A Weekend Mailbag Edition
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 16 February 2024
⏱️ 26 minutes
🧾️ Download transcript
Summary
Today's Post - https://bahnsen.co/42K4tM5
Greetings from beautiful Palm Beach, Florida, where by the time you are getting this, I will have left my fourth Floridian city in five days and returned to New York City. It has been a whirlwind of a week in markets, in the data, in the political scene, in the weather, and in Florida speaking. But this week we took a whirlwind of questions covering a lot of topics and did a special “mailbag” Dividend Cafe. As always, the questions cover a lot of topics, and as always, the answers are meant to be succinct, direct, and clear. I love corresponding with your questions and I hope the wide audience of Dividend Cafe finds these questions (and answers) useful.
This week we cover some inflation/deflation vocabulary, even bringing back vital words like velocity and Japanification. We evaluate the way the BLS covers the hilarity of social media “influencers.” We look at what the Fed should be doing in the world they have created. And really, so much more!
Always feel free to reach out with questions of your own, and in the meantime, jump on into the Dividend Cafe.
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 and dividends in your understanding of economic life. |
| 0:11.8 | Well, hello and welcome from beautiful Palm Beach, Florida to this week's Dividing Cafe. |
| 0:18.1 | I am in my, I think it's a fifth Florida City now, forward in the last four days, |
| 0:24.6 | and ready to head back to New York City shortly, but not before giving you a Dividing Cafe. |
| 0:31.1 | And I spent quite a bit of time going through a lot of the backlog of questions that we've gotten |
| 0:36.6 | into the sort of Ask David section. |
| 0:39.9 | And they cover different topics. And I just want to go through all of those and get that kind |
| 0:43.4 | of updated. It was a good week to do that. And I'm going to go back to sort of a single topic |
| 0:48.4 | div cafe next week. I have a couple things in mind. But I'm going to jump right into it here |
| 0:53.8 | regarding the different questions that |
| 0:55.9 | have come in. |
| 0:56.3 | And the first one is just sort of a vocabulary review where the person asked, you use the |
| 1:02.2 | word disinflation. |
| 1:03.5 | Can you walk through the difference between disinflation, stagflation, and Japanification? |
| 1:09.2 | And then they ask of these things are synonymous. And it's interesting |
| 1:12.1 | because a lot of people ask me the difference between disinflation and deflation. And those things |
| 1:17.1 | are different. They're not synonymous, but they're easily confused and they are similar or adjacent. |
| 1:24.1 | But disinflation, stagflation, and Japanification are really three totally different ideas. |
| 1:30.3 | So the answer is no, they're not synonymous. |
| 1:32.2 | But let's just get the vocabulary clear. |
| 1:35.4 | Disinflation refers to a declining rate of inflation. |
| 1:41.8 | So that's not deflation, which is a negative inflation. So if a price is $100 and then it goes to |
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