In Episode 352 of Hidden Forces, Demetri Kofinas speaks with Daniel Peris. Daniel is a Senior Portfolio Manager at Federated Investors, overseeing the firm's dividend-focused products. He’s also the author of four books on investing, including his most recent: "The Ownership Dividend: The Coming Paradigm Shift in the Stock Market.”
Daniel and Demetri spend the first hour of their conversation discussing the relevant history that explains how the stock market went from a mostly cash-based system where all or almost all companies if they weren’t in distress, paid dividends to a public investment landscape driven entirely or almost entirely by near-term share price movements.
The second hour provides listeners with more actionable information about how to position oneself to profit from a paradigm shift in markets that Daniel argues is already underway. They discuss the pros and cons of dividend investing, how Daniel approaches portfolio construction regarding dividend-yielding stocks, and how the changes he forecasts will alter the investment landscape and economic opportunities for businesses and workers alike.
You can subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports at HiddenForces.io/subscribe.
If you want to join in on the conversation and become a member of the Hidden Forces Genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page at HiddenForces.io/subscribe.
If you enjoyed listening to today’s episode of Hidden Forces, you can help support the show by doing the following:
Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed
Write us a review on Apple Podcasts & Spotify
Subscribe to our mailing list at https://hiddenforces.io/newsletter/
Producer & Host: Demetri Kofinas
Editor & Engineer: Stylianos Nicolaou
Subscribe and Support the Podcast at https://hiddenforces.io
Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod
Follow Demetri on Twitter at @Kofinas
Episode Recorded on 02/05/2024
Could America Lose a War Against China Over Taiwan? | Alex Velez-Green
Dollar Doomerism & Why Things Are Better Than You Think | Michael Nicoletos
Perennials & the Post-Generational Society | Mauro Guillen
How the US Government Will Force Banks to Fund the Deficit | Charles Calomiris
The Worst (Or Possibly Best) Investment Podcast EVER | Le Shrub
The Fourth Turning Is Here: Our Great National Challenge | Neil Howe
How Confidence Determines the Choices We Make | Peter Atwater
You Will Own Nothing: Your War with a New Financial World Order | Carol Roth
The New Political-Economy | Russell Napier, Edward Chancellor, & Helen Thompson
White Sun War: The Campaign for Taiwan | General Mick Ryan
What the Fed’s Rate Decision Will Mean for Markets | Andy Constan
Why You Should Care About Turkey’s Elections | Nicholas Danforth & Amberin Zaman
America’s New Religions & the Cult of Self-Making | Tara Isabella Burton
Why Is the Recession Taking So Long to Show Up? | Bob Elliott
What Generational Differences Tell Us About the Future | Jean Twenge
Origins of the Ukraine War & What Comes Next | Serhii Plokhy
“We’re Gonna Get Those Bastards!” | Jared Dillian
Understanding the Hoax of the Century | Jacob Siegel
Disrupting the Battlefield: How Venture Capital is Changing Modern Warfare | Josh Wolfe
How to Think About the Current Moment in A.I. | John Borthwick
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
NABOR® TALKS
U.S Property Podcast
Aligned Money Show
The Ramsey Show
Planet Money