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The Dividend Cafe

Calling All Investors Who Want Income

The Dividend Cafe

The Dividend Cafe - The Bahnsen Group

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

4.9572 Ratings

🗓️ 12 February 2021

⏱️ 27 minutes

🧾️ Download transcript

Summary

I do some fun things today in the Dividend Cafe. We dive deep into the dilemma facing income investors, those who want and need cash flow from their portfolio. It is a conversation that can (and does) go in a number of different directions. I hope you find it riveting.

And we talk a bit about bubbles, about history, about market fads and market risk …

And of course, we look at the present economy and make some bets on where things are going. I hope it will prove informative for you.

A lot of topics that somehow are all loosely connected to one another, in this week’s Dividend Cafe.

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

Transcript

Click on a timestamp to play from that location

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.

0:12.5

Hello and welcome to another Dividend Cafe, a podcast and video. It's kind of fun to see more people watching the videos. I don't know what is

0:23.4

causing that. I just know what is not causing it, which is anything to do with my face. I have a few

0:31.0

things we're going to talk about today, as opposed to kind of sticking on to kind of one topic.

0:35.7

I think that what I'm going to delve into this week in a

0:39.4

lot of ways does flow out of what we talked about last week regarding that discussion of

0:46.6

where we are right now in equity markets with growth, with value, how we came about being, becoming dividend growth investors, why we think dividend growth

0:57.8

investing is a remedy to the dilemmas that are embedded in both what people call the growth

1:04.8

side and the value side. So, you know, I really enjoyed that discussion. I got a lot of great

1:09.8

feedback from the little two-parter we did on that.

1:13.4

And this week I kind of want to elaborate on that in a different, in a more specific venue,

1:18.8

which is the venue or the objective of income oriented investors, those who are needing

1:24.6

to generate cash flow from their portfolio and what the current

1:28.7

world looks like to those people.

1:31.8

And then there's some things that kind of flow out of it right now in the present environment

1:35.2

I'm going to talk about.

1:36.2

So I'm going to do my best to let this podcast kind of track where I went with this week's

1:41.0

Dividend Cafe, which I have printed here. And I, as always encourage you to read

1:47.0

it. And I always say the same reasons, which is because there's charts at dividendcafe.com

1:52.3

that I believe are really useful. And a couple of the charts that I'm going to go into this week

1:57.8

are are particularly, I think, significant. That's why I would love for you to to go look at

2:03.0

that but the the first chart by the way um I could walk through right now what it what it means

...

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