Left Brain Thinking highlights the securities analysis of Left Brain Investment Research and the logical approach that the firm brings to creative investment ideas. Each week, you'll get Left Brain's take on specific stocks and bonds. Tune in to experience the disciplined decision-making and independent thinking that powers the firm's search for profitable investment opportunities.
Left Brain Thinking
Claim This Podcastby Brian Dress
5.0(3 reviews)
140 episodes
Updated Bi-weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
57
Podcast Authority
BetaFairBased on show quality, social media presence, reviews, charts, and more
Quality84
Social0
YouTube0
Engagement76
Podcast Overview
Left Brain Thinking highlights the securities analysis of Left Brain Investment Research and the logical approach that the firm brings to creative investment ideas. Each week, you'll get Left Brain's take on specific stocks and bonds. Tune in to experience the disciplined decision-making and independent thinking that powers the firm's search for profitable investment opportunities.
Language
🇺🇲
Publishing Since
9/30/2020
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57
Podcast Authority
BetaFairBased on show quality, social media presence, reviews, charts, and more
Quality84
Social0
YouTube0
Engagement76
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excellent
Episode Length
34 minutes
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Every 14 days
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Recent Episodes
July 25, 2026
Is AI a Bubble? Plus the Hidden Concentration Risk Inside Your Index Fund
<p>In this episode, Left Brain Wealth Management Founder & CIO Noland Langford and Director of Research Brian Dress sit down for their Q2 2026 Investment Committee debrief. On the surface it was a strong quarter, the S&P 500 was up 14.9%, but the conversation goes well beyond the scoreboard. Noland and Brian unpack where capital actually flowed, why the AI buildout is spreading past the chipmakers, and a form of hidden concentration that may be sitting inside a portfolio that looks perfectly diversified.</p> <p>Topics covered:</p> <p>• The Q2 scoreboard and the story it doesn't tell<br /> • Where money actually flowed this quarter, and what got left behind<br /> • Is AI in a bubble? A straight answer<br /> • The AI budget tradeoff: a CEO/CIO breakdown of hardware versus software spend<br /> • Beyond the chipmakers: where the next AI winners may emerge<br /> • Hidden concentration: how you can own hundreds of stocks in an index fund and still be under-diversified<br /> • Gold, silver, and Bitcoin: the safe haven stress test<br /> • Oil and the Iran question<br /> • SpaceX and the IPO pipeline<br /> • Research spotlight: Oracle<br /> • What the committee is watching heading into Q3 Resources mentioned:<br /> • Watch the full video: Left Brain Wealth Management YouTube channel<br /> • Already a Left Brain client? Bring your outside accounts, old 401(k)s, and company stock into the conversation.<br /> • Not yet a client? Book a free 30-minute call: <a href= "https://tinyurl.com/Book30MinutesWithLeftBrain">https://tinyurl.com/Book30MinutesWithLeftBrain</a></p> <p>Left Brain Wealth Management, Naperville, IL, leftbrainwm.com, 630-517-9300</p> <p>Chapter markers:</p> <p>0:00 Cold Open: The AI Buildout<br /> 0:50 Welcome to the Left Brain Investment Committee<br /> 1:24 The Quarter That Was (Q2 Scoreboard)<br /> 4:54 Where Money Flowed in Q2 8:56 Is AI a Bubble?<br /> 10:58 The AI Budget Tradeoff (Hardware vs. Software Spend)<br /> 14:27 Beyond the Chipmakers: The Next AI Winners<br /> 20:31 Hidden Concentration: What Your Index Fund Isn't Telling You<br /> 27:44 Gold, Silver & Bitcoin: The Safe Haven Stress</p> <p>—</p> <p>Full Disclosure No Client or potential client should assume that any information presented or made available on or through this video should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. Additional information about Left Brain is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary (Form CRS), which are available online via the SEC's Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov/firm/summary/170348.</p>
June 26, 2026
What Executives Actually Need to Know About Their Equity Comp
<p>Brian Dress and Noland Langford walk through everything executives need to know about their equity comp packages, from the basics of RSUs, stock options, and ESPP, to vest day tax implications, the job change trap, and what building a real equity compensation plan actually looks like.</p> <p>In this episode:<br /> • The three types of equity comp and what makes each different<br /> • What vest day actually means (and why it matters more than a calendar reminder)<br /> • The tax withholding gap and other hidden costs<br /> • Expensive mistakes executives make around vesting<br /> • The job change trap: options expiration windows and negotiating equity you're leaving behind<br /> • Underwater options: how to think about them<br /> • What a real equity comp plan looks like, and how to start building one</p> <p>Chapters:<br /> 00:00 Cold Open<br /> 00:56 Introductions<br /> 01:40 The Three Types of Equity Comp<br /> 03:53 What Actually Happens on Vest Day<br /> 06:00 Expensive Mistakes Around Vesting<br /> 09:06 Hidden Costs: The Withholding Gap and Concentrated Stock<br /> 13:49 Stock Options: What Executives Need to Know<br /> 16:11 The Job Change Trap<br /> 17:30 Underwater Options<br /> 18:53 What a Real Equity Comp Plan Looks Like<br /> 22:09 Closing Thoughts</p> <p>Links mentioned:<br /> • Book a free 30-minute consultation: <a href= "https://tinyurl.com/Book30MinutesWithLeftBrain" target="_blank" rel= "noopener">https://tinyurl.com/Book30MinutesWithLeftBrain</a><br /> • Free guide, Executive Guide to Managing Company Stock: <a href= "https://leftbrainwm.com/theexecutiveguide" target="_blank" rel= "noopener">Download the Executive Guide</a><br /> • Watch on YouTube: <a href="https://youtu.be/vWWGAbpPvDU" target= "_blank" rel="noopener">https://youtu.be/vWWGAbpPvDU</a></p> <p>Left Brain Wealth Management is an independent wealth management firm based in Naperville, Illinois, specializing in financial planning for corporate executives.<br /> <br /> Full Disclosure: No Client or potential client should assume that any information presented or made available on or through this video should be construed as personalized financial planning or investment advice.</p> <p><br /> Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.</p> <p>Additional information about Left Brain is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary (Form CRS), which are available online via the SEC's Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov/firm/summary/170348.</p>
May 30, 2026
What Happens If You're Wrong? Managing Concentrated Company Stock | Fundamentals of Investing
<p>In this episode of Fundamentals of Investing, Brian Dress and Noland Langford tackle one of the most common (and most overlooked) financial challenges facing corporate executives: what to do when your company stock becomes a dominant part of your net worth.</p> <p>They cover the full picture of equity exposure (RSUs, stock options, ESPP, deferred comp, and 401(k)), walk through the real math of concentration risk, and offer a practical framework for when and how to start diversifying, including how to think about the tax implications without letting them drive the decision.</p> <p><strong>Topics covered:</strong></p> <p>- Why high concentration is so common among executives (and why it often goes unexamined)<br /> - How to stress-test your position before the market does it for you<br /> - Long-term capital gains vs. ordinary income: what the rates actually mean for your decision - Dollar-cost averaging out: the simplest path to reducing concentration over time<br /> - The lifetime financial model: a framework for making the decision analytically, not emotionally</p> <p><strong>Resources mentioned:</strong></p> <p>[Watch the episode on YouTube here →] <a href= "https://youtu.be/nT2NpdtIa1Q">https://youtu.be/nT2NpdtIa1Q</a></p> <p>[Download the free Executive's Guide to Equity Compensation →] <a href= "https://leftbrainwm.com/theexecutiveguide">https://leftbrainwm.com/theexecutiveguide</a></p> <p>[Book a free 30-minute review with Brian →] <a href= "https://tinyurl.com/Book30MinutesWithLeftBrain">https://tinyurl.com/Book30MinutesWithLeftBrain</a></p> <p>Full Disclosure<br /> <br /> No Client or potential client should assume that any information presented or made available on or through this video should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.<br /> <br /> Additional information about Left Brain is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary (Form CRS), which are available online via the SEC's Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov/firm/summary/170348.</p> <p> </p>
140 total episodes available
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Frequently asked questions
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- What is Left Brain Thinking?
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This podcast updates bi-weekly.
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This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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No, this podcast does not typically feature guests.
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