@hao
Member since January 2026
Published Content
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What’s Oaktree Reading? 2025 Year-End Book Recommendations
Video: https://www.youtube.com/watch?v=WR72LlRr-Hc Introduction and Purpose of Video (0:00) - Introduction by Alex Chan, VP in life sciences lending, about the 2025 book recommendations. - Goal: Share noteworthy books read by Oak Tree team members over the past year. Book Recommendation: For...
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Retired at 42: The Exact Numbers & Plan We Used
Video: https://www.youtube.com/watch?v=-0UUhhLIE4E Introduction to Financial Independence and Early Retirement (0:00) - Amber and Jared introduce their story of retiring at 42 with four children, emphasizing they did not achieve this through luck but through a simple, consistent plan over 20...
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Living Off Passive Income: The Math & The Trap Explained
Video: https://www.youtube.com/watch?v=Rq1gTGARh0s Introduction to Passive Income Realities (0:00-1:00) - The traditional concept of passive income, often portrayed as a "make money while you sleep" dream, is misleading. - True passive income is fragile, costly, and slow to build. - Most...
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Legendary Investor Outlines His AI Thesis in 14 Minutes — Bill Gurley
Video: https://www.youtube.com/watch?v=D0230eZsRFw AI Bubble Discussion (0:00) - Reference to Carla Perez's book "Technological Revolutions and Financial Capital" from 2002. - Analysis of technology waves leading to wealth creation and speculation. - Comparison of financial and industrial...
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IRS Tax Brackets + Capital Gains In 2026 | What You NEED To Know Now
Video: https://www.youtube.com/watch?v=hUGXnncJ9QQ Introduction to 2026 Tax Brackets and Standard Deductions (0:00) - IRS released new 2026 tax brackets causing confusion - Standard deduction increases: $16,100 for single filers, $32,200 for married filing jointly, $24,500 for heads of...
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$1.5 Million Saved in 401(k) – How to Minimize Taxes in Retirement
Video: https://www.youtube.com/watch?v=zem8Qey7HOA Understanding Tax Planning for Retirement (0:00) - At 60 years old with $1.5 million in a 401(k), you are in a crucial tax planning period. - Strategic use of a five-year window can significantly reduce lifetime tax by hundreds of thousands of...
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I'm 47 and Afraid I Won't Have Enough To Retire!
Video: https://www.youtube.com/watch?v=aAHmZdz_Dxo Financial Concerns and Retirement Planning (0:00) - Angie and her husband, both 47, express concerns about having enough for retirement despite a combined income of $200k and no debt except a house soon to be paid off. - They have been saving...
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Don’t Retire With Just Your 401(k): The Ideal Retirement Mix of Roth, Traditional, and Taxable
Video: https://www.youtube.com/watch?v=WxaGoxPl_9k The Importance of Tax Diversification in Retirement Planning (0:00) - The main goal in retirement planning is tax diversification, not relying solely on traditional, Roth, or taxable accounts. - A balanced mix of account types allows for greater...
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Robotics: why now? - Quan Vuong and Jost Tobias Springberg, Physical Intelligence
Video: https://www.youtube.com/watch?v=cGLa8DsOYdk Introduction and Mission Overview (0:00) - Wan and Toby introduce their mission to develop a model capable of controlling any robot for any task. - Acknowledgement of the need for scientific breakthroughs to achieve this goal. Current State of...
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Why Men Over 40 Are Choosing Peace Over Partnership | Psycho Shift
Video: https://www.youtube.com/watch?v=pVjEK9dgQ3I Introduction to New Narrative for Men Over 40 (0:00) - Challenging the stereotype of single men over 40 as unable to find partners or flawed - Emphasizing a conscious choice for peace over partnership - Highlighting a shift towards valuing...