Confluence of Ideas – Deja vu for Dividends?

What this episode covers

History is rhyming. The last time dividend stocks were this out of favor, the dot-com bubble was peaking. Portfolio Manager Tom Dugan joins Director of RIA Relationships Emily D'Agostino to discuss why that dynamic looks a lot like 1999, what the historical data says about what comes next, and why the Confluence IDEA strategy's quarter-century of consistent philosophy and construction may be precisely what this moment calls for. If history is any guide, patient investors may be about to be rewarded.

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Frequently Asked Questions

How long is this episode of Confluence Podcasts?

This episode is 8 minutes long.

When was this Confluence Podcasts episode published?

This episode was published on June 23, 2026.

What is this episode about?

History is rhyming. The last time dividend stocks were this out of favor, the dot-com bubble was peaking. Portfolio Manager Tom Dugan joins Director of RIA Relationships Emily D'Agostino to discuss why that dynamic looks a lot like 1999, what the...

Can I download this Confluence Podcasts episode?

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