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Market Momentum as a Reason for Thanks, or Fear
Manage episode 451500832 series 2524881
Today's Post - https://bahnsen.co/491vGxa
Thanksgiving Special: Index Investing and Its Impact
In this episode of The Dividend Cafe, David Bahnsen, Managing Partner at The Bahnsen Group, discusses the implications of index investing on non-index investors, especially those following a philosophy of active investment focusing on dividend growth stocks. Bahnsen explores the mathematical realities of index investing, how its growing concentration affects market volatility and liquidity, and why it poses both challenges and opportunities for active managers. Additionally, he touches on current economic updates, the rationale behind Gen Z's financial perspectives, and the latest from the Trump administration regarding economic cabinet roles.
00:00 Introduction and Thanksgiving Plans
00:54 Election Aftermath and Policy Expectations
01:50 Index Investing and Its Impact
04:21 Liquidity and Volatility in Markets
11:25 Understanding Investment Spreads
15:10 Economic Sentiments and Housing
17:56 Administration's Economic Plans
20:37 Conclusion and Final Thoughts
Links mentioned in this episode: DividendCafe.com
980 episode
Manage episode 451500832 series 2524881
Today's Post - https://bahnsen.co/491vGxa
Thanksgiving Special: Index Investing and Its Impact
In this episode of The Dividend Cafe, David Bahnsen, Managing Partner at The Bahnsen Group, discusses the implications of index investing on non-index investors, especially those following a philosophy of active investment focusing on dividend growth stocks. Bahnsen explores the mathematical realities of index investing, how its growing concentration affects market volatility and liquidity, and why it poses both challenges and opportunities for active managers. Additionally, he touches on current economic updates, the rationale behind Gen Z's financial perspectives, and the latest from the Trump administration regarding economic cabinet roles.
00:00 Introduction and Thanksgiving Plans
00:54 Election Aftermath and Policy Expectations
01:50 Index Investing and Its Impact
04:21 Liquidity and Volatility in Markets
11:25 Understanding Investment Spreads
15:10 Economic Sentiments and Housing
17:56 Administration's Economic Plans
20:37 Conclusion and Final Thoughts
Links mentioned in this episode: DividendCafe.com
980 episode
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