The Great Debate - Part 2
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 22 January 2021
⏱️ 26 minutes
🔗️ Recording | Apple Podcasts | RSS
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Summary
In this episode, the point I am making is more than just “politics is overrated in evaluating market conditions” (even though that is very true). I not only believe this subject of Inflation vs. Deflation is more important than anything else in understanding the 3-year, 5-year, and 10-year state of financial markets, I also believe it is a welcome reprieve from what is just overdone, over-covered, over-saturated, and ready for a break.
Inflation vs. Deflation Part II – jump on in to the Dividend Cafe.
Transcript
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| 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. |
| 0:12.0 | Well, hello, welcome to this week's Dividend Cafe. Those you're listening on the podcast and watching the video, we are sitting here recording |
| 0:22.0 | in a beautiful, Friday morning and beautiful Midtown Manhattan. |
| 0:26.9 | And this week's Dividend Cafe has a bit of a doozy. |
| 0:31.4 | It's kind of a two-parter, so I guess that makes the, it's the second part of a two-parter. |
| 0:36.5 | I guess that makes the two put together really a doozy. But I am kind of happy with this week's Divida Cafe. I, for one thing, just got done writing it about 45 minutes ago and then walked straight from my apartment here to the office to record this. |
| 0:54.4 | It's all kind of fresh in my mind and I've been working on writing it since literally |
| 0:59.3 | about 3.30 in the morning. And I believe that it captures in a number of different ways |
| 1:06.4 | the major theme that is macroeconomic in our country right now and that investors will contend with in the in the years ahead and it and it's sort of I'm striving with this topic to bring together |
| 1:25.6 | synthesize a lot of different things are happening at once. |
| 1:29.5 | Because a lot of people talk to me about the national debt. |
| 1:32.4 | We talk a lot about how low interest rates are. |
| 1:35.9 | We talk about the activity of the Fed interventions into credit markets, interventions into |
| 1:42.0 | asset prices, how it impacts real estate, how it impacts |
| 1:44.8 | stocks. And all of these things, we talk about the dollar and weakness or strength of the currency. |
| 1:54.6 | So all of these things, I believe in specific context, sometimes come to me as questions that are kind of individual or independent of one another, |
| 2:03.6 | and yet all of them are very much interconnected. |
| 2:07.6 | And that's sort of my job as an investment strategist to bring these things together and apply them in a way that is sensible and coherent and opportunistic for our clients. |
| 2:22.7 | And yet it requires certain understanding, certain presuppositions about basic economics |
| 2:32.6 | that not everyone shares. |
| 2:35.0 | And so it is by no means easier, simple task. |
| 2:39.0 | And yet I've tried my best in this week's Dividy Cafe. |
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