Running & Eating
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 17 July 2020
⏱️ 20 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
In this week's Dividend Cafe we focus on the trade-off of volatility and expected returns
- A market summary of the week that just was
- Where the next stimulus bill may be heading
- Why QE is not acting like debt monetization (yet)
... and so much more
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. |
| 0:10.0 | Hello and welcome to this week's Dividend Cafe podcast and those of you watching on video as well. |
| 0:20.0 | My name is David Bonson. |
| 0:22.2 | I'm the chief investment officer at the Bonson Group. |
| 0:25.3 | And very grateful to once again be presenting you our weekly Dividing Cafe Market Commentary. |
| 0:32.8 | I am recording before the market is opened on Friday. |
| 0:38.1 | And it has been an interesting week in the markets. |
| 0:41.4 | It's three weeks in a row now. |
| 0:43.6 | Coming into today here on Friday, the market is up about 700 points on the week. |
| 0:49.4 | The futures are pointing up about 100 points, but who knows what the market will do today, Friday. |
| 0:56.8 | But this would be three consecutive weeks in a row of the market being up, and that's, you know, that happens all the time. |
| 1:02.5 | We almost got five days in a row of the market up. |
| 1:05.5 | That doesn't happen very much, but the market was not up yesterday, Thursday. |
| 1:12.6 | But the thing that is certainly noteworthy about the market this week and the last two weeks |
| 1:21.1 | before that is that you have a three-week run, a positive returns in the Dow while you're having the three-week |
| 1:29.7 | surge or outbreak or case growth, you know, whatever nouns and adjectives you like to capture |
| 1:37.3 | what's going on at varying degrees of, you know, reaction. And It's heightened in Florida and Texas. |
| 1:46.9 | It had been heightened in Arizona. |
| 1:50.3 | It started to back down there a little. |
| 1:53.8 | We use our COVID-in markets daily writing and podcasts to try to provide more holistic perspective around all of that. |
| 2:05.0 | I won't dive into it all now, but I do think the market's response is indicative and you |
| 2:12.7 | can say symbolic, but I also think substantive to where we stand with that. We are not out of the woods in the |
... |
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