The Meb Faber Show
Welcome to The Meb Faber Show, where the focus is on helping you grow and preserve your wealth. Join us as we discuss the craft of investing and uncover new and profitable ideas, all to help you grow wealthier and wiser. Better investing starts here.
Innovative Tax Strategies in Bond Investing [Alex Morris] | #596
Today’s guest is Alex Morris, the CEO & CIO of F/m Investments, a $19 billion investment firm. In today’s episode, Alex & Meb walk through the evolution of investment strategies and what led Alex to launch a series of bond-centric ETFs, with TBIL emerging as the breakout success. He also highlights his new “Compoundr” series, seeks to convert bond ETF income into price appreciation by rotating exposures around dividend dates. Be sure to stick around for a bold prediction about dual share classes.
Key Points
- Investors should consider tax-efficient strategies, such as compounder ETFs, to minimize taxable distributions and enhance long-term returns.
- The fixed income landscape remains complex, with investors showing varied behaviors from high-frequency trading to long-term buy-and-hold strategies.
- The potential for mutual funds to offer ETF share classes could revolutionize the investment landscape by providing greater tax efficiency and liquidity options.
Follow Alex: Website; LinkedIn
Resources: Playboy stock certificate
Chapters
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| 1:16 | |
| 4:27 | |
| 7:50 | |
| 17:22 | |
| 24:49 | |
| 34:12 | |
| 39:19 | |
| 46:54 | |
| 51:15 |
Transcript
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