The Revenge of Risk Rates & the Return of Dividend Investing | Daniel Peris

Hidden Forces

Demetri Kofinas

Government, Business

4.8 • 1.6K Ratings

🗓️ 30 May 2022

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

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Summary

In Episode 252 of Hidden Forces, Demetri Kofinas speaks with Daniel Peris, Senior Vice President and Senior Portfolio Manager at Federated Hermes in Pittsburgh. Daniel is also the author of three books that together explore the intellectual underpinnings of modern portfolio allocation, with a particular focus on dividend investing, why it’s fallen out of favor with investors over the last 30 years, and why dividend-paying securities are positioned to outperform some of their more growth-oriented, cashless competitors in the next 30.

While our recent episodes with Tony Greer and Jeff Currie also focus on the rotation from growth stocks to value stocks, those conversations are industry-specific, namely, they focus on commodities and industrial resources. Conversely, the objective of today’s conversation with Daniel is to narrow that focus to companies that pay some portion of their profits to shareholders, irrespective of industry.

The goal of today’s episode is to help you reimagine what is possible for your portfolios and how to manage them in a stagflationary global economy characterized by rising risk rates and persistently higher levels of financial volatility.

You can access the full episode, transcript, and intelligence report to this week’s conversation by going directly to the episode page at HiddenForces.io and clicking on "premium extras." All subscribers gain access to our premium feed, which can be easily added to your favorite podcast application.

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Producer & Host: Demetri Kofinas

Editor & Engineer: Stylianos Nicolaou

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Episode Recorded on 05/23/2022

Transcript

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0:00.0	What's up everybody? My name is Demetra Cuffinus and you're listening to Hidden Forces,
0:06.3	a podcast that inspires investors, entrepreneurs and everyday citizens, the challenge consensus
0:13.4	narratives, and to learn how to think critically about the systems of power shaping our world.
0:19.4	My guest in this week's episode is Daniel Paris. Daniel is Senior Vice President and
0:24.4	Senior Portfolio Manager at Federated Hermes in Pittsburgh, and is the author of three books
0:29.8	that together explore the intellectual underpinnings of modern portfolio allocation with a particular
0:36.6	focus on dividend investing, why it's fallen so out of favor with investors over the
0:41.8	last 30 years, and why dividend paying securities are positioned to outperform some of their
0:47.7	more growth oriented cashless competitors in the next 30. While our recent episodes
0:53.8	of Tony Greer and Jeff Curry also focus on the rotation out of growth and into value,
0:59.8	the type of value that we explore in those conversations is industry-specific, namely the
1:05.6	commodity industry. My objective in this episode is to narrow that focus specifically to companies
1:12.2	that pay some portion of their profits to shareholders, irrespective of industry, with a goal of
1:17.7	helping you reimagine what is possible for your portfolios and how to manage them in a world
1:23.0	of mounting inflation, rising risk rates, and persistently higher levels of financial and
1:29.6	political volatility. As most of you already know, hidden forces is listener supported. I don't
1:35.7	rely on advertisers or commercial sponsors, so the second part of today's episode with Daniel
1:40.6	is available to premium subscribers only. You can access that part of the conversation,
1:45.4	as well as the transcripts and intelligence reports, to each episode by visiting our website
1:51.1	at hiddenforces.io, selecting the episode that you're interested in and clicking on the premium
1:57.5	extras, where you can then sign up to one of our premium content theaters. Since some of this
2:02.3	episode deals with investing, it should be absolutely clear that nothing we say on this podcast
	...

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