A Buffet of Answers
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 1 September 2023
⏱️ 28 minutes
🧾️ Download transcript
Summary
Today's Post - https://bahnsen.co/487nJFU
So you may have seen in yesterday’s DC Today that my plans for an out-of-country few days with my wife this week, unplugged from work and electronics, was foiled yet again, this time by Hurricane Franklin. We have a running list over the last nearly 25 years of that which has prevented such an “unplugging,” and truth-be-told, we just are what we are. It seems to be a bigger focus to others that we “relax” and “take it easy” than it is to us. We accept this is a full-time job.
But yes, it was not the week we had thought was coming. This week’s Dividend Cafe is the Dividend Cafe I thought was coming, though. A long list of really thoughtful questions is worked through covering such topics as the Fed, private credit, growth investing, the U.S. dollar, Saudi Arabia, the 2024 election, municipal bonds, and so much more. It is a lot of fun and sure to offer something for everyone.
So jump on in to the Dividend Cafe. There may be a hurricane in Bermuda, but there is clarity, perspective and answers, in this place where we belong.
Links mentioned in this episode: TheDCToday.com 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 |
| 0:07.0 | and dividends in your understanding of economic life. |
| 0:10.0 | Well, hello and welcome to the Dividendon Cafe. |
| 0:15.0 | I am excited to do another edition. |
| 0:17.0 | We've been trying to do about one of these per quarter where I just go through |
| 0:21.7 | and answer questions that have come in. Every one of them is real. Everyone has come from an actual |
| 0:27.2 | person. Often a client, sometimes not a client, just a regular reader, subscriber, but always good |
| 0:34.1 | questions. In particular this week, I think there's some really thoughtful questions we want to |
| 0:37.9 | answer. So I'm going to just go through these one at a time. It covers multiple different |
| 0:43.1 | subjects and we should be able to scratch a lot of inches here. And of course, you know, |
| 0:48.5 | if the answers to any of these questions, generate follow-up questions. So be it, fire away. |
| 0:53.9 | We're going to a holiday weekend. What else do I have to do? |
| 0:57.3 | I want to thank everyone who wished me well on the trip this week. The trip ended up not totally |
| 1:02.7 | really happening. We never did make out of the country with flights canceled around the big hurricane down |
| 1:07.8 | in Bermuda. Our thoughts and prayers are very sincerely with those. |
| 1:12.2 | There's another hurricane that's hitting Florida right now. And then there's Hurricane Franklin |
| 1:15.9 | that took out our trip. And so I don't really care much about our vacations when you're |
| 1:22.0 | dealing with other people that have more real life consequences. But we got a little bit of time |
| 1:27.1 | this week. |
| 1:27.7 | And I'm grateful to Brian. |
| 1:29.2 | I mentioned yesterday in the DC Today that he filled in |
| 1:32.5 | capably for a couple of days with DC today. |
... |
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