Price Discovery and the Human Spirit
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 7 August 2020
⏱️ 24 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
In this week’s Dividend Cafe we will:
- Summarize this week’s action in the market, with a summary of the better-than-expected July jobs report
- Look at the intense pursuit for a COVID vaccine and what that means for markets
- Add a little detail and caveat to the current market rally, and big tech’s role within it!
- Discuss what it will taken to energize midstream energy
- Correct the record on Q2 GDP growth
- Think through the growing tensions with China
- Simulate the stimulus
- Look under the hood of the current state of the economy (pretty extensively), covering manufacturing, auto sales, hotel traffic, restaurant traffic, and all the things …
- Politics & Money – the polls are tightening, and we look at a long-held theory about predicting the Presidential winner …
- Chart of the Week – our cup runneth over with optimism for dividend growth, thanks to present conditions, and past lessons
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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 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. Welcome those of you watching on video as well. |
| 0:20.5 | I'm so used to saying every night, welcome to the COVID markets podcast. Welcome those of you watching on video as well. I'm so used to saying every night, |
| 0:22.8 | welcome to the COVID and markets podcast, which we do through Dividing Cafe every weekday, |
| 0:29.0 | but, you know, the big daddy remains the Dividend Cafe, which I intend to be my weekly |
| 0:34.7 | market commentary that I would love to do for the rest of my life. |
| 0:39.9 | And this week has been an eventful week. There's a number of different topics we're going |
| 0:45.3 | to walk through today. I think there's one kind of central theme that I'm hoping all people |
| 0:51.2 | will take away, whether they're reading the Dividing Cafe commentary |
| 0:55.4 | or whether you're listening or watching right now as I'm speaking, the issues that are pretty |
| 1:02.2 | prevalent throughout the new cycle and throughout the economy and throughout a lot of market |
| 1:06.6 | data invite me to talk to you all about this concept of price discovery. |
| 1:15.0 | And so that may sound somewhat complicated and also may sound irrelevant and for some of you |
| 1:22.7 | it may sound really boring. |
| 1:24.2 | I'm going to try to make it none of the above here in a moment. |
| 1:27.3 | The theme that is going to |
| 1:29.2 | lead us to this talk about price discovery is something that I think all of us can relate to right now, |
| 1:33.6 | which is the consistent news of things being less bad than expected. And, you know, more and |
| 1:41.6 | more, we're hearing reports, we're getting data, we're seeing kind of finality |
| 1:45.0 | of data points and studies and reports and, you know, all these things, all of which are |
| 1:51.2 | backward looking, of course, where stuff was really bad. And there's nothing coming out. |
| 1:56.5 | There's no data point coming out that someone goes, wow, this is really good. |
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