Tax-Loss Harvesting on Steroids: Long/Short Direct Indexing

Tax-Loss Harvesting on Steroids: Long/Short D...

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The Truth Behind The Financial Advisor Industry

In this episode, Brad Johnson explains how the financial advice industry actually works behind the scenes. He breaks down how most advisors are paid, where conflicts of interest can appear, and why many portfolios still rely on outdated strategies like the traditional 60/40 stock ...  Show more

Bill Ackman’s $1 Billion Sale (GP Stakes Case Study)

In this episode, Brad Johnson breaks down the recent news of Bill Ackman selling 10% of his hedge fund, Pershing Square, highlighting the strategic reasons behind this move and its implications for GP stakes investing. Discover the key differences between investing in hedge funds ...  Show more

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