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Today’s Talk Your Book is sponsored by Nuveen:

Click here to learn more about Nuveen

On today’s show, we discuss:

The use case for tax-advantaged long-short SMAs
Leverage in SMAs and the implication for tracking error
How 130/30 compares to traditional direct indexing for realized loss generation
How beta exposure can be adjusted to manage risk during a tax harvesting period
The technology infrastructure required to manage tens of thousands of accounts daily

Animal Spirits:

Animal Spirits Podcast

Animal spirits is a show about markets, life, and investing. Join Michael Batnick and Ben Carlson as they talk about what they’re reading, writing, listening to and…

podcasts.thecompoundnews.com/show/animalspirits

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