Nayton: It's obviously a pretty bad matro economic environment for them and other chips, but i think this eventually will pass. I think they're adding a significant amount of value to society. And an just thinking out ten years, i think this is a blip on the radar, probably a longer term. We are going to need more chips in ten years than we have to day. That's just a fact. Everything has a chip in it, usually multiple. So tough time, yes, but i Think they're going to get through it.
In today's show, we have a fascinating conversation with Nathan Winklepleck. We discuss all things related to dividend growth investing. Hence, please tune in to hear his thoughts about the impact of the USD / EUR exchange rate, high yield vs low yield, why he is a fan of ROIC, and much more!
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