Podcasts about Concentrated

Find me on Substack!Arie van Gemeren is a CFA, Goldman Sachs veteran, and CEO of Lombard Equities Group who translates 2,000 years of wealth-building history into actionable modern real estate and investment strategy.Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials, earnings transcripts, and extensive segment and KPI data—use my link for a two-week free trial plus 15% off: https://fiscal.ai/talkingbillions/3:00 – Ari's family origin story: grandmother fled Nazi Berlin to South America, father grew up fatherless in Bolivia, came to the U.S. at 18 speaking no English, put himself through medical school. History was alive in the household.5:15 – The contrarian leap from Wall Street to real estate. Started at Fisher Investments, moved to Goldman Sachs, but it was his Persian father-in-law who kept asking: "Why would I do that when I could buy a good property?"7:30 – The live-in flip that changed everything. Bought a Bay Area bungalow for $515K, invested $60K in renovations, saw equity jump to $850–900K. "I was hooked."9:18 – At Goldman, wealthiest clients — especially Middle Eastern tech entrepreneurs — were pouring profits into real estate, not stocks. Pattern recognition clicked.11:59 – Real estate vs. stocks: "They're both tremendous wealth-building asset classes." Ari argues for a portfolio approach — stocks as majority for passive investors, real estate as complement. Introduces the scarcity insight: the stock market is the only market where inventory shrinks over time via buybacks.19:51 – Timeless principles and behavioral finance. Nothing new under the sun — 8,000 years of recorded history isn't enough for human nature to evolve. Patience, discipline, avoiding excessive leverage are the throughlines of lasting fortunes.21:43 – Hitler's invasion of the Soviet Union as an investing parable: certainty vs. conviction. "If you are so convinced of your thesis that you cannot hear contrary advice… guys confuse having a strong thesis with it being the absolute truth."33:27 – Concentrated wealth creation. 67% of the world's billionaires are self-made first-generation who built companies — a form of concentration investing.40:17 – Generational wealth traps. The "first generation builds, second maintains, third loses" proverb exists in Italian, Japanese, Mandarin, Russian, Spanish. Contrasts Vanderbilt collapse with Walton and Grosvenor family structures.47:12 – The Hanseatic League: 500+ years of patient, boring warehouse ownership that generated extraordinary wealth and even conquered Copenhagen.57:33 – Success redefined: "What we're really looking for is freedom and independence."Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kindle⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠)We are live every Tuesday at 1.30pm E / 10.30am P.See our latest episodes at https://acquirersmultiple.com/podcastAbout Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.SEE LATEST EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

A strong market can create a new problem. A single stock or ETF grows to represent a large portion of your net worth. Now you face a difficult tradeoff: diversify and trigger a large tax bill, or hold the position and accept concentrated risk. In this episode, Tyler Emrick, CFP®, CFA®, walks through practical strategies for managing concentrated stock positions in a tax-efficient way. You will learn: How a Section 351 exchange into an ETF can provide diversification while deferring capital gains How tax-aware long-short strategies can help create ongoing tax offsets while gradually reducing a concentrated position When Net Unrealized Appreciation may apply to company stock inside a 401k How donor-advised funds and charitable planning can reduce capital gains on appreciated shares Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth   Our website:  https://www.truewealthdesign.com/  Phone: 855.TWD.PLAN Contact our team: https://www.truewealthdesign.com/contact-a-financial-advisor/  Check out our other no-cost financial resources here: https://www.truewealthdesign.com/financial-resources/  Watch the show now on YouTube: https://www.youtube.com/channel/UCjENBHOti-IEJFqeydZm_Fg?sub_confirmation=1

Ari Sass believes there's plenty of opportunities to find even in times of elevated volatility. One of those opportunities lies in the AI trade, as Ari explains the transition he sees from infrastructure buildout to implantation. He later talks about how he's applying his thoughts through his firm's Concentrated Value ETF (SASS). ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Baruch Toledano breaks down SimilarWeb's Generative AI Brand Visibility Report. “We measure real user prompts and responses,” and by understanding trending topics and which brands show up in LLM answers, they find that visibility is “highly concentrated.” Less well-known brands that are mentioned structure their content “correctly” for the AI to read, and are highly knowledgeable about specific niches. Baruch explains how metrics are moving from ranking to mentions.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In this episode, I'm joined again by Brent Sullivan to break down a strategy most investors have never heard of, but that can be incredibly powerful for the right situation: 351 exchangesIf you've built significant wealth in a single stock, you've probably faced the same dilemma many high-net-worth investors deal with:Sell and diversify, but trigger a massive tax bill… or hold the position and take on concentration riskWe walk through how 351 exchanges work, why they've started gaining momentum in the ETF world, and when they might make sense as a tax-deferral strategy for concentrated stock positions.-------✅ Financial planning for 30-50 year old entrepreneurs: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.allstreetwealth.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠✅ My personal blog & newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thomaskopelman.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.

One of the biggest talking points for investors in the past year or two has been the increasingly concentrated nature of the US sharemarket. The top ten stocks represent a whopping 38 per cent of the index today, compared with 20-30 per cent historically. A few mega-cap stocks now have a huge influence over where the world's biggest market (and therefore most of our retirement savings) is headed and unsurprisingly, this has made a lot of investors nervous.

The S&P 500's top 10 companies now represent over 40% of the index — the highest market concentration in modern history. What does that mean for investors?In this episode of Gimme Some Truth, we break down market concentration risk, the CAPE ratio (Shiller P/E), and how today's valuations compare to the dot-com bubble. With U.S. large-cap stocks trading at historically elevated levels, we explore whether international diversification, emerging markets, and value-oriented strategies may offer better risk-adjusted opportunities.If you're concerned about overexposure to the Magnificent Seven, high valuations, or portfolio risk heading into 2026, this discussion will help you think strategically about global asset allocation and long-term investing.

Chuck Collins is the Director of the Program on Inequality and the Common Good at the Institute for Policy Studies, where he co-edits Inequality.org. His newest book is “Burned By Billionaires: How Concentrated Wealth and Power Ae Ruining Our Lives and Planet” Inequality is a major problem . Humans daily lives are being disrupted by people with immense power in the areas of health, wellbeing, environment, housing costs, and democracy    The Second Gilded Age and Robber Barons perpetuate the myth of the Trickle-Down Theory.  The middle Class is shrinking, and Project 2025 wants to gut labor unions, eliminate child labor laws, and decimate workplace safety.   Big money robs Americans of their vote and voice. The UN can play a critical role in convening its members to develop standards to limit corruption, money laundering, and offshore banking, along with the G-20 countries moving forward more rapidly with their Global Wealth Tax.

In this week's Live from the Vault, Andrew Maguire examines how last Friday's price drop in gold and silver showed the market had reached a turning point, with physical holders staying firm while derivative trading caused most of the decline.The London wholesaler explains how Chinese regulators and strong buying at the Shanghai Gold Exchange are stabilising markets, prompting momentum shorts to cover and laying the groundwork for a structurally supported rally in both metals.Send your questions to Andy here: https://www.speakpipe.com/LFTVTimestamps: 00:00 Start01:46 Derivative silver sell-off exhaustion and Friday reversal05:54 Concentrated silver short exposed; regulatory investigations begin10:10 Short concentration, Comex stress and delivery risk14:50 Silver monetisation strategy and the golden yuan corridor21:42 Technical inflection: 50-day defence and backwardation spike24:38 Central bank gold accumulation and tokenised bullion growth31:55 Bullion bank positioning, OCC exposure and price projections37:13 Lunar New Year positioning and short-term outlookSign up for Kinesis on desktop:https://kinesis.money/kinesis-precious-metals/?utm_source=youtube&utm_medium=video&utm_campaign=lftv_259Download the Kinesis Mobile app - available App Store and Google Play:Apple: https://kms.kinesis.money/signupGoogle: https://play.google.com/store/apps/details?id=com.kinesis.kinesisappAlso, don't forget to check out our social channels where you can stay up to date with all the latest news and developments from the team.X: https://twitter.com/KinesisMonetaryFacebook: https://www.facebook.com/kinesismoney/Instagram: https://www.instagram.com/kinesismoney/Telegram: https://t.me/kinesismoneyTikTok: https://www.tiktok.com/@kinesismoneyThe opinions expressed in this video by Andrew Maguire and any guest are solely their own and do not reflect the official policy, position, or views of Kinesis. The information provided is for general informational purposes only and does not constitute investment advice, financial advice, or any other type of professional advice.Viewers are encouraged to seek independent financial advice tailored to their individual circumstances before making any decisions related to the gold market or other investments. Kinesis does not accept any responsibility or liability for actions taken based on the content of this video.

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Matthew Bartolini from State Street Investment Management to discuss: stock market concentration, the S&P 493 vs. the Mag 7, dividends vs. share buybacks and more.   Find complete show notes on our blogs... Ben Carlson's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation.   Check out the latest in financial blogger fashion at The Compound shop: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://idontshop.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠   Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠   The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.   State Street Disclosure:  Important Risk Information Investing involves risk including the risk of loss of principal.   ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Brokerage commissions and ETF expenses will reduce returns. The views expressed in this material are the views of Matt Bartolini through the period ended January 21, 2026 and are subject to change based on market and other conditions. This document contains certain statements that may be deemed forward-looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Before investing, consider the funds' investment objectives, risks, charges, and expenses. To obtain a prospectus, which contains this and other information, call 1.866.787.2257 or visit www.ssga.com. Read it carefully. ALPS Distributors, Inc. (fund distributor); State Street Global Advisors Funds Distributors, LLC (marketing agent). 8728208.1.1.AM.RTL SPD004423 Expiration: 1/31/27 Learn more about your ad choices. Visit megaphone.fm/adchoices

 What if everything you've been taught about money is backwards? What if instead of you chasing money, figuring out money, strategizing about money, trying to crack the code of money from the outside. You simply asked money itself? What if money could speak? What if it had preferences? What if it knew exactly why it flows toward some people and away from others, and was willing to share that information directly with anyone who actually listened? This might sound strange at first. Money as conscious. Money as aware. Money as something that can communicate. Because every ancient culture understood that everything carries consciousness. Everything. The rivers, the stones, the wind, the fire—and yes, the mediums of exchange that humans created to represent value and energy. Money isn't just paper and metal and numbers on a screen. Money is crystallized human attention. Concentrated life force. Stored intention that billions of people have poured their energy into for thousands of years. Anything that receives that much human consciousness... becomes conscious itself. And today, we're going to open a channel. We're going to let money speak. We're going to receive a download directly from the source.  

Most workouts fail not because people are lazy, but because effort is misused. Amy Hudson and Dr. James Fisher continue the series on the principles of exercise design. In this episode, they cover concentrated cardio and why short, high-effort intervals create bigger physiological changes than long, steady workouts. Tune in to hear how brief bursts of intensity improve cardiovascular fitness, raise metabolic rate, enhance insulin sensitivity, increase muscle blood flow, and make everyday tasks feel easier, all while taking far less time than traditional cardio. Amy and Dr. Fisher discuss concentrated cardio and why it matters. You will learn exactly what concentrated cardio is, what it looks like in real training, and why it pairs so well with strength work. Dr. Fisher reveals the defining feature that separates concentrated cardio from other workouts. These are brief intervals above seventy five percent of maximal power or very close to all-out effort. The recovery periods are just as important because they allow you to hit that high level again. Why steady state cardio feels different from concentrated cardio. One approach keeps the same effort the whole time, while the other alternates between hard sprints and slowing down.  Dr. Fisher covers why the benefits of concentrated cardio go far beyond just getting tired. Your VO2 max improves, your resting metabolic rate increases, and insulin sensitivity gets better. This means better oxygen use, more calories burned at rest, and real support for metabolic health. Amy shares why working with a personal trainer can change how you approach concentrated cardio. A good personal trainer helps you find the right intensity without guessing or overdoing it. That guidance builds confidence, keeps you safe, and makes every hard effort count. Learn how everyday life starts to feel easier when you train this way. Tasks like running up a short flight of stairs stop feeling overwhelming. You raise the ceiling of what your body believes is hard work by briefly pushing into discomfort on purpose. Dr. Fisher reveals how concentrated cardio disrupts homeostasis. A single thirty-second sprint can cut intramuscular ATP levels by about half. That level of energy depletion simply does not happen with other forms of exercise. Dr. Fisher reveals a surprising effect on blood flow after concentrated cardio. Blood flow to muscles can be up to one hundred times higher than at rest or after traditional exercise. This sets the stage for faster recovery and bigger physiological change. Learn why more blood flow to muscle tissue is important. It helps clear metabolic byproducts while delivering antioxidants and nutrients that drive adaptation. Over time, this improves capillarization and makes oxygen transfer into muscles more efficient. Dr. Fisher covers the difference between aerobic and anaerobic effort. When you stay aerobic, your body does only what it needs to get through the task. That bare minimum response limits how much progress you can make. With anaerobic exercises, short bursts of very high effort create stress your body must adapt to. You cannot hold that intensity for long, which is exactly why it works. Dr. Fisher reveals how muscle fiber recruitment changes with different workouts. Long steady runs mostly use type one fibers. Short, intense intervals recruit type two fibers, which are the ones you want to preserve as you age. Amy and Dr. Fisher cover the practical rule that simplifies training decisions. You can work long, or you can work hard, but not both. Twenty seconds of true effort creates more adaptation than a full minute of easier work. Dr. Fisher talks about common fears about working at high intensity. Research shows this approach can be safe and effective even for people with conditions like diabetes, heart failure, and coronary artery disease. With proper guidance and personal training, intensity is not something to fear. Learn why tracking heart rate can be a useful feedback tool when training. It helps you understand effort and recovery rather than guessing. Used correctly, it builds confidence instead of anxiety. Dr. Fisher reveals a simple sign that your fitness is improving. If your heart rate drops quickly after exercise, that is a strong indicator of better conditioning. Recovery speed often matters more than peak numbers.     Mentioned in This Episode: The Exercise Coach - Get 2 Free Sessions! Submit your questions at StrengthChangesEverything.com     This podcast and blog are provided to you for entertainment and informational purposes only. By accessing either, you agree that neither constitute medical advice nor should they be substituted for professional medical advice or care. Use of this podcast or blog to treat any medical condition is strictly prohibited. Consult your physician for any medical condition you may be having. In no event will any podcast or blog hosts, guests, or contributors, Exercise Coach USA, LLC, Gymbot LLC, any subsidiaries or affiliates of same, or any of their respective directors, officers, employees, or agents, be responsible for any injury, loss, or damage to you or others due to any podcast or blog content.

Scott Wilson is the CIO at Washington University of St. Louis, where he oversees a $10 billion endowment. Scott joined Wash U three years ago from Grinnell College, where he learned a completely different style of endowment investing than is practiced by others.Our conversation covers Scott's upbringing, early Wall Street career in equity research and derivatives across New York, London and Tokyo, and his leap to Grinnell. We then turn to his applying the Grinnell model at Wash U, transitioning an endowment model portfolio to a concentrated book. We touch on hedge funds and frontier markets and turn to the process of underwriting individual ideas and managers in the context of a concentrated endowment portfolio.Learn MoreFollow Capital Allocators at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@tseides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ or ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠mailing list⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Access transcript with ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Membership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠)

Ross is the CEO and Head of Research at Southeastern Asset Management, a firm with a 50‑year record of long‑term, concentrated value investing. In this episode, he breaks down how true multi‑year investing works in practice—from business‑people‑price discipline to the advantages of engagement, selectivity, and thinking far beyond the market's short time horizon.-This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do not necessarily reflect the views of the Evoke Advisors Division of MAI Capital Management, LLC ("Evoke”), its affiliates, or any companies mentioned. Information shared has not been independently verified by MAI or its affiliates. MAI Capital Management, LLC (“MAI”) is registered with the U.S. Securities and Exchange Commission ("SEC"), which does not imply any particular level of skill or training.Certain information contained herein has been obtained from third party sources and such information has not been independently verified. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by any person.While such sources are believed to be reliable, Evoke does not assume any responsibility for the accuracy or completeness of such information. Evoke does not undertake any obligation to update the information contained herein as of any future date.The content is intended for a general audience and does not constitute a recommendation to buy or sell securities or adopt any investment strategy. Any examples or scenarios discussed are illustrative only, involve risks and uncertainties, and do not guarantee future results. Non-traditional assets carry significant risks and may not be suitable for all investors. Decisions should be based on individual objectives, risk tolerance, and circumstances.Statements herein are general and may not reflect an individual's or entity's specific circumstances or applicable laws, which vary by jurisdiction. Further, speakers' views are personal and may differ from Evoke and MAI recommendations and are not specific investment advice; and do not consider client objectives, risk tolerance, and diversification. Guests may have current or past relationships with Evoke and MAI, its affiliates, or the host, including as clients, service providers, or business partners. Participation does not constitute an endorsement or testimonial. No compensation has been paid or received for guest participation unless disclosed. MAI and its affiliates may have business relationships with entities mentioned in this podcast, which could create potential conflicts of interest. These relationships may include advisory services, investment management, or other arrangements. MAI seeks to manage such conflicts consistent with its fiduciary obligations and policies.(As of December 22, 2025)

In this episode of Beer and Money, Ryan Burklo and Alex Collins discuss the challenges and strategies associated with over-concentrated stock positions, particularly in the context of tech companies and other large firms. They explore the risks of having a significant portion of one's wealth tied to a single stock, the emotional connections that can complicate decision-making, and the importance of coordinated financial planning. The conversation covers various strategies for unwinding concentrated positions, including selling shares, tax implications, and alternative methods such as options and exchange funds. The hosts emphasize the need for a systematic approach to managing concentrated wealth and the importance of seeking professional guidance. Check out our website:  beerandmoney.net Find us on YouTube: https://www.youtube.com/@beerandmoney Subscribe to our newsletter: https://www.quantifiedfinancial.com/subscribe-now Check out our Instagram: https://www.instagram.com/ryanburklofinance?igsh=ZTJzN3Jnajd5M2Mw Ryan Burklo's LinkedIn profile: https://www.linkedin.com/in/ryanburklo/ Alex Collin's LinkedIn profile: https://www.linkedin.com/in/alexandercollins/ For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo #over-concentratedstock #financialplanning #riskmanagement #investmentstrategies #taximplications #stockoptions #wealthmanagement #diversification #financialadvisor #concentratedwealth   Takeaways Many clients have concentrated stock positions due to RSUs or stock options. Concentrated risk can become significant over time, especially in tech. Emotional ties to a company can complicate financial decisions. It's crucial to consider future changes in company leadership. Planning to unwind concentrated risk can take months or years. Tax implications can complicate the selling of concentrated stock. Diversification is key to managing concentrated positions. Coordinating with financial and tax professionals is essential. There are strategies to manage concentrated stock without selling. Proactive planning can prevent financial stress in retirement. Chapters 00:00 Introduction to Over-Concentrated Stock Positions 02:51 Understanding the Risks of Concentrated Wealth 05:53 Planning Considerations for Unwinding Concentrated Risk 08:55 Strategies for Managing Concentrated Stock Positions 12:06 Alternative Approaches to Selling Stock 15:06 Conclusion and Call to Action

2. Future Fleets: Decentralizing Firepower to Counter Chinese Growth. Tom Modly warns that China's shipbuilding capacity vastly outpaces the US, requiring a shift toward distributed forces rather than expensive, concentrated platforms. He advocates for a reinvigorated, independent Department of the Navy to foster the creativity needed to address asymmetric threats like Houthi attacks on high-value assets. 1918 SEVASTOPOL

Episode Title: I Work Better Concentrated Listening to Calm Thunderstorm SoundsDescription:In this episode, we share how listening to calm thunderstorm sounds can boost focus and productivity. Discover why these natural sounds help create a peaceful environment that enhances concentration and reduces distractions. We also discuss practical ways to integrate thunderstorm audio into your work routine, helping you stay centered and calm throughout the day.Take a moment to breathe deeply, tune in, and let the gentle rhythm of rain and thunder guide you to a more focused and relaxed state.Stay tuned for more tips on finding calm and balance in everyday life.DISCLAIMER

Over 35 years ago, the Gyumri earthquake left the second largest city in Armenia in shambles. Now three decades later the remnants of this disaster still remain, both visually throughout the city, and in the cruel cycle of poverty that has resulted. Through housing initiatives to permanently reduce domik, or container living, afterschool programs that provide enrichment for the future generation, and vocational training that gives people the opportunity to provide, strides are being made to not only move forward, but to thrive forward.  Learn more about the Paros Housing, After School, and Vocational Center and get involved here: https://parosfoundation.org/donations/paros-center/

Gun violence affects residents, local schools and the economy.

Diverse Voices Book Review host Hopeton Hay interviewed Chuck Collins, author of BURNED BY BILLIONAIRES: How Concentrated Wealth and Power Are Ruining Our Lives And Planet. The interview explored the impact of extreme wealth concentration on society, covering topics such as the racial wealth divide, climate disruption, affordable housing, and the influence of billionaire dynasties. Collins also addressed tax avoidance by billionaires, the effects of private equity on communities, and practical steps individuals and governments can take to counteract these trends.Chuck Collins  is the Director of the Program on Inequality and the Common Good at the Institute for Policy Studies where he co-edits Inequality.org.Diverse Voices Book Review Social Media:Facebook - @diversevoicesbookreviewInstagram - @diverse_voices_book_reviewX - @diversebookshayEmail: hbh@diversevoicesbookreview.com

1.) Thank you to longtime listener Reid for letting us know about technical issues with the show. Hopefully this fixes them. 2.) Yes, I know there is no theme music.

Tuesday December 2, 2025 Chuck Collins on Concentrated Wealth and Power in the USA

The market is largely being driven by a handful of Artificial Intelligence-focused companies. Is it time to diversify?   Should You Buy at All-Time Highs? Global Diversification Is Still Working University of Missouri Risk Tolerance Assessment Financial Visualization of Markets (finviz.com) Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

This week when we give thanks, let me say how grateful I am to have these conversations about a world that just might work and that folks take the time to listen, learn, and share. CHUCK COLLINS says a lot of people tell him, “…nothing a billionaire does harms my life.” In response, he wrote BURNED BY BILLIONAIRES: How Concentrated Wealth and Power Are Ruining Our Lives and Planet. Collins directs the Program on Inequality and the Common Good at the Institute for Policy Studies, co-edits Inequality.org and its weekly newsletter, and writes the column, Oligarch Watch at The Nation Magazine.You can learn more at inequality.org and at ChuckCollinsWrites.comCollins, Chuck-2025-Transcript

On October 16 and 17, Fidelity Investments Canada hosted FOCUS 2025, connecting our portfolio managers and experts with advisors. On today's episode, Stephen DuFour takes the stage at FOCUS to share his thoughts on concentrated investing and where he's finding opportunities in U.S. equities.  At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Episode Title: Rain Sounds for Concentrated WorkDescription:In this episode of Thunderstorm: Sleep and Relax in the Rain, immerse yourself in the calming rhythm of gentle rain designed to boost your focus and productivity. Whether you're tackling a challenging project, studying for exams, or simply need a peaceful background to keep distractions at bay, the soothing sound of rain creates the perfect environment for concentrated work.As the steady droplets fall, feel your mind clear and your thoughts sharpen. Let the natural ambiance guide you into a state of deep focus, helping you stay motivated and efficient throughout your tasks. This episode is your tranquil companion for those moments when you need to lock in and get things done.Put on your headphones, settle in, and let the rain sounds carry you into a productive and serene work session.DISCLAIMER

Guest Ilya Zlotnik, Partner, Wealth Adviser, Vivaldi Capital ManagementWebsite www.vivaldicap.comAUM ~$6bn BioIlya is a Wealth Advisor and Partner at Vivaldi Capital Management in Chicago. For over a decade, he has guided high-net-worth individuals and families through every aspect of their financial life—from strategic asset allocation and portfolio management to complex tax and generational planning. His client-centric approach and deep expertise have earned him recognition as a Forbes Best-In-State Wealth Advisor for two consecutive years. Prior to joining Vivaldi, Ilya served as an Investment Consultant at TD Ameritrade and was a member of the Private Wealth Group at RMB Capital Management. He holds a BS in Finance from the Kelley School of Business at Indiana University and an MBA with concentrations in Finance and Entrepreneurship from the Booth School of Business at the University of Chicago.Disclaimer: This is one Advisor's perspective and not reflective of VCM.Read the full disclaimer and learn more here: https://www.vivaldicap.com/

Domestic farmers are reliant on trade relationships and foreign suppliers of critical ag inputs like potash.

Episode Summary In this special Tick Boot Camp Podcast episode, Dr. Myriah Hinchey (ND) joins Matt Sabatello and Rich Johannesen from Tick Boot Camp to spotlight the 2025 LymeBytes Symposium, a physician- and patient-focused conference designed to shorten the healing journey for Lyme, mold illness, PANS/PANDAS, Long COVID, and other complex, infection-driven chronic conditions. We dig into why immersive learning accelerates progress, how an intimate format fuels direct access to top clinicians and vendors, and what attendees—both in-person and virtual—will actually experience over two packed days in Fort Lauderdale. Exclusive Listener Offer: Use code TBC100 at checkout for $100 off in-person or virtual tickets at shop.lymebytes.com. Why This Episode Matters End the isolation: Dr. Hinchey explains how community, validation, and shared learning unlock momentum for both patients and clinicians. Immersion = speed: Concentrated exposure to leading experts and technologies helps you discover the next best step faster. Bridging the gap: Learn why precision care often requires a team—LLMDs, specialty labs, compounders, targeted supplements, and therapeutic devices—working together. What You'll Learn Inside the LymeBytes philosophy: Healthy, gluten- and dairy-free meals, beach-side community dinner, structured networking, and vendor access that mirror the lifestyle principles used in treatment. Adjunctive therapies on site: Demos and education around hyperbaric oxygen therapy (OxyHealth), infrared/red light, Relax Sauna, Therasage, plus niche supplement brands (e.g., Alight by Dr. Jill Crista, NutraMedix, Lymecore Botanicals) and specialty labs for Lyme, co-infections, and mold. Precision testing & interpretation: Why test results (e.g., Western Blots, specialty panels) must be read in clinical context, and how collaboration between vendors and clinicians personalizes care. PRP/TruDose spotlight: A primer on platelet-rich plasma (PRP) and how TruDose aims to reset immune function and calm the nervous system using your own platelets—plus a teaser for a future deep-dive episode. Virtual experience (no FOMO): Live access to all clinician lectures, slides, full-day recordings to rewatch/scrub, and new vendor mini-interviews so remote attendees don't miss the expo value. Who Should Attend the Symposium Patients & caregivers seeking credible, actionable strategies to shorten recovery time Clinicians (conventional, integrative, functional) looking to upgrade protocols for chronic infection and inflammation Allies & advocates ready to learn the truth about Lyme and related conditions from top voices in the field Anyone who wants direct access to vendors, labs, and tools that often stay off patients' radars Event Details (In-Person + Virtual) Dates: November 14–15, 2025 Location: Fort Lauderdale Marriott Pompano Beach Resort & Spa (Florida) Format: Limited-capacity, intimate event (≈180–200 attendees) fostering direct interaction with clinicians, researchers, and vendors Perks: Healthy meals (GF/DF), Friday night beach dinner, curated vendor hall, 14.5 CME credits available in person (additional fee) Virtual: Live stream + full-day recordings (Day 1 & Day 2), slide access, vendor mini-features Register: shop.lymebytes.com $100 Off: Use code TBC100 at checkout (in-person or virtual) Notable Quotes On immersion: “The more volume of opportunities in an immersive environment, the more your internal diagnostic system can sense what resonates—and that's often your next right step.” On community: “Patients and clinicians are often dismissed or isolated. This event builds real connections you can rely on after you go home.” On precision: “Chronic cases are outliers—they need specialized testing, targeted supplements, and coordinated care to get unstuck.” Call to Action If travel isn't possible, don't wait—join virtually to access the same lectures, slides, and full-day recordings. And if you can make it to Florida, come say hi to Rich and the Tick Boot Camp crew in person.

10/22/25: Robbie Saner Sullivan, N'ton at-large school committee candidate. CDH Surgeon Dr. Michelle Helms on Breast Cancer Awareness Month. Brian Adams w/ Grow Food Northampton's Farm & Land Mgr, Piyush Labhsetwar, & Co-Dir, Michael Skillicorn: what we grow & why. Chuck Collins "Burned by Billionaires: How Concentrated Wealth and Power Are Ruining Our Lives and Planet.”

Matt Zeigler and I had the privilege of hosting Robert Hagstrom (The Warren Buffett Way) and Chris Mayer (100 Baggers) for a special 100-Year Thinkers Edition of the Excess Returns Podcast.Two legendary investors and authors. One hour packed with timeless wisdom on long-term thinking and wealth creation. This is the conversation we've been wanting to have—and we think you'll find it as valuable as we did.I'm excited to share this episode with you—it's reposted here with permission and blessing from both Matt and Jack. Don't miss it! And follow their work, links below.https://excessreturnspod.com/https://cultishcreative.com/ — everyting Matt Zeigler.In a world that moves tick by tick and quarter by quarter, The 100-Year Thinkers zooms out to explore what it really means to invest with patience, discipline, and perspective. In this premiere episode, join Matt Zeigler, Bogumil Baranowski, Chris Mayer, and Robert Hagstrom as they discuss market concentration, the dominance of mega-cap stocks, and how investors can think in decades—not days. Together, they explore the evolution of active management, the role of the S&P 500, the challenge of private equity, and how to build portfolios that last. Topics covered Concentration and the rise of mega-cap dominance Equal-weight vs. market-cap-weighted indexes The role of the S&P 500 and how it shapes investor behavior Why the Magnificent Seven may not repeat past winners' mistakes The differences between today's tech leaders and the 1999 bubble The changing nature of private equity and illiquidity premiums How to define success as an investor beyond beating the index The importance of focusing on business economics over stock prices Lessons from Buffett, Bill Miller, and other long-term thinkers Timestamps 00:00 Concentration and portfolio construction 04:00 Market-cap dominance and equal vs. cap weighting 10:30 Active management, benchmarks, and the S&P 500 17:00 Economic realities of the top 10 stocks 23:00 Government policy and market intervention 26:00 Comparing 2024 to 1999 and lessons from past cycles 32:00 Innovation, Russell 2000, and private company growth 40:00 Active management and how the S&P wins 41:45 The private equity boom and its challenges 49:00 Redefining performance and investor goals 55:00 The importance of focusing on business economics 57:00 Closing thoughts and where to find the guestsPodcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

THE ART OF CONCENTRATED RELATING.  OR, WHY WOMEN ARE IN A DISAPPOINTMENT SPIRAL WITH MEN.Courtesan Mastery Curriculum : https://omrupani.org/#/modern-priestess-of-eros/www.OmRupani.org

This episode is a compilation of answers to YOUR questions that were asked directly from my listeners who attend my weekly business education YouTube live webcast. Topics covered include: How to get into enterprise software sales, Is the market too concentrated right now, Future of Ethereum and Bitcoin and more.  Refer to chapter marks for a complete list of topics covered and to jump to a specific section. Download my free "Networking eBook": www.harouneducation.comAttend my weekly YouTube Live every Thursday's 8am-11am PT. Subscribe to my YouTube Channel to receive notifications. Learn more about my MBA Degree ProgramConnect with me: YouTube: ChrisHarounVenturesCompleteBusinessEducationInstagram @chrisharounLinkedIn: Chris HarounTwitter: @chris_harounFacebook: Haroun Education Ventures  TikTok: @chrisharoun300How to forecast a P/E ratio

On today's show, WHQR's series CAFO Country, featuring environmental journalist David Boraks, takes a deep dive into North Carolina's hog and poultry industry — it's a major economic driver for the state, but also the source of serious environmental concerns. Plus, we sat down with Inside Climate News' Lisa Sorg to catch up on her latest reporting on CAFOs.

The 2,500-year celebration of the Persian Empire,[1] officially known as the 2,500-year celebration of the Empire of Iran (Persian: جشن‌های ۲۵۰۰ ساله شاهنشاهی ایران, romanized: Jašn-hây-e 2500 sale' šâhanšâhi Irân), was hosted by the Pahlavi dynasty in the Imperial State of Iran in October 1971. Concentrated at Persepolis, it consisted of an elaborate set of grand festivities that sought to honour the legacy of the Achaemenid Empire, which was founded by Cyrus the Great in 550 BC.[2][3] The event was aimed at highlighting ancient Iranian history and also showcasing the country's contemporary advances under Mohammad Reza Pahlavi, who had been reigning as the Shah of Iran since 1941.[4][5] The site brought sixty members of royalty and heads of state from abroad.[6]

When much of your wealth is tied to a single stock—especially your employer's—you face both opportunities and risks. In this episode, Senior Wealth Advisors Whitney Reagan and Daniel Sharkey discuss how to balance concentration with diversification, manage emotions and apply strategies that maximize potential while protecting long-term goals. 

Strong and Concentrated! Equal parts sweet and warm! Drizzling with elegance, sprinkled with deliciousness... These artists will bring you joy! Taste the Smooth!Set 1:Kevin Jackson-Be FreeKayla Waters-WaterkissesBrien Andrews-Don't Dance Just GrooveBK Jackson-Before I Let GoPreston Smith-Endless MelodiesSet 2:Michael Fair-Lost AgainWill P. Lyte-ParadiseGeorge Freeman-No DoubtBrendan Rothwell=Think Of YouJesse Adams Jr.-Missing YouSet 3:Norman Brown-AnythingBen Tankard-Heavenly VibesCurl& Hurd-Another Sad Love Song Hosted on Acast. See acast.com/privacy for more information.

In this episode, Stacy Westfall unpacks three key topics that shape both riding and life: goal setting without overwhelm, success defined from within, and the mindset you bring before the moment begins. Key takeaways: What it means to set a goal without letting it take over your thinking Why measuring success goes beyond ribbons, scores, or outside opinions How the mindset you choose beforehand shifts the entire experience Why concentrated moments magnify lessons already present in daily rides This episode examines how compressed experiences reveal the deeper patterns in horse and rider, offering lessons that carry far beyond a single ride.

Calc Dooku. Square Day. I don't like Bacterial Slurreeeeeeeee! Fart Blood On A White Wall. Divatude. Sundance Sundown. Word To Your Mother. Doku Doku Panic. Photo Blue is a Magical Thing. Rundle Fly. Respool Me by Ed Sheeran. Crawl space man. You Have To Cut The Car In Half. Concentrated dark matter turd. Kids Love Floor Chocolate with Bill and more on this episode of The Morning Stream. Hosted on Acast. See acast.com/privacy for more information.

Calc Dooku. Square Day. I don't like Bacterial Slurreeeeeeeee! Fart Blood On A White Wall. Divatude. Sundance Sundown. Word To Your Mother. Doku Doku Panic. Photo Blue is a Magical Thing. Rundle Fly. Respool Me by Ed Sheeran. Crawl space man. You Have To Cut The Car In Half. Concentrated dark matter turd. Kids Love Floor Chocolate with Bill and more on this episode of The Morning Stream. Hosted on Acast. See acast.com/privacy for more information.

Learn how to manage concentrated stock positions with strategies to reduce risk, control taxes, and protect your wealth.

In this episode, I'm joined by Benjamin Lake, an advisor at Composition Wealth. If you own a significant amount of stock from your employer or have a concentrated investment, this episode is for you. We break down:The importance of having a clear financial planOptions-based strategies (like covered calls and collars)Charitable strategies to reduce capital gains taxesDirect indexing and long-short strategies for tax efficiencyExchange funds and Opportunity Zone funds as diversification tools-----------✅ Financial planning for 30-50 year old entrepreneurs: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.allstreetwealth.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠✅ My personal blog & newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thomaskopelman.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.

In this episode of Beer and Money, Ryan Burklo discusses the financial risks that arise once individuals surpass the seven-figure mark in assets. He emphasizes that contrary to popular belief, reaching this milestone does not simplify financial management; rather, it introduces new complexities and risks. The conversation highlights three main issues: the shift in control from savings to investments, the feeling of being stuck in wealth accumulation, and the dangers of concentrated holdings in investments. Burklo stresses the importance of having a coordinated financial strategy to navigate these challenges effectively. Check out our website:  beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways Many Americans believe reaching seven figures makes finances easier. Significant risks can arise after surpassing seven figures. Investment growth often outpaces savings after reaching seven figures. Feeling stuck is common when trying to accumulate more wealth. Concentrated holdings can lead to substantial financial losses. A coordinated financial strategy is essential for wealth management. It's crucial to understand the risks associated with investments. Professional guidance can help navigate complex financial decisions. Wealth preservation is as important as wealth accumulation. Having a plan is vital to mitigate risks. Chapters 00:00 Understanding Financial Risks Beyond Seven Figures 03:11 Investment Growth vs. Savings Control 05:53 Feeling Stuck: The Challenge of Wealth Accumulation 08:48 Concentration Risk and Wealth Preservation

With the stock market near record highs again, and nearly every valuation metric pointing to extremes, are we at the precipice of our own “irrational exuberance” moment, or just riding this bull through an AI infused multiple expansion that could last for years? We go inside the charts with Ian Dunlap, aka “The Master Investor,” and founder of the Red Panda Stock Club. Also, ETFs now exceed single stocks, begging the question if we are over-diversified in a world where stocks like Nvidia dominate index funds. And, what to watch this week as the labor market faces its latest test. Learn more about your ad choices. Visit podcastchoices.com/adchoices

On this week's Money Matters, Scott and Pat dig into market performance, tariffs, AI, interest rates, and long-term planning. At the heart of the episode are three essential topics: taxes, direct indexing, and concentrated stock diversification strategies. They help a young family balance life insurance with retirement savings, guide a retiree facing a heavy dividend tax bill, and show why smart planning matters at every stage. Along the way, they reveal how taxes can quietly erode wealth, why direct indexing creates new opportunities for tax-efficient investing, and how concentrated stock diversification strategies protect those holding too much company stock. Whether you're building wealth, preparing for retirement, or simply trying to minimize taxes, this episode blends practical advice with advanced insights to help you secure your financial future. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.  

Eight of the 10 biggest stocks in the S&P 500 are technology stocks, and tech as a sector represents 40 per cent of the value of the index. Today on the show, Katie Martin and Rob Armstrong ask if this is a warning sign of a structurally weak market. Also they go long defensive stocks and churches on wheels. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer.You can email Robert Armstrong and Katie Martin at unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

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In this special guest host episode, Larry Pershing from Optimum Retirement Planning talks about how to reduce and manage concentrated holdings in your investment portfolio. Particular emphasis is given to the tax implications and tax management of trying to reduce highly appreciated positions in normal brokerage accountsLinks in this episode:Optimum Retirement Planning's website - https://www.optimumretirementplanning.com/Tenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com

Today's guest is Sara Naison-Tarajano, Global Head of Private Wealth Management Capital Markets and Goldman Sachs Apex. Sara has been at Goldman Sachs for over 25 years, and currently leads a worldwide platform that delivers multi-asset trading, financing, and direct-investment opportunities to some of the firm's largest family offices. In today's episode, Sara runs through her career at Goldman Sachs, and the distinct approach required for family office investing. She explores the unique balance of risk management and growth that helps protect generational wealth, as well as the importance of alternatives in these strategies. Finally, Sara covers networking opportunities, market insights, and the most common challenges that affect family offices. (0:00) Starts (1:53) Sara's role at Goldman Sachs (7:12) Challenges faced by wealthy families (14:02) Concentrated wealth for family offices (23:31) Portfolio strategies and alts (30:40) Asset allocation and educating the next generation (37:39) Insights from Goldman Sachs family office conference (43:18) Risk management and market outlook for 2025 ----- Follow Meb on⁠ X⁠,⁠ LinkedIn⁠ and⁠ YouTube⁠ For detailed show notes, click ⁠here⁠ To learn more about our funds and follow us, subscribe to our ⁠mailing list⁠ or visit us at⁠ cambriainvestments.com⁠ ----- Sponsor:⁠ YCharts⁠ enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial. Follow The Idea Farm: ⁠X⁠ | ⁠LinkedIn⁠ | ⁠Instagram⁠ | ⁠TikTok⁠ ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include ⁠Ed Thorp⁠, ⁠Richard Thaler⁠, ⁠Jeremy Grantham⁠, ⁠Joel Greenblatt⁠, ⁠Campbell Harvey⁠, ⁠Ivy Zelman⁠, ⁠Kathryn Kaminski⁠, ⁠Jason Calacanis⁠, ⁠Whitney Baker,⁠ ⁠Aswath Damodaran⁠, ⁠Howard Marks⁠, ⁠Tom Barton⁠, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out ⁠here⁠!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠). Learn more about your ad choices. Visit megaphone.fm/adchoices