About this episode

The episode discusses the parallels between current dividend stock trends and the dot-com bubble of 1999, featuring insights from Tom Dugan and Emily D'Agostino.

History is rhyming. The last time dividend stocks were this out of favor, the dot-com bubble was peaking. Portfolio Manager Tom Dugan joins Director of RIA Relationships Emily D'Agostino to discuss why that dynamic looks a lot like 1999, what the historical data says about what comes next, and why the Confluence IDEA strategy's quarter-century of consistent philosophy and construction may be precisely what this moment calls for. If history is any guide, patient investors may be about to be rewarded.

People in this episode

Host: Emily D'Agostino

Guest: Tom Dugan

Topics covered

• dividend stocks
• investment strategy
• historical data
• market trends
• long-term investing

Keywords

• dividends
• investment
• Confluence IDEA strategy
• market history
• portfolio management

Mentioned in this episode

Organizations: Confluence Investment Management

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