Something To Be Certain About
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 8 April 2022
⏱️ 17 minutes
🧾️ Download transcript
Summary
From the seat of a person who dispenses financial advice for a living, one could be forgiven for believing there must have been a time in the recent past that was quite idyllic. Why? The constant chorus of those concerned about “new instability” or “these difficult times” or “all this uncertainty” all implies one thing: That there must have been a time where stability and certainty ruled the roost.
Today we are going to do a little history lesson, and by the end we’ll draw a few conclusions. The point will not to be wrap current economic or political circumstances in a pretty bow – but rather, to contrast the present to the past with history and logic.
The conclusions will either concern you or encourage you. But the information will be informative.
So jump on in to the Dividend Cafe.
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. |
| 0:12.8 | Well, hello and welcome to another Dividendin Cafe. I am sitting in the New York office, although tonight I will fly back to California and then fly |
| 0:22.4 | back to New York on Sunday night. So kind of a lot of back and forth these days, but I love |
| 0:27.6 | recording in the studio, whether it's California or New York, and I love recording in the studios |
| 0:32.9 | much more than in a hotel room. And I really love this week's Dividing Cafe. |
| 0:39.1 | And I'm going to actually the written Dividendon Cafe this week doesn't have a bunch of charts and graphs and things. |
| 0:46.5 | I just want you watching the video or you listen to the podcast to get a certain message out of what I have to say, |
| 0:53.8 | which is something I began writing |
| 0:55.3 | very early this morning, just finished moments ago. But I think it's one of the more evergreen |
| 1:00.2 | principles, meaning just permanently applicable, a sort of universal truth in the message |
| 1:07.4 | that I am ever going to do in Divida Cafe. Most of what we do, we intend to have |
| 1:13.0 | some universality to it and permanence of application. But, you know, when some weeks are going |
| 1:22.6 | granular into Saudi Arabia or the Fed or a new convention of monetary policy, I recognize that those |
| 1:30.4 | things may not seem as sort of permanently, universally applicable to the actions and thinking |
| 1:36.3 | of an investor. |
| 1:37.8 | But right now, there is a sense in which I'm not getting overwhelmed with feedback or comments. |
| 1:43.2 | I think a lot of that might have to do with the fact that we write the DC today every day. |
| 1:48.0 | So certain anxieties or pressures or whatnot that could bubble up for clients perhaps are preempted by just the ongoing communication that we do. |
| 1:59.0 | And also I believe that some of it's a little skewed because |
| 2:04.2 | people that are investors in the NASDAQ out there or were heavily overweighted to shiny object |
| 2:09.9 | investing, they may be feeling a certain anxiety that perhaps clients of the Bonson Group are not |
| 2:15.4 | feeling, which we've had a more positive year so far |
... |
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