Politics Fourth: Getting our Priorities Straight
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 18 September 2020
⏱️ 20 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
• The big unknown of corporate profits in the here and now and future • Impact of perpetual quasi-COVID lockdowns • The ambiguity of the present economic condition • Operation Magnify • Why financial services are under-valued, but not for the reason many think • A sober assessment of the state of stock buybacks • Why corporate bond yields matter so much to stocks, and everything else • Night trading more important than day trading? • Politics and Money: A new poll you haven’t seen in the news • Chart of the Week:
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. |
| 0:12.6 | Hello and welcome to this week's Dividend Cafe podcast and video. I think this is the first time in a few weeks that I'm recording it here at the |
| 0:23.7 | studio in my New York office. I know last week I was out in the middle of the city and I think it |
| 0:29.3 | may have been a week or two before that that I had recorded from Bryant Park. And so I want to |
| 0:36.5 | give you guys as much information as I can today on a number of things that I'm looking here at some notes I took |
| 0:43.1 | all happen to start with the letter P and so this little alliteration is not on purpose. |
| 0:48.7 | But we're going to very briefly talk about politics. |
| 0:51.5 | I want to talk primarily, no pun intended, look at that, primarily on pun, about priorities. |
| 0:59.0 | And then go into a discussion about profits, policy, and then there's a few little bonus piece in there like polling and some other things. |
| 1:11.9 | Now, I did not have to go to any effort to end up with a number of subjects that start with this letter. |
| 1:18.7 | I don't really feel the need to create remembrance of my talk by using clever tricks like alliteration, it was a total accident. |
| 1:30.7 | I just noticed that all these words happened to start repeat, so I'm sharing it. |
| 1:35.2 | I wrote last week about politics. |
| 1:36.7 | I wrote last week about, it was a 17-page white paper that we published, basically trying to give as comprehensive of a view |
| 1:46.8 | on the election of this year and what it may mean to client portfolios, what we're doing about |
| 1:54.3 | that, how we're thinking about it. We did an hour-long special podcast and video about this in a national video call last week. |
| 2:05.2 | And I got a lot of feedback this week. |
| 2:07.3 | It was very positive and I'm really appreciative of that. |
| 2:10.9 | I think that my prediction had been that there'd be a lot of people upset with me |
| 2:17.2 | because in my paper, I prediction had been that there'd be a lot of people upset with me because in my paper, |
| 2:19.9 | I do not argue that if Donald Trump is reelected, it will ruin the world economically, |
| 2:27.7 | financially, from investment in a capital standpoint. And I also don't argue that if he's not |
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