Today we’re thrilled to welcome David Stein, former chief investment strategist at institutional advisory firm FEG and host of the Money for the Rest of Us podcast. David spent close to two decades advising endowments, foundations, and institutional clients before turning to teaching individual investors how markets work and building the market analysis tool Asset Camp.In this conversation, David makes the case that a 60/40 portfolio is too risky when the goal is preserving generational capital, explains how the S&P 500 has drifted toward a concentrated, AI-heavy benchmark trading near record valuations, and walks through his own “asset garden” - a portfolio of roughly 20% stocks alongside gold, crypto, private capital, preferred stocks, closed-end funds, and catastrophe bonds.🔔 Please Subscribe and Hit the Bell: https://www.youtube.com/@NavigatingWealthPodcast?sub_confirmation=1Discover More From Long Angle👉 YouTube: https://www.youtube.com/@NavigatingWealthPodcast👉 Beyond Wealth Newsletter: https://langle.co/bwnews👉 Research & Studies: https://www.longangle.com/research━━━━━━━━━━━━━━━━━━━━Resources & Links👥 Become a Member: longangle.com/navigatingwealth📤 Get Episode Release Notifications: 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/longanglehnwLong 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.

Evergreen funds promise private markets access without decade-long lockups. StepStone's Michael Elio covers semi-liquid fund liquidity, secondaries pricing and how to evaluate a fund before you buy.🔔 Please Subscribe and Hit the Bell: https://www.youtube.com/@NavigatingWealthPodcast?sub_confirmation=1Discover More From Long Angle👉 Beyond Wealth Newsletter: https://langle.co/bwnews👉 Research & Studies: https://www.longangle.com/research━━━━━━━━━━━━━━━━━━━━Resources & Links👥 Become a Member: https://longangle.com/navigatingwealth📤 Get Episode Release Notifications: 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/longanglehnwLong 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.

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 venture no matter how large the portfolio, and how to weigh borrowing against a private book versus selling it at a steep secondary discount. If you're holding illiquid assets you can't easily sell, he lays out what separates a facility worth taking from one that quietly turns debt into equity risk.🔔 Please Subscribe and Hit the Bell: https://www.youtube.com/@NavigatingWealthPodcast?sub_confirmation=1Discover More From Long Angle👉 YouTube: https://www.youtube.com/@NavigatingWealthPodcast👉 Beyond Wealth Newsletter: https://langle.co/bwnews👉 Research & Studies: https://www.longangle.com/research━━━━━━━━━━━━━━━━━━━━Resources & Links👥 Become a Member: longangle.com/navigatingwealth📤 Get Episode Release Notifications: 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/longanglehnwLong 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.

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 best searchers win deals against buyers writing bigger checks. If you're weighing search as an allocation or the operator path yourself, he lays out what separates a sponsor worth backing from one riding the trend.🔔 Please Subscribe and Hit the Bell: https://www.youtube.com/@NavigatingWealthPodcast?sub_confirmation=1Discover More From Long Angle👉 YouTube: https://www.youtube.com/@NavigatingWealthPodcast👉 Beyond Wealth Newsletter: https://langle.co/bwnews👉 Research & Studies: https://www.longangle.com/research━━━━━━━━━━━━━━━━━━━━Resources & Links👥 Become a Member: longangle.com/navigatingwealth📤 Get Episode Release Notifications: 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/longanglehnwLong 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 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 valuations compressed, and how to identify which software businesses are actually durable when AI is reshaping the category. This episode gives investors a cleaner way to evaluate software positions right now.🔔 Please Subscribe and Hit the Bell: https://www.youtube.com/@NavigatingWealthPodcast?sub_confirmation=1Discover More From Long Angle👉 YouTube: https://www.youtube.com/@NavigatingWealthPodcast👉 Beyond Wealth Newsletter: https://langle.co/bwnews👉 Research & Studies: https://www.longangle.com/research━━━━━━━━━━━━━━━━━━━━Resources & Links👥 Become a Member: longangle.com/navigatingwealth📤 Get Episode Release Notifications: 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/longanglehnwLong 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.

He spent nearly a decade at Meta, got laid off, looked at his accounts, and realized he never had to go back. Three years into semi-FIRE, Andre Nader writes the FAANG FIRE Substack — helping tech workers turn equity compensation and high income into financial independence and optionality.In today's episode, Andre breaks down the full FAANG FIRE framework: how to calculate your enough number using the 33x rule, why your RSU selling strategy is probably emotional rather than mechanical, the tax misconception that keeps tech workers holding stock longer than they should, and why the biggest obstacle to FIRE isn't the math — it's giving yourself permission to spend.🔔 Please Subscribe and Hit the Bell: https://www.youtube.com/@NavigatingWealthPodcast?sub_confirmation=1Discover More From Long Angle👉 YouTube: https://www.youtube.com/@NavigatingWealthPodcast👉 Beyond Wealth Newsletter: https://langle.co/bwnews👉 Research & Studies: https://www.longangle.com/research━━━━━━━━━━━━━━━━━━━━Resources & Links👥 Become a Member: longangle.com/navigatingwealth📤 Get Episode Release Notifications: 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/longanglehnwLong 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.

The highest inflation in three years has the market pricing in rate hikes. A 38-year Wall Street monetarist thinks that's exactly backwards, and that the Fed is clear to cut. Today we welcome Jay Hatfield, founder, CEO, and portfolio manager at Infrastructure Capital Advisors, where he runs nine income ETFs. A CPA and Wharton-trained monetary economist with 38 years on Wall Street, Jay makes the contrarian case that the recent inflation spike is a near-term oil-price illusion about to reverse, not the start of a wage-price spiral. He breaks down why he ignores the labor report, why deficits and strong employment don't drive inflation, and the four or five indicators he actually uses to forecast rates and the business cycle. This conversation is for investors trying to separate signal from consensus on interest rates, oil, the AI earnings boom, and where to position before the next move. Jay also walks through his DCF on the SpaceX IPO and the "Musk premium" that could push it far above fair value.🔔 Please Subscribe and Hit the Bell: https://www.youtube.com/@NavigatingWealthPodcast?sub_confirmation=1Discover More From Long Angle👉 YouTube: https://www.youtube.com/@NavigatingWealthPodcast👉 Beyond Wealth Newsletter: https://beyondwealthnewsletter.com/👉 Research & Studies: https://www.longangle.com/research━━━━━━━━━━━━━━━━━━━━Resources & Links👥 Become a Member: longangle.com/navigatingwealth📤 Get Episode Release Notifications: 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/longanglehnwLong 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 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 navigating the psychological and structural challenges of raising children with significant inherited wealth — and is herself a second-generation inheritor who lived the dynamics she now helps others understand.In this episode, Kristin walks through the well-intentioned messages that stall a child's development, the trust structures that accidentally produce dependent adults, and the disclosure decisions that parents get wrong in both directions. She introduces the trampoline framework for thinking about inherited wealth — why it lifts children higher when structured correctly, and why it sinks them lower than if they had nothing when it isn't.Key Topics CoveredWhy the message "I earned this so you don't have to" is more damaging than the wealth itselfThe trampoline framework: how inherited wealth amplifies effort or replaces itFalse scarcity vs. permissiveness — why both extremes backfireSelf-determination theory applied to parenting: autonomy, competence, and relatedness as a diagnostic frameworkThe age-by-age disclosure framework — what to share, when, and what to build before you share anything at allThe four biggest mistakes wealthy parents make with their childrenThe apprenticeship model for trust design — a staged path from beneficiary to co-trustee across the 20s and 30sWhat to include in a letter of wishes that actually worksHow overly controlled trusts can infantilize adult children well into their 60sSpending modeling: housekeepers, travel, and what to be thoughtful about as children observe family lifestyleEpisode ResourcesApply to Long Angle HNW Community: longangle.com/navigatingwealthSubscribe to Navigating Wealth Newsletter: https://www.longangle.com/navigating-wealth-podcastConnect with Kristin Keffeler on LinkedIn: https://www.linkedin.com/in/kristin-keffeler-msm-mapp-245a21/SocialsLinkedIn: https://www.linkedin.com/company/long-angleTwitter/X: https://x.com/LongAngleHNWInstagram: https://www.instagram.com/longanglehnw/Facebook: https://www.facebook.com/longanglehnwLong 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 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 treasureValuable 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/longanglehnwLong 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 spaceResources 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/@LongAngleStreaming• 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-wealthLong 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.