National Video Conference Call Replay - Volatility & This Current Moment in Investing Time - Sept. 28, 2020
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 28 September 2020
⏱️ 44 minutes
🔗️ Recording | Apple Podcasts | RSS
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Summary
with your host David L. Bahnsen, CIO and Managing Partner of The Bahnsen Group
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. |
| 0:10.0 | Well, hello everyone and welcome to yet another national call in this kind of bi-weekly series, and you'll notice that I'm a man down |
| 0:23.7 | today. Scott Gam is not with us today as part of his Jewish holiday, and he sends his regards, |
| 0:34.1 | and we'll look forward to rejoining at our next call. And I think that the election, |
| 0:39.6 | the special election issue that we had done, the version of this call a couple weeks ago, |
| 0:46.1 | was the week after Labor Day, if I remember correctly. And so there was a little bit of |
| 0:51.4 | things that were kind of off in terms of the timing. |
| 0:55.9 | And now we're going to have another one of those events. |
| 0:59.4 | So we were actually on quite a role of every two weeks. |
| 1:03.3 | Our next call and Scott will rejoin us to that time will be three weeks from today. |
| 1:09.1 | And the reason is that two weeks from today is Monday, |
| 1:12.2 | October the 12th. And beginning on October the 12th through that entire week, all the way through |
| 1:18.3 | the Friday, Dea Pernas, who is our managing director in our Solutions and Analytics Group |
| 1:25.0 | and a senior member in our investment committee. |
| 1:28.9 | And Brian Sateau, who has been a partner at the Bonson Group for a very long time and also in |
| 1:35.5 | our investment committee, they will be in New York that week with me and we are going to be |
| 1:42.9 | doing a sort of different version of a week that we've been doing |
| 1:47.6 | for many years in New York. |
| 1:50.4 | And that is meeting with all of our money managers and key portfolio management relationships. |
| 1:56.2 | And so on that Monday where we normally be doing the call, which actually would be 2 o'clock Eastern, |
| 2:01.9 | and we have our meeting with VOIA fixed income right at 2 o'clock that Monday. |
| 2:07.1 | So because we can't meet that day, we're going to make it Monday the 19th for our next call with Scott, |
... |
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