Compound Planning

The Concentrated Position

Business EN ↓ 3 episodes

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.

Author

Compound Planning

Episodes

The Cost of Certainty 30.06.2026 51:32

Most people with a massive concentrated position already know what they should probably do. They just can't bring themselves to do it, or they're not sure the math actually justifies it. Dimitry is joined this week by Boyan Doytchinov, a wealth advisor at Compound filling in for Tim. They open with what's moving markets: a stronger-than-expected jobs report, what it means for interest rates, the S...

The Vibes Check 16.06.2026 37:39

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 w...

The Wealth Immunity Trap 01.06.2026 49:46

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 anchorin...