Welcome to the Dividing Cafe, weekly market commentary focused on dividends in your portfolio

and dividends in your understanding of economic life.

Well, thank you very much, Erica, and Scott.

Thanks for joining us once again.

I hope that everyone is having a wonderful month of October and we're looking forward to us kind of getting into the later parts of this fourth quarter.

Obviously, we have a pretty big election coming up here, two weeks from tomorrow.

And then, you know, at that point,

we're in the home stretch of this crazy 2020 years.

So I'm gonna turn it over to our host, Scott Gamm.

I think he has plenty on his plate

to kind of grill me on here today.

No particular theme around today's call. I think we're

going to cover a little bit of everything from COVID to stimulus, to election, to the market,

and even the recent portfolio manager meetings that I've had out here in New York City with Brian and Dea for my

investment team. So without further ado, Scott, welcome back with us and fire away.

Well, David, thank you so much. Great to be with you as always. And yes, hard to believe two

weeks to go until the election. And,

you know, when we spoke, you know, a couple times ago, we did a whole hour on the election. So we'll

still talk about that. And then obviously, David, I think we want to get into some of the takeaways

that you had from your time in New York last week, meeting with portfolio managers, and I'm sure you gained

a lot of intelligence in terms of what they're thinking.

And obviously, we'd love to hear about that as well.

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