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The Dividend Cafe

Replay - National Conference Call on Market Outlook July 13, 2020

The Dividend Cafe

The Dividend Cafe - The Bahnsen Group

Estate Planning, Dividend Growth Investing, Monetary Policy, Business, Wealth Management, Macro Economics, Retirement Planning, Investing

4.9572 Ratings

🗓️ 13 July 2020

⏱️ 44 minutes

🧾️ Download transcript

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

Click on a timestamp to play from that location

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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