Michael Gayed, Toroso Investments - I Don’t Know The Exact Mile Marker I Might Crash My Car, But I Do Know The Conditions That Favor The Accident | #284

Michael Gayed, Toroso Investments - I Don’t K...

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The Geopolitical Shock Playbook (Mike Wilson, Morgan Stanley) | #623

Watch on YouTube. My guest today is Mike Wilson, Morgan Stanley’s Chief U.S. Equity Strategist and Chief Investment Officer. In today’s episode, Mike Wilson explains how a rolling recession has given way to a staggered recovery, and why he expects leadership to broaden beyond meg ...  Show more

The Tax Alpha Arms Race (w/ Wes Gray & Brent Sullivan) | #622

Today’s guests are Wes Gray, Co-CIO of Alpha Architect, and Brent Sullivan, Editor of Tax Alpha Insider, which is the only publication focused on taxable portfolio strategy. In today’s episode, Brent Sullivan and Wes Gray discuss how to handle concentrated stock positions. They e ...  Show more

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