Investor Lessons from a World of Doing Something
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 9 October 2020
⏱️ 14 minutes
🔗️ Recording | Apple Podcasts | RSS
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Summary
I did something today I have not done with Dividend Cafe, ever. I just wrote it. I just sat down and started typing, and wrote it, all the way through. I didn’t cover ten or fifteen or twenty topics like I usually do. And I didn’t write some parts on a Saturday and other parts on a Tuesday, adjusting for new market action on Wednesday, etc. I wrote in one sitting an entire treatise on what I believe is the great paradigm to understand in the years to come for investors. Don’t worry, I went back and added some sub-titles to “break it up” a bit, but it really is one topic all the way through.
I really hope it will inform you, guide you, challenge you, and to some degree, edify you. I also hope it will provoke you to reach out with any questions you may have. We invest for the world that is, not the one we want. And some years, the delta between those two seems wider than other years.
Jump on in, to the Dividend Cafe.
Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Transcript
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| 0:00.0 | Welcome to the Dividend Cafe weekly market commentary focused on dividends in your portfolio |
| 0:06.6 | and dividends in your understanding of economic life. |
| 0:12.5 | Well, hello and welcome to this week's Dividend Cafe podcast. |
| 0:17.4 | I am sitting in the New York office and it is actually before the market is opened on Friday morning |
| 0:24.2 | that we're recording, but it's kind of bizarre to think about. And by the way, I'm not going to be |
| 0:30.3 | talking that much today about what's happened this week or last week or things like that. |
| 0:34.7 | But I just, I was thinking about it as I was walking into the office this morning from my apartment that I recorded last week or things like that. But I just, I was thinking about it as I was walking into the office |
| 0:37.7 | this morning from my apartment that I recorded last week's Dividend Cafe on Thursday after the |
| 0:44.2 | market closed from our Newport Beach studio. So the Dividendon Cafe came out on Friday and it was |
| 0:51.5 | the Thursday night into Friday morning that the diagnosis of President Trump's COVID positive came in. |
| 0:59.7 | And so it wasn't addressed last week. |
| 1:01.8 | And then I don't have anything to say about it this week because we're already kind of like past that. |
| 1:07.7 | And yet in between there was the hospitalization at Walter Reed and medication and or |
| 1:14.5 | therapeutic and kind of the, you know, questions last weekend about what the doctors were saying and |
| 1:19.1 | all that stuff. And in a weird way, that that almost feels just from recording, Given Cafe last |
| 1:25.0 | week to recording this week, that feels like a total non-story |
| 1:28.6 | now as we look into where we are with the stimulus and where we are with the election and |
| 1:34.9 | other things. So the President of the United States, like the most powerful person in the world, |
| 1:42.0 | who is in that vulnerable demographic, you know, health-wise, weight-wise, |
| 1:49.0 | age-wise, what have you, contracted this disease that has really commanded the entire |
| 1:55.5 | attention of the global media and economy and society over the last six to eight months. |
| 2:07.4 | And yet it's completely out of the headlines in less than a week. |
... |
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