
Education

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.

PublishesWeeklyEpisodes35Founded9 months ago
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Artwork for Navigating Wealth

Latest Episodes

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 ... more

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 b... more

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 valuat... more

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 ... more

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Recent Guests

Max Artz
Guest participant discussing search fund model and investment dynamics
Peterson Partners (inferred)
Episode: Search Funds: Winning the Deal Without the Highest Offer - Max Artz
Emila Damjanovic
Partner involved with LP relations at Lead Edge
Lead Edge
Episode: How Growth Equity Firms Pick Software Winners in an AI Market — Emila Damjanovic and Evan Skorpen
Evan Skorpen
Investment professional at Lead Edge focusing on growth equity and SaaS
Lead Edge
Episode: How Growth Equity Firms Pick Software Winners in an AI Market — Emila Damjanovic and Evan Skorpen
Andre Nader
Advocate and practitioner discussing FAANG FIRE and high-income retirement planning
Unknown (guest on episode)
Episode: He Turned His FAANG Salary Into Early Retirement - Andre Nader
Jay Hatfield
Founder, CEO and Portfolio Manager at Infrastructure Capital Advisors
Infrastructure Capital Advisors
Episode: Market Rate Hikes? This 38-Year Monetarist Disagrees - Jay Hatfield
Kristin Keffeler
Lead author and author/ educator on wealth and family dynamics
Independent wealth advisor and author
Episode: The Unexpected Parenting Mistakes That Arrive With the Money - Kristin Keffler
Brent Pease
Co-director, Kyle Pease Foundation
Kyle Pease Foundation
Episode: Why The Best Philanthropy Doesn't Start With A Check - Brent and Kyle Pease
Kyle Pease
Co-director, Kyle Pease Foundation
Kyle Pease Foundation
Episode: Why The Best Philanthropy Doesn't Start With A Check - Brent and Kyle Pease
Jason Bertoldi
Litigation finance expert and broker of litigation insurance
Independent / industry practitioner
Episode: The Controversial Asset Class Historically Outperforming the Stock Market - Jason Bertoldi

Hosts

Tad Fallows
Host with long-standing role across Navigating Wealth and Long Angle platforms; frequent facilitator of wealth-focused conversations.
Matt Sheckman
Co-host engaging guests on wealth and markets; regular presence across episodes.

Reviews

3.7 out of 5 stars from 28 ratings
  • Wealth off the backs of others?

    Is Greeeeed!!!!!!

    Apple Podcasts
    1
    Corporate wealthfare
    United States2 months ago
  • Fueling the destruction of our planet

    Please find some actual purpose in your life by building your communities future.

    Apple Podcasts
    1
    Please I’m Begging You
    United States2 months ago
  • rich people problems are real problems

    solutions offered here from people who know what they are talking about and live in this world

    Audible
    5
    Sándor Lau
    United States4 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Guests bring diverse expertise from finance to health tech.
Some critiques focus on sensational language or controversial takes.
Shows strong practical wealth frameworks for high earners.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#184
Russia/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

How Growth Equity Firms Pick Software Winners in an AI Market — Emila Damjanovic and Evan Skorpen
Q: What is growth equity and where does it sit relative to venture and private equity?
Growth equity sits between early-stage venture and traditional buyout/private equity, typically investing in companies with solid product-market fit and revenue, aiming to support next-stage growth toward liquidity without relying on heavy leverage.
He Turned His FAANG Salary Into Early Retirement - Andre Nader
Q: What does FAANG FIRE mean and how is it different from traditional FIRE?
FAANG FIRE emphasizes higher incomes and the opportunity to work towards early retirement without compromising lifestyle, focusing on high‑income strategies, tax efficiency, and disciplined investing rather than extreme frugality.
The Unexpected Parenting Mistakes That Arrive With the Money - Kristin Keffler
Q: When is the right time to start explaining wealth to a rising generation, and how much should be shared at different ages?
Start with core family values and a clear statement of who you are as a family; introduce basic concepts in teens, such as trusts and governance, and progressively include more detail and ownership as the child demonstrates readiness and maturity.
Earnings Calls Decoded by a Former Coinbase IR Executive - Anil Gupta
Q: How does a company decide between an IPO and a direct listing?
The choice hinges on whether capital needs to be raised and how you want to manage liquidity; direct listings prioritize insider demand and lower costs, while IPOs actively create demand and raise capital.
Earnings Calls Decoded by a Former Coinbase IR Executive - Anil Gupta
Q: What does an investor relations team actually do in a rising public company?
IR coordinates the quarterly narrative, prepares earnings scripts and letters, plans Q&A, and harmonizes disclosures to present a coherent story while balancing investor questions with the company's long-term strategy.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
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Frequently Asked Questions About Navigating Wealth

What is Navigating Wealth about and what kind of topics does it cover?

A show that centers wealth, investing, and high-achievement lifestyles through interviews with guests who have built substantial wealth or influence. Topics span FAANG-level earnings, private markets, macro investing, wealth education for families, health and performance, and the economics of sports and media exits. Unique angles include practical FIRE strategies for high earners, nuanced takes on private credit and litigation finance as asset classes, and frameworks for leveraging social capital and post-exit life. The tone tends to be candid and data-driven, often blending technical detail with real-world applicability for listeners who are founders, executives, or investors navigating wealth-building, governance, and family economics. Po... more

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Which podcasts are similar to Navigating Wealth?

These podcasts share a similar audience with Navigating Wealth:

1. BiggerPockets Money Podcast
2. The Psychology of Money with Morgan Housel
3. ChooseFI | Financial Independence Podcast
4. Money For the Rest of Us
5. Bogleheads On Investing Podcast

How many episodes of Navigating Wealth are there?

Navigating Wealth launched 9 months ago and published 35 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Navigating Wealth?

Recent guests on Navigating Wealth include:

1. Max Artz
2. Emila Damjanovic
3. Evan Skorpen
4. Andre Nader
5. Jay Hatfield
6. Kristin Keffeler
7. Brent Pease
8. Kyle Pease

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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