Inflating Our Thoughts on Inflation
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 21 May 2021
⏱️ 17 minutes
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Summary
I thought I would do something really fun with this week’s Dividend Cafe, but just as soon as I typed that I realized that, like beauty, fun is in the eye of the beholder. But what “fun” thing I was going to do was write a full recap of the recent Mauldin Strategic Investor Conference that took place from May 5 through May 14, and use that recap to capture some of the profoundly important takeaways that I want to share with readers of the Dividend Cafe.
However, for that to be “fun” for me I need to do it thoroughly, and this week was a hysterically insane week here in the California office between projects, portfolio work, client meetings, morning research, DC Today, and all the normal things. I also got inspired by another few things this morning, and so I am going to call an audible and use next week’s Dividend Cafe as my Mauldin SIC recap, and use this week’s for a whole different kind of fun.
Now, I kind of lied. I said that I was saving my Mauldin SIC recap for next week (and I am). But the truth is that some of the things I get into this week are itches that were somewhat scratched at the conference. So consider this a tease into next week, and I promise I will make it all worthwhile next week.
I disagree with a lot of what I heard at the conference. I agreed with a lot more. Anyone who agrees with everything that everyone says is a compass-less fool. But that conference did for me what I earnestly want the Dividend Cafe to do for you every single week – foster thought and consideration.
The conclusions that come out of that? Well, to that end we work.
Transcript
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| 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. |
| 0:12.8 | Hello and welcome to this week's Dividend Cafe podcast and video. I am actually, once again, I think I did this a couple months ago, recording |
| 0:21.6 | from my little spot here near LAX as I'm getting ready to fly back to New York City. |
| 0:27.3 | And as I'm sitting here recording, it's Friday morning. And so markets open. It's up big. |
| 0:32.5 | It's had a couple down days, a couple big up days here more recently, but more volatility. |
| 0:38.9 | A lot of the same things that we were talking about last week have returned to markets |
| 0:42.2 | this week. |
| 0:43.7 | And yet I'm not really talking about a lot of that here today. |
| 0:46.7 | I'm more talking about what I think is one of the big subjects that underlies it. |
| 0:51.0 | And that is this continual conversation around inflation. |
| 0:56.8 | We have a lot to say about this subject, but I don't think much of what I'm saying about it |
| 1:04.5 | or have said about it this year is really in the same context as what people are hearing |
| 1:10.8 | day by day, week by week, |
| 1:12.8 | in the news and websites and social media and things like that. |
| 1:17.9 | So I'm hoping that what we have going here today is a little bit more thoughtful, |
| 1:22.2 | but also more practical conversation about the subject of inflation. |
| 1:27.5 | Now, I had intended this week to do a kind of big recap of all the takeaways from |
| 1:33.7 | the Malden Strategic Investment Conference that concluded last Friday. |
| 1:38.9 | It was a virtual conference this year and it had started a week and a half before that. So it was a pretty |
| 1:45.2 | robust conference with some of the leading economists and thought leaders and portfolio minds, |
| 1:52.0 | not just in the country, but around the world. And I say that despite the fact that I was one of the |
| 1:58.4 | speakers as well. So present company excluded, there was really a lot there that I think warrants me covering |
... |
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