Bigger Gains With Direct Indexing, How Tax Loss Harvesting Works, and Crypto Is Back

Feb 29, 2024

Mo Al Adham, Founder and CEO of Frec, discusses direct indexing and tax loss harvesting. They explore the benefits and limitations of direct indexing, the power of AI in investing, market analysis, and the rise of crypto. The conversation also touches on home country bias, self-care, and rest for a motivated mindset.

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Introduction

00:00 • 2min

Exploring Direct Indexing with Mo, Former Twitter Member

01:33 • 2min

Twitter's Early Days and Evolution

03:20 • 4min

Unlocking Tax Efficiency Through Direct Indexing

07:04 • 26min

The Impact of AI and Direct Indexing on Financial Strategies

32:39 • 18min

Navigating Home Country Bias and Sector Rotations in Investing

50:37 • 6min

Evolution of Investments in the Digital Age

56:58 • 3min

Financial Product Onboarding, Health Tips, and Lifestyle Insights

59:36 • 4min

Today we are joined by Mo Al Adham, Founder and CEO of Frec. Frec is a platform that makes direct indexing accessible to individual investors, with low minimums and fees. In our conversation, we dive deep on direct investing and tax loss harvesting. We cover:

• What exactly is direct indexing

• The benefits of direct indexing and tax loss harvesting• The limitations of direct indexing, such as high fees

• The power of AI in investing and its potential applications in various industries

• Market analysis, with a focus on technology stocks and rotation

• The concept of home country bias and the potential for investing in foreign markets

• The rise of crypto

• The importance of self-care and rest in maintaining a lean and motivated mindset If you aren’t already, be sure to subscribe to Trends with Friends here https://www.howardlindzon.com/ — In This Episode, We Cover: (00:00) Welcome and About Our Guest Mo Al Adham (03:13) Twitvid, and Why Mo Got in Early on Twitter (05:25) Lessons Learned at a Big Organization (06:26) Frustration with Wealth Managers and the Birth of Frec (09:20) How Direct Indexing Works (16:00) How Tax Loss Harvesting Works (18:00) The Benefits of Direct Indexing and Tax Loss Harvesting (22:15) Who Frec Is For, and a Look at the Dashboard (24:50) The Entrepreneurial Aspect and Potential Impact (27:28) Psychological Benefits and Market Timing (32:39) The Power of AI in Investing (35:20) The Potential of AI in Various Industries (37:35) The Limitations of Direct Indexing and the Impact of Fees (40:12) Thinking Ahead in Investing: The Next Big Thing (44:05) Market Analysis: Technology Stocks and Rotation (50:35) The Home Country Bias and Investing in Foreign Markets (53:39) The Importance of Diversification and Exposure to Different Sectors (55:47) The Degenerate Economy and the Rise of Crypto (58:00) The Potential of Stablecoins and the Decline of Gold (59:13) How to Get Started with Frec (1:01:13) Taking Time for Self-Care and Rest — Referenced: • Frec - https://frec.com/ — Big thank you to our guest: Mo Al Adham - https://www.linkedin.com/in/maladham/ — Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman • Production and Marketing - https://penname.co/ — All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decisions.