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The Dividend Cafe

Honesty and Policy

The Dividend Cafe

The Dividend Cafe - The Bahnsen Group

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

4.9572 Ratings

🗓️ 1 April 2022

⏱️ 22 minutes

🧾️ Download transcript

Summary

I love the topic of this week’s Dividend Cafe. I believe one of the most powerful people in global finance gave me the chance to address a topic today that desperately needs to be addressed. And through this topic we have profound takeaways to inform our understanding of economics, and to apply such understanding to the emphases we put in our portfolios.

I will leave the introduction there, and hopefully with enough suspense to push you into the Dividend Cafe. This is important stuff.

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 Dividend Cafe weekly market commentary focused on dividends in your portfolio and dividends in your understanding of economic life.

0:12.4

Well, hello, welcome to another dividend cafe. It is very nice to be here in the Newport Beach office studio.

0:19.9

I will be heading out to New York City tomorrow

0:23.2

night and I'll be out in New York for a couple weeks before returning for a few weeks back in

0:28.4

California. But nevertheless, the comforts of recording in the studio are better for me, but I think

0:35.0

you like it better too in terms of the audio and video quality of

0:39.6

things. And so there's been a lot of jumping around here lately. But what there hasn't been a

0:45.6

lot of jumping around with is my focus in terms of what we're writing about at Dividy Cafe,

0:52.7

what I want to talk to you about here today on this

0:54.9

podcast and video. It is funny. I was rereading what I wrote this morning at Dividendan Cafe,

1:03.1

and there's a part of me that thinks it is a very complicated subject, and maybe I bit off

1:09.6

a lot in terms of what you are going to want to chew.

1:14.7

But then I think there's a part of me that does feel that potentially I was able to communicate

1:21.1

with some clarity around some topics that often are not very clear.

1:26.3

And we'll see how I do here for you right now.

1:29.4

The issue that kind of inspired the Dividendon Cafe was a comment that I read that did not get a lot of financial press.

1:38.0

I did not find the comment in financial media.

1:41.4

But nevertheless, I consider it to be a really inspiring quote in terms of

1:48.2

inspiring me in how I'm thinking about these things and where my inspiration for Divida Cafe

1:55.4

subjects came from.

1:57.4

From the head of the Bank of Japan, essentially think of it like the Jerome Powell of Japan.

2:05.6

And he made the comment that right now,

...

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