Talk Your Book: Where to Find Higher Dividend Yields

Animal Spirits Podcast

The Compound

News, Business News, Business, Investing

4.8 • 2K Ratings

🗓️ 9 June 2025

⏱️ 31 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠ are joined by Todd Mathias, Head of U.S. Product Strategy & Development at Franklin Templeton to discuss US outperformance vs international, currency headwinds, macro uncertainty in the US, the value factor overseas, and much more! 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 ⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠⁠ 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. See our disclosures here: ⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠ The Compound Media, Incorporated, 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. 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 Animal Spirits Talk Your Book is brought to you by Franklin Templeton.
0:03.5	Go to Franklin Templeton.com to learn more about the whole suite of international
0:06.7	ETFs, including the Franklin International Core Dividend Tilt Index, that's ticker DIVI, Divi.
0:13.2	To learn more, Franklin Templeton.com.
0:17.7	Welcome to Animal Spirits, a show about markets, life, and investing. Join Michael Batnik and Ben
0:23.3	as they talk about what they're reading, writing, and watching. All opinions expressed by Michael
0:28.5	and Ben are solely their own opinion and do not reflect the opinion of Riddholz wealth management.
0:33.4	This podcast is for informational purposes only and should not be relied upon for any investment decisions.
0:39.2	Clients of Ridholt's wealth management may maintain positions in the securities discussed in this podcast.
0:47.3	Welcome to Animal Spirits with Michael and Ben.
0:51.7	Michael, when I entered the internet, the investing world, talking 2005-ish,
0:59.1	this is what everyone wanted to invest in.
1:02.5	China, the bricks, emerging markets.
1:07.5	Then I guess you would say,
1:09.3	IFA type of strategies,
1:11.8	you're developed international science. And the story was what?
1:12.7	Just the global economic engine is going to be powered by growing population,
1:17.4	coming into the modern world,
1:18.5	that sort of stuff.
1:19.5	Yeah,
1:19.7	there's more growth there.
1:21.2	There's more people there.
	...

Transcript will be available on the free plan in 2 days. Upgrade to see the full transcript now.

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.