Show from 02/09/24
Host Jeremy Schwartz and Professor Siegel start off by talking about the light market week. The Prof notes that next week will be much bigger following the release of many important reports. He is confident that if the Fed continues to see the data slowing, they will lower rates. The Prof goes into detail on the tech market, the excitement around AI and how it has been trending recently. (9:59) Daniel joins the conversation with Jeremy to discuss dividends in this AI driven world. Jeremy asks Daniel about historical dividend by-backs and pivotal moments that caused people to turn away from them. Daniel talks about growth versus dividends. He explains how harvested capital gains are not the same as dividends. Jeremy asks Daniel about what types of yields he prefers to see in the markets. Daniel mentions geopolitics, his opinion on investing worldwide and his disapproval for government intervention in by-backs.
Guest: Daniel Peris, Ph.D., CFA oversees dividend-focused portfolios for a major US asset manager. Before transitioning into asset management, Peris was a historian focused on modern Russian history.
Learn more about Daniel at: https://strategicdividendinvestor.com/about-the-author/
Follow Daniel on X(Twitter): @HistoryInvestor
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