BofA's Savita Subramanian on The New S&P 500: AI-Driven and Asset-Light | #567

BofA's Savita Subramanian on The New S&P 500:...

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Why Bonds Are Back: PIMCO’s Marc Seidner on the Best Fixed Income Setup in Years | #629

Today’s guest is Marc Seidner, PIMCO’s CIO of Non-traditional Strategies. He is also a generalist portfolio manager and a member of the Investment Committee. In today’s episode, Marc explores why the investing landscape has changed from one led by economics to one increasingly sh ...  Show more

 . 40min 17sec
Dividend Myths That Distort Markets (w/ Sam Hartzmark) | #628

Today’s guest is Samuel Hartzmark, a finance professor at Boston College. In today’s episode, Sam explores why dividends are so often misunderstood by investors. He explains the “free dividends fallacy” and how it can lead to inflated valuations and price dislocations. He also ex ...  Show more

 . 1h 5min

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