A Father's Day Dividend Cafe
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 19 June 2020
⏱️ 38 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
• There is a solution of the problem of always having a reason to sell, and always having a reason to buy: It is – always having a plan …
• The nation’s debt is talked about as much any topic in the political/economic sphere, but rarely talked about with any real practical sense of what the eventual possible outcomes actually look like. Today we provide five crystalized options for what eventually comes of America’s national debt. This is crucially important for people who care about their kids and grandkids, and people who don’t.
• The “financialization” of the American economy is happening right before our eyes, and it is a major consequence of the monetary regime in which we live. It needs to be understood – the good, bad, and ugly.
• Why inflationary efforts are creating more deflation – an economic primer you will love, and your college professors never gave (or got themselves)
• Proof that dividend growth requires active management, and that passively trying to get it will ensure you lose it
• Small-cap investing is very promising coming out of recessions, and if you think dividend growth needs active management, you should see the data in small-cap!
• The economy is picking back up – but wow does it have a lot of work to do. Check out the updated data from air travel, restaurant reservations, retail shopping, and more. And then, check out what really, really matters – business investment. Some investors are focusing on mall traffic in Q2 of 2020. We are focusing on industrial production in Q1 of 2021.
• The Chart of the Week tells you why the market keeps embarrassing not just bears, but those who don’t understand how markets work
• And in Politics & Money, look at worst news imaginable for President Trump, and the best news imaginable … all at once.
It’s an action packed Dividend Cafe, so jump on in … There is no U.S. Open to watch, so you really have no excuse.
Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Transcript
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| 0:00.0 | Welcome to the Dividend Cafe weekly market commentary focused on dividends in your portfolio and dividends in your understanding of economic life. |
| 0:12.4 | Well, hello and welcome to this week's Dividend Cafe, both those of you listening on the podcast and watching on the video. |
| 0:21.5 | We have a special edition this week. |
| 0:24.5 | It's special in the sense that it's kind of long. |
| 0:27.3 | And I have printed here in my hand the written dividend cafe.com because I say it all the time and never do it. |
| 0:34.0 | But I'm like determined to let you listeners get the full enchilada this week of |
| 0:38.8 | everything I talk about in the written commentary. It's also special because it's Father's Day |
| 0:43.4 | weekend and I won't repeat or rehash all the sentiments of the commentary to this effect, |
| 0:53.3 | other than to just say that I do wish all of you dads happy |
| 0:57.3 | Father's Day and and I think that it's one of those you know two-way holidays and how we |
| 1:04.4 | take it you know because we we have our own dads to honor and then many of us are |
| 1:10.4 | dads and so there there's that that uh you know |
| 1:14.9 | connection with our own kids and then connection with the generation above and and uh and the comment |
| 1:20.7 | I was I was focusing on was how you know I'm just so used to watching golf on Father's Day weekend |
| 1:27.3 | and that U.S. Open being Sunday. |
| 1:30.6 | And so, you know, the U.S. Open is not here this year. Oftentimes, the NBA finals has been running through Father's Day weekend and that's not here. |
| 1:38.5 | And yet both of those things are coming back. And yet, you know, my own father has been passed away |
| 1:44.7 | 25 years now is not. And I think that there's this sort of reflection, you know, that's always |
| 1:51.6 | healthy, particularly for those, which I think is most of you, but in my case, certainly very blessed |
| 1:58.0 | to have had a wonderful relationship with my dad. And so it's a good weekend to reflect and be grateful. |
| 2:04.9 | And also grateful, you know, for being a father and the kids that I'm trying to bring up. |
| 2:11.8 | And so hopefully we do have things to look forward to. |
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