James Mackintosh
speaker
23 appearances
2 recordings
1 series
first heard Mar 2025
last heard 21 May
James Mackintosh’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in May 2026 with 1.
Appearances
WSJ What’s News · Senate Republicans Break With President Trump Over $1.8 Billion Fund · 21 May 2026
podcast
The aspect I was looking at was the highest quality dividends.
So this is companies that have managed to not only pay a dividend every year for 25 years, but have increased it every year as well.
They've become known as the dividend aristocrats, which is a S&P index.
So the idea here is that you're buying safe, high quality companies that are sure to be able to pay their dividend.
They're not sexy big names, but they are big names.
So people like Coca-Cola, which I don't think investors have thought was sexy for, well, since the days of Cherry Coke.
ExxonMobil is another one.
The dividend aristocrats had been doing brilliantly for years and years and years.
And it beat the S&P 500 right up until about three years ago.
And since then, it's been terrible.
It's having its worst three-year period since the dot-com bubble when dividend investing also went out of fashion.
And the reason is the same, which is that a whole bunch of companies that don't pay dividends are doing incredibly well.
Mostly it's that you're missing out rather than that you're doing badly because of it.
They're supposed to be slow and steady companies.
If you bought them, you know, you haven't lost money, but you've just missed out on this great big boom that's underway.
So you're probably not feeling very excited about your portfolio and probably a bit jealous of the guys who picked some of the AI stocks and have made big money.
Das ist ein Moment, an dem Menschen anfangen zu sagen, warte mal, können wir wirklich Amerika vertrauen?
Der Fakt, dass die ersten großen Tarife an den USAs engsten Handelspartnern sind, Kanada und Mexiko, ist für sie ein echter Schock. Aber außerdem ist das der Präsident, der den Handelsvertrag genau mit Kanada und Mexiko renegotiiert hat.
So if they can't rely on the president's own trade deals, who in future is going to be willing to rely on new trade deals that the US might agree or old existing trade deals? It makes it a very untrusting world and of course tariffs are only a part of that. We've also got the geopolitics of it with Europe in particular.
People who've been following trade closely would argue that actually Biden showed clear protectionism. He continued many of the Trump policies. The shift that began under Trump's first turn against China was intensified by Biden. And there has been a general trend in the world towards de-globalization for quite a while now.
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