People Love to Complain (EP.334)

Animal Spirits Podcast

The Compound

Business News, News, Investing, Business

4.7 • 2.1K Ratings

🗓️ 15 November 2023

⏱️ 65 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On episode 334 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the Fed's victory over inflation, what Americans get wrong about inflation, the price of iPhones is actually going down, when we get the first Fed rate cut, the rising unemployment rate, housing prices vs. recessions, Netflix movies, vests are overrated, and much more! Thanks to Amplify ETFs for sponsoring this episode. Learn more about their cash flow focused ETFs at: https://amplifyetfs.com/ Learn more about The Smoke Show: https://thereformedbroker.com/2023/11/10/the-smoke-show/ Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Today's show is brought to you by Amfite ETS.
0:02.2	Let's talk about cows for a second.
0:03.7	No bet I'm not talking about farm animals.
0:05.3	I'm talking about cash cows.
0:07.0	You know what I'm talking about?
0:08.0	I gotcha.
0:08.8	Yeah, okay.
0:09.6	The tickerous cows, this E.T.
0:12.1	It's high-free cash flow, meets dividend growth. The strategy is focused
0:16.2	on high free cash flow. Those are companies that pay and have historically grown their dividends.
0:21.4	So not just dividend payers, but growers.
0:23.8	And it's not looking only backwards, it also uses some metrics that use forward-free cash flow
0:29.2	that delivers a portfolio that balances past and forecasted cash flow potential.
0:34.0	I like it.
0:35.0	So it also equal weight portfolio, they cap industry exposure at 24%.
0:38.5	They also have H-Cow, which is a new one, which is the same strategy, high free cash flow, high dividend growers, but they also use
0:44.8	S&P 500 Call Income Strategy.
0:47.6	So looking at dividends, so this is like a double income strategy.
0:51.0	So hot right now, those income option overlay strategies.
0:55.0	So for this one they're also looking for dividend payers but they exclude companies with
0:57.5	payout ratios above 75 percent.
0:59.3	That's like getting rid of the ones that are paying high dividends because they're in trouble.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Compound, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Compound and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.