meta_pixel
Tapesearch Logo
Log in
The Dividend Cafe

The DC Today - Monday October 3, 2022

The Dividend Cafe

The Dividend Cafe - The Bahnsen Group

Monetary Policy, Estate Planning, Investing, Business, Dividend Growth Investing, Retirement Planning, Macro Economics, Wealth Management

4.9572 Ratings

🗓️ 3 October 2022

⏱️ 21 minutes

🧾️ Download transcript

Summary

A big rally day after a bloodbath week in markets. Lots to say on markets and more markets today.

The thing most on everyone’s mind right now is surely the raging bear market (in both stocks and bonds). I addressed it thoroughly in Friday’s Dividend Cafe and really encourage you to read it here. The weekly video is here, and the same comments from the video are in podcast form here. The underlying theme is that our pathos very understandably sees times like these as negatives, while our logos must be reminded of how wonderful times like these prove to be.

I was on Varney Friday, was on Kudlow’s radio show (WABC) Saturday, and on Charles Payne today talking markets.

Off we go …

Links mentioned in this episode: TheDCToday.com TheBahnsenGroup.com

Transcript

Click on a timestamp to play from that location

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.

0:12.5

Well, welcome to the very special D.C. Today. Why is it special? Because it's Monday. Monday means long form written. And there is a lot of

0:22.8

market stuff in the DC Today.com today. Um, brutal week in markets last week and brutal

0:30.6

couple of weeks before that. And then now a big rally day today, um, but not, you know, big enough to

0:37.4

make up for what's happened previously.

0:40.1

But I think there's some points we want to make about what has happened in markets today and

0:45.4

last week and where we are.

0:47.2

So most of what I'm going to talk about today is just market oriented.

0:50.5

There will be a little Fed, a little policy, and some of the economic data.

0:55.6

But let's just jump right into it.

0:59.8

As far as today's clothes, just kind of giving you today's stuff first and then going deeper,

1:06.9

the most important thing I'd say, look, the futures were all over the place last night.

1:11.7

So this wasn't a rally that started right when the market closed Friday.

1:16.6

Markets were bound to close in utter violence.

1:20.1

We every day last week at the end of the day were selling off.

1:24.1

They did it again going into the close, month end, quarter end. That was just sort of baked in the cards.

1:30.2

There's a lot of different reasons why that has been happening and particularly happened Friday.

1:35.1

But it wasn't like immediately the postmarket action was pointing up. And even last night's futures

1:41.0

opened flat. They went down. They came back up, but not a lot. There was a lot of

1:46.2

volatility overnight. I was watching the futures heavily Sunday night and very early Monday morning.

1:51.9

But then they caught a little bit of a bid, but I mean 150, 200 points. So, you know, the market

1:56.5

closed today up 150 or 200. It really, in the aftermath of last week and that Friday going into

...

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.