The Kamala Cafe
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 14 August 2020
⏱️ 19 minutes
🔗️ Recording | Apple Podcasts | RSS
🧾️ Download transcript
Summary
• Market Recap of the week that just was • A little reality check on interest rates • A report card for earnings season for Q2 • Anyone remember China? • Commercial real estate lending • Restaurants looking for some help – and possibly going to get it • Is our monetary system working? • Economic report card for the week (jobs, retail sales, consumer credit, and more) • Politics and Money – a bit more of a look at Kamala Harris as the VP pick and what it means to markets and policy (and so, so, so much more) • Chart of the Week
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. |
| 0:12.8 | Hello and welcome to this week's Dividend Cafe. I am actually recording, believe it or not, in Moscow, Moscow, Idaho, that is. |
| 0:25.5 | I was up here for a meeting yesterday afternoon and then spoke at an event last night. |
| 0:32.1 | And now I am flying back here in a few minutes. |
| 0:34.2 | So just a very quick in-and-out trip, but lovely to see some long-time |
| 0:41.1 | friends and some clients and participate in speaking at this event last night. And then I get to |
| 0:47.0 | record here today in my hotel room. I want to do a few things with our time today. |
| 1:04.9 | I am hoping that you podcast listeners will be able to take in what we have put up at the dividend cafe.com, but I do really want to share with you some sentiments right now around the U.S. election |
| 1:12.5 | because I think that we're really in a transitional place right now where the primary story, the narrative, |
| 1:21.1 | I don't know necessarily what's actually going to be moving market prices the most, |
| 1:26.4 | but I certainly think it's what's going to generate the most market discussion and conversation for the next two and a half months will be more political, more election-centered than COVID-centered. |
| 1:40.3 | I'm not really convinced that the market has been that COVID-centered here for a little while. |
| 1:48.6 | As news regarding COVID has seemingly, when it would get worse, markets didn't seem to be bothered, |
| 1:56.0 | when it would get better, markets didn't seem to have a big effect, |
| 1:59.2 | because I believe that the bulk of the |
| 2:01.2 | the COVID-oriented market narrative is baked in and that is that something happened |
| 2:08.1 | that caused an incredible economic disruption and the worst-case aspects of that are off the table |
| 2:15.8 | the predictions of those things are not happening. |
| 2:20.1 | And yet there remains all the economic uncertainty into the future. And all that the markets |
| 2:25.5 | really have to sort through is on the margin. Are we looking at a different shape recovery? |
| 2:35.0 | You know, there's different scenarios of what the shape of the recovery could end up looking like. |
| 2:38.5 | So those things are there on the margin, but when cases go up one day a bit or hospitalizations |
... |
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