Grant’s Current Yield Podcast cover image

Grant’s Current Yield Podcast

THE BUSINESS OF INCOME

Mar 20, 2024
The podcast discusses the shift from income streams to asset appreciation, challenges faced by dividend investors, the end of the neoliberal order and Russia's position in the global economy, changing interest rates on asset classes and investments, and explores private equity investments and future market considerations.
29:47

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Shift towards income-generating investments predicted in the financial landscape.
  • Importance of incorporating dividend yields for balanced asset allocation highlighted in investment decisions.

Deep dives

Dan Paris Discusses the Anomaly of Assets without Income Streams

Dan Paris delves into the odd phenomenon of investments without income streams, particularly focusing on the crypto market, which boasts a massive market cap yet provides minimal dividend yield. Paris highlights the historical perspective from Irving Fisher's theory that capital wealth should lead to income, emphasizing the contrast of assets devoid of income streams in today's speculative climate. As Paris explores the reasons behind this anomaly, he suggests that the financial landscape may be on the brink of a shift towards prioritizing income-generating investments.

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