TBG Investment Committee - A Year Ahead, A Year Behind
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 7 January 2022
⏱️ 61 minutes
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Summary
CIO and Managing Partner - David L. Bahnsen Deputy Managing Partner - Brian Szytel Deputy CIO and COO - Deiya Pernas
Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Transcript
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| 0:00.0 | Welcome to the Dividend Cafe, weekly market commentary focused on dividends in your portfolio |
| 0:06.6 | and dividends in your understanding of economic life. |
| 0:12.8 | Hello and welcome to the very first Dividend Cafe of 2022. Those watching on video can see |
| 0:20.3 | that we have quite an elaborate setup because we have |
| 0:22.7 | our partner in crime and investment committee member Brian Saitel joining us remotely. |
| 0:29.3 | I'm sitting here in the studio with our deputy CIO, Dea Pernas, and I, of course, am here |
| 0:35.7 | in the studio in Newport Beach as well. |
| 0:38.2 | So we are bringing our first Dividendon Cafe of the year with the whole investment committee |
| 0:43.2 | and something we intend to do a lot more of this year. |
| 0:47.1 | And to prove that commitment, we are starting the very first podcast and video of the year off this way. |
| 0:55.9 | And the subject is no less than our 2021 review and our 2022 perspectives. |
| 1:02.2 | And I'm not going to lead my colleagues through our entire white paper, |
| 1:07.1 | read you as listeners and viewers through it. |
| 1:09.9 | But we're going to kind of hit some of the highlights of our key points and themes and |
| 1:14.6 | perspectives of the year behind and the year ahead. |
| 1:18.2 | But I wouldn't be doing my job if I didn't say that there is just absolutely no way |
| 1:23.7 | that I can tolerate any of you watching this video as a substitute for reading the |
| 1:29.6 | white paper. |
| 1:30.6 | Listen to the podcast as a substitute for reading the white paper. |
| 1:34.5 | We do that work and put a lot of charts and a lot of information and summary type |
| 1:40.9 | info because we think it's very valuable. |
| 1:44.0 | And we really do believe if you go to |
... |
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