taxes

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Aug 28, 2017 by Dan Egan · across every show →

Everything said about taxes, oldest first

Aug 28, 2017 neutral
Insight
Egan: Changing portfolio allocations trades certain tax costs for uncertain benefits
“Taxes represent a fairly certain cost. Whereas, generally when people are changing their allocation, they're looking at an uncertain future benefit. So, if I reduce my risk today, I think that at some point over the next year, markets will drop, and I will hav…”
Dan Egan Aug 28, 2017 ▶ 14:17 Dan Egan – Better Investment Outcomes (Capital Allocators, EP.23)
Apr 29, 2019 neutral
Insight
Levine: Corporate equity derivatives are driven by tax, accounting, and law, not finance
“Corporate equity derivatives are not really driven by finance. They're driven by taxes and accounting and securities law.”
Matt Levine Apr 29, 2019 ▶ 6:25 Matt Levine – Money Stuff (Capital Allocators, EP.97)
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