Navigating Wealth

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=1
Discover 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/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 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=1
Discover 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/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 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=1
Discover 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/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 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=1
Discover 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/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 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=1
Discover 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/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 approach the real questions wealth creates, from private markets and capital allocation to business exits and life design.