The Meb Faber Show - Better Investing
Brian Jacobs on Bond Myths, Tax Strategies, Home-Ownership and Dynamic Investment Strategies for Today's Market | Aptus Capital Advisors | #569
Feb 7, 2025
Brian Jacobs, Portfolio Manager at Aptus Capital Advisors, shares his expertise on dynamic investment strategies. He critiques traditional bond allocation and explains the power of hedged equity products. Jacobs also dives into the housing market, discussing tax benefits of homeownership versus renting. He highlights innovative strategies like minimum volatility and trend following, revealing their potential to protect investments while still targeting gains. Plus, intriguing insights on CAPE ratios and tax-efficient investing make for a compelling listen.
01:03:39
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Quick takeaways
- Historical bond investments have yielded minimal real returns after taxes and inflation, prompting concerns for fixed income strategies today.
- Aptus Capital Advisors employs innovative hedged equity strategies using options to manage risks and optimize returns in various market conditions.
Deep dives
Jacqueline Faber's Debut Novel
A recent debut novel titled 'The Department' by Jacqueline Faber is highlighted as a noteworthy gift option for Valentine's Day. This novel has been receiving positive reviews since its release and represents a break from the usual investment-centric discussions of the show. It encourages listeners to take a brief respite from investment topics and enjoy a captivating read. Purchasing this novel not only shows thoughtfulness but also supports the author's endeavors.
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