Manage episode 275893378 series 2773158
In this episode, John Mihaljevic hosts a discussion of:
Dividend payout policy as part of overall capital allocation: Chris Bloomstran casts a critical eye toward the tax (in)efficiency of dividends and the decision-making process behind corporate boards' dividend policies. We discuss the utility of dividends within a capital allocation framework.
Forecasting surprises (and disasters) based on a Phil Tetlock article: Phil Ordway shares insights from a recent Phil Tetlock article and takes a look at the conditions under which forecasting can add value. We discuss the role of forecasting in equity valuation and investment decision-making processes.
Elliot Turner rejoins us in the next episode.
Enjoy the discussion!
The content of this podcast is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this podcast. The podcast participants and their affiliates may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated on this podcast.