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David Weisburd

πŸ‘€ Speaker
3481 total appearances

Appearances Over Time

Podcast Appearances

How I Invest with David Weisburd
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

I know there's a lot of factors, but is this some place where you could go into cash in 10, 20 years?

How I Invest with David Weisburd
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

Or do you always have a small portion of it that's perpetually out there?

How I Invest with David Weisburd
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

And how should you think about time value of money and all these other factors in implementing the strategy?

How I Invest with David Weisburd
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

Said another way, even if you're like me, where you have a ridiculous amount of percentage in alternatives and private investments, which is a topic for another day, you still want some exposure to publics.

How I Invest with David Weisburd
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

even if it's 20, 30, 40% instead of the typical 60 to 80.

How I Invest with David Weisburd
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

So having that within a structure that has tax benefits is smarter than a structure in the same index that has no tax benefits.

How I Invest with David Weisburd
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

And perhaps this is an overly simplistic or not a conservative enough way to look at it, but I'm always amazed the things that people care about and the things that they don't care about when it comes to taxes.

How I Invest with David Weisburd
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

So one is they might not care that 35% of their money is going to go to taxes, but they're hyper-focused on...

How I Invest with David Weisburd
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

What is my tracking error on this index?

How I Invest with David Weisburd
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

Am I going to get 10% versus 11% or 12% versus 11%?

How I Invest with David Weisburd
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

Whatever that is, they're hyper-focused on this and not hyper-focused on the guaranteed zero and 35% of their portfolio.

How I Invest with David Weisburd
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

Last time we chatted, we talked about private credit.

How I Invest with David Weisburd
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

You believe we are not in a private credit bubble.

How I Invest with David Weisburd
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

Why do you believe we're not in a bubble?

How I Invest with David Weisburd
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

And how do you look at gaining exposure to private credit?

How I Invest with David Weisburd
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

If you've been considering futures tradings, now might be the time to take a closer look.

How I Invest with David Weisburd
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

The futures market has seen increased activity recently and plus 500 futures offers a straightforward entry point.

How I Invest with David Weisburd
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

The platform provides access to major instruments, including the S&P 500, NASDAQ, Bitcoin, natural gas, and other key markets across equity indices, energy, metals, forex, and crypto.

How I Invest with David Weisburd
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

Their interface is designed for accessibility.

How I Invest with David Weisburd
E298: How Family Offices Think About Illiquidity, Taxes, and Compounding

You can monitor and execute trades from your phone with a $100 minimum deposit.