The Dividend Corner
autor: Bahl & Gaynor
Najnowszy odcinek
The Future Became More Expensive: AI, Higher Rates and the Burden of…
The Future Became More Expensive: AI, Higher Rates and the Burden of…
O tym podcaście
The Dividend Corner, a podcast dedicated to providing mid-market updates and key trends impacting financial Investments by our host, Nick Puncer, Portfolio Manager & member of the Bahl & Gaynor Investment Committee. These updates will provide insights into our unique dividend growth investment approach, along with trends in macroeconomic shifts, and the impact on investments. Expert perspectives will take place through each episode, with in-depth conversations brought by the Bahl & Gaynor investment team.
Odcinki
- The Future Became More Expensive: AI, Higher Rates and the Burden of Proof · 11 minHigher interest rates make distant cash flows less valuable today—just as some of the world's largest companies are committing extraordinary amounts of capital to artificial…
- The Dividend Corner: 3Q2026 Mid-Quarter Update · 9 minWhen Signals Reverse Markets have kept climbing, but the tensions beneath the surface haven't disappeared — they've just shifted shape. This quarter, we revisit four signals from…
- The Dividend Corner: 2Q2026 Review & Outlook · 15 minIn periods of rapid market change, discipline can matter more than prediction. This quarter's Dividend Corner examines the tensions beneath a market defined by competing…
- The Dividend Corner: 2Q2026 Mid-Quarter Update · 9 minIn periods of rapid market change, discipline can matter more than prediction. In this quarter’s Dividend Corner, we discuss how the rapid shift in market sentiment following…
- The Dividend Corner: 1Q2026 Review & Outlook · 10 minWhen narratives shift, discipline matters. In this quarter’s Dividend Corner, we examine how geopolitical developments are influencing financial conditions and the flow of…
- The Dividend Corner: 1Q2026 Mid-Quarter Update · 7 min · Odcinek 14In this mid-quarter episode of The Dividend Corner, Nick Puncer discusses the themes of market broadening and volatility shaping the early part of the year. He reflects on how…
- The Dividend Corner: 4Q2025 Review & Outlook · 14 min · Odcinek 13In this episode of The Dividend Corner, Nick Puncer walks through Six Charts for 2026 that frame Bahl & Gaynor’s outlook. Rather than offering forecasts, the discussion focuses…
- Special Edition: Healthcare — From Emergency Room to Recovery Room · 22 min · Odcinek 12On this episode of The Dividend Corner, we’re going to dive deep into the Health Care sector with fellow Investment Committee member Kevin Gade, who’s part of our Health Care…
- The Dividend Corner: 4Q2025 Mid-Quarter Update · 11 min · Odcinek 104Q2025 Mid-Quarter Update In this episode of The Dividend Corner, Portfolio Manager Nick Puncer discusses current market dynamics and the balance between confidence and…
- The Dividend Corner: 3Q2025 Review & Outlook · 26 min · Odcinek 9Description: In this conversation, Nick Puncer and Ryan Welch discuss the current investment landscape, focusing on the smid market, opportunities for gaining true…
- The Dividend Corner: Refining Bahl & Gaynor’s Income Growth Strategy · 10 min · Odcinek 7In this episode of The Dividend Corner, Nick Puncer and Stephanie Thomas discuss a recent refinement made to Bahl & Gaynor’s large cap Income Growth strategy. They explore the…
- The Dividend Corner: The Artificial Intelligence Buildout · 32 min · Odcinek 6Artificial intelligence (AI) has become one of the most discussed themes in markets, drawing significant investment and generating both opportunities and risks. In this special…
- The Dividend Corner: 3Q2025 Mid-Market Update · 26 min · Odcinek 5Nicholas Puncer: Hi, I'm Nick Puncer, Portfolio Manager and member of Bahl & Gaynor's Investment Committee. Welcome to the Dividend Corner It's August 2025, and for this…
- The Dividend Corner: 2Q2025 Quarterly Update · 11 min · Odcinek 4Hi, I’m Nick Puncer, Portfolio Manager and member of Bahl & Gaynor’s Investment Committee. Welcome to our fourth episode of The Dividend Corner, following our mid- quarter update…
- The Dividend Corner: 2Q2025 Mid-Market Update · 18 min · Odcinek 3Hi, I’m Nick Puncer, Portfolio Manager and member of Bahl & Gaynor’s Investment Committee. Today is Thursday, May 15, 2025, so we are halfway through the second quarter, and we…
- The Dividend Corner: 1Q2025 Quarterly Update · 15 min · Odcinek 2Hi, I’m Nick Puncer, Portfolio Manager and member of Bahl & Gaynor’s Investment Committee. Welcome to our second episode of The Dividend Corner, following our inaugural episode…
- The Dividend Corner: 1Q2025 Mid-Market Update · 6 min · Odcinek 1Hi, I’m Nick Puncer, Portfolio Manager and member of Bahl & Gaynor’s Investment Committee. Today is Friday, March 7, 2025, so we are more than 2/3 of the way through the…
