Masters in Business

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At the Money: How to Pay Less Capital Gains Taxes

We're coming up on tax season, after a banner year for stocks. Successful investors could be looking at a big tax bill from the US government. But how can you avoid sticker shock when Uncle Sam comes knocking? On this episode of At the Money, Barry Ritholtz speaks to Ari Rosenbaum about investment vehicles designed to avoid big tax bills. Rosenbaum serves as the Director of Private Wealth Solutions at O’Shaughnessy Asset Management. He leads the team that delivers OSAM strategies to advisors, consultants, wealth management firms, multi-family offices and private banks. See omnystudio.com/listener for privacy information.

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  Ed Yardeni on Long-Term Bull Market

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  At the Money: What Data Matters and What Doesn't

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  Goldman Sachs Ashish Shah on Reading the Market With AI and Technology

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  At the Money: Avoid Closet Indexing

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  Samara Cohen on Global Markets Insights With BlackRock

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  At the Money: Staying the Course

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  Ed Hyman on How Investors Should Use Economic Data

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  At The Money: Managing a Portfolio in a Higher Rate Environment

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  Angus Deaton on the Financial Advantage of College Degrees

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  At the Money: Using Volatility to Rebalance Portfolios

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  Listen Now: The Big Take

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  Liz Ann Sonders on Behavioral and Sentiment Measures in Markets

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  At the Money: Benefits of Quantitative Investing

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  Mark Wiedman on Managing Money at BlackRock

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  At the Money: How To Know When The Fed Will Cut

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  Sean Dobson on the US Real Estate Industry