The Country No One is Talking About
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 25 March 2022
⏱️ 20 minutes
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Summary
We all know that the Russian invasion of Ukraine has been the biggest story of 2022 thus far, not just for markets but for the entire news cycle. Ten minutes do not go by on the news without hearing the word “Russia” or “Ukraine” – for good reason (there is a war going on, you know).
And there are other countries that do not exactly hide in the background, either. China is never far from our dialogue, both because of their role in the COVID pandemic that swept the globe in 2020 and because of their sheer size as an economic powerhouse. In fact, U.S.-China relations may be the most talked about geopolitical story of the last ten years (also for good reason).
But there is another country that is rarely discussed these days, and perhaps offers as many economic implications as Russia, Ukraine, and China. And when I say economic implications, I mean the full portfolio of categories – geopolitical, financial markets, and macroeconomic.
And that country is the subject of this week’s 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. |
| 0:10.0 | Well, hello and welcome to another Dividend Cafe podcast and video. I am at a remote location here on this Friday. It's been a whirlwind of a week. |
| 0:23.5 | I may have enjoyed a couple days last weekend for March Madness, but hit the ground running this week. |
| 0:30.3 | And actually, with a 24-hour trip to Washington, D.C., in between and a whole lot of client meetings and speaking, different things. |
| 0:39.7 | It just has been incredible. And yet, I actually feel really, really excited right now because |
| 0:46.0 | there's been a significant amount of new reading, new research this week that has me fired up. |
| 0:53.4 | There's never anything that fires me up more |
| 0:56.2 | than just being able to really have that focus time of research and reflection. And I also feel |
| 1:02.7 | like this week was maybe the first week in the news cycle, financial news cycle, particularly, |
| 1:07.3 | where look, there's still plenty of volatility day by day. There's plenty of uncertainty around bond yields, around commodity prices, |
| 1:14.9 | and obviously all centered around the ongoing saga in Russia, Ukraine. |
| 1:20.4 | But it does seem as if there's a little bit of a willingness or interest in talking about some other stories besides Russia, Ukraine. |
| 1:26.9 | And it's starting to settle in a little bit that the Russia-Ukraine thing is not going away |
| 1:31.0 | anytime soon. |
| 1:33.4 | Both sides of the conflict have accepted that there's not an imminent ending coming. |
| 1:39.9 | And I think that's a bad thing. |
| 1:41.9 | But I merely comment that it seems to be a little bit more accepted. |
| 1:47.3 | So with that said, I want to focus our attention this week on a topic that is not Russia, Ukraine, |
| 1:54.3 | and is not the Fed, and is not even really directly, but is indirectly China. |
| 1:59.5 | And that is a country that I think no one is talking about it. |
| 2:03.9 | And you can always pick some country somewhere, you know, 200 countries on Earth. There's some |
| 2:08.5 | country no one's talking about, and they're not talking about it for a good reason because it doesn't |
... |
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