The Dividend Cafe Wednesday - November 13, 2024
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 13 November 2024
⏱️ 7 minutes
🧾️ Download transcript
Summary
Market Insights and Investment Strategies on Dividend Cafe
In this November 13th episode of Dividend Cafe, Brian Szytel from The Bahnsen Group provides a comprehensive update on the current market dynamics from their Newport Beach headquarters. He discusses the relatively flat market performance with slight gains in the Dow, S&P, and minimal change in NASDAQ, alongside a decrease in volatility and an uptick in the 10-year yield. The episode covers the alignment of CPI with expectations, easing inflation concerns, improved third-quarter earnings, and fiscal and monetary policy's impact on market conditions. Brian emphasizes the importance of revisiting asset allocation, advocating for selective investment strategies over momentum chasing, and incorporating bonds and alternative assets into the portfolio. Ultimately, he reassures listeners about the potential value in the current market and encourages them to stay engaged with thoughtful and diversified investment choices.
00:00 Introduction and Market Overview
00:27 Inflation and Market Reactions
01:31 Market Performance and Bond Yields
03:36 Investment Strategies and Recommendations
05:08 Conclusion and Viewer Engagement
Links mentioned in this episode: DividendCafe.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 | Welcome to Dividend Cafe. It's November the 13th, which is Wednesday. |
| 0:16.0 | Brian Saitel with you here in our Newport Beach headquarters at the Bonson Group. |
| 0:21.6 | On a fairly flat day, really, in markets, the Dow ended up closing up 47 points. |
| 0:26.9 | S&P was flat, up a point. |
| 0:28.6 | NASDAQ was down about a quarter of a point. |
| 0:30.9 | So fairly quiet in markets. |
| 0:32.5 | Volatility has come down. |
| 0:34.2 | It was down about 5% on the VIX. |
| 0:36.7 | And the 10-year yield was up about two basis points. |
| 0:39.9 | Part of that yield being sanguine, I suppose, was related to a CPI number that we got out. |
| 0:45.9 | So the consumer price index was right in line with consensus. We got 0.2% on headline for the month |
| 0:52.0 | of October and we got a 0.3 number on core, stripping out food and |
| 0:56.5 | energy for CPI. So it's important. It's another read on inflation. There had been some worry or |
| 1:03.4 | some angst over inflation heating back up because growth in the market has been heating back up |
| 1:10.2 | post-election, |
| 1:11.5 | and even before that, real the last couple of months, |
| 1:13.8 | not related to the election. |
| 1:15.1 | So there you have it. |
| 1:16.4 | Inflation came out in line and I think calmed things down a little bit, |
| 1:20.0 | supported where things are, and so on. |
| 1:23.1 | The couple of things to note about where we've come here in the market, |
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