About this episode
Today's Post - https://bahnsen.co/3SqEZ2G Balancing Logic and Emotion in Investment Decisions In this episode of Dividend Cafe, recorded from Newport Beach, the discussion revolves around the impact of human psychology on investment decisions. David delves into the importance of balancing logic (logos) and emotion (pathos) in managing a diverse investment portfolio, touching on systematic and non-systematic risks. The conversation also covers recent market dynamics and geopolitical events, emphasizing that current market behaviors are more about valuation than geopolitical tensions. The episode concludes with speculative insights on the economic implications of the Ukraine conflict and potential investment opportunities in rebuilding efforts. Listeners are encouraged to check out accompanying charts and additional insights available in the written Dividend Cafe. 00:00 Introduction to This Week's Dividend Cafe 00:28 Balancing Logic and Emotion in Investing 03:04 Understanding Systematic and Non-Systematic Risk 05:50 The Challenges of Portfolio Diversification 09:01 Current Market Conditions and Geopolitical Impact 13:42 Potential Economic Implications of the Ukraine Conflict 17:05 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com