Telis Demos

speaker

1,116 appearances 8 recordings 1 series first heard Jul 2026 last heard 20 Sep

Telis Demos’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 — 8 in all, peaking in Aug 2026 with 4.

Appearances

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

What is different about that from the kinds of tax-aware investing that I think most people know about?

I'm going to think about that for a second.

Dream about it.

And when you guys say borrow, what do you talk about here?

Like, it's not just a loan, right?

These are securities-based loans.

You're using your existing loans to get – I mean, and that's a margin loan essentially, right?

And the shorting side of it, tell me if I'm understanding this right, is that

you're basically trying to lose money a little bit, right?

Like, you're trying to short stocks that you are hoping are going to go up in the hopes that you make some losses that you can then use to offset future gains, right?

Why has this grown so big?

Like what gave rise?

Because this sounds complicated and obviously you need to borrow.

So somebody needs to lend it to you.

So there's a lot of moving pieces here.

How has this grown to what?

AUM, that's assets under management.

Yes, that's right.

Those are big numbers.

OK, so how did we get here?

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