The DC Today - Monday October 24, 2022
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 24 October 2022
⏱️ 19 minutes
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Summary
I think we have a meaty one today, so here we go with this Monday edition of DC Today …
Off we go …
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. |
| 0:12.4 | Well, hello and welcome to the D.C. today. I feel like I haven't been with you for a little while, even though I got to record Dividing Cafe on Friday from the studio in New York, |
| 0:22.3 | obviously Trevor Cummings filled in admirably last Tuesday, Wednesday, Thursday on the D.C. |
| 0:28.7 | Today as I was out and about at these meetings in New York City. Those meetings are now actually going to be |
| 0:35.7 | the subject of Dividend Cafe on Friday. |
| 0:39.3 | I'm going to just convert the kind of major takeaways from the various meetings we had last |
| 0:47.6 | week, and a lot of things we're kind of thinking about and adjusting within client portfolios. |
| 0:53.2 | As a result of those meetings, we're going to make |
| 0:55.5 | those major takeaways both on macroeconomic and even kind of bottom-up investing points |
| 1:02.4 | into the Divida Cafe. As far as the sort of special Monday long-form D.C. today goes today. |
| 1:13.6 | Obviously, I'm not in either of the office studios today. |
| 1:20.1 | I just arrived in Palm Beach a short while ago, and I'll be speaking at a family office event tomorrow Tuesday and then traveling back to California, Wednesday. So for that reason, |
| 1:25.0 | you'll have Brian Sightel bringing you the DC today tomorrow, as I'll be speaking after the market closes. |
| 1:32.3 | And then Trevor Cummings will again be with you Wednesday because I'll be traveling home when the market closes on Wednesday. |
| 1:39.8 | But then I'll be back with you Thursday. |
| 1:41.8 | And, of course, I've already mentioned Dividy Cafe Friday. |
| 1:44.3 | So that's the expectation for the week. |
| 1:46.5 | Last night, futures opened up 240 points and then kind of moderated into the evening. |
| 1:53.0 | The Niki in Japan was up 350 and closed up just 80. |
| 1:59.8 | When I woke up this morning at 4 a.m. Eastern time, so a long time before the |
| 2:04.9 | market opened, futures were now down 130 points. And about 90 minutes before the market opened |
| 2:14.2 | futures reversed course to the upside. The market opened up 350 points, and then it moved higher throughout the day. |
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