Market Momentum as a Reason for Thanks, or Fear
The Dividend Cafe - Ein Podcast von The Bahnsen Group

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Today's Post - https://bahnsen.co/491vGxa Thanksgiving Special: Index Investing and Its Impact In this episode of The Dividend Cafe, David Bahnsen, Managing Partner at The Bahnsen Group, discusses the implications of index investing on non-index investors, especially those following a philosophy of active investment focusing on dividend growth stocks. Bahnsen explores the mathematical realities of index investing, how its growing concentration affects market volatility and liquidity, and why it poses both challenges and opportunities for active managers. Additionally, he touches on current economic updates, the rationale behind Gen Z's financial perspectives, and the latest from the Trump administration regarding economic cabinet roles. 00:00 Introduction and Thanksgiving Plans 00:54 Election Aftermath and Policy Expectations 01:50 Index Investing and Its Impact 04:21 Liquidity and Volatility in Markets 11:25 Understanding Investment Spreads 15:10 Economic Sentiments and Housing 17:56 Administration's Economic Plans 20:37 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com