The State of Big Tech
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 11 November 2022
⏱️ 18 minutes
🧾️ Download transcript
Summary
Greetings from Nashville, Tennessee, where I will be necessarily giving you a shorter Dividend Cafe today, but one you may find quite interesting nonetheless.
I am sure some of you would prefer we just stay out here in Nashville. But alas, we live in crazy times.
And speaking of crazy, I want to talk today through a few charts, quickly, that cover the subject of energy investing and technology investing. The angle is a bit different than many choose to take.
Let’s jump into the Dividend Cafe …
Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Transcript
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| 0:00.0 | Welcome to the Dividend Cafe, weekly market commentary focused on dividends in your portfolio |
| 0:06.6 | and dividends in your understanding of economic life. |
| 0:12.6 | Well, hello and welcome to the Dividend Cafe from Nashville, Tennessee. |
| 0:17.2 | I arrived very late on Tuesday night. |
| 0:19.9 | The entire team arrived on Wednesday afternoon, |
| 0:24.1 | and we have just been having an incredibly productive time out here in Nashville. |
| 0:30.4 | We're in meetings all day on Thursday and have a big day of meetings ahead here Friday. |
| 0:36.0 | Plenty of fun with the team at night and all that good stuff. |
| 0:40.9 | Enjoying our office out here and really great discussions, conversations, conversations about our business. |
| 0:48.6 | In the meantime, a few other things have happened around the world. |
| 0:51.8 | We did write in the D.C. today on Wednesday, a kind of |
| 0:54.5 | recap from some of the election coverage, obviously a lot of big surprises in that, and I've |
| 1:00.7 | written plenty about it elsewhere this week as well. The major market event that I suppose |
| 1:09.7 | would have become a good subject for Dividend Cafe had I known |
| 1:15.2 | it was going to take place on Thursday was that market rally. It was the biggest day in the market. |
| 1:21.3 | In over two years, it was the biggest day in the bond market that I remember seeing in my career, |
| 1:27.2 | the 10-year yield coming down 33 basis |
| 1:30.3 | points, mostly about 30 to 35 basis points down across the whole term structure. So a massive, |
| 1:37.0 | violent rally in the bond market. And rather than really get into that right now and start talking about what the CPI report said, |
| 1:46.6 | what is being implied in the Fed funds and future Fed policy decisions, why markets are responding that way, |
| 1:54.3 | the NASDAQ going up over 7% yesterday alone. |
| 1:58.4 | I'm going to do that in Monday's DC today, and in fact, this morning began |
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