The Fed Talks My Book
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 17 December 2021
⏱️ 20 minutes
🧾️ Download transcript
Summary
Markets followed up their monstrous week by dropping a bit to start this week, then rallying back to even mid-week, to sit somewhere between flat on the week and down ~100 points or so as I prepare to go to press.
The Nasdaq, though, didn’t fare so well on the week, dropping -600 points (-4%) as of press time and warranting a distinction in this week’s Dividend Cafe on how one may want to think about their assets in the Fed regime ahead.
This one week aside, and the never-ending obsession with the Federal Reserve well-baked into our societal financial fabric, there is a lot to say about a changing of the guard at the Fed, and this week’s Dividend Cafe is devoted to just that. Some things are, no doubt, changing, but other things, as you will soon see, are not changing at all. Understanding all this may be the best Christmas gift I can offer you this glorious holiday season.
Slide down the chimney into 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 Dividendon Cafe. And I guess, to be honest, I'm pretty sure this will be the last one we do in 2021, because I'm not going to do one next week as it is Christmas weekend. |
| 0:28.9 | And then the following week, I'm going to be off and working on the annual white paper, which will summarize the whole year in review of 2021 and provide all of |
| 0:40.5 | our forecast for 2022. And yet, because the year doesn't actually end until after that Friday, |
| 0:48.0 | and then we have the New Year's weekend and that Monday, the market and the world reopened |
| 0:53.7 | as 2022 new year, January 3 Monday, the market and the world reopened as 2022 new year January 3rd, |
| 0:57.9 | the way the calendar flies that Friday, I won't be doing a year in review version yet because |
| 1:03.5 | the year won't be done and I want all the final data. So unless something comes up, I would |
| 1:10.2 | assume this is the last dividend cafe. We will be doing a |
| 1:13.6 | DC today on Monday, this coming Monday the 20th. And we have the holiday week and then that final week |
| 1:20.0 | between both, you know, holiday remnant and just not wanting to do it. And then, of course, |
| 1:29.8 | this white paper preparation, which is rather substantial, to be honest. That's kind of how the calendar and schedule and priorities have come |
| 1:36.0 | together for the end of this year. But this dividend cafe today is actually not focused on |
| 1:42.4 | year end per se or there's no special holiday theme or |
| 1:47.6 | you know, end of the year thing or blah, blah, blah. I want to talk about the thing that is by |
| 1:52.7 | far the most in the news this week. Probably by far the most in the news. By news, I mean financial |
| 1:59.2 | news specifically. Most of the year. And that in the news. By news, I mean financial news specifically, most of the year, |
| 2:03.0 | and that is the Fed. And it is hardly something that I avoid talking about. It's a very, |
| 2:09.5 | very prominent subject to my attention or my studies. And part of our formation of client portfolios centers around a lot of our view of the Fed, |
| 2:20.9 | both past, present and future. And so I do think that there is some benefit into me kind of |
| 2:28.0 | providing a little commentary on what took place this week and what we see coming in the months, |
| 2:33.3 | more importantly, the years ahead, and applying that |
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