The Dividend Cafe Tariff Relief or a Headfake?
11 snips
Mar 24, 2025 Reflecting on the five-year anniversary of the 2020 market bottom, the discussion highlights a remarkable recovery across major indices. Insights from Washington, D.C. reveal tensions in tariff policy and the importance of maintaining 2017 tax cuts. The complexities of asset allocation and investment trends towards U.S. assets are also examined. Additionally, the podcast underscores the lessons learned from global crises, emphasizing the need for strategic thinking in today’s fluctuating market landscape.
AI Snips
Chapters
Transcript
Episode notes
Market Rebound
- David Bahnsen reflects on the five-year anniversary of the 2020 market bottom.
- He discusses the market rally since, noting the Dow's rise from 18,000 to near 42,600.
Shareholder Yield
- Total shareholder yield combines dividend yield and buyback yield.
- Technology and consumer discretionary sectors show a low total shareholder yield of 2.3%.
Global Asset Allocation Shift?
- Investors question if the global preference for U.S. assets is ending.
- China and Europe's stock markets are outperforming the U.S. this year.