Mitigating Risk in an Unstable World
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 1 October 2021
⏱️ 25 minutes
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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 another Dividend Cafe podcast and video. I think it's been a pretty adventurous week. I am recording in the middle of the day on |
| 0:23.4 | Friday, and it's a little tough to tell where we're going to finish up. The futures had been down |
| 0:29.2 | 200 points this morning, and now the market is up 250 points or so. So I don't know if we'll be |
| 0:35.7 | down 1,000 points on the week or not, but we're |
| 0:38.1 | going to, we're going to be down something. There were a couple, you know, big down days in there |
| 0:42.1 | and other days that went the other way. But my, the overall direction of market is lower. And you have |
| 0:48.3 | interest rates that have risen. And you have a number of uncertainties lingering. And again, it just doesn't feel like enough to |
| 0:57.6 | like really give this correction that I think a lot of people, myself included, have been |
| 1:02.9 | waiting for. And yet there's still enough kind of lingering out there where I don't think the |
| 1:10.2 | market is going down because it is hoping to get the reconciliation bill there where I don't think the market is going down because it is |
| 1:12.4 | hoping to get the reconciliation bill and I don't think the market is going down because it wants |
| 1:18.0 | it it doesn't want it as much as just the uncertainty lingering about those two bills. |
| 1:23.9 | There's the upward pressure and yields. |
| 1:30.1 | And then there's this forgotten thing in China. |
| 1:32.0 | And I comment in Dividing Cafe this week. |
| 1:44.0 | I find it incredibly ironic that it was only a week and a half ago that we were told that the world was ending because of this real estate development company that can't pay its debts in China. |
| 1:47.6 | And now you can't even find a story on it anymore. |
| 1:50.5 | So I guess that's the way these things go. |
| 1:56.5 | But the truth is, I think there are issues with China, not so much of this Evergranddad real estate company, but with geopolitical tensions of China, trade realities, global economic |
| 2:03.9 | realities with China, that then combined with uncertainties in our own domestic political world |
| 2:11.2 | and just the overall revolutionary story. The economy is absolutely reopening. The COVID numbers are again getting to a |
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