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The Dividend Cafe

Bite-sized Nuggets

The Dividend Cafe

The Dividend Cafe - The Bahnsen Group

Investing, Estate Planning, Dividend Growth Investing, Retirement Planning, Monetary Policy, Wealth Management, Business, Macro Economics

4.9572 Ratings

🗓️ 26 January 2024

⏱️ 21 minutes

🧾️ Download transcript

Summary

Today's Post - https://bahnsen.co/3OkKhL0

I did something fun today …  I just picked random topics from various things on my mind, in my daily reading, or across my research feed – sort of stream of consciousness – and wrote about them.  Therefore, I suspect there will be a little something for everyone today.  Hopefully, each portion is “bite-sized” enough to make it all succinct and readable, and I certainly appreciate any feedback you have to offer.  In fact, I am considering something like this in the daily DC Today (where I would write my own piece every day on whatever topic I am so inspired by that day, and let Brian run with the daily data recap).  It's all a work in progress and your comments are welcome.

And in the meantime, let's jump into the Dividend Cafe - bite-sized variety and all ...

Links mentioned in this episode: TheDCToday.com DividendCafe.com TheBahnsenGroup.com

Transcript

Click on a timestamp to play from that location

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.

0:12.2

Well, hello and welcome to this week's Dividend Cafe live from New York City.

0:18.4

It's been one heck of a week.

0:20.7

I was in Washington, D.C. Wednesday and Thursday. Live from New York City, it's been one heck of a week.

0:26.8

I was in Washington, D.C., Wednesday, and Thursday, I came back in at the end of the day.

0:30.3

So it was a pretty short trip, but a really, really productive one. And I'm actually looking forward to sharing some of the takeaways more next week,

0:35.9

because there most certainly were takeaways.

0:38.6

But, you know, what you want to use this Divida Cafe time today to delve a little bit

0:44.6

into various topics that are floating around the globe, economic, you know, a little bit political,

0:53.8

market oriented.

0:55.8

And so I did this week's Dividing Cafe.

0:58.7

I did enjoy writing it.

1:01.3

It was a bit of a stream of consciousness.

1:03.9

I kind of just throughout the week took different little topics that came to mind from my morning research.

1:12.3

And I don't know, every now and then I just like explaining the process.

1:16.3

You know, I am using the very, very early morning hours every day of my life for my research.

1:24.3

And I read a lot of research.

1:27.4

And most of the writing I do ends up being between

1:30.8

hours of 3.30 and 7.30 in the morning as well, but certainly the vast majority of the reading does.

1:38.7

And so what I did this week is just kind of as I was going through different white papers,

1:43.0

bulletins, macro reports,

1:46.0

you know, from the normal process of research digestion, I would just sort of earmark certain

...

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