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Thursday - January 9, 2025

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内容由The Dividend Cafe - The Bahnsen Group and The Bahnsen Group提供。所有播客内容(包括剧集、图形和播客描述)均由 The Dividend Cafe - The Bahnsen Group and The Bahnsen Group 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Market Closure, Payroll Data & Investment Insights - January 9th Edition

In this episode of Dividend Cafe, Brian Szytel discusses the market closure in observance of President Carter's funeral and offers condolences to those affected by California wildfires. Brian highlights the anticipation around non-farm payroll data, expected unemployment rates, and wage growth stats. He also introduces David's annual white paper summarizing the investment outlook and reflections on past predictions. Brian emphasizes the value of reading macro-related research but cautions against overly relying on it for portfolio strategies. The focus remains on bottom-up fundamentals for security selection and asset allocation. He concludes with a nod to the upcoming wildcard weekend in sports.

00:00 Introduction and Market Closure

00:51 Upcoming Economic Data

01:34 Dividend Cafe Annual White Paper

02:18 Macro Research Insights

03:02 Investment Strategy and Philosophy

04:29 Conclusion and Weekend Plans

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com

  continue reading

1010集单集

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Thursday - January 9, 2025

The Dividend Cafe

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Manage episode 460281769 series 2524881
内容由The Dividend Cafe - The Bahnsen Group and The Bahnsen Group提供。所有播客内容(包括剧集、图形和播客描述)均由 The Dividend Cafe - The Bahnsen Group and The Bahnsen Group 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Market Closure, Payroll Data & Investment Insights - January 9th Edition

In this episode of Dividend Cafe, Brian Szytel discusses the market closure in observance of President Carter's funeral and offers condolences to those affected by California wildfires. Brian highlights the anticipation around non-farm payroll data, expected unemployment rates, and wage growth stats. He also introduces David's annual white paper summarizing the investment outlook and reflections on past predictions. Brian emphasizes the value of reading macro-related research but cautions against overly relying on it for portfolio strategies. The focus remains on bottom-up fundamentals for security selection and asset allocation. He concludes with a nod to the upcoming wildcard weekend in sports.

00:00 Introduction and Market Closure

00:51 Upcoming Economic Data

01:34 Dividend Cafe Annual White Paper

02:18 Macro Research Insights

03:02 Investment Strategy and Philosophy

04:29 Conclusion and Weekend Plans

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com

  continue reading

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