HeyJaredLeft Brain Thinking
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.
- Indexed episodes, last 90 days
- 2
- Latest publication
- Sep 18, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 25, 2026
Latest episodes
Can You Retire at 50 with $5 Million? (opens the original)
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Can you retire at 50 with $5 million? One person can. Another person with the exact same $5 million isn't close, because the number was never the point. The spending rate behind it is. In this episode, Brian Dress and Noland Langford compare two 50-year-old households with identical $5 million portfolios and very different retirement outcomes. They cover why spending rate beats asset size, sequence of returns risk, reallocating toward income securities, the 15-year healthcare gap before Medicare
Is AI a Bubble? Plus the Hidden Concentration Risk Inside Your Index Fund (opens the original)
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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 divers
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