by Dave Nadig
Rabbithole: Where investment nerd Dave Nadig grabs one investing idea in his teeth and will not let it go until all the blood has been drained from the stone. Zero BS. No niceties. Just digging in to learn something from an actual expert in 30 minutes or less. Think of it as hot wings but for your brain. You're welcome.
Language
🇺🇲
Publishing Since
3/5/2025
Email Addresses
1 available
Phone Numbers
0 available
April 8, 2025
<p>For transcripts, commentary and further reading, visit https://www.nadig.com/</p><p>Join Dave Nadig as he dives deep into the complex world of ETF tax strategies with expert Brent Sullivan from Tax Alpha Insider. In this illuminating conversation, they break down the often misunderstood concept of "return of capital" distributions in ETFs and how these can impact your investment strategy and tax planning.</p><p>## Key Topics Covered:</p><p>- What return of capital actually means and how it works in different market conditions</p><p>- The origin of return of capital in Master Limited Partnership (MLP) ETFs</p><p>- How modern buy-write and covered call strategies utilize return of capital</p><p>- Tax implications when your cost basis reaches zero</p><p>- Potential downsides and risks of aggressive return of capital strategies</p><p>- How ETF sponsors manufacture return of capital through tax-loss harvesting</p><p>- The difference between capital gains and ordinary income in distribution planning</p><p>- What investors should track and monitor when investing in these products</p><p>- How to find reliable information about an ETF's distribution characterization</p>
March 5, 2025
<p>In this initial episode of Rabbithole, Dave Nadig explores the psychology of money and investing with Barry Ritholtz, author of "How Not to Invest." </p><p>Their conversation challenges conventional financial wisdom and reveals insights about what money is, and how we use and invest it. </p><p>Key topics include:</p><p>Why money is a tool for freedom and agency, not a store of value or end goal</p><p>How childhood experiences shape our lifelong money behaviors and attitudes</p><p>Why market crashes affect us differently at various life stages</p><p>The dangers of algorithmic social media and information overload for investors</p><p>Why avoiding mistakes is more important than chasing extraordinary returns</p><p>Rethinking Bitcoin and other investments through better framing</p><p>The wisdom of humility in financial decision-making</p><p>Barry shares candid personal stories and draws on decades of experience as a trader, strategist, and wealth manager to identify the ideas, numbers, and behaviors that typically destroy wealth.</p><p><br></p><p>Buy Barry's Book</p><p>https://amzn.to/3F7APZP</p>
Dave Nadig, Jason Buck and Matt Zeigler
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Bloomberg
Bloomberg
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The Compound
Morningstar
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Michael Cembalest
Charles Schwab
Morgan Housel
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