Profits Not Policy
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 26 February 2021
⏱️ 20 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
So when I launched The DC Today, it freed me up to use Dividend Cafe to be more “singular topic” focused, and I really do believe that makes for a better commentary. I have mostly not used this weekly commentary for “ad hoc” market discussion or current events, and I think this approach has enabled me to go a little deeper into topics that I believe are essential in their relevance. I plan to continue this approach until I get inspired otherwise (or overwhelmed with hate mail, whichever comes first).
This week, though, I do a little bit of both. The “singular topic” is a really important one – and that is seeking a better understanding of what really drives asset prices over time. There is a need for improved knowledge here, not just amongst mom and pop investors but apparently amongst the professional class as well. But I have been in New York City away from my family all week, which means one thing about my evenings back at my apartment – instead of hanging out with my wife and kids, I am just sitting there, unrepentantly (and some would say pathetically) reading more and more research. And this leads to one thing – more fodder and inspiration for the Dividend Cafe. Ergo, I cover a few “odds and ends” this week as well.
Whether it is the discussion of market forces or the tidbits covering a healthy array of other topics, I truly hope you will enjoy today’s edition of the Dividend Cafe. Let’s dive in …
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. |
| 0:12.4 | Hello and welcome to this week's Dividend Cafe podcast and video. |
| 0:17.9 | Recording here from New York and I'm going to kind of set this up the same way I set it up |
| 0:23.3 | in the written Dividing Cafe. I first, if you don't mind, I promise I'll just take a minute to do it, |
| 0:29.1 | but I want to give kind of a sort of reset, reiteration of what we're trying to do with the different |
| 0:36.8 | properties that we put out |
| 0:38.5 | and give you an explanation as to why the Diving Cafe is the way that it is now. |
| 0:44.7 | For those of you who maybe just subscribed or just started receiving Diving Diving Cafe, |
| 0:49.3 | you probably have no idea what I'm talking about and don't care about this, and that's okay. |
| 0:53.0 | But basically, there's been a pretty intentional effort as of late to make the Dividend Cafe, |
| 1:00.2 | first of all, kind of singular topic week by week, but also much less focused on the events |
| 1:09.2 | of the week and focused on various, you know, taking a less |
| 1:16.0 | miscellaneous approach, it might be a good way to say it, where for about 12 years, |
| 1:22.2 | it was really written as a weekly market commentary about what was happening in the market |
| 1:25.6 | that week and just sort of whatever my reading and writing and and week by week day by day, sometimes hour by hour, inspiration led to. |
| 1:35.6 | And when I began writing the COVID and markets midst of last spring in the midst of the pandemic |
| 1:40.9 | and the lockdown, that sort of took over. First of all, it was daily. It was really |
| 1:45.7 | quite intensive. And there was just a lot of like literally what was going on right there and then |
| 1:50.9 | admittedly centered around COVID, but a lot of the market and Fed and economic impact of what |
| 1:56.8 | was going on. And then when I decided to stop with the COVID market submissive, |
| 2:03.1 | and you can congratulate me later on my timing there, but I think it was not only done. |
| 2:11.7 | I was done, and it was, I think, very well-timed, but I did make the decision to continue with the daily communique, and that is what the DC |
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