इस एपिसोड के बारे में
The Albatross is about navigating concentrated wealth.
Markets are at all-time highs, and founders, executives, early employees, and investors have become rich... but highly concentrated. Many are unable or unwilling to diversify.
Solutions exist: selling, hedging, tax-loss harvesting, partnerships, charitable strategies, and more.
Every week, Brent Sullivan speaks with experts on single-stock concentration, the risks of inaction, and exiting thoughtfully.
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इस पॉडकास्ट के अन्य एपिसोड
Antti Petajisto and I talk about concentration drag resulting from the many, many, many public companies that go bust, and the tiny slice of the market that vastly outperforms. These two phenomena expand the chasm between a simple equal-weight fund and picking individual stocks, resulting in concen…
For the last few years, the ETF industry has used Section 351 of the Internal Revenue Code to let investors seed new exchange traded funds with appreciated securities, mostly stocks and other ETFs, without recognizing the gains.
On Monday, September 28, 2026, Treasury and the IRS threw cold water …
There's a flavor of financial adviser that understands how powerful tax alpha sounds to prospects and clients, but who hasn't thought too much about what could go wrong.
Steve Curley has seen this before with the hype around market timing strategies, private investments, crypto and now... tax alpha…
Exchange fund replication is a hidden gem in the concentrated public stock de-risking toolkit.
Exchange fund replication is a 4-legged options trade that collars a single stock for risk management (2 options), and creates index-like exposure with a synthetic long position (another 2 options).
Eri…
Covered calls are in the single-stock management canon, but not because they meaningfully hedge risk.
Roy Haya, Partner and Head of Derivative Solutions at Fort Point Capital Partners, tells us covered call writing means income today, truncated upside, and often just a small premium for downside cu…
अस्वीकरण: इस पृष्ठ पर एम्बेडेड पॉडकास्ट और कलाकृति Brent Sullivan से हैं, जो इसके मालिक की संपत्ति है और Listen Notes, Inc. से संबद्ध या समर्थित नहीं है।
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