Topics discussed: We have spent way too much time talking about the trade war, tariffs, the Fed, and Trump this year, and not nearly enough time talking about sustainable growth in the emerging markets. Our Investment Committee thoroughly unpacks what we believe to be one of the more intriguing parts of our investing worldview at The Bahnsen Group in this extensive and thought-provoking discussion.
Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
David is the Founder, Managing Partner, and the Chief Investment Officer of The Bahnsen Group.
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Brian Szytel is the Deputy Managing Partner and Co-CIO of The Bahnsen Group.
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