Navigating Wealth

Latest Episodes:

Fortune 500 VP to PE CEO. Better Work-Life Balance? - Marc Boreham Dec 24, 2025

Show notes

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 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 expertise across some aspect of the economy, investing, family, health, or lifestyle.

Today we're thrilled to welcome Marc Boreham. He is the President and CEO of Technical Safety Services, a leading private equity-backed laboratory services company. Prior to joining TSS, Marc spent two decades at Agilent Technologies, including leading its billion-dollar field services organization before his 40th birthday. Marc shares his surprising insights on why PE firms can actually offer better work-life balance than Fortune 500 companies, how he thinks about investment risk after achieving financial independence, and the stark differences between decision-making in large corporations versus smaller PE-backed firms.

Key Topics Covered:

• How to allocate investments after reaching financial independence—balancing safe "don't break glass" portfolios with high-risk alternative investments

• Why PE-backed companies can offer better work-life balance than public Fortune 500 firms

• The meeting paradox: why big companies can't get out of their own way and how diffused responsibility creates decision paralysis

• Marc's transition from running a $1B+ division at Agilent to becoming a PE-backed CEO

• The tradeoff between decision-making speed and execution power at different company scales

• How to maintain agility while scaling: doing what made big companies big without the bureaucracy

• Risk tolerance in business: moving from zero-risk mentality to calculated decision-making

• The reality of PE value creation vs. financial engineering

• Why competitive edge and curiosity drive continued risk-taking even after financial success

Links:

• Marc Boreham on LinkedIn: https://www.linkedin.com/in/boreham

• Technical Safety Services: https://www.techsafety.com

• Join Long Angle: https://longangle.com

Chapters:

00:00 - Intro

01:00 - Welcome to Navigating Wealth: Marc Boreham

01:30 - Investment Risk After Financial Independence

04:45 - Bond Allocation Debate

10:17 - Why Marc Left Agilent for Private Equity

17:58 - Private Equity vs. Fortune 500 Work Culture

25:05 - The Economics of PE-Backed Companies

29:39 - Decision-Making Speed vs. Execution Power

42:01 - Why Big Companies Can't Kill Their Meetings

46:46 - Risk Tolerance and Organizational Paralysis

47:59 - Connecting with Marc and Closing thoughts

How Streaming is Changing Hollywood's Business Model - Jonathan Eirich Dec 17, 2025

Show notes

Today we're thrilled to welcome Jonathan Eirich, co-CEO of Rideback and co-founder of Spurry, an AI-powered animation company. Jonathan has produced billion-dollar blockbusters including Disney's live-action Aladdin, the Lego franchise, and Netflix's Avatar: The Last Airbender.

He provides rare insider perspective on Hollywood's business model, why studios keep making sequels, the real economics of producing blockbusters, and whether AI will genuinely transform filmmaking.

Key Topics Covered:

• The Warner Brothers bidding war and what consolidation really means for Hollywood
• Why studio executives are risk-averse and keep greenlighting sequels over original stories
• The business model behind billion-dollar movies like Aladdin and Lilo & Stitch
• How streaming changed Hollywood's economics (but not in the way most people think)
• AI's actual impact on filmmaking vs. the hype—insights from building an AI animation company
• The career path into Hollywood and whether the traditional ladder still works
• Future of the film industry and where the next opportunities are emerging

Links:
• Rideback: https://rideback.com
• Long Angle Community: https://www.longangle.com/apply-now-nw

#Hollywood #FilmIndustry #MovieBusiness #AIinFilm #Streaming #Netflix #Disney #WarnerBrothers #ContentCreation #FilmProduction #EntertainmentBusiness #BlockbusterMovies #Entrepreneurship #BusinessPodcast #InvestorPodcast #WealthManagement #NavigatingWealth #LongAngle

How Much Successful Individuals Spend on Professional Services - Long Angle Benchmark Dec 10, 2025

Show notes

In this episode, Tad Fallows, Sriram Gollapalli, and Matt Shechtman discuss the inaugural 2025 Long Angle Professional Services Benchmarking Survey. The hosts analyze spending patterns and satisfaction levels across financial services, personal services, and family-related services for individuals with $5M to $200M in net worth.

Key Topics Covered:

• Why 20% of high net worth individuals don't use CPAs and 42% are considering switching

• The surprising dissatisfaction gap between personal trainers (9.3/10) and personal assistants (6.7/10)

• AUM vs. fee-based wealth management models and why satisfaction varies dramatically

• Estate planning costs ranging from $9K to $35K for similar services

• The challenge of finding quality personal trainers and virtual vs. in-person service delivery

• Whether the future lies in à la carte services or bundled family office solutions

• Public vs. private school decisions among wealthy families (nearly a 50/50 split)

Links:

• 2025 Long Angle Professional Services Survey: https://www.longangle.com/research/high-net-worth-professional-services

• Long Angle Community: https://www.longangle.com/apply-now-nw

• Subscribe to Navigating Wealth's Weekly Newsletter: https://www.longangle.com/navigating-wealth-podcast

Chapters:

00:00 - Welcome to Navigating Wealth: Professional Services Survey

02:27 - CPAs & Tax Preparation

15:07 - Wealth Management: The AUM Pricing Dilemma

24:28 - The Family Office Satisfaction Model

25:24 - Personal Trainers: Highest Satisfaction at 9.3/10

25:48 - Personal Assistants: The Low Satisfaction Problem

29:08 - What Makes Executive Assistants Valuable

31:01 - Finding Quality Personal Services

37:44 - Estate Planning

38:41 - The Estate Attorney Search & Price Variance

41:14 - Why Estate Planning is So Hard To Evaluate

42:01 - Key Takeaways & Next Steps

#WealthManagement #HighNetWorth #FinancialPlanning #EstatePlanning #TaxStrategy #WealthAdvisor #UHNW #FamilyOffice #FinancialAdvisor #CPATax #WealthBuilder #InvestmentStrategy #PrivateWealth #FinancialIndependence #EntrepreneurLife #FounderLife #WealthCreation #FinancialServices #TaxPlanning #PersonalFinance

How to Evaluate Stocks to Achieve Market-Beating Returns - David Gardner Dec 03, 2025

Show notes

Today we’re thrilled to welcome David Gardner. He is the Co-Founder of The Motley Fool, host of the Rule Breaker Investing podcast, Chairman of The Motley Fool Foundation, and author of the just-released book Rule Breaker Investing.

Key Topics Covered:
• The 4 hidden valuation factors that drive long-term returns but don't appear in financial statements: CEO quality, brand strength, innovation capability, and corporate culture.
• Why "overvalued" is often a buy signal—and how the best companies always look expensive because traditional PE ratios miss part of the equation.
• The "losing to win" philosophy: Why David picks more bad stocks than most people he knows, but his winners (like Tesla up 100x) more than compensate for his 50%+ losers.
• Market timing vs. buy discipline: Why David stayed fully invested through the dot-com crash, the 2008 financial crisis, and COVID
• The sleep number concept: What percentage of your portfolio you'd allow a single stock to become and still sleep at night—and why David's is 50%+.
• Growth vs. Value investing: Why David rejects these categories entirely and focuses on "excellence" instead, looking for top dogs and first movers in important emerging industries.
• What David is buying today and why he's comfortable with stocks the market considers "the most overvalued of all time."
• Private markets and IPO timing: Why David rarely buys at IPOs and prefers lesser-known public companies
• The role of macro analysis: Why David agrees with Warren Buffett that "forming macro opinions or listening to market predictions is a waste of time" and focuses on bottoms-up company analysis instead.

Links:
• Apply to become a Long Angle member - https://www.longangle.com/apply-now-nw
• Subscribe to get notified when we release new episodes: https://www.longangle.com/navigating-wealth-podcast
• Rule Breaker Investing – David Gardner's book RuleBreaker Investing.com – • David's framework and resources Fool.com – The Motley Fool's investment services
• @DavidGFool – David on Twitter/X
• Download Long Angle 2025 Professional Services Report - https://www.longangle.com/research/high-net-worth-professional-services

Chapters:
0:00 - 09:33 - Which Investment Game Are You Playing?
09:33 - 13:02- By Low / Sell High Philosophy & Compounding Returns,
13:02 - 15:55 - Gardner Hype Cycle, Nvidia & Rule Breakers
15:55 - 17:21 - The Snap & Cola Tests
17:21 - 33:35 - How to Value Companies: CEOs, Brands, Innovation & Culture
33:35 - 38:20 - Accessing Private Markets & Staying Private Vs. Going Public
38:30 - 44:03 - Investing Signals Vs. Noise & The Lifecycle of Companies
44:03 - 49:28 - The Bottoms Up Investing Approach
49:28 - The Motley Fool Methodology (Indices, Mutual Funds, Sleep Number)

Is College Worth the Price Tag? - Michael Horn Nov 26, 2025

Show notes

Today's guest is Michael Horn, a leading education strategist, author, and researcher whose work focuses on how innovation can reshape learning outcomes. He has written extensively on technology in education, is the co-author of several books on the future of learning and workforce development, including "Job Moves: 9 Steps for Making Progress in Your Career", and publishes "The Future of Education" on Substack. Michael regularly advises schools, districts, and organizations navigating the intersection of pedagogy, technology, and workforce preparation.

Key Topics Covered:
• Why “wait until eighth” matters—and how Michael’s family balances screen access, iPads, and zero-phone policies while still allowing free play, neighborhood exploration, and responsible independence for their 11-year-old twins.
• A staged model for introducing screens to kids, from interactive family-mediated use for young children to structured autonomy with clear household limits as they age.
• How boredom can be a developmental advantage, fostering creativity and resilience, and why Michael sees it as a “privilege” rather than a problem to eliminate.
• The tension between social belonging and device restrictions, including how group texts, after-school coordination, and school norms influence when kids need communication tools.
• Why school-wide phone bans (bell-to-bell vs. full restrictions) are rising nationwide, and the nuanced trade-offs schools face enforcing them.
• Michael’s critique of how ed-tech was deployed during COVID, and why simply layering technology on top of the traditional class model rarely produces meaningful learning gains.
• A deeper look at experiential learning models like Alpha School, Acton Academy, and Summit Public Schools, and why mastery-based, project-driven structures can outperform conventional pacing.
• How schools should rethink AI—not as “banned technology” but as a tool for targeted skill development, and why academic integrity rules will need to evolve alongside LLM use.
• What the future of early-career work looks like in an AI-driven economy, including why entry-level roles are most vulnerable and why teens and college students must get real work experience far earlier.

Links:
• Apply to become a Long Angle member - https://www.longangle.com/apply-now-nw
• Subscribe to get notified when we release new episodes: https://www.longangle.com/navigating-wealth-podcast
• Download Long Angle 2025 Professional Services Report - https://www.longangle.com/research/high-net-worth-professional-services

Chapters:
00:00 - Introduction
02:10 - Debate on Screens, Gaming & Kids
08:06 - Why “Wait Until 8th Grade” Works
08:51 - Boredom Is a Superpower
12:57 - Inside the New School Phone Bans
20:39 - Alpha Schools, AI & The Future of Education
26:40 - Why Teens Need Real Work Sooner
46:59 - The Care Economy & Pursuing Passions
48:31- Disposeable Income & Quality of Life
50:15 - Social Dynamics in the School System
53:21 - The Purpose of College Today
01:00 - Where to Find More from Michael Horn

Why International Investing Is Being Overlooked by Americans - Daniel Altman Nov 19, 2025

Show notes

Apply to become a Long Angle member - https://www.longangle.com/apply-now-nw

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.

Today’s guest is Daniel Altman, an economist, founder and bestselling author. He's a Harvard-trained PhD who writes the High Yield Economics newsletter and has contributed to The New York Times, Forbes and The Economist. Dan is a founding investor in Calgary Wild FC.

Key Topics Covered:

• How commission structures create principal–agent problems in real estate and the strategies Dan uses to negotiate rebates and align incentives
• The economics behind women’s sports, why live content is “the emperor,” and how relatability drives the growth of leagues like Canadian women’s soccer
• Inside the business model of sports investing, including promotion dynamics in European soccer and where MLS valuations are today
• Lessons from Dan’s years running analytics inside professional soccer clubs and identifying undervalued opportunities across global soccer markets
• What generative AI will—and won’t—disrupt in the labor market, and why Dan believes many service jobs remain insulated
• How a shrinking labor force, new tariffs, and weak training systems could create another politically destabilizing wave of worker displacement
• The parallels between today’s U.S. economy and Argentina’s recent Peronist era, and why high debt-to-GDP ratios are fueling inflation fears
• Why foreign direct investment is gaining relevance, the countries currently offering the strongest growth-adjusted risk profiles, and how currency depreciation reshapes returns
• Dan’s outlook on the U.S. dollar, why even German bonds outperformed this year, and what a depreciating currency means for high-net-worth Americans

Links:
• Subscribe to get notified when we release new episodes: https://www.longangle.com/navigating-wealth-podcast
• Download Long Angle 2025 Professional Services Report - https://www.longangle.com/research/high-net-worth-professional-services

Chapters:
00:00 - Introduction
02:15 - Real Estate Commissions
12:30 - Career Journey
18:45 - Sports Investing
28:20 - Lessons from Instawork and Labor Market Disruption
35:10 - Generative AI's Impact on White-Collar vs Blue-Collar Jobs
42:30 - The Baseline Profitability Index
48:50 - Currency Devaluation, Gold, and Portfolio Diversification
55:40 - Follow Daniel Altman

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