A Story Better than Tech Stocks
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 4 September 2020
⏱️ 20 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
In this week’s Dividend Cafe we will address all of this and more:
• Market week in review – is this the tech correction we have been anticipating??? • A vast and thrilling ride through the world of zero% interest rates, and what this new monetary regime means for the economy, the future, and oh yeah, all investors! • A tale of two economies • Something to really worry about • The danger of stock splits • The Pro and Con case for the bank sector • Economic Report Card for the Week (special attention to today’s jobs report) • Politics & Money – update on the election betting odds, scenarios for election night, and general volatility expectations • Chart of the Week – a little history of Nasdaq corrections …
A perfect way to launch your Labor Day weekend … Let’s jump in, to the Dividend Cafe!
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. |
| 0:17.0 | For those you watching on video, I am sitting in the middle of Bryant Park, which is actually |
| 0:22.0 | just down the street from the first office I ever had in New York City. It is on 42nd Street in |
| 0:29.6 | between 5th and 6th Avenue. And I walked here this morning and began working because I had more |
| 0:34.8 | reading and writing to do on my way to the office. |
| 0:39.0 | And just kind of three or four hours later, here I am. |
| 0:42.8 | And so I'm going to just record right here because we need to kind of get this done. |
| 0:49.3 | I hate recording in the middle of the day when we're in the volatility moments again it's |
| 0:56.8 | been a little while since it's been like this and for a while we were recording our Friday |
| 1:00.2 | dividend cafe after the market closed uh the Dow dropped 800 points yesterday it's down 500 points |
| 1:06.9 | today and both of those numbers actually pale in comparison to the NASDAQ, which is really |
| 1:12.4 | leading all this. Most of the Dow damage is kind of incidental, but it's really being led by a big |
| 1:20.6 | tech sell off that is now in just a little over one day reached 10%. And so most of the other sectors |
| 1:27.4 | of the market are kind of behaving and hanging in |
| 1:30.5 | there. And keep in mind, the market was up quite a bit coming into the last couple days. |
| 1:35.5 | So the reason I titled the Dividing Cafe this week, a bigger story than tech stocks, |
| 1:43.1 | is because despite the fact that you have these |
| 1:46.7 | things kind of going on, you really need to be focused, I think, a bigger picture on the |
| 1:55.4 | subject of Dividy Cafe this week, which is, I think, the paradigmatic changes taking place economically, perhaps |
| 2:03.2 | culturally, by the way, but certainly from an investor standpoint, which is the reason people |
| 2:08.9 | come to the dividend cafe, around zero interest rates. |
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