So Many Questions, So Much Time
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 7 July 2023
⏱️ 31 minutes
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Summary
Today's Post - https://bahnsen.co/3NJ2dO3
I hope you all had a wonderful Fourth of July holiday. I love Independence Day, and I love celebrating America’s independence. I love the Declaration of Independence (and I should add, it has quite a bit of economic messaging in it). And of course, having the time to celebrate summer, family, friends, and all the traditions and customs that go with the Fourth of July is time well-spent.
I devote this week’s Dividend Cafe to your questions for us – the top inquiries, questions, and inquiries that have hit our inbox over the last week or so. The topics cover the whole gamut this week and I think you will find it fruitful and edifying.
So jump on in to the Dividend Cafe, and let’s answer your questions!
Links mentioned in this episode: TheDCToday.com 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 | Well, hello and welcome to the Dividend Cafe brought to you from beautiful New York City, very hot New York City, where I am doing a special Q&A version |
| 0:24.5 | of Dividing Cafe today, trying to walk through. A lot of questions that have come in covering a whole |
| 0:31.1 | lot of different topics. So if what you like is multi-topic Dividendy Cafe covering all the bases, you're in luck. |
| 0:40.3 | If you prefer a sort of singular concentration of topic, maybe something here will grab you. |
| 0:47.3 | And next Friday I actually plan to do a more elaborate treatment of this subject of on-shoring or reshoring or nearshoring, |
| 0:58.4 | but various elements of American economic activity being removed from some of the globalization |
| 1:06.5 | of the last 20, 25 years, and what that looks like, what it means, what it means for investors. |
| 1:12.1 | So there will be a kind of concentrated topic treatment next week, and I'll look forward to that. |
| 1:18.1 | But today I do think a lot of these questions were quite fruitful. |
| 1:20.8 | And I'm just going to jump right into it, go through them in order. |
| 1:24.0 | I'm going to try to cover all the ones here for you on the video and the podcast |
| 1:27.7 | that we do cover at the written dividend cafe.com just so you're not being ripped off at all. |
| 1:34.3 | The first question was that I've heard further rate hikes end up pouring more fiscal deficits |
| 1:40.8 | into the economy by raising the Treasury's average interest expense, which is ironically |
| 1:47.4 | stimulatory to a certain degree. Does the rate rising by the Fed have a short-term stimulatory |
| 1:54.5 | effect on the economy? So I try to be really charitable in the way I answer all questions, first of all, especially in this case, |
| 2:05.8 | because the person asking the question wasn't making this statement. |
| 2:09.3 | They were wondering if it were true what they had heard that someone else had uttered. |
| 2:13.5 | But it is a depressingly idiotic idea that, first of all, the general tenet of Keynesianism, |
| 2:24.0 | I happen to disagree with, this notion that government spending is stimulative |
| 2:32.3 | when the economy is in kind of the doldrums, |
... |
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