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Kick the Dogma
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.
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Quick takeaways
- The U.S. stock market is poised for a paradigm shift towards dividend-focused investing.
- Daniel Peris reflects on the historical evolution of financial paradigms and the impact of geopolitics on economics.
Deep dives
Daniel Paris's Transition from Historian to Finance Expert
Daniel Paris, author of 'The Ownership Dividend,' shares his unconventional career path from a historian of the Soviet Union to a stock researcher in the capital markets. Transitioning from academia to business, Paris reflects on his lack of financial knowledge early on and the challenges faced in adapting to the new field.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode