Miriam Gottfried

speaker

638 appearances 7 recordings 1 series first heard Jul 2026 last heard 6d ago

Miriam Gottfried’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 7 in all, peaking in Aug 2026 with 4.

Appearances

newest first · ▶ plays the moment

WSJ's Take On the Week · How AI Spending Is Fueling the Economy Overall · 9 Aug 2026 podcast

And I'm Miriam Gottfried.

Until next time.

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

It felt like hundreds of years.

And not rich people.

Yeah, I'd been hearing about this strategy, Tax Aware Long Short, from pretty much every wealth advisor I talked to.

And I wanted to figure out how big it had gotten and how it worked.

And that search led me to Brent Sullivan.

He runs Tax Alpha Insider, which is a publication that focuses on tax strategies for people looking to be the most efficient with taxes in their investing.

He also manages a number of conferences around this subject.

And Brent is usually based in Seattle, but today he joins us in our studio here in New York.

Welcome, Brent.

So, Brent, just for our listeners at home, what is tax-aware investing?

What is tax management?

Or you could say long-short tax-aware.

You could put that descriptor on either side of the long-short.

So the way I describe this in the story that I did about the strategy is if you think of like a $10 million portfolio, if you...

The 140-40 leverage strategy would allow you to add 4 million of additional longs.

Like you would borrow against your 10 million to add long positions worth 4 million.

And then you would also add 4 million of additional short positions.

And what the short positions do is they allow you to continuously generate losses.

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