A Week to Remember
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 24 January 2025
⏱️ 24 minutes
🧾️ Download transcript
Summary
Today's Post - https://bahnsen.co/3PKDFpp
The top-performing sector throughout the entire Biden Presidency? ENERGY The weight of the entire energy sector right now in the entire S&P 500? 3.2% The weight of Apple in the S&P 500? 7.6% The weight of Microsoft in the S&P 500? 6.3% So every energy company put together in the S&P 500 is worth well less than half of Apple and basically right at half of Microsoft. And this comes AFTER Energy was up +284% over the last four years, compared to the second place +120% performance in Technology. Source: *Factset January 22, 2025
President Trump announced via a splashy news conference Tuesday night that OpenAI, Oracle, and Softbank are creating a joint venture called Stargate: Source: https://www.wsj.com/tech/ai/tech-leaders-pledge-up-to-500-billion-in-ai-investment-in-u-s-da506cd4?mod=latest_headlines
Navigating Market Impacts Under the New Administration
In this week's Dividend Cafe, host David Bahnsen discusses the fast-paced events of the week, recorded amidst his team's offsite retreat. The focus shifts to the first days of President Trump's 2.0 administration, unpacking the economic implications of several executive orders. Bahnsen examines key policy changes around energy, DEI programs in federal agencies, and the temporary halt of the TikTok ban. He emphasizes the market implications of these orders while noting the more organized approach of the administration compared to 2017.
00:00 Introduction and Weekly Overview 00:36 Inauguration and Executive Orders 06:32 Market-Sensitive Policies 09:10 Energy and Trade Policies 15:10 Key Takeaways and Market Tidbits 22:04 Conclusion and Final Thoughts
Links mentioned in this episode: DividendCafe.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. |
| 0:12.1 | Hello and welcome to another Dividend Cafe. I'm your host, David Bonson, and I'm excited to present a week's worth of excitement into a weekly Dividing Cafe. It has been a very |
| 0:24.9 | fast-moving week. And we're doing something a little bit different this week in that, |
| 0:29.3 | though you're receiving this, as you always do on Friday, we're recording in the middle of the |
| 0:33.7 | week because we have our team retreat and off-site meetings that I talked about last |
| 0:38.6 | week on Thursday and Friday this week. And I normally am writing Dividend Cafe and certainly |
| 0:45.3 | recording it near the end of the week. But this week, I not only am recording in the middle of the |
| 0:52.1 | week because of the team festivities and |
| 0:55.3 | activities and meetings. However, I am also wanting to use the Dividendon Cafe today to talk |
| 1:01.9 | about the events of the inauguration and first couple of days after the inauguration in terms |
| 1:08.4 | of public policy around the new administration coming in. |
| 1:12.2 | We had an avalanche of executive orders signed. We've had a number of announcements. |
| 1:18.9 | There's been press conferences. There's been tweets. There's been dogs and cats falling out of the |
| 1:24.1 | sky. And there are some things that I don't think are particularly market |
| 1:27.8 | sensitive, and there are some things that are. And so I just want to hit the right |
| 1:33.1 | highlights in terms of what needs to be brought to your attention and really put our focus |
| 1:39.2 | and emphasis in this talk on those things that are most market sensitive and economically relevant. |
| 1:46.1 | I'm going to do the same caveat I did a couple of times last year when we were doing |
| 1:50.1 | election, pre-election, dividend cafe issues when we were doing the aftermath of the election. |
| 1:56.7 | There are some of these issues that I'm about talking about. |
| 1:58.9 | I have opinions on that some of them I actually don't have opinions or at least have strong opinions on. And then there is the way in which you present things that is very much in this case intended to present what may be relevant to markets, how something that does or doesn't happen with tariffs or does or doesn't |
| 2:18.3 | happen with China impacts us as investors. |
... |
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