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Today’s guest is Alex Morris, the CEO & CIO of F/m Investments, a $19 billion investment firm.

In today’s episode, Alex & Meb walk through the evolution of investment strategies and what led Alex to launch a series of bond-centric ETFs, with TBIL emerging as the breakout success. He also highlights his new “Compoundr” series, seeks to convert bond ETF income into price appreciation by rotating exposures around dividend dates. Be sure to stick around for a bold prediction about dual share classes.

To see links or read the transcript of the episode, visit us at: https://www.themebfabershow.com/episo...

(0:00) Starts
(1:16) Alex's path to launching ETFs
(4:27) TBIL ETF
(7:50) Evolution in bond ETFs
(17:22) Investor behavior in fixed income ETFs
(24:49) Compoundr series and tax efficiency in bond ETFs
(34:12) Securities lending
(39:19) Long-term investing & tax decisions
(46:54) Alex's thoughts on dual share class
(51:15) Alex's most memorable investment
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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).