Analyzing Tax Laws and ETFs vs. Mutual Funds

Exploring the differences in tax implications between ETFs and mutual funds, including tax deferral benefits for ETFs and the impact of different tax regimes. The discussion also covers concepts like mark-to-market accounting, capital gain liabilities, and tax arbitrage strategies, alongside a debate on junk bond ETFs and potential risks during financial crises.

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IN THIS EPISODE, YOU’LL LEARN:

How do I estimate the intrinsic value of an ETF?
What is the investment philosophy behind Wesley Gray’s value ETF?
Ask The Investors: Can you apply principles from Growth Investing in Value Investing?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Wesley Gray’s book, Quantitative Value – At his price.
Wesley Gray’s blog post discussion on the concept of Quantitative Momentum.
Wesley Gray’s blog post discussion on the concept of Momentum Investing.
Toby Carlisle’s book, Deep Value – Read reviews of this book.
Daniel Kahneman’s book, Thinking, Fast, and Slow – Read reviews of this book.
Historical return for growth, Growth Investing Vs. Value Investing.

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