E156: Inside the Mind of a $1.7B Endowment CI...

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E375: Why Tax Alpha Could Matter More Than Investment Returns

What if the biggest source of alpha for taxable investors isn’t stock picking—but minimizing friction inside the portfolio itself? In this episode, I sit down with Brent Sullivan, independent tax analyst and author of one of the leading research platforms on tax-aware investing, ... Show more

. 47min 18sec

E374: Why the Best Investors Prepare for Crashes Before They Happen

What if the key to outperforming isn’t taking more risk—but building a portfolio strong enough to survive volatility without breaking? In this episode, I sit down with Doug Hanly, CIO of the Louisiana State Police Retirement System, to discuss why liquidity, simplicity, and proce ... Show more

. 31min 44sec

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