The Shift to Fiduciary Investment Advisory and Tax-Efficient ETFs

This chapter explores the shift from commission-based brokerage to a fiduciary model that emphasizes client interests. The discussion includes the benefits of a transparent advisor-client relationship and introduces a new actively managed ETF focused on tax efficiency.

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Episode notes

In today’s episode, Trey Lockerbie sits down with Ross Gerber, the CEO of Gerber Kawasaki - a financial advisory firm which currently manages over $1.9 billion. Ross helped pioneer the popularity of what we now know as Fintwit - essentially using Twitter and other social media platforms for financial content and discussion. He’s a regular on Bloomberg and CNBC as well as a contributor to Forbes.

IN THIS EPISODE, YOU'LL LEARN:

(01:37) The recent statements from FED chairman, Jerome Powell and what to expect in the markets
(17:17) His massively successful trade on Tesla
(34:00) How Nvidia sits in the middle of the Venn diagram between climate change and technology investment themes
(37:14) Vice industries such as cannabis, gambling, and even psychedelics.
(48:43) The retail trader movement and how GK has disrupted the traditional advisory industry
(47:54) His background in music and how it has helped his career in finance

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences

BOOK AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Gerber Kawasaki website
Gerber Kawasaki ETF

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