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The Wrong Way to Think

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Manage episode 439760716 series 2524881
Kandungan disediakan oleh The Dividend Cafe - The Bahnsen Group and The Bahnsen Group. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh The Dividend Cafe - The Bahnsen Group and The Bahnsen Group atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Today's Post - https://bahnsen.co/3XqVRYF

Navigating the Investor Mindset: The Challenge of Mainstream Versus Conviction-Based Investing

In this week's episode of 'Dividend Cafe,' David Bahnsen, the managing partner of The Bahnsen Group, discusses the philosophical and practical challenges of growth investing in tech-heavy markets. He recounts a conversation with Rajiv, a seasoned growth manager, who argues against the mentality of 'closet indexing' and stresses the importance of sticking to one's investment convictions. David further elaborates on the impact of tech sector weighting on market performance, the historical context of homeownership rates, and current economic trends including asset prices and wage growth. He emphasizes the need for prudence over popularity in investment strategies and hints at an upcoming in-depth political analysis for investors.

00:00 Introduction to This Week's Dividend Cafe

01:06 Meeting with a Prominent Growth Manager

03:07 The Philosophy of Indexing and Outperformance

07:48 Moral and Practical Considerations in Investment

12:43 Current Market Analysis and Predictions

14:30 Home Ownership Trends Across Generations

19:10 Final Thoughts and Upcoming Topics

Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

  continue reading

930 episod

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The Wrong Way to Think

The Dividend Cafe

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Manage episode 439760716 series 2524881
Kandungan disediakan oleh The Dividend Cafe - The Bahnsen Group and The Bahnsen Group. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh The Dividend Cafe - The Bahnsen Group and The Bahnsen Group atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Today's Post - https://bahnsen.co/3XqVRYF

Navigating the Investor Mindset: The Challenge of Mainstream Versus Conviction-Based Investing

In this week's episode of 'Dividend Cafe,' David Bahnsen, the managing partner of The Bahnsen Group, discusses the philosophical and practical challenges of growth investing in tech-heavy markets. He recounts a conversation with Rajiv, a seasoned growth manager, who argues against the mentality of 'closet indexing' and stresses the importance of sticking to one's investment convictions. David further elaborates on the impact of tech sector weighting on market performance, the historical context of homeownership rates, and current economic trends including asset prices and wage growth. He emphasizes the need for prudence over popularity in investment strategies and hints at an upcoming in-depth political analysis for investors.

00:00 Introduction to This Week's Dividend Cafe

01:06 Meeting with a Prominent Growth Manager

03:07 The Philosophy of Indexing and Outperformance

07:48 Moral and Practical Considerations in Investment

12:43 Current Market Analysis and Predictions

14:30 Home Ownership Trends Across Generations

19:10 Final Thoughts and Upcoming Topics

Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

  continue reading

930 episod

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