Today, on the Rational Reminder Podcast, we are tackling a few interesting topics that tie into recent and forthcoming conversations with our amazing guests. In this 'us only' episode, we are focusing on thematic ETFs and the truth about dividend investing. After a quick look at The Quick Fix by Jesse Singal, some reflections on the past six months at ARK Invest, and the lessons we can still learn from the dot-com crash, we get into the meat of today's episode by way of Ben's recent experiences on a discussion panel about the utility of thematic investing. From there, we transition into the 'relevance of dividend irrelevance' and share some of the most illuminating and pertinent findings. In the end, our argument is simply that dividends are not the way to go and are an inefficient policy on many fronts. This has not deterred many investors, however, and we get to grips with the kinds of behaviours associated with dividends before espousing what this can mean for you and your objectives. To catch all of this and links to some of the best research available, be sure to listen in with us today.
Timestamps:
0:00 Intro
14:13 Cameron's Book Recommendation
24:46 Quick Talk on ARK Invest & the dot-com crash
28:50 Notes on Ben's Thematic ETFs Panel
42:11 The Relevance of Dividend Irrelevance
Participate in our Community Discussion about this Episode:
'Episode 201: The Relevance of Dividend Irrelevance' — [ Ссылка ]
Book From Today’s Episode:
The Quick Fix: Why Fad Psychology Can't Cure Our Social Ills — [ Ссылка ]
Links From Today’s Episode:
Ben’s Financial Goals Survey — [ Ссылка ]
Ben’s White Paper: 'Finding and Funding a Good Life' — [ Ссылка ]
Top Read Books in the 22 in 22 Challenge — [ Ссылка ]
Rational Reminder on iTunes — [ Ссылка ].
Rational Reminder Website — [ Ссылка ]
Shop Merch — [ Ссылка ]
Join the Community — [ Ссылка ]
Follow us on Twitter — [ Ссылка ]
Follow us on Instagram — @rationalreminder
Benjamin on Twitter — [ Ссылка ]
Cameron on Twitter — [ Ссылка ]
'The Dividend Disconnect' — [ Ссылка ]
'Monetary Policy and Reaching for Income' — [ Ссылка ]
'Stock Market Returns and Consumption' — [ Ссылка ]
'Consuming Dividends' — [ Ссылка ]
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