This Week in Beyond Wealth
SpaceX IPO strategy: buy, sell, hold, or pass.
The hidden “sleep tax” holding back high performers.
How litigation finance transforms a lawsuit into an uncorrelated asset.
Money & Markets
Are investors buying or passing on the SpaceX IPO?
SpaceX is going public on the Nasdaq exchange next Friday, June 12th, and the financial media is buzzing. The combined entity of SpaceX, xAI, and X is reportedly targeting a $1.75T valuation.
We polled 290 HNW investors to see how they plan to handle what could be the biggest IPO in history.
The results reveal caution: most are planning to do nothing. Just over 40% are passing altogether, while a quarter are taking a "wait and see" approach rather than buying on day one.

For existing shareholders, the decision to hold or sell post-lockup is split. So is sentiment in the discussion thread.
Right away, Long Angle members noted that index fund exposure is inevitable anyway (including “Fast Entry” into the Nasdaq 100). Beyond that, views are polarized.
Bulls cite SpaceX's decade-long head start in lift capacity and hyper-scale AI resource planning. Skeptics counter that AI infrastructure plays aren't unique compared to quiet incumbents like Google, warning against the media hype.
To hear more perspectives, join Long Angle and jump into the thread.
Life, Health, & Family
How do executives and founders get better sleep?
High performers unknowingly pay a "sleep tax”: the cumulative cognitive drain of misaligned sleep. Dr. Natun Verma, a Stanford-trained physician who built sleep programs for Meta and Apple, recently hosted a private webinar for Long Angle members on how executives can reclaim their edge.
His core thesis is that generic sleep advice fails founders and executives. Schedules that demand high-stakes inputs spike cortisol, leaving the brain firing long after the laptop closes. Sleep, therefore, is a biological byproduct of choices made hours earlier.
Here is a framework to combat the sleep tax based on Dr. Verma’s research:

In a nutshell, compounding stress unchecked all day makes the physiological transition to sleep difficult. Managing stress, dedicating a space to relax, and timing your stimuli can unlock better rest.
Read the full blog article: Stop Paying the Sleep Tax: How High Performers Reclaim Energy, Focus, and Longevity
Private Market Perspectives
How does litigation finance work as an asset class?
Litigation finance is the funding of a lawsuit in exchange for a percentage of the final settlement or court judgment. If the case wins, investors pocket a predetermined slice of the financial payout.
The primary appeal is that litigation finance is largely uncorrelated to public markets (judges don’t look at the S&P when deciding a verdict).
In a recent episode of the Navigating Wealth Podcast, our hosts sat down with Jason Bertoldi, Managing Director at Alliant Insurance Services. Drawing on his background investing in legal claims, Bertoldi shared how the asset class is evolving:
Single-case vs. portfolio funding: The industry is shifting away from volatile, one-off corporate lawsuits and moving toward backing diversified portfolios of claims or providing structured lending directly to established law firms.
Downside protection: To eliminate the binary "win/lose" risk of losing an investment, institutional players now utilize litigation insurance to cap case duration and guarantee principal payouts.
Refinancing markets: Pandemic court delays dragged lawsuits out for years. A booming refinancing market now lets investors back these "mature" cases, capturing faster payouts with lower risk.
Long Angle Investments has a strong track record of successful allocations in this space.
Watch or listen to the full podcast episode here.
Around Long Angle
“A vetted Reddit”
What exactly is Long Angle? One of our members put it simply:
“A vetted Reddit” for investing and high-net-worth conversations.
Here’s a taste of some real member posts from just the last three days:

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Published By
Chris Bendtsen
Insights Lead, Long Angle
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This material is for informational purposes only and is not investment advice regarding any security or investment strategy. Long Angle does not provide legal or tax advice, consult your attorney, CPA, or tax professional regarding your situation.
Long Angle Management, LLC (Long Angle), is an SEC registered investment adviser firm. Registration does not imply a certain level of skill or endorsement. Investing involves risk, including potential loss of principal. Past performance is not indicative of future results.
