S1E173 - Daniel Peris: Is Your Portfolio Built on a 40-Year Illusion? Why Wall Street's War on Dividends Defies 5,000 Years of Financial History

Find me on Substack: https://bogumilbaranowski.substack.com/

Daniel Peris is a historian-turned-portfolio manager at Federated who uniquely combines PhD-level expertise in Russian history with two decades of investment experience to challenge modern finance's dismissal of dividend investing through rigorous historical analysis.

3:00 - Peris shares his unconventional path from Cold War studies and Russian history PhD to Wall Street, explaining how his historical training shapes his contrarian approach to investment challenges by questioning where current financial rules originated and whether they remain fit for purpose.

8:00 - Historical perspective on financial innovation: Peris argues...