Markets & outlook · Podcast

5 Stocks to Sell for Tax-Loss Harvesting

The episode gives wealth professionals a short review of one research team’s market framing around rates, inflation, earnings and tax-loss harvesting, including specific stock and sector topics they may encounter in client conversations.

Streams from the publisher’s own feed. Nothing loads until you press play.44 min

On the publisher’s site

Summary

By the markets & outlook desk

In this episode of The Morning Filter, co-hosts Dave Sekera and Sarah Hansen discuss why the stock market has been resilient as interest rates rise in the U.S. and abroad, and they preview upcoming inflation data and big bank earnings. They also cover ASML’s earnings report, Morningstar’s raised fair value estimate on Marvell, a viewer question on the barbell strategy and undervalued tech, and Dave’s list of five stocks to sell for tax-loss harvesting.

The hosts discuss why stocks have been resilient while interest rates continue to rise in the United States and abroad.
The episode looks ahead to inflation data and earnings from big banks including JPMorgan, Bank of America and Goldman Sachs.
It covers what to watch in ASML’s earnings report and why Morningstar raised its fair value estimate on Marvell to $360.
Dave Sekera answers a viewer question about the barbell strategy for undervalued tech stocks and discusses five stocks to sell for tax-loss harvesting.

Similar items

Same topic

UK Budget 2026: What It Means for Gilts, Interest Rates & Equities \| Macro Moments	Franklin Templeton	18 min	Oct 29
The S&P 500 Is Just 50 Stocks. The Nasdaq Is a 67% AI Bet. What Else Is Hiding in Your Funds?	Excess Returns	1 hr 11 min	Oct 29
Is Your 40% in Bonds Losing to Inflation? Aptus CIO Makes the Case for an Options-Based Approach	ETF.com	5 min	Oct 29
Lowercarbon Capital’s Chris Sacca and Caie Kelley - investing in the powerhouses driving the new energy economy	Alt Goes Mainstream	1 hr 31 min	Oct 29
Ken Fisher: What High Gas Prices Do to the Economy	Fisher Investments	2 min	Oct 28