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Artwork for Navigating Wealth

Navigating Wealth

Long Angle
Artificial Intelligence
Sleep
Private Equity
Hollywood
Loyalty Programs
Credit Cards
Travel
Franchising
Disney
Bleacher Report
Private Direct Lending
Education
Hedge Funds
Foreign Direct Investment
Wealth
Financial Education
Board Seats
Long Angle
Blue Owl Capital
Parenting

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.

PublishesWeeklyEpisodes28Founded7 months ago
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Artwork for Navigating Wealth

Latest Episodes

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 litigat... more

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 si... more

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 embe... more

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 ... more

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Recent Guests

Sam Raha
CEO of Myriad Genetics, pioneer in DNA-based diagnostics
Myriad Genetics
Episode: Proactive Genetic Testing Has a Life Insurance Problem — Sam Raha
Nick Gray
Serial entrepreneur, author of The 2-Hour Cocktail Party
Museum Hack, author
Episode: Dinner Parties Are Overrated. This 2-Hour Cocktail Party Framework Works Better - Nick Gray
Blake London
Co-founder of Formentera, private oil and gas producer
Formentera
Episode: Why Oil Prices Haven't Spiked During the Biggest Supply Disruption in History - Blake London
Tom Manatos
VP of Policy at State Affairs, DC political veteran
State Affairs
Episode: Donations Can Get the Meeting. It Doesn't Buy the Vote - Tom Manatos
Joline Godfrey
Founder of Bounce 10, financial educator
Bounce 10
Episode: Can Wealth Make Your Kids Less Capable? - Joline Godfrey
Katie Fowler
Principal at Blue Owl Capital, oversees direct lending portfolio strategy
Blue Owl Capital
Episode: Are the Private Credit Headlines Getting the Story Wrong? - Katie Fowler
Megan Nicholson
Partner at ImgArb; hedge fund capital formation expert
ImgArb
Episode: Hedge Funds Aren't Dead: They Know Something You Don't - Megan Nicholson
Nitun Verma
Stanford-trained sleep doctor who helped design corporate sleep programs at Apple and Meta
Sleep Medicine Practice; sleepdecode.com
Episode: Sleep Doesn't Feel Broken Until You Measure It - Nitun Verma
Dave Nemetz
Founder of Bleacher Report
Bleacher Report
Episode: Bleacher Report's $200M Exit - Dave Nemetz

Hosts

Tad Fallows
Host of Navigating Wealth; Long Angle / Navigating Wealth founder
Matt Sheckman
Co-host; Host of Navigating Wealth
Sriram Galapally
Co-host; Host of Navigating Wealth

Reviews

4.7 out of 5 stars from 13 ratings
  • Wealth off the backs of others?

    Is Greeeeed!!!!!!

    Apple Podcasts
    1
    Corporate wealthfare
    United States7 days 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 States9 days 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 States2 months ago

Chart Rankings

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

Apple Podcasts
#76
United States/Business/Investing
Apple Podcasts
#232
United States/Business
Apple Podcasts
#28
United Kingdom/Business/Investing
Apple Podcasts
#69
Canada/Business/Investing
Apple Podcasts
#88
United Kingdom/Business
Apple Podcasts
#178
Canada/Business

Talking Points

Recent interactions between the hosts and their guests.

Are the Private Credit Headlines Getting the Story Wrong? - Katie Fowler
Q: Why is software exposure such a prominent concern in private credit, and can strong PE-backed software companies still perform well under AI-driven disruption?
Software remains a meaningful portion of the portfolio, around 20%, but with well-structured, PE-backed leadership and deep domain expertise, software-focused borrowers can benefit from AI as an integrated tool rather than a disruption, helping protect downside and support potential upside.
Are the Private Credit Headlines Getting the Story Wrong? - Katie Fowler
Q: What do you think is the key underlying concern that people are most focused on right now?
Investors are primarily worried about losses and defaults in private credit, and whether private strategies can meet expectations given broader market conditions; however, the ground truth suggests that fundamentals and liquidity dynamics can still be favorable even as headlines trend negative.
How to Evaluate Stocks to Achieve Market-Beating Returns - David Gardner
Q: How do you reconcile macro market views with your micro stock-picking process?
Gardner explains he subscribes to a bottoms-up approach, focusing on finding excellent companies with strong leadership and brand power, and treats macro calls as background noise to avoid being swayed from long-term investments.
How to Invest in a Franchise Business - Andy Louis-Charles
Q: Andy, can you talk a little bit about your journey from Custom Ink to franchising and what drew you to this model?
My foundation was in small business and a 'refounder' mindset—finding and helping grow others' businesses. After the liquidity event with Custom Ink, I shifted toward franchising because it offered a proven way to scale with execution risk already solved, rather than chasing product-market fit in early-stage ventures. I also saw franchising as a financing and growth vehicle that could unlock capital efficiency and broad-based ownership.
Selling Your SaaS Business? Use This Checklist to Get the Highest Valuation - Diamond Innabi
Q: What generic pieces of advice would you give to an entrepreneur positioning for a long-term exit?
Run the business like it's already for sale with solid metrics and a narrative; build defensibility and a right to win; understand and articulate the unique value you provide to customers and tailor growth strategies to protect and enhance that value.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
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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?

The show spotlights high-wealth founders, executives, and operator-entrepreneurs who have built significant businesses or portfolios. Episodes feature guests with unusual career paths and deep expertise across tech, media, sports, finance, biotech, and AI, with conversations focusing on growth, exits, governance, strategy, and wealth planning. Across episodes, topics like M&A, private equity, IP licensing, AI's impact on industries, revenue models for digital platforms, loyalty programs, franchising, and family governance frequently surface. A notable strength is bringing candid, practical takeaways from guests who've navigated major transitions—founder exits, portfolio career development, or scaling businesses into durable value. This make... more

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Which podcasts are similar to Navigating Wealth?

These podcasts share a similar audience with Navigating Wealth:

1. The Prof G Pod with Scott Galloway
2. Prof G Markets
3. All the Hacks: Money, Points & Life
4. On with Kara Swisher
5. Pivot

How many episodes of Navigating Wealth are there?

Navigating Wealth launched 7 months ago and published 28 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Navigating Wealth?

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What guests have appeared on Navigating Wealth?

Recent guests on Navigating Wealth include:

1. Sam Raha
2. Nick Gray
3. Blake London
4. Tom Manatos
5. Joline Godfrey
6. Katie Fowler
7. Megan Nicholson
8. Nitun Verma

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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