Today's episode is a bit different. I'm having a conversation with Tad Park, one of the most concentrated investors I know. He made big bets on Tesla in 2019 that paid off handsomely. Now, he is creating a set of growth ETFs focused on disruptive tech companies so everyone can benefit from his thesis. We talked about the benefits of concentration, convexity, and the culture of innovation and disruption. Follow Tad's work at voltequity.com/.

Watch on YouTube at https://bit.ly/tolusnotes-youtube

Get the timestamps and the list of books mentioned at https://bit.ly/tolusnotes

Get more episodes at https://bit.ly/tolusnotes-podcast