Tax-aware long-short, Crystal Meth, and Minivans

Greatest conference of all time 😄

Two days completely dedicated to taxable investing. I was in heaven.

Key takeaways:

• Jeff Chang, CFA has a thing against CPAs and Minivans

• If you ask Meb Faber‘s AI anything make sure you tell it to be brief

• Vise I’m still confused

• Joe Giroux’s advice to those looking to access tax-aware long-short cheaply: DONT

• John Hill, CFA is really tall

• AQR Capital Management is still smarter than everyone

• Rob D. Arnott says the active component of passive investing is like Cathie Wood on crystal meth

• Tony Yang has a heart of gold

• Phil Huber, CFA, CFP® what the heck are you even doing at a taxable investing conference?

• Andrew Berman and Nick Bruce are so put together I can’t think of anything to poke fun at

Can't thank Brent Sullivan enough for all the work that went into putting it together. You my friend, are the tax-aware investing GOAT.

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Tax-aware long-short, Crystal Meth, and Minivans

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