My Heart Rate Monitor and the Economy
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 19 February 2021
⏱️ 22 minutes
🔗️ Recording | Apple Podcasts | RSS
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Summary
I think there is some “economic vocabulary” in today’s Dividend Cafe that might – might! – be a turn-off to some, but will be overcome easily if you bear with it. And more importantly, there is a practical takeaway through it all that I hope you will find very rewarding.
I can see myself taking a more “multi-topic” approach to Dividend Cafe in the weeks ahead as opposed to the last several that have purposely “drilled down” into a particular theme that warranted special focus. That said, I find that five or six different topics seem to have a lot of overlap these days. I can think I am talking about government spending one paragraph and economic growth another, and voila, the third paragraph is talking about how government spending impacts economic growth. Economic and market commentary these days is one giant Venn diagram.
Such is the case with so many things I cover today. I prefer writing where all the dots are connected by the end, and maybe you will think I pulled that off by the end. But what we have today is a lot of charts, a good amount of information, some perspective that I confidently believe will aid your understanding as an investor, and maybe, just maybe, some cohesion to it all that adds sensibility when said and done.
Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Transcript
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| 0:00.0 | Welcome to the Dividing Cafe weekly market commentary focused on dividends in your portfolio and dividends in your understanding of economic life. |
| 0:12.5 | Hello and welcome to this week's Dividend Cafe podcast and video. I'm recording from Southern California where it is 62 degrees in sunny and next week |
| 0:23.0 | I will be back in New York where right now it is 26 degrees in snowing. And so we will be out, |
| 0:30.0 | I will be out in New York City for the next couple of weeks. And it's been nice though to be here |
| 0:34.2 | in California. We've got to see a lot of clients. |
| 0:39.6 | It's been pretty busy. |
| 0:44.4 | And yet there's some big projects I'll be working on out in New York the next couple weeks. |
| 0:44.7 | I'll keep you posted on. |
| 0:46.5 | In terms of what I want to talk about this week, it is, I actually think I'm going to |
| 0:50.6 | do a better job here in the podcast at laying it out with some clarity and simplicity versus I think the written divin cafe. |
| 0:58.0 | I'm a little bit worried that some people might get a little lost, not because it's written too smart or they're too dumb, nothing like that. |
| 1:04.6 | But I'm not sure until I reread it how good of a job I think I did at couching it in the level of simplification |
| 1:13.1 | that I want. |
| 1:16.0 | But it is a bit more economically theoretical. |
| 1:19.1 | There is some more economic vocabulary that's involved in this. |
| 1:23.2 | And I think it's really important because a lot of people pay some ancillary interest to their portfolio, |
| 1:30.1 | but of course they watch the news a lot and not just financial news, but the news news. |
| 1:35.0 | And from the financial news and political news, there is this really big story right now around the size of the stimulus bill that President Biden's put forward. |
| 1:45.8 | And all of a sudden, some folks, and really kind of a both political persuasions expressing |
| 1:53.7 | concern about inflationary pressures. And even apart from the stimulus bill, the economy is |
| 2:00.3 | slowly but surely getting more and more |
| 2:02.0 | reopened, the vaccines having a high degree of efficacy. And there's all these people that are |
... |
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