Episode 1011: Thursday - January 9, 2025
Brian highlights the anticipation around non-farm payroll data, expected unemployment rates, and wage growth stats.
Brian highlights the anticipation around non-farm payroll data, expected unemployment rates, and wage growth stats.
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
Brian Szytel is the Deputy Managing Partner and Co-CIO of The Bahnsen Group.
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