From Growth With Love
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 11 March 2022
⏱️ 18 minutes
🧾️ Download transcript
Summary
I hope you will find this to be a special Dividend Cafe. No, this week’s Dividend Cafe doesn’t dare to bring the vast military sophistication of people who tweet all day long to you, but maybe we do one better.
We don’t talk about Russia/Ukraine at all.
Actually there is some true connectivity between much of what I discuss today and how it interacts with current events, but at the core of the present market story is the challenge of growth. Military conflicts, elevated uncertainty, spikes in commodity prices, and other undesirables do not help the growth story. But they are peripheral pieces to the story, not the story itself.
And today in the Dividend Cafe we are going to talk about growth, and all we are doing to make sure we never get enough of exactly what we need.
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. |
| 0:12.5 | Hello and welcome to this week's Dividend Cafe. Those of you watching on video, listening on podcasts. |
| 0:20.6 | What a week recording here Friday morning, a lot of volatility. |
| 0:25.6 | And I am blessed to have been in the Newport office all week. |
| 0:30.7 | And I'm getting to record here today in the Newport studio. |
| 0:35.2 | And in terms of our subject for the week, it would be my contention |
| 0:40.2 | that it is not correlated to Russia and Ukraine, but I'm going to allow you to pick if by the end |
| 0:47.5 | you think there's some application that may be relevant. But I think that, you know, in the Russia-Ukraine moment, there are certain |
| 0:56.7 | things that are taking place that are accelerating things that were already in place. And I bring |
| 1:03.8 | this up on the two-year anniversary week of when all blank broke loose two years ago around COVID. |
| 1:13.3 | And that as that time went by, we found that a lot of the economic repercussions |
| 1:19.4 | of the COVID moment turned out to be not so much totally revolutionary and trend reversing |
| 1:26.7 | dynamics, but a lot of these things ended up being |
| 1:30.7 | more accelerations of trends are already in place. And so right now, we see the impact in energy |
| 1:39.4 | markets, for example, or commodity prices, for example, out of this Russian invasion of Ukraine and the |
| 1:46.5 | geopolitical response. And there's no question that it has served the purpose of accelerating |
| 1:55.6 | commodity price increases as supply shortages or fear of supply shortages have driven up demand and |
| 2:04.2 | obviously either literally created or created the perception of supply shortages, more so, I think, |
| 2:13.2 | the former than the latter. So the point I'm making is that this was all kind of happening before Russia |
| 2:21.8 | invaded Ukraine. Energy prices have moved much higher. Demand far outpaced supply, and that put |
| 2:29.1 | upward pricing pressure in effect. And there were a lot of geopolitical dynamics suggesting that there was a need |
| 2:37.0 | for greater sources of production, that U.S. output was inadequate to meet the need without a real |
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