Calling All Investors Who Want Income
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 12 February 2021
⏱️ 27 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ 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 |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from The Dividend Cafe - The Bahnsen Group, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of The Dividend Cafe - The Bahnsen Group and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

