Episode 496: The Indexing Nightmare
Some really actionable decisions are in process as our Investment Committee downloads some of the major themes.
Some really actionable decisions are in process as our Investment Committee downloads some of the major themes.
Greetings from New York City, where I am two hedge fund meetings away today from being done with a week of extraordinary meetings, insights, and collaboration with our portfolio management partners. Some key takeaways are being summarized for next week, and a deliverable will be made available. More importantly, c It has been everything I hoped it would be this week, and more.
It is a shorter than normal Dividend Cafe this week because of the meeting load (and post-meeting download time). But I think what I do today you will find useful and valuable, as I use a Q&A format to answer a few key questions about the current investing state of affairs.
Let's jump into the Dividend Cafe ...
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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