Now that is a really good question!
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 19 January 2024
⏱️ 19 minutes
🧾️ Download transcript
Summary
Today's Post - https://bahnsen.co/3O8BRpX
I love these “question and answer” editions of the Dividend Cafe. I should say that 100% of the questions that appear are always completely real, from actual readers, reflecting different things on your mind across a variety of topics related to markets and the economy. Today, we get to talk about what it means for markets to “price things in,” about gold, about government debt, about dividend growth, and so much more. It is digestible, succinct, easy, comprehensible, and it is about as much fun as one can have in weekend reading.
Let’s jump into the Dividend Cafe …
Links mentioned in this episode: TheDCToday.com 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. |
| 0:12.4 | Well, hello and welcome to the Dividend Cafe, and I am recording this week for the very first time, most certainly will not be the last, |
| 0:22.9 | from the Bonson Group's beautiful offices in Phoenix, Arizona, where I came out for some client |
| 0:30.1 | meetings on Thursday night, now headed back to New York City shortly, but in the meantime, |
| 0:36.9 | want to record for you. And I will say |
| 0:39.5 | that this is one of my favorite formats for Dividon Cafe. I don't really know why. I just love it, |
| 0:45.1 | where we end up getting an excess amount of questions that come in, sometimes some really, really good |
| 0:50.4 | ones, and we turn Divida Cafe into kind of an online fireside chat. |
| 0:56.0 | And so we're going to go through a handful of those questions that came in, and it covers |
| 1:01.5 | a multitude of topics. And so as much as I love, the deep dive singular topic, weekly Dividendon |
| 1:07.2 | Cafe, sometimes I think these multiple subjects can be quite fun as well. So I'm going |
| 1:13.4 | to get right into it. And I as always encourage you to look at the written dividend cafe. It's |
| 1:19.9 | particularly where some of the charts and things can be very reinforcing. But for those either listening |
| 1:25.5 | on podcast or watching the video, we hope that this will scratch a lot of inches for you. |
| 1:30.2 | I'm going to start with a really thoughtful question about pricing things in. |
| 1:35.9 | I use the expression that's priced into market or the market is trying to price that in. |
| 1:41.2 | And the question is, how do I know if or when the market is already accounted |
| 1:45.5 | for an event, especially when that event's only a possibility? And I think that it is worth pointing |
| 1:51.2 | out that this is sort of the whole point. You don't know, but what you do know is the only |
| 1:58.0 | thing that matters, which is that markets are always trying to. |
| 2:02.1 | Markets ability to price things in is as good as the market's knowledge. So the greater uncertainty, |
| 2:11.6 | the less pricing in and the more knowledge, the more pricing in. So let's take the obvious example. |
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