Welcome to the Dividing Cafe weekly market commentary focused on dividends in your portfolio and dividends in your understanding of economic life.

Well, hello, welcome to a special issue, Dividing Cafe podcast back with our investment committee, albeit some of us at different

locations around the country, but we kind of have a little special topic that's come up.

And so I wanted to assemble the other gentleman here on this committee.

We had a pretty lengthy meeting ourselves near the end of last week.

And I thought doing a little podcast for you all just to kind of capture some of the thought

process behind a lot of the things that are happening right now in the markets. And so the

conversation we had was a is going to be, was a bit different than what

this is going to be in one obvious sense is that we're not going to talk about individual

securities. We're not going to be naming some of the stocks that kind of caused this discussion

because if we do that, then it kind of limits, you know, what,

what we can do audience-wise and distribution-wise just because of some of the regulatory

matters.

And we really want a kind of full conversation and allow people to get the whole just to

what we're saying.

And I don't think it's necessary for us to

say particular names so we're going to do it that way. I'm saying this to kind of set it up for

you guys the audience but I guess I'm also saying it to my my partners here who are going to be

part of this discussion that they have to be very careful because for all of us it's kind of

hard to not let

that stuff slip out but it just makes a difference in terms of the regulatory apparatus.

So the issue that faces a lot of investors right now is what to do with some of the parts of

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