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The Dividend Cafe

National Video Conference Call Replay - Volatility & This Current Moment in Investing Time - Sept. 28, 2020

The Dividend Cafe

The Dividend Cafe - The Bahnsen Group

Macro Economics, Monetary Policy, Dividend Growth Investing, Retirement Planning, Wealth Management, Investing, Business, Estate Planning

4.9572 Ratings

🗓️ 28 September 2020

⏱️ 44 minutes

🧾️ Download transcript

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

Click on a timestamp to play from that location

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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