Wes Gray, founder and CEO of Alpha Architect, brings his quantitative investing expertise, while Srikanth Narayan, founder of Cache, leverages his tech background to address concentrated stock risks. They explore innovative methods for converting concentrated investments into diversified ETFs, enhancing tax efficiency. The duo discusses the benefits of exchange funds, the importance of managing stock concentration, and the complexities of tax strategies in investment management. They also reflect on the lessons learned from the speculative SPAC market.
