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FREC Direct Indexing...Just As Easy As ETF Investing With Tax Saving Benefits

Trends with Friends EP. 53

Author

Howard Lindzon
February 29, 2024

Today we are joined by Mo Al Adham, Founder and CEO of Frec. Frec is a platform that makes direct indexing accessible to individual investors, with low minimums and fees. In our conversation, we dive deep on direct investing and tax loss harvesting. We cover:

  • What exactly is direct indexing

  • The benefits of direct indexing and tax loss harvesting

  • The limitations of direct indexing, such as high fees

  • The power of AI in investing and its potential applications in various industries

  • Market analysis, with a focus on technology stocks and rotation

  • The concept of home country bias and the potential for investing in foreign markets

  • The rise of crypto

  • The importance of self-care and rest in maintaining a lean and motivated mindset

In This Episode, We Cover:

(00:00) Welcome and About Our Guest Mo Al Adham

(03:13) Twitvid, and Why Mo Got in Early on Twitter

(05:25) Lessons Learned at a Big Organization

(06:26) Frustration with Wealth Managers and the Birth of Frec

(09:20) How Direct Indexing Works

(16:00) How Tax Loss Harvesting Works

(18:00) The Benefits of Direct Indexing and Tax Loss Harvesting

(22:15) Who Frec Is For, and a Look at the Dashboard

(24:50) The Entrepreneurial Aspect and Potential Impact

(27:28) Psychological Benefits and Market Timing

(32:39) The Power of AI in Investing

(35:20) The Potential of AI in Various Industries

(37:35) The Limitations of Direct Indexing and the Impact of Fees

(40:12) Thinking Ahead in Investing: The Next Big Thing

(44:05) Market Analysis: Technology Stocks and Rotation

(50:35) The Home Country Bias and Investing in Foreign Markets

(53:39) The Importance of Diversification and Exposure to Different Sectors

(55:47) The Degenerate Economy and the Rise of Crypto

(58:00) The Potential of Stablecoins and the Decline of Gold

(59:13) How to Get Started with Frec

(1:01:13) Taking Time for Self-Care and Rest

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Big Thank You To Our Guest:

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Where To Find Howard and Friends:

Production and Marketing - https://penname.co/

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