Structural shifts and PE normalization

Scott Kaufman from The Dividend Kings explains the market's large rotation from heavy growth focused investments to being overwhelmingly focused on value (0:35) Long-term structural shifts (2:00) Enbridge is overpriced (4:30) Software sell-off (5:30) Cash flow is king; Canadian National Resources, EOG Resources (7:00) Private credit selloff but no wide scale default (14:00) Bond yields remain low (18:00)

Show Notes:
Unlocking Dividend Growth With The Dividend Kings
Enbridge: When Quality Is Overpriced

Episode Transcripts

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