My Weird Interest in the Important
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 31 July 2020
⏱️ 24 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
In this week’s Dividend Cafe we will …
Give a quick summary of the market this week Do a deeper dive into all the rage in big tech Question if big tech is the only game in town to invest in innovation Look at health care spending in Q2 and why it may shock you Analyze the dollar’s decline Explore the power of the Fed, in very practical terms … Wonder out loud what is going on with the Main Street Lending program The highlight of the week – What to think about Equities Right Now Walk through the full Economic Report Card of the week Politics & Money – the Biden VP pick, investor fears, and the fate of a new stimulus deal Chart of the Week – why China tensions are not going anywhere, and most people like that! … and much, much more …
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 and dividends in your understanding of economic life. |
| 0:12.4 | Hello and welcome to this week's Dividend Cafe. I am actually back to recording after the market is closed on Friday, although that wasn't |
| 0:22.4 | intentional. |
| 0:23.1 | It's just been a totally crazy Friday and even intending to get everything done this morning |
| 0:28.7 | a couple hours before the market opened. |
| 0:30.9 | I just wrapped it all up as the market was closing. |
| 0:35.1 | So it's been a pretty busy week and a very productive one. |
| 0:39.4 | And there's a lot to talk about today. |
| 0:41.5 | So the market, by the way, when I talk about this big busy week, |
| 0:46.7 | ended exactly where it started. |
| 0:48.5 | So what a waste of time, right? |
| 0:50.7 | Although not a waste of time for those of us clipping dividends along the way. |
| 0:55.7 | The market was up 100 on Monday, down 200 Tuesday, up 200 Wednesday, down 200 Thursday, up 100 Thursday, up 100 Friday. |
| 1:04.4 | So net it all together and you get a zero and the Dow. |
| 1:09.0 | And we bring the month of July to a close as well where I think the Dow is closing up |
| 1:13.6 | 500 points or so. So a lot of volatility in the month of July as well for not that big of a move |
| 1:20.8 | higher, but a move higher nonetheless, which makes it now four months in a row, April, May, June, July. |
| 1:29.9 | So, you know, there's a lot to kind of talk about the market. |
| 1:32.9 | We're going to do some of that right now. |
| 1:36.3 | One of the things I talk about in the written dividend cafe this week |
| 1:41.1 | that I thought might be interesting for you podcast listeners or video |
| 1:44.7 | watchers is me trying to understand better internally and unpack for you the difference between |
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