All That Is On Your Mind - October 2023
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 20 October 2023
⏱️ 23 minutes
🧾️ Download transcript
Summary
Today's Post - https://bahnsen.co/46P3YBs
Greetings from New York City, where I will be leaving very early Friday morning to head back to California for a week and where I have been in meetings all week with our major money manager partners across every asset class in which we live. I had thought about doing today’s Dividend Cafe as a sort of recap of the week, but I am going to need the plane flight home to better organize 25 pages of notes and more decks than I know what to do with. I am in content overload mode at the moment, which is one of my favorite modes to be in (often times I am in Chinese food overload mode, so “too many charts” about the economy is far healthier than “too much fried rice”). I plan to really clean up my notes and takeaways and allow more organized thoughts to create a deliverable around this week’s findings. Brian Szytel and Kenny Molina are phenomenal Investment Committee partners, and we were all richly blessed by the conversations we enjoyed this week on interest rates, economic projections, housing, credit markets, relative value opportunities, and more. So, for those who want to tag along a bit on the week, stay tuned – more to come.
But that does leave me with a Dividend Cafe to write and not a whole lot of margin in which to write it. Luckily for me (and maybe for you??), a robust set of questions has come in that I have been sandbagging, and it seems like a good time to use Dividend Cafe to answer all of your latest and greatest questions. I am quite confident these questions that have come in will reflect things on the minds of many of you, so get ready for some good takes on such subjects as fears about interruption to dividend growth, minimum wage laws, velocity and inflation, dollar strength, China, and more on the Israel/Middle East situation (discussed in last week’s Dividend Cafe).
Get ready to jump 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 |
| 0:06.6 | and dividends in your understanding of economic life. |
| 0:11.9 | Well, hello and welcome to the Dividendon Cafe. |
| 0:15.7 | I am at the end of our annual Money Manager Week and here in New York City, by the time you're |
| 0:24.1 | watching this, actually I should be back to California. I'm recording for my apartment at the |
| 0:30.5 | end of the day on Thursday. And it's been an absolute whirlwind of a week. Our last meetings |
| 0:36.6 | concluded this afternoon with a luncheon event at the |
| 0:40.1 | Economic Club of New York put on with Federal Reserve Chairman Jay Powell. |
| 0:46.3 | And prior to that, the money manager and hedge fund meetings and so forth, |
| 0:52.1 | a couple of the research firms we work with. |
| 0:54.6 | We really had a very busy schedule, but as always is the case, very enlightening, illuminating. |
| 1:02.4 | And I will take advantage of my time on the plane Friday to get a lot of the takeaways |
| 1:08.3 | organized and condensed and written up. |
| 1:12.4 | So count on hearing a lot more about this week. |
| 1:15.4 | I want to let these things appropriately percolate and come back |
| 1:19.5 | because there's definitely some actionable items and some key takeaways. |
| 1:24.1 | I think it will be fun to summarize for those who are interested in that deeper |
| 1:28.3 | dive. What I decided to do with this week's Dividendon Cafe is get caught up again with the |
| 1:36.2 | questions that come in. We try to answer one or two per day in the DC today, but sometimes the |
| 1:42.3 | volume gets up to a level where there's a few that build up |
| 1:46.0 | and we can use this to answer the questions in Divida Cafe, but of course, it's not really |
| 1:51.5 | about merely responding to somebody. I could always just do that, and in fact, I do quite a bit, |
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