What podcasts say about Raul Shah

Every statement, with the speaker, the exact quote and the moment it was said.

What Raul Shah has said on podcasts

16 statements · 8 positive · 2 negative · 6 neutral

on InvestmentsNegativeOct 7, 2026· Investing Experts
Raul says 99% of investments lack a margin of safety.
“There's no margin of safety in 99% of investments.”
Listen at 3:48
Open the episode · Tax gain harvesting: tax alpha with Raul Shah
on Hims and Hers HealthPositiveOct 7, 2026· Investing Experts
Hims & Hers Health is Raul’s largest stock position.
“you know, when I own stocks, our largest position is him's and hers health.”
Listen at 5:03
Open the episode · Tax gain harvesting: tax alpha with Raul Shah
on HIMSS, ServiceNow, UnitedHealth Group, and MicrosoftNeutralOct 7, 2026· Investing Experts
Raul’s four major stock positions are HIMSS, ServiceNow, UnitedHealth Group, and Microsoft.
“I own HIMSS. I own ServiceNow. We own UnitedHealth Group. We own Microsoft. Those are our four big stock positions.”
Listen at 5:29
Open the episode · Tax gain harvesting: tax alpha with Raul Shah
on Long-term value investing strategyPositiveOct 7, 2026· Investing Experts
Long-term, non-emotional value investing should perform well.
“you would do very well with that type of strategy.”
Listen at 5:53
Open the episode · Tax gain harvesting: tax alpha with Raul Shah
on Tax-gain harvestingPositiveOct 7, 2026· Investing Experts
Tax-gain harvesting is Raul’s second-most powerful tax strategy after Roth conversions.
“it's the most second powerful tax strategy behind Roth conversions.”
Listen at 6:36
Open the episode · Tax gain harvesting: tax alpha with Raul Shah
on Tax-gain harvestingNeutralOct 7, 2026· Investing Experts
Tax-gain harvesting involves intentionally selling stock with long-term gains.
“Tax gain harvesting is intentionally selling a stock that you have a long-term capital gains in.”
Listen at 6:51
Open the episode · Tax gain harvesting: tax alpha with Raul Shah
on 0% long-term capital-gains tax bracketPositiveOct 7, 2026· Investing Experts
A 0% long-term capital-gains tax bracket exists.
“there's a 0% long-term capital gains tax bracket.”
Listen at 7:00
Open the episode · Tax gain harvesting: tax alpha with Raul Shah
on Tax-gain harvestingPositiveOct 7, 2026· Investing Experts
Investors can repurchase the same stock after tax-gain harvesting.
“you can actually go and buy back that same stock.”
Listen at 11:53
Open the episode · Tax gain harvesting: tax alpha with Raul Shah
on Tax-gain harvestingPositiveOct 7, 2026· Investing Experts
Repurchasing after harvesting steps the stock’s cost basis up to fair market value.
“you've stepped up that cost basis to the fair market value.”
Listen at 12:45
Open the episode · Tax gain harvesting: tax alpha with Raul Shah
on Long-term capital-gains tax bracketsNeutralOct 7, 2026· Investing Experts
Only gains above $98,900 are taxed at 15%; the remainder stays taxed at zero.
“if you creep into the 15% bracket, it's not like all of your gains now get taxed at 15%. It's just whatever is over that $98,900, you know, the dollars that are over that would then get taxed at 15%. The rest would still be at zero.”
Listen at 13:33
Open the episode · Tax gain harvesting: tax alpha with Raul Shah
on Tax-gain harvestingPositiveOct 7, 2026· Investing Experts
Tax-gain harvesting is firmly established in wealth management.
“tax gain harvesting is a pretty firmly, they're very firmly established principle in the wealth management space.”
Listen at 16:11
Open the episode · Tax gain harvesting: tax alpha with Raul Shah
on Long-term capital gainsNeutralOct 7, 2026· Investing Experts
Long-term capital-gains treatment requires holding stock at least 366 days.
“Long-term capital gains means that you've held the stock for 366 days at least or more”
Listen at 17:02
Open the episode · Tax gain harvesting: tax alpha with Raul Shah
on Long-term capital gainsNegativeOct 7, 2026· Investing Experts
Selling after 365 days would be treated as a short-term capital gain.
“if you tried to go in and do tax gain harvesting with the stock that you held for 365 days it's a short-term capital gain”
Listen at 17:19
Open the episode · Tax gain harvesting: tax alpha with Raul Shah
on AccountantsNeutralOct 7, 2026· Investing Experts
Accountants’ job is to file taxes rather than proactively plan taxes.
“Accountants will file your taxes.”
Listen at 17:53
Open the episode · Tax gain harvesting: tax alpha with Raul Shah
on Wealth-management firmsPositiveOct 7, 2026· Investing Experts
Proactive tax planning requires a trusted wealth-management firm.
“If you want proactive tax planning, you need to find. a wealth management firm that you trust and that will work with you on that.”
Listen at 18:16
Open the episode · Tax gain harvesting: tax alpha with Raul Shah
on Tax-planning strategiesNeutralOct 7, 2026· Investing Experts
Investors should determine when tax strategies are appropriate before using them.
“You have to be able to ascertain when is an appropriate time to utilize a tax strategy and when it's not.”
Listen at 19:59
Open the episode · Tax gain harvesting: tax alpha with Raul Shah

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.