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Artwork for Navigating Wealth

Navigating Wealth

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

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.

PublishesWeeklyEpisodes30Founded8 months ago
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InvestingBusiness

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Artwork for Navigating Wealth

Latest Episodes

Today we're thrilled to welcome Kristin Keffeler, Chief Learning Officer at the JFG Family Office, co-author of Wealth 3.0, and one of the leading practitioners in rising generation development.

Kristin has spent 20 years working with families navig... more

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 n... more

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

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Recent Guests

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
Anil Gupta
Former Coinbase head of investor relations; IR professional with prior Meta experience
Coinbase
Episode: Earnings Calls Decoded by a Former Coinbase IR Executive - Anil Gupta
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

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 States25 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 Statesa month 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
#94
United States/Business/Investing
Apple Podcasts
#225
United States/Business
Apple Podcasts
#79
United Kingdom/Business/Investing
Apple Podcasts
#101
Canada/Business/Investing
Apple Podcasts
#139
United Kingdom/Business
Apple Podcasts
#183
Canada/Business

Talking Points

Recent interactions between the hosts and their guests.

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.
The Controversial Asset Class Historically Outperforming the Stock Market - Jason Bertoldi
Q: What would you recommend people do if they want to learn more about you?
Reach out via LinkedIn to Jason Bertoldi; he keeps contact information there and is open to connections and conversations about litigation funding and related insurance structures.
The Controversial Asset Class Historically Outperforming the Stock Market - Jason Bertoldi
Q: Is it a fairly state by state thing or is it nationwide?
There is significant state-by-state variation in litigation funding, with some jurisdictions more permissive and others more restrictive; overall the practice has grown in many states and also internationally, though rules and norms differ by forum, litigation type, and regulatory environment.
The Controversial Asset Class Historically Outperforming the Stock Market - Jason Bertoldi
Q: How does this industry deal with what would seem, this is not a tradable or a commodity, right? Every case is totally unique with a bunch of different fact patterns.
Adverse selection is a major concern, but rigorous underwriting and a diversity of cases across portfolios help; the market relies on the expertise of funders and lawyers to assess each case's merits and risk, while insurance and structured returns provide downside protection and duration management.

Audience Metrics

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

Listeners per Episode
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Location
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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 Morgan Housel Podcast
2. The Prof G Pod with Scott Galloway
3. Barron's Streetwise
4. Worklife with Molly Graham
5. The Peter Attia Drive

How many episodes of Navigating Wealth are there?

Navigating Wealth launched 8 months ago and published 30 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. Jason Bertoldi
2. Anil Gupta
3. Sam Raha
4. Nick Gray
5. Blake London
6. Tom Manatos
7. Joline Godfrey
8. Katie Fowler

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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