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Talk Your Book: Hedging Your Portfolio with Options

Animal Spirits Podcast

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Exploring Unique Strategy for Managing Concentrated Risk with Exchange Fund Replication

Explore the innovative strategy of exchange fund replication, which tackles concentrated risk by leveraging listed derivatives to achieve diversification and tax efficiency. Learn how this approach offers daily liquidity, transparent tax loss harvesting, and the growing trend of integrating options-based strategies in advisor models for tax-aware investing.

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