Special Edition Dividend Cafe - Part 1 - Year Behind 2020/Year Ahead 2021
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 5 January 2021
⏱️ 42 minutes
🔗️ Recording | Apple Podcasts | RSS
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Summary
Our very special annual white paper is here, wherein we exhaustively recap 2020 and the year that just was (yes, even beyond the obvious stuff), and provide our key themes and perspectives for the year ahead. Reach out with any questions, and feel free to share/forward as you wish! Contact us at www.thebahnsengroup.com for your copy.
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 | Well, hello, welcome to this special edition podcast video, providing you a little 2020 review and recap. And based on the way |
| 0:25.3 | most people in our society have talked about 2020 for some time now, I'm sure that's the |
| 0:31.4 | last thing a lot of people want to do is review and recap what 2020 represented. But we're doing this special midweek podcast on reviewing 2020 because we wanted to |
| 0:43.5 | separate it from the 2021 forecast and themes and look ahead that we're going to be doing |
| 0:50.5 | on Wednesday of this week. |
| 0:53.1 | So you should be getting into your feed, again, depending on |
| 0:56.4 | how you go about listening to this and receiving it. But our goal here is that this Tuesday |
| 1:03.6 | podcast represents the 2020 review and then tomorrow Wednesday we're providing that 2021 themes. |
| 1:10.5 | We thought it was biting off more than we wanted to chew to do both together. |
| 1:16.5 | The year 2020 was obviously a very difficult year in a whole lot of ways. |
| 1:22.4 | I think socially and culturally and politically, there were all sorts of things that I would rather forget about, |
| 1:31.9 | and a lot of things that will represent a really troubled time in our country and in our society. |
| 1:39.3 | But of course, I'm here specifically to talk about it economically, talk about it from the vantage point of markets and investors. |
| 1:48.0 | And you would look at the main event of 2020 and hopefully your primary comment would not be on how COVID impacted the political scene, how it impacted perhaps the social or cultural dynamic. |
| 2:04.4 | And even hopefully it would not be, as your first thought, how it impacted the market and capital investment from the advantage of investors. |
| 2:15.5 | At its core, coronavirus was and is a medical issue. And yet, it became a medical |
| 2:24.1 | issue that obviously had far-reaching impact into the economy and into all these other |
| 2:30.2 | different categories as well. But it did something else this year, which I think is very |
| 2:36.6 | helpful for investors, is it gave a reminder, it gave a lesson, it gave a reaffirmation |
| 2:43.8 | that sometimes investing on the day-by-day headlines and what you're feeling and what the sentiment may seem to be |
| 2:54.2 | at a given moment in time can be utterly disastrous. That is not the exception. It is more or less the |
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