Navigating Wealth

Long Angle

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.

  1. Dinner Parties Are Overrated. This 2-Hour Cocktail Party Framework Works Better - Nick Gray

    6D AGO ·  VIDEO

    Dinner Parties Are Overrated. This 2-Hour Cocktail Party Framework Works Better - Nick Gray

    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/applyDaily 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.

    41 min
  2. Why Oil Prices Haven't Spiked During the Biggest Supply Disruption in History - Blake London

    APR 29 ·  VIDEO

    Why Oil Prices Haven't Spiked During the Biggest Supply Disruption in History - Blake London

    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 pricesThe 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 signalThe 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 timingHow 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 stocksThe 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 nowThe 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-podcastLearn More About Formentera: https://www.formentera.comLong Angle 2026 HNW Asset Allocation Report: https://www.longangle.com/report Socials LinkedIn: https://www.linkedin.com/company/long-angleTwitter/X: https://x.com/LongAngleHNWInstagram: 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.

    55 min
  3. Donations Can Get the Meeting. It Doesn't Buy the Vote - Tom Manatos

    APR 22

    Donations Can Get the Meeting. It Doesn't Buy the Vote - Tom Manatos

    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 outcomesHow individual campaign donation limits work at the federal and state level, and what bundling changesWhat a super PAC can and cannot do, with current examples from crypto, Meta, and AnthropicWhy state and local government produces legislation at far higher volume than Congress - and why that matters for operators in regulated industriesHow a coalition of platforms reversed a tax reporting change that would have affected millions of ordinary AmericansThe bipartisan reality behind closed doors - what actually gets legislation across the finish lineWhy domain expertise doesn't get you a callback unless it's attached to electoral relevanceAI regulation: where Congress is, how far behind the industry it is, and what's likely to happen nextEpisode Resources Find a Government Job: https://www.tommanatosjobs.com/Subscribe to the Navigating Wealth Newsletter: https://www.longangle.com/navigating-wealth-podcastSocials LinkedIn: 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.

    51 min
  4. Can Wealth Make Your Kids Less Capable? - Joline Godfrey

    APR 15

    Can Wealth Make Your Kids Less Capable? - Joline Godfrey

    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.

    51 min
  5. Are the Private Credit Headlines Getting the Story Wrong? - Katie Fowler

    APR 8

    Are the Private Credit Headlines Getting the Story Wrong? - Katie Fowler

    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.

    44 min
  6. Hedge Funds Aren't Dead: They Know Something You Don't - Megan Nicholson

    APR 1

    Hedge Funds Aren't Dead: They Know Something You Don't - Megan Nicholson

    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.

    43 min
  7. Sleep Doesn't Feel Broken Until You Measure It - Nitun Verma

    MAR 25

    Sleep Doesn't Feel Broken Until You Measure It - Nitun Verma

    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-angleTwitter/X: https://x.com/LongAngleHNWInstagram: 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.

    40 min
  8. Bleacher Report's $200M Exit - Dave Nemetz

    MAR 18

    Bleacher Report's $200M Exit - Dave Nemetz

    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 internetThe user-generated content pivot that nearly killed their ad business — and the data-driven move that saved itWhy digital media is no longer a venture-scale business, and what actually works todayHow to think about your exit as a series of decisions over years, not a single momentThe "drift" that hits founders after a big exit — and how to design your way out of itWhy the post-exit script (start another company, become an investor) often leads founders in the wrong directionHow to get off the VC treadmill once you're already on itValuable 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.

    42 min

Ratings & Reviews

5
out of 5
11 Ratings

About

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.

You Might Also Like