The Tax-Loss Machine: How Long-Short Took Over Wealth Management

On this episode of Talking Wealth, Michael Batnick is joined by Brent Sullivan to discuss the rise of tax-aware long-short investing and how it’s changing wealth management. They cover direct indexing, 130/30 and 250/150 strategies, why traditional tax-loss harvesting dries up in bull markets, the risks advisors may be overlooking, and why firms like Fidelity Investments and Charles Schwab Corporation are starting to pump the brakes on the category.

This episode is sponsored by Calamos. For more information, visit https://www.calamos.com/funds/etf/calamos-autocallable-income-caie.

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