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Mentioned in 1 analyzed podcast episode across 1 show

Appears On

WSJ's Take On the Week

Episode Appearances

WSJ's Take On the Week

WSJ's Take On the Week · Jul 19, 2026

How This $150B+ Wall Street Strategy Could Lower Your Taxes

“Co-host of WSJ's Take On the Week podcast, guides discussion on tax-aware investing strategies and their implications”

Tax-Aware Long-Short InvestingDirect Indexing and Tax Loss HarvestingPortfolio Leverage and Margin Borrowing