PODCAST · business
The Concentrated Position
by Compound Planning
Complicated finances come with big decisions and real trade-offs. Tim Hamilton and Dimitry Farberov have spent nearly two decades sitting across from people planning around concentrated stock, liquidity events, private investments, and the hard calls that come with each. Join them as they talk through all of it.Tim and Dimitry are IARs of Compound Planning, an SEC-registered investment adviser. Content is for informational purposes only and does not constitute investment advice.
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The Vibes Check
Markets are near all-time highs, but the feeling in the room is something else. Tim and Dimitry dig into why so many people are uneasy about their portfolios right now, and the disconnect between what the economy feels like day-to-day and what's actually driving markets. They get into the AI-semiconductor story underneath the S&P, why diversification still matters even when concentration is working, and how to think about fixed income when bonds feel broken. And they end where it gets personal: what do you do when your emotions are driving the portfolio decisions, and not your time horizon? Any discussion of market performance or specific sectors experiencing rapid growth does not represent the full market picture. Many companies experience little to no growth or significant declines in value. Past performance of any market, sector, or security is not indicative of future results.
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The Wealth Immunity Trap
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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ABOUT THIS SHOW
Complicated finances come with big decisions and real trade-offs. Tim Hamilton and Dimitry Farberov have spent nearly two decades sitting across from people planning around concentrated stock, liquidity events, private investments, and the hard calls that come with each. Join them as they talk through all of it.Tim and Dimitry are IARs of Compound Planning, an SEC-registered investment adviser. Content is for informational purposes only and does not constitute investment advice.
HOSTED BY
Compound Planning
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Frequently Asked Questions
How many episodes does The Concentrated Position have?
The Concentrated Position currently has 2 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Concentrated Position about?
Complicated finances come with big decisions and real trade-offs. Tim Hamilton and Dimitry Farberov have spent nearly two decades sitting across from people planning around concentrated stock, liquidity events, private investments, and the hard calls that come with each. Join them as they talk...
How often does The Concentrated Position release new episodes?
The Concentrated Position has 2 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The Concentrated Position?
You can listen to The Concentrated Position on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Concentrated Position?
The Concentrated Position is created and hosted by Compound Planning.
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