Brent Sullivan

speaker

332 appearances 1 recordings 1 series first heard Jul 2026 last heard 19 Jul

Brent Sullivan’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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WSJ's Take On the Week · How This $150B+ Wall Street Strategy Could Lower Your Taxes · 19 Jul 2026 podcast

You give them enough time and they're just going to drown in their own fees.

There's no way that they're going to be able to outperform.

When we look at a trillion dollar manager like Dimensional does not have long short strategies, but just as a case study, there is proof, there is history of outperformance over time.

What does that mean?

Well, if we can deploy those same strategies with long short,

Does it make sense?

Is there intuition behind the alpha being able to compensate for the costs?

The short answer is, yeah, I think there is.

I mean, the first thing is like, do you have conviction in the manager?

I have to keep coming back to that.

It's an active strategy.

You have to have conviction in the manager.

If you have no conviction in the manager, you have no business in the strategy.

So that's the first thing is the alpha model.

Do you believe in what the AQR's, Quantino's, do you believe what they're doing?

If you do, then the second thing is like, well, do you have losses that you need or do you have gains that you need?

a lot of losses to offset.

And that pairing there between pre-tax alpha and post-tax alpha is the suitability sleeve, at least in my mind.

Where I see things getting a little sticky is when this strategy gets deployed in lower and lower marginal brackets.

So if folks have lower net worth, they really don't have

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