Bubbles and Resentments
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 15 October 2021
⏱️ 20 minutes
🧾️ Download transcript
Summary
I loved writing the Dividend Cafe for many years with a “jump around” approach, basically covering a wide array of topics that would enter my orbit of interest each week. I made a decision late last year to start writing “single topic” and to write the entire thing in “one sitting” – basically Friday mornings – so as to make it a more coherent and cohesive read. I do like it better that way, and the feedback I have gotten suggests you do too.
Today is a little old school, which happens every once in a while when no singular topic is inspiring me. There are a number of things I want to look at today, from the Value/Growth discussion to the impact of debt on the economy to so much more. I did write it all in “one sitting” (yes, Friday morning – I am a serious creature of habit), but it covers a handful of different topics that entered my world this morning from a plethora of inspirations.
So off we go into the Dividend Cafe, a read that will be well worth your while.
Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.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. |
| 0:12.2 | Hello and welcome to another dividend cafe. We are here into the middle of October and it feels like the market continues to not exactly know what it wants to do. |
| 0:27.0 | But it's been quite a year. |
| 0:29.6 | And now here into the final quarter, we'll kind of see where things go. |
| 0:32.9 | But I'm going to actually go through a few different topics today. |
| 0:38.0 | As of like 4 or 15 this morning, I was a half hour into reading and writing and really had |
| 0:44.6 | still not been able to come up with a single topic I wanted to cover. |
| 0:49.2 | And I just decided to kind of do one of those Po-Pourri Dividing Cafes I used to do all |
| 0:53.8 | the time. So there's a couple |
| 0:55.1 | things we're going to cover. But, you know, not nothing, nothing too out of the ordinary from |
| 1:02.4 | our normal topics. The thing I wanted to kind of start with has to do with this talk about |
| 1:10.8 | bubbles. You know, it could mean |
| 1:12.8 | a few different things. There's people that feel certain things are in a bubble, like like a |
| 1:17.8 | crypto or like a fang or, you know, certain parts of the technology sector, whether that includes |
| 1:26.1 | fang or doesn't. |
| 1:31.3 | Then there's people that believe like kind of everything's in a bubble. |
| 1:33.6 | Like all assets are in a bubble. |
| 1:36.6 | The stock market at large is in a bubble. |
| 1:38.6 | They're not real selective about it. |
| 1:41.5 | It's kind of like everything under the sun. |
| 1:42.9 | And they could be right. |
| 1:43.6 | They could be wrong. |
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