A Booze Free Punch Bowl
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 6 May 2022
⏱️ 17 minutes
🧾️ Download transcript
Summary
Market volatility is on a roll, with the VIX now double the level it started the year at. This week saw the biggest up day we have had all year, followed the very next day by the biggest down day of the year.
A lot is happening, and we can and will unpack it in today’s Dividend Cafe, but we will not leave it there. The takeaway today will be what to do about it (or not do about it), and that is why you should enter the Dividend Cafe. Knowledge followed by action. To that end we work.
Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Transcript
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| 0:00.0 | Welcome to the Dividing Cafe weekly market commentary focused on dividends in your portfolio and dividends in your understanding of economic life. |
| 0:12.7 | Well, hello and welcome to another week of the Dividendon Cafe and welcome to another week of some pretty insane times in the market. And I normally do not, |
| 0:24.1 | actually, I regularly do not consider volatility to be insane. I don't consider a good week insane. I |
| 0:29.7 | don't consider a bad week insane. But when you do have the biggest up day of the year and the biggest |
| 0:36.3 | down day of the year right next to each other, |
| 0:39.0 | as we saw Wednesday, Thursday this week. That's pretty abnormal. And so, again, I think that |
| 0:45.8 | some thoughts are in order today in the Dividend Cafe on the reality of market volatility, |
| 0:52.7 | the particulars of this market volatility, what it does not mean, |
| 0:57.3 | what it does mean and what the key takeaways out of all of it are. |
| 1:01.6 | So I'm kind of pumped up on this subject. |
| 1:04.0 | Unfortunately, I'm having to record at my house here in Newport Beach on a Friday morning |
| 1:09.7 | because I'm on my way to a day of team meetings |
| 1:12.9 | and other things that are going on with our leaders at our business. And so I'm not in the |
| 1:18.0 | studio this morning. But I do hope that the backdrop of where I'm recording means nothing to you |
| 1:25.0 | and that the things that I'm saying hopefully mean at least a little |
| 1:28.6 | something. What I want to start with is a high level understanding of the present volatility. |
| 1:35.5 | The notion that there are economic uncertainties, you know, what is manufacturing going to do? |
| 1:41.9 | We've got to look at the labor data, the jobs up, |
| 1:44.6 | jobs down, GDP growth this quarter, last quarter, next quarter, that those things are creating |
| 1:50.8 | an elevated level of uncertainty. The Russian war in Ukraine, the various geopolitical things, |
| 1:57.8 | all of it is both true and untrue at once. What I mean by true is, yep, |
| 2:01.5 | all those things are pretty uncertain. All those things are up there. We're all looking at the data |
... |
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