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Daniel Peris: The Case for Dividend Investing

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Manage episode 434027050 series 2506692
Content provided by Morningstar. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Morningstar or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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.

  continue reading

289 episoade

Artwork
iconDistribuie
 
Manage episode 434027050 series 2506692
Content provided by Morningstar. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Morningstar or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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.

  continue reading

289 episoade

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