Podcast Episode Details

Innovative Tax Strategies in Bond Investing [Alex Morris] | #596

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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.

(0:00) Starts

(1:16) Alex's path to launching ETFs

(4:27) TBIL ETF

(7:50) Evolution in bond ETFs

(17:22) Investor behavior in fixed income ETFs

(24:49) Compoundr series and tax efficiency in bond ETFs

(34:12) Securities lending

(39:19) Long-term investing & tax decisions

(46:54) Alex's thoughts on dual share class

(51:15) Alex's most memorable investment

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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Published on 3 days, 3 hours ago