TBG INVESTMENT COMMITTEE REUNION EDITION – June 9, 2020
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 9 June 2020
⏱️ 48 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
Is the market about to go through a period of “rotation?” Growth vs. Value, Large Cap vs. Small-Cap, Cyclicals vs. Defensives - does it even matter? Our investment committee is back together, sheltering in place at our own studio, bringing you our perspective on all these subjects and more.
Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Welcome to the Dividend Cafe weekly market commentary focused on dividends in your portfolio and dividends in your understanding of economic life. |
| 0:12.8 | Hello, welcome to the Dividendin Cafe Investment Committee podcast, our whole group, back together in person. |
| 0:22.7 | Okay, when is the last time we did it? |
| 0:24.1 | It has to have been February? |
| 0:27.1 | Because we didn't do this together in March. |
| 0:29.6 | Oh, together? |
| 0:30.4 | No. |
| 0:30.8 | We did one together in March by phone. |
| 0:34.5 | And we did the Zoom one in May, I think. |
| 0:39.2 | So, yeah, I think we've done a couple together remotely, but I don't think we've been |
| 0:43.0 | sitting here together since February. |
| 0:46.0 | Sounds right. |
| 0:46.6 | Yeah. |
| 0:46.8 | Because early March, I don't think we did this. |
| 0:48.8 | I was in New York that one week, and so here we are. |
| 0:51.6 | Of course, we've all been talking every day. |
| 0:57.2 | I would guess that our electronic communications, oh, throughout the quarantine period, were up about five times from normal on a day-to-day |
| 1:04.3 | basis of our texting and emailing and our various things. But, you know, just sitting down here |
| 1:09.7 | together doing our podcast. I know it's what our |
| 1:12.8 | listeners desperately want is for us to be back here to share the good news. So, yeah, we have a lot |
| 1:20.4 | to get caught up on. I actually don't want to spend our time really just focus on the obvious |
| 1:25.1 | thing of how the market was way down and then the market went way up. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from The Dividend Cafe - The Bahnsen Group, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of The Dividend Cafe - The Bahnsen Group and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.