Portfolio Management
May 2026
65 minutes
Dividend Myths That Distort Markets (w/ Sam Hartzmark) | #628
Sam Hartzmark explains dividend misconceptions, the free dividend fallacy, and how payout policies and buybacks influence investor behavior.Sam Hartzmark
Portfolio Management
January 2020
24 minutes
The Factor Archives: Shareholder Yield
Jim and Jamie discuss capital allocation’s link to returns, the history of dividends and buybacks, and government-mandated repurchase programs.
Portfolio Management
November 2019
15 minutes
Exposing The Big Lie About Stock Buybacks
Ed Yardeni discusses interpreting economic data, misconceptions around share buybacks, and what alternative indicators suggest about current market narratives.