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 · last 12 months

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

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That is not easy.

Right.

Exactly.

And also just like what it takes to support a private wealth distribution is just an enormous effort.

So the passive folks have been doing that for a long time.

They had that groundwork already laid.

active folks are arriving to this and saying, oh, we can put a tax overlay and we can move into private wealth.

This is interesting.

So then now what we're seeing is a further like almost a combination of these two ideas.

We're saying, oh, if you're an active manager and you can already do tax loss harvesting, we're going to give you access to our best strategies.

And the way that we manifest our best strategies is with longs and shorts.

And now we can do it in a tax efficient way.

That's where we've arrived.

That is the massive tailwind that propels this whole thing.

It's really just capitalism.

Stocks keep going up.

That means that portfolios are well beyond cost basis.

Again, that's the price paid to acquire the positions.

What that means is that every time somebody rebalances for routine,

risk management, maybe they have lifestyle expenses, they're selling securities.

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