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Episode Description
Today's Post - https://bahnsen.co/3IQOTsJ
Insights and Takeaways from a Week of Meetings in NYC
In this week's Dividend Cafe, David Bahnsen, managing partner and CIO at The Bahnsen Group, recaps key insights from a week of high-level meetings with asset management partners, hedge funds, and private market managers in New York City. Reflecting on the history of these annual gatherings, David discusses the intense debates about AI, the nuances of private market investing, the low conviction on the state of the economy, and the implications of tight credit spreads. Additionally, he delves into the interconnectedness of the data center theme and its broad economic impact. These themes will inspire future discussions in upcoming Dividend Cafe episodes. David also mentions potential portfolio adjustments based on these insights.
00:00 Welcome to Dividend Cafe
00:27 Recap of New York City Meetings
01:53 Historical Context and Evolution
05:45 Insights from Recent Meetings
10:34 Key Themes and Takeaways
17:35 Conclusion and Future Outlook
Links mentioned in this episode: DividendCafe.com