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So you would basically close down your, you'd have to do this in the most tax efficient way possible, which wouldn't be too hard. You'd basically close down all your shorts, close down all your longs that that weren't creating a tax problem. And then you'd be left with a basket of like these really low basis kind of like left tail, you know, 100 x type stocks because that's where all your tax problem is. And then you could just hold on to that, obviously, or if you wanted to, you could then three fifty one that. Cause now you're three fifty one diversified, then you could go become S and P aga
Hello, and welcome to the Resolve Rifts Investment Podcast, where the science of investing meets real world application. Join Adam Butler, Mike Filbrick, Rodrigo Gordillo, and Richard Laderman of Resolve Asset Management as they bring their extensive investment experience to bear on deep dives into the current market trends, optimal portfolio construction, and risk management techniques, helping animate the world of quantitative investing with a global macro perspective. This podcast is a must listen for professional capital allocators seeking to navigate the complexities of global markets wit
Adam Butler, Mike Filbrick, and Rodrigo Gordillo are principles of Resolve Asset Management Global. All opinions expressed by the principles are their own and do not express the opinion of Resolve Asset Management. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. For more information, visit investresolve.com.
Wes Gray, how's it going?
Good, man. Pleasure to be here. Good to catch up. It's been a while. I can't remember. When was the last time I was on your guys' pod? Maybe a year ago? Yeah. Be a year and a
half ago. We haven't been doing them as frequently, so, yeah, could be a while. And we haven't seen you in person since the last time we were we went on the hike, I think.
Yeah, the last March for the Fallen Pride. That's Yeah. I can't even remember, man. That might have been three years ago.
Yeah, which is crazy.
Yeah, I mean, live in The Caribbean together. We should be able to figure this out, I imagine, but logistics are challenging, I guess, this whole thing called an ocean in between us.
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