Tacos and Tech Podcast
Neal Bloom
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Diversification Is Overrated
Episode Summary Neal sits down with Dr. Adam Link, founder of Fireweed Capital and a recovering engineer who spent a decade in tech — including six years at Coinbase through its IPO — before becoming a financial planner for founders and tech professionals. Adam makes the case that diversification is overrated, that concentration is how wealth actually gets built, and that the real skill is knowing where conviction ends and wipeout risk begins. They get into why you can’t “test your finances in prod,” how AI quietly forgot a 37% tax bill, and why the era of the low-skilled generalist is ending. Plus the best tacos in Duluth, Minnesota — trailhead included. Key Topics * Why diversification is overrated for founders * Concentration as the real path to wealth * Keeping your portfolio uncorrelated with your business * The line between conviction and wipeout risk * You can’t test your finances in prod * Where AI breaks down in wealth management * Angel investing vs. founder charity * Why specialists beat generalists in the AI era Links & Resources * Fireweed Capital * Rising Tide Partners Connect on LinkedIn * Neal Bloom * Dr. Adam Link This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit risingtidepartners.substack.com/subscribe
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