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Shownotes
Scott Kaufman from The Dividend Kings (seekingalpha.com/checkout/mp_1319?source=ie_po…) explains the market's large rotation from heavy growth focused investments to being overwhelmingly focused on value () Long-term structural shifts () Enbridge is overpriced () Software sell-off () Cash flow is king; Canadian National Resources, EOG Resources () Private credit selloff but no wide scale default () Bond yields remain low ()
Show Notes:
Unlocking Dividend Growth With The Dividend Kings (seekingalpha.com/article/4854178-unlocking-div…)
Enbridge: When Quality Is Overpriced (seekingalpha.com/article/4879188-enbridge-when…)
Episode Transcripts (seekingalpha.com/author/investing-experts-podc…)
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