The Fed in a Post-COVID World
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 28 August 2020
⏱️ 25 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
In this week’s Dividend Cafe we will:
• Review the week that was in markets
• Really spend the time we need looking at what the Fed has done, will do, and will never, ever do
• Provide five key investment implications to the monetary regime we now live in
• Do a “Euro”pean history lesson for you, and look at what that means for investors now
• Provide an explanation of how business investment works, what the hold-up has been, and why it matters
• Politics and Money – a look at this week’s Republican convention
• Chart of the Week
Let’s jump in, to the Dividend Cafe!
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. |
| 0:13.1 | Well, hello and welcome to this week's Dividend Cafe. This is David Bonson. I'm the Chief investment officer, managing partner at the Bonson Group. |
| 0:22.6 | And I have a fun one for us today. All you listen to the podcast and those of you watch on the video. |
| 0:30.1 | I'm hoping both camps here, podcast listeners and video watchers are enjoying a better quality sound and look. |
| 0:41.2 | We have our studio all set up in the New York office, and so it's kind of fun to be able to just |
| 0:46.3 | hit a button and be able to record and make things so easy and hopefully higher quality. |
| 0:50.7 | I can't even count how many different ways have done this over the last several |
| 0:55.0 | months. Although I listen to a lot of podcasts, particularly when I'm here in New York City and I'm walking |
| 0:59.4 | from my apartment to my office and it gives me more time for podcasts listening. I hear a ton of people |
| 1:04.9 | I listen to talk about how they've recorded in their car. I've never done that. So I assume they're in transit and have to record and they |
| 1:13.0 | pull over and record or something. I don't know. But it feels like I've done it a lot of different |
| 1:17.0 | ways. And I hope this will be a good one. The Dividing Cafe today is I'm going to discipline |
| 1:25.0 | myself to focus on the two major topics that I have, and that's because |
| 1:30.5 | both of them are substantial, and there's a lot I want to say about them, and yet there are a number |
| 1:37.3 | of other topics I could easily kind of go off into. I'm going to avoid all the election-oriented |
| 1:43.0 | stuff and political stuff because we're going |
| 1:46.2 | to get so deep into that after Labor Day. We have a white paper coming out. The Republican |
| 1:51.5 | Convention just wrapped up last night. There's more polling that will be coming out. And we're |
| 1:58.1 | kind of, and we're going to do a national video call on Zoom on September 14th at our |
| 2:04.5 | normal Monday time, which is 11 a.m. Pacific, 2 p.m. Eastern. And we'll unpack all of the political |
| 2:10.8 | stuff, you know, in that kind of second week of September timeframe going into the middle of the |
| 2:16.9 | month, which gives two full months |
... |
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