FINAL Covid and Markets - Tuesday September 29
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 29 September 2020
⏱️ 43 minutes
🔗️ Recording | Apple Podcasts | RSS
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Summary
It is a bittersweet moment for me to present my last ever missive of COVID and Markets. Okay, it is a lot more sweet than bitter. I truly believe the essence of the markets lesson from COVID has been learned, and that the ongoing story of economic recovery, policy response, and all the various implications of things will live in for some time to come. But included in that essence is the reality of living with COVID, protecting the most vulnerable, and engaging trade-offs around reasonable safety measures for public health vs. the existential and economic need to have a functioning society. There are a lot of resources out there producing a truly intelligent, sober, and informed perspective on COVID medically, which really do seek to neutralize the panic-porn sensationalism so many have fallen into. This can’t be one of those resources. I don’t have the expertise or bandwidth to fully dedicate myself to COVID/medical information. It has been integrated with my work for six months, and I am proud of what I have learned and what I have presented, but it was always, always, always intended to be a part of the broader economic and markets story.
I am a markets guy, with every ounce of breath in my body. And the COVID part of COVID & Markets is no longer on my front page, and shouldn’t be on yours either. So I have to be honest.
Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Transcript
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| 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. |
| 0:12.4 | Well, hello and welcome to what is indeed the very last COVID and markets podcast brought to you by the Dividend Cafe of the Bonson Group. |
| 0:22.1 | But by no means the last Dividend and Cafe podcast and by no means the last podcast with my |
| 0:27.4 | whole team here, the Investment Committee. It's been so long. It feels like this is our first and |
| 0:33.9 | our last, but actually for those you watch in the video, you can see I'm surrounded by the investment committee of the Bonson Group. |
| 0:40.8 | And we're going to have a little discussion here today as kind of a special farewell to the COVID-O-Markets podcast. |
| 0:47.0 | The reason that we are getting rid of the COVID-Markets podcast is elaborated on in a little longer form today at COVIDomarkets.com. |
| 0:55.6 | I wrote a little piece kind of explaining why we're moving past it. |
| 0:58.4 | What we're not moving past is a daily communication around the markets. |
| 1:02.6 | In fact, the response that we got from the COVID daily missive has led us to decide we're going to keep that going. |
| 1:10.7 | And on Thursday, October |
| 1:12.5 | 1st, will be our inaugural edition of the DC Today.com, which will be a daily market update will run |
| 1:19.6 | every market day Monday through Thursday. And then, of course, Friday you'll get the weekly |
| 1:22.9 | dividend cafe commentary. So the distinction would be Monday through Thursday, we're going to have a |
| 1:28.4 | just kind of quick rundown in markets, summary of what's happening in the new cycle, |
| 1:33.4 | you know, Fed announcements, various macroeconomic developments that we think are relevant to your |
| 1:40.4 | understanding of the markets and what's happening in the world around you. And we're going to |
| 1:43.4 | try to make it short, succinct, understandable, but still informative. |
| 1:47.7 | And then, of course, Friday will continue with the weekly dividend cafe we've been doing for many, many years. |
| 1:53.4 | If there's an important COVID announcement, if there's something substantial, it needs to be discussed around the coronavirus, we'll include that into the D.C. |
| 2:00.5 | today. But I am very transparent around the fact that I believe we needed to terminate COVID |
| 2:07.7 | and Markets.com as a daily offering for the very reason that I've been writing about COVID over the last |
... |
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