使用Player FM应用程序离线!
Thursday - January 9, 2025
Manage episode 460281769 series 2524881
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
1010集单集
Manage episode 460281769 series 2524881
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
1010集单集
所有剧集
×欢迎使用Player FM
Player FM正在网上搜索高质量的播客,以便您现在享受。它是最好的播客应用程序,适用于安卓、iPhone和网络。注册以跨设备同步订阅。