Bipartisan is Not Always Good For Markets
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 1 November 2024
⏱️ 21 minutes
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Summary
Today's Post - https://bahnsen.co/3UxOxda
Election and Economic Insights: November Dividend Cafe with David Bahnsen
In this episode of Dividend Cafe, David Bahnsen, Managing Partner at The Bahnsen Group, discusses key topics as the U.S. approaches the 2024 election. From his New York City office, David addresses the outlook of the election, the future role of tariffs, and the influence of the Federal Trade Commission and its Commissioner, Lina Khan. He explores potential impacts on monetary policy and the Federal Reserve's actions, commercial real estate loans, and the implications of a Trump or Harris administration on market dynamics. David also touches on the volatility of the yen and concludes with insights on the proportion of the S&P 500 represented by a small number of companies. Stay tuned for Monday's Dividend Cafe episode on economic data and housing updates.
00:00 Introduction and Setting the Scene
00:30 Election and Tariff Talk
04:04 Federal Trade Commission and Regulatory Insights
06:47 Federal Reserve and Monetary Policy Speculations
10:35 Commercial Real Estate and Corporate Credit Outlook
15:28 Currency Dynamics and Market Volatility
18:24 Conclusion and Final Thoughts
Links mentioned in this episode: DividendCafe.com
Transcript
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| 0:00.0 | Welcome to the Dividing Cafe, weekly market commentary focused on dividends in your portfolio |
| 0:07.0 | and dividends in your understanding of economic life. |
| 0:11.0 | Well, hello and welcome to the first Dividing Cafe of November. |
| 0:18.0 | I am David Bonson, managing partner at the Bonson Group. It is November the 1st. I am in |
| 0:23.1 | our New York City office and we are just days away from the 2024 election. We are into the final |
| 0:30.7 | two months of the year. It is fall. It is beautiful. There is football on. Thanksgiving is coming up at the end of the month. |
| 0:39.0 | What could anyone possibly be anxious about? This is not going to be a Dividon Cafe dedicated entirely |
| 0:46.7 | to the election. I'm going to jump around to a few different topics, but a lot of them are connected |
| 0:53.0 | to the election or the aftermath of it. |
| 0:55.3 | But there's some important stuff to say today. |
| 0:58.1 | So I'm excited to go through this. |
| 1:00.6 | I do want to quickly do a Mia Coppa because last week from Chicago, |
| 1:05.0 | I believe I said that I was going to do this week's dividendividy Cafe on tariffs and dedicate a whole unpacking |
| 1:13.5 | of the ramifications, the tariffs, taxes on imports. |
| 1:20.6 | They have been a significant plank in the Trump campaign. |
| 1:25.8 | I don't want to say there's a significant plank in his policy portfolio |
| 1:31.3 | because there hasn't been a lot of specifics as to what may be involved, |
| 1:35.4 | but there's been different aspects of reduced corporate income rate for companies |
| 1:41.2 | that manufacture exclusively in the United States, |
| 1:46.1 | tariffs for companies who don't, but of course the companies in the U.S. don't pay tariffs. It's imports coming in, but then |
| 1:52.2 | it's talked about different rates, different times, different specifics, so it's hard to analyze |
| 1:57.0 | that. And then I started thinking about the fact that I'm standing still now just a few days |
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