Dividend Cafe - The Wrong Way to Think
Blogpost Here: https://bahnsen.co/3ZpCl1w
In this week’s episode of Dividend Cafe, David Bahnsen, managing partner of The Bahnsen Group, discusses the philosophical and practical pitfalls of ‘closet indexing’ and over-reliance on popular technology stocks. Insights are drawn from a recent conversation with a prominent growth manager, emphasizing the importance of conviction in investment decisions. David explores the current market’s sector concentration and the risks and benefits of different investment approaches. Additionally, there are intriguing discussions on homeownership trends, foreign-born labor market data, and the net worth to disposable income ratio. For more in-depth charts and written analysis, visit dividendcafe.com.
00:00 Introduction and Overview
01:19 Meeting with a Growth Manager
02:36 The Philosophy of Indexing
03:29 Challenges of Tech Sector Weighting
08:18 Moral and Fiduciary Responsibilities
13:32 Current Market Analysis
15:30 Home Ownership Trends
17:57 Final Thoughts and Upcoming Topics
Subscribe to The Dividend Cafe – David Bahnsen’s weekly writings on the financial markets and personal financial management. A long-form missive that covers evergreen truths and economic principles (published every Friday).
https://info.thebahnsengroup.com/dividend-cafe-subscribe
Listen and subscribe to the Dividend Cafe Podcast:
https://link.chtbl.com/SY4Qp1al
Subscribe To Our YouTube Channel and Get The Latest on the Market Moves
http://www.youtube.com/c/Thebahnsengroup
The Bahnsen Group has built a stellar reputation delivering investment strategies and wealth management experiences.
Our vision is to be a quality provider of wealth management services to all those within our sphere of influence. We do not want to merely be great; we want to be extraordinary in the size and scope of our business, but, more importantly, extraordinary in the impact we have on our clients’ financial lives.
Visit Our Website:
http://www.thebahnsengroup.com
Follow Us
https://www.facebook.com/bahnsengroup…
https://twitter.com/thebahnsengroup
https://www.linkedin.com/company/the-bahnsen-group-hightower
Follow David Bahnsen
https://www.linkedin.com/in/davidbahnsen
https://twitter.com/DavidBahnsen
https://www.facebook.com/david.bahnsen
