logo
episode-header-image
Aug 2024
49m 40s

Daniel Peris: The Case for Dividend Inve...

MORNINGSTAR
About this episode

On today’s podcast, we’ll chat with Daniel Peris about his new book, The Ownership Dividend: The Coming Paradigm Shift in the US Stock Market. Daniel oversees dividend-focused portfolios for Federated Hermes and has written several other books about investing, as well as a study of the former Soviet Union. Daniel began his investment career in the late ’90s as a stock analyst at Argus Research.

Background

Bio

The Ownership Dividend: The Coming Paradigm Shift in the US Stock Market

Getting Back to Business: Why Modern Portfolio Theory Fails Investors and How You Can Bring Common Sense to Your Portfolio

Storming the Heavens: The Soviet League of the Militant Godless

The Strategic Dividend Investor

Dividend Investing

Will Dividend Investing Reign Again?” by Daniel Peris, federatedhermes.com, April 25, 2024.

There Is Nothing Special About Dividends,” by Larry Swedroe, Morningstar.com, April 10, 2024.

The Retreat of Dividends and the Changing Nature of the Stock Market,” by Daniel Peris, americanaffairsjournal.org, Fall 2022.

Other

William Goetzmann

What Is the Modigliani-Miller Theorem?” by James Chen, Investopedia.com, Aug. 1, 2024.

Markowitz Efficient Set: Meaning, Implementation, Diversification,” by Will Kenton, Ivestopedia.com, Nov. 21, 2023.

Fama and French Three Factor Model Definition: Formula and Interpretation,” by Adam Hayes, Investopedia.com, Jan. 29, 2024.

Tax Differential View of Dividend Policy: Meaning, How It Works,” by Julia Kagan, Investopedia.com, June 14, 2022.

Up next
Aug 5
Charley Ellis: Indexing Is a Marvelous Gift
BackgroundBio“Charley Ellis: Why Active Investing Is Still a Loser’s Game,” The Long View podcast, Morningstar.com, May 27, 2020.Rethinking Investing: A Very Short Guide to Very Long-Term InvestingWinning the Loser’s Game: Timeless Strategies for Successful InvestingIndex Investi ... Show More
55m 19s
Jul 29
Cliff Asness: ‘The Problem Was Never Beta. The Problem Was Paying Alpha Fees for Beta’
Today on the podcast we welcome back Cliff Asness. Cliff is the founder, managing principal, and chief investment officer at AQR Capital Management. Cliff writes often about investing and financial matters on AQR’s website and has been a prolific researcher throughout his career, ... Show More
54m 19s
Jul 22
Nick Maggiulli: Climbing the Wealth Ladder
Today on the podcast we welcome back Nick Maggiulli. He’s the author of a new book called The Wealth Ladder: Proven Strategies for Every Step of Your Financial Life. His first book was called Just Keep Buying. In addition, Nick writes a wonderful blog called Of Dollars and Data, ... Show More
54m 27s
Recommended Episodes
Jun 2023
Is Now the Time to Buy Dividend-Paying Stocks? (ft. BBAE’s James Early)
Investors love dividends. There's something special about receiving cold hard cash into your brokerage account every quarter, which you can use to pay for expenses or reinvest and buy more stock. Over time, reinvesting dividends can compound your returns. But how do dividend- ... Show More
23m 49s
May 2022
DD127~4 Dividend Stocks That I'm Down BIG!
We're talking about the 4 dividend stocks that I'm currently down the most on, a little bit about my 20 year old cat Harley and answering a few of your Twitter questions. URNM Semi Annual Report, Check out page 1 for a list of the ETF's holdings HERE I highly recommend this book ... Show More
30m 16s
Apr 2025
Aswath Damodaran, Investing in Uncertainty
Compared to Turkey, the United States is an ocean of stability. Aswath Damodaran teaches corporate finance and valuation at the Stern School of Business at New York University. Motley Fool Senior Analyst Matt Argersinger caught up with Damodaran for our Market Playbook Summit. Th ... Show More
35m 50s
Oct 2024
Paul Merriman: The 4-Fund Strategy That Beats the S&P 500
#550: Paul Merriman, a former wealth manager turned financial educator, joins us to share investing wisdom that could reshape how you think about your money. We kick things off talking about portfolio diversification. Paul suggests a simple four-fund strategy that includes large ... Show More
1h 4m
Sep 2024
The Dividend Cafe - Monday September 16, 2024
Today's Post - https://bahnsen.co/4eJ46qf Monday Market Update: Fed Policies, US Steel Deal, and Economic Trends In this episode of Dividend Cafe, David provides an update on the current state of the market, touching on various topics including public policy, the Federal Reserve, ... Show More
15m 14s
Nov 2024
ETF Explained: Australia's most popular dividend ETF - Vanguard Australian Shares High Yield ETF (VHY)
If you are looking for ETFs focused on generating income, they are in no short supply. In this episode of ETF Explained; we breakdown one of the most popular dividend ETFs in our community; Vanguard Australian Shares High Yield ETF (VHY). We see how it compares to other income ET ... Show More
15 m
May 2024
Episode 139: Selling 2 Stocks And Buying 6 Instead! May 2024 Chip Stock Investor Update
Chip Stock Investor prepares for a portfolio shakeup! May's stock changes might surprise you. Get exclusive analysis, stock reveals, and insights inspired by Warren Buffett's long-term approach of focusing on highly profitable proven winners. Videos to watch: https://yout ... Show More
19m 50s
Dec 2024
Orbis’ Forster on Importance of Intrinsic Value
Recent quarterly results from Japanese companies came out better than expected, with quarterly year-over-year growth of around 26%. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Lauren ... Show More
41m 22s
Jul 2022
DD134~The Secret Of Dividend Investing
Coming to you in a short and sweet episode from the Lake of the Ozarks, Missouri- What I believe the secret of dividend investing to be and I share that with you right now! The Wet and Wild PepsiCo Dividend day Celebration on YouTube! Dapper Dividends is an OFFICIAL SeekingAlpha. ... Show More
12m 19s