The More Things Change [Income from Equities]

Recently, a friend sent me this link to a radio interview I did for Bloomberg Radio six years ago. It's amazing to me how much of what we discussed then remains relevant and timely today: 

• Geopolitical uncertainty
• Impact of Federal Reserve Bank policy
• The importance of investing in good companies with strong franchises, sound balance sheets, and attractive valuations
• The relative unattractiveness of bonds versus stocks - especially stocks with attractive dividend yields

To me, it's a great example of "the more things change, the more they stay the same."  If you are willing to invest five minutes to give it a listen, I'd love to hear your thoughts, feedback, or reactions. The link to the interview is below:

Bloomberg Radio Interview - August 3, 2016

Thanks for the generosity of your time and attention.

-Mike