Recent AI-related volatility across risk markets mixes signal with noise. The more important task is to recognize that we are in a multiyear buildout and to invest with that sequencing in mind.
(22:00) Ray Carroll and Jacob Greene join host Anu Rajakumar to unpack 130/30 tax-managed equity—what it is, why active extension matters, and practical ways to use customized SMAs for tax-loss harvesting and diversification.
Among the factors driving equity market swings recently and since summer, monetary policy – and very recently, the fear of a misstep in monetary policy – has been particularly powerful.