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Josh Krugman
Head of Brokerage Product Strategy at Fidelity, appearing to explain tax-loss harvesting and year-end tax optimization strategies for investors.
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Dec 17, 2025
• 31min
Warner Bros Has Words With Paramount & Turning Losses into Tax Advantages
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Josh Krugman, the Head of Brokerage Product Strategy at Fidelity, joins to demystify tax-loss harvesting, explaining how investors can cleverly offset taxable gains. He shares insights on the wash-sale rule and emphasizes the peak times for harvesting losses, especially December. Ann also dives into Warner Bros.'s tough rejection of Paramount's offer, questioning its financial solidity. Additionally, there's discussion on the merger of Coursera and Udemy, and a spotlight on Jabil's thriving AI-driven manufacturing business.
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