Their Weakness is Not our Strength
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 9 September 2022
⏱️ 19 minutes
🧾️ Download transcript
Summary
I first want to thank everyone for the extremely positive feedback last week on the somewhat unique Dividend Cafe juxtaposing USC football and markets. It was fun to write and, at least for some of you, appears to have been fun to read.
But for those who prefer the serious stuff, we are back to normal this week, and I think it is time I cover a topic that comes up a lot anecdotally, but I don’t think has ever received headline treatment in the Dividend Cafe. And yet, it is one of the single most important topics in the field of economics and finance …
I refer to currencies, the U.S. dollar in particular, but really the overall global dynamics of currency and what it all means to investors. Currency ramifications impact all investors all the time, yet we rarely contemplate why or how. Today I want to play around a bit with some aspects of this critical topic in the present reality.
Jump on 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 and dividends in your understanding of economic life. |
| 0:12.7 | Well, hello and welcome to another episode of the Dividend Cafe. |
| 0:18.0 | I am recording having just arrived in Washington, D.C. on a Friday afternoon where I'll be |
| 0:24.3 | speaking at a debate event tomorrow, Saturday. But I'm going to clue you on a secret. I wasn't |
| 0:31.2 | going to say anything, but I actually recorded Dividendon Cafe earlier this morning before I left |
| 0:37.0 | L.A. and we had some technical |
| 0:39.5 | issues and so now I'm re-recording. |
| 0:41.7 | And for those of you who have ever done this kind of thing, you may know that recording |
| 0:45.5 | something twice is never necessarily your favorite thing to do. |
| 0:49.7 | And the reason is that you feel like when you go to the driving range, you left all your good shots there. |
| 0:57.9 | And then the second time around, it's not going to be as good. |
| 1:00.8 | I'm really determined to not let that happen now. |
| 1:03.4 | I luckily had a long flight, got a lot of work done. |
| 1:06.3 | So I think I still have the energy necessary to do this right. |
| 1:09.5 | But if for any reason this podcast bombs, I just want to say that the one I recorded first |
| 1:14.4 | was way better. |
| 1:15.7 | And if you really like this, then it's because I improved it from this morning. |
| 1:19.7 | You get to pick. |
| 1:21.0 | Okay. |
| 1:21.7 | I want to talk to today about the subject of currency, of basically the dollar. |
| 1:31.2 | Now, of course, if we weren't talking to American investors, then the dollar would not be their domestic currency, but for the most part, |
| 1:38.2 | that's who I assume is listening. And I think there's a kind of embedded message in the value of a country's currency, that message that |
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