EPISODE · Jun 1, 2026 · 49 MIN
The Wealth Immunity Trap
from The Concentrated Position · host Compound Planning
Markets are at all-time highs while nothing in the news feels like it should allow that. Tim and Dimitry work through what's actually driving markets: AI, geopolitics, inflation, and why not every consumer is experiencing the same economy. They also touch on the wealth immunity trap, where even high earners who have clearly won still feel like they don't have enough. They talk through why anchoring to a number is a fool's errand, and how to shift from decades of saving toward spending and giving with intention.
What this episode covers
Markets are at all-time highs while nothing in the news feels like it should allow that. Tim and Dimitry work through what's actually driving markets: AI, geopolitics, inflation, and why not every consumer is experiencing the same economy. They also touch on the wealth immunity trap, where even high earners who have clearly won still feel like they don't have enough. They talk through why anchoring to a number is a fool's errand, and how to shift from decades of saving toward spending and giving with intention.
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The Wealth Immunity Trap
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