

The Ownership Dividend…
Feb 1, 2024
Historian and fund manager Daniel Peris discusses the upcoming paradigm shift in U.S. stock market investing, focusing on the resurgence of dividend-focused stock investing. He delves into global dividend trends, challenges of outsourcing in manufacturing, the shift from dividends to share repurchases, and the concept of duration of cash flows in modern portfolio theory.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 4min
Evolution of Investment Writing
03:43 • 10min
Global Dividend Trends and Market Paradigm Shifts
13:17 • 11min
Challenges of Outsourcing and Loss of Quality Control in Manufacturing
24:01 • 4min
Exploring the Shift from Dividends to Share Repurchases
28:00 • 6min
Duration of Cash Flows and Modern Portfolio Theory
33:34 • 14min