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The Tax Alpha Arms Race (w/ Wes Gray & Brent Sullivan) #622
Today’s guests are Wes Gray, Co-CIO of Alpha Architect, and Brent Sullivan, Editor of Tax Alpha Insider, which is the only publication focused on taxable portfolio strategy. In today’s episode, Brent Sullivan and Wes Gra...
About This Episode
The Tax Alpha Arms Race (w/ Wes Gray & Brent Sullivan) #622 is an episode from The Meb Faber Show by The Idea Farm. Today’s guests are Wes Gray, Co-CIO of Alpha Architect, and Brent Sullivan, Editor of Tax Alpha Insider, which is the only p...
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This episode belongs to The Meb Faber Show.
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Episode Details
Published Mar 13, 2026, 60:29 long, audio available.
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Questions About This Episode
What is The Tax Alpha Arms Race (w/ Wes Gray & Brent Sullivan) #622 about?
Today’s guests are Wes Gray, Co-CIO of Alpha Architect, and Brent Sullivan, Editor of Tax Alpha Insider, which is the only publication focused on taxable portfolio strategy. In today’s episode, Brent Sullivan and Wes Gray discuss how to handle concentrated stock positions. They explore the complexities around 351 ETF exchanges, what investors need to know when participating to adhere to tax laws. To close, they examine the rise of tax-managed long-short strategies and how AI may transform tax planning and portfolio management. (0:00) Starts (1:18) Brent Sullivan's background (3:36) Handling concentrated stock positions (7:32) 351 to ETF conversions (14:49) Regulatory scrutiny & IRS enforcement (27:39) Rebalancing, tax implications and practical advisor advice (34:09) Future ETF seeding predictions (39:01) Comparing ETF seeding and portfolio consolidation strategies (45:48) Long short strategies (52:23) Brent Sullivan's book and conference ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and
Where can I listen to The Tax Alpha Arms Race (w/ Wes Gray & Brent Sullivan) #622?
You can listen to The Tax Alpha Arms Race (w/ Wes Gray & Brent Sullivan) #622 online on Radio and Podcast. Open the player on this page to stream the available audio.
Which podcast is The Tax Alpha Arms Race (w/ Wes Gray & Brent Sullivan) #622 from?
The Tax Alpha Arms Race (w/ Wes Gray & Brent Sullivan) #622 is an episode from The Meb Faber Show by The Idea Farm.
How long is this episode?
This episode is 60:29 long.
When was this episode published?
This episode was published on Mar 13, 2026.
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Are there related episodes from The Meb Faber Show?
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Where can I listen to The Tax Alpha Arms Race (w/ Wes Gray & Brent Sullivan) #622?
You can listen to The Tax Alpha Arms Race (w/ Wes Gray & Brent Sullivan) #622 on this page when the episode audio is available from the podcast feed.
Which podcast is this episode from?
The Tax Alpha Arms Race (w/ Wes Gray & Brent Sullivan) #622 is from The Meb Faber Show by The Idea Farm.
What are the episode details?
Published Mar 13, 2026 and 60:29 long