EPISODE · Dec 4, 2024 · 17 MIN
At the Money: Deferring Capital Gains on Appreciated Equity
from Masters in Business · host Masters in Business
Are you holding large, concentrated equity positions that have accrued big gains? Would you like to diversify but also defer paying big capital gains taxes? Meb Faber, founder and chief investment officer of Cambria Investments, speaks with Barry Ritholtz about a new ETF that may be the solution to the challenge of concentrated equity positions. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.Stop being a spectator in the global markets.The mainstream feed is for the retail crowd. If you demand the raw, untracked data used by the masters of capital, bypass the system noise here.🔴 INITIALIZE SECURE DOWNLOAD⚪ GET THE UNFILTERED DATA
What this episode covers
Are you holding large, concentrated equity positions that have accrued big gains? Would you like to diversify but also defer paying big capital gains taxes? Meb Faber, founder and chief investment officer of Cambria Investments, speaks with Barry Ritholtz about a new ETF that may be the solution to the challenge of concentrated equity positions. Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.See omnystudio.com/listener for privacy information.Stop being a spectator in the global markets.The mainstream feed is for the retail crowd. If you demand the raw, untracked data used by the masters of capital, bypass the system noise here.🔴 INITIALIZE SECURE DOWNLOAD⚪ GET THE UNFILTERED DATA
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At the Money: Deferring Capital Gains on Appreciated Equity
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