At the Money: Deferring Capital Gains on Appreciated Equity

At the Money: Deferring Capital Gains on Appreciated Equity

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.

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Introducing: Bloomberg This Weekend

Introducing: Bloomberg This Weekend

'Bloomberg This Weekend' features unique conversations on business, news, lifestyle and culture. Join David Gura, Christina Ruffini and Lisa Mateo Saturdays and Sundays for discussions with business l...

1 Maalis 1min

Financial Products for Hedging with Vest Co-Founder Jeff Chang

Financial Products for Hedging with Vest Co-Founder Jeff Chang

Barry speaks with Jeff Chang, President and Co-Founder of Vest. They discuss his journey into founding Vest. They also discuss Jeff's views on the benefits of hedging along with with the growth in pop...

27 Helmi 1h 9min

At The Money: Diversifying with Managed Futures ETFs

At The Money: Diversifying with Managed Futures ETFs

Lots of asset classes promise uncorrelated returns, but few deliver. One that does is managed futures. Sure, they are expensive and spikey, but when all correlations go to 1 – meaning everything is tr...

26 Helmi 20min

How AI Could Freeze Progress with Hilary Allen

How AI Could Freeze Progress with Hilary Allen

Barry speaks with Hilary Allen, a Professor of Law at the American University Washington College of Law. She teaches courses in Banking Law, Securities Regulation, and Business Associations. They disc...

20 Helmi 1h 11min

At The Money: The Mega Backdoor Roth

At The Money: The Mega Backdoor Roth

401(k)s top out at $24,500, but you can boost your tax-deferred investments to as much as $80,000 by switching to an IRS-approved Mega Backdoor Roth account. Dan LaRosa is Director of Corporate Retire...

19 Helmi 16min

Why a Joint Account Can Be a Sign of Healthy Marriage

Why a Joint Account Can Be a Sign of Healthy Marriage

Barry speaks with Douglas and Heather Boneparth. Doug is the president of Bone Fide Wealth and Heather is the firm’s Director of Business and Legal Affairs and Chief Compliance Officer. They also disc...

13 Helmi 1h 1min

BONUS: NY Comptroller Candidate Drew Warshaw on Changing the NY State Pension Funds

BONUS: NY Comptroller Candidate Drew Warshaw on Changing the NY State Pension Funds

On this special, bonus episode, Barry speaks with Drew Warshaw, Democratic Candidate for New York State Comptroller. They discuss his role in building the World Trade Center after 9/11. his career in ...

11 Helmi 59min

Unconventional Real Estate Investments: Masters in Business with Bob Moser

Unconventional Real Estate Investments: Masters in Business with Bob Moser

Barry speaks with Bob Moser, Owner, Principal and CEO at Prime Group. They discuss his early career in real estate and his current holdings. They focus on his investments in self-storage assets and ho...

6 Helmi 49min

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