Financial Certainty in a Time of Global Uncertainty
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 24 July 2020
⏱️ 19 minutes
🔗️ Recording | Apple Podcasts | RSS
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Summary
Today's Dividend Cafe reminds of the uncertainty that exists around the world today. Europe may seem to have rectified some parts of their uncertainty, but they invited new uncertainties in doing so. The U.S./China tensions are not solving themselves, and you may have read somewhere that COVID case growth hasn't solved itself yet either (highly contagious viruses are interesting, that way). It is a both unavoidable and unsettling reality of life right now - many conditions, globally and not just domestically, are uncertain.
In answer to this uncertainty, the Dividend Cafe provides a little refresher of some of the most basic investment principles we believe in, applied to the methodology The Bahnsen Group has built its business around - dividend growth.
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. |
| 0:14.0 | Hello and welcome to this week's Dividend Cafe. This is David Bonson. I'm the chief investment officer of the Bonson Group. |
| 0:21.7 | And those of you watching on video, get to see yet another location as we bounce around |
| 0:27.4 | here in this quarantine, post-quarantine period of time. I think last week I was at my |
| 0:35.1 | apartment in the city. Now I'm out at our house in the Hamptons, |
| 0:38.3 | and I will be back in the office in New York in another week. So different locations all up here in the New York area. |
| 0:46.3 | And in August, actually back in the California office again. |
| 0:50.3 | But hopefully you don't even care where I'm recording from. It's just the stuff that I'm sharing with you, which today is interesting. |
| 0:58.0 | I'm going to spare you more details this week on my jogging routine and instead focus a little bit on a little history. |
| 1:10.0 | And I had earlier in the week began the process of setting out a few kind of timeless principles |
| 1:19.6 | from our dividend growth investing philosophy that I thought were maybe particularly |
| 1:26.1 | aproped to the current environment that we're in and had a particular application in the investing context of today. |
| 1:37.0 | And throughout the week, it became more apparent to me that this theme of uncertainty, which I think a lot of people, when they use the term in the U.S. right now, |
| 1:46.7 | they're still referring to COVID. |
| 1:49.0 | And I believe that there's a lot more uncertainty than just simply those that particularly pertain to coronavirus. |
| 1:58.0 | I think that what we have right now, when you look at this week's announcement |
| 2:03.2 | of a huge debt stimulus program in Europe, when you look at escalating tensions with China, |
| 2:10.9 | each country going back and forth, closing consulates and whatnot, you have a certain |
| 2:16.9 | degree of global uncertainty, some of it minor, |
| 2:19.5 | some of it more severe, some of it more provocable, if you will. And then obviously we know |
| 2:25.1 | that there still remains various uncertainties around what the economic recovery coming out |
| 2:31.1 | of COVID will look like and whatnot. I talk every day in COVID in markets about the particular aspects of where things are in COVID's impact on U.S. markets. |
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