Replay - National Conference Call on Market Outlook July 13, 2020
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 13 July 2020
⏱️ 44 minutes
🔗️ Recording | Apple Podcasts | RSS
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Summary
This is the replay of the Market Outlook National Video Call with David L. Bahnsen and Scott Gamm.
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. |
| 0:12.5 | The infamous mute-unmut problem of Zoom that so many of us have gotten familiar with over the last several months. |
| 0:23.2 | Well, thank you, everyone, for joining. |
| 0:25.4 | It's 2 o'clock in the afternoon here on the East Coast, and I think we're used to doing |
| 0:31.9 | these at 11 o'clock Pacific time, and so it feels different to me because I'm on a different |
| 0:37.4 | time zone, but I know it's |
| 0:38.6 | actually the same time we normally do do these calls. I was trying to think about this. Maybe Scott |
| 0:45.1 | could correct me. I think this is the fourth location that I've been in for one of these |
| 0:51.7 | biweekly calls because of of course, initially we were doing |
| 0:55.6 | them from my house in Southern California when the quarantine was still in effect. Then we moved |
| 1:00.7 | to the office back at the Boston Group's headquarters in Newport Beach. Last or two weeks ago, |
| 1:07.2 | I was at my apartment here in New York City, and then now I'm at our office in New York |
| 1:11.8 | City. So I'm running out of spots to do this from, but I do want to welcome back, Scott Gamm, |
| 1:19.7 | and I know a lot of you have sent some very thoughtful questions, and of course, Scott always |
| 1:24.5 | prepares some of his own to guide us through this conversation. |
| 1:29.0 | If you have more questions as we're doing the call, send him into COVID at the Bonson Group.com. |
| 1:35.0 | But I'm going to turn it over to Scott, let him kind of tee us up and we'll take it wherever it goes here today. |
| 1:41.0 | Thanks again, Scott. |
| 1:42.7 | Well, my pleasure, David, and great to be with you as always. |
| 1:46.0 | And I figure we start off as we always do with these calls with your take on kind of what's |
| 1:51.5 | driving the action today. We've got a big market rally right now. Stocks up over 1% across the board. |
| 1:58.7 | Once again, that continued tech, NASDAQ outperformance. |
... |
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