Theory Into Practice
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 29 October 2021
⏱️ 19 minutes
🧾️ Download transcript
Summary
I wrote last week about a small amount of rather large economic principles that are too often forgotten in contemporary thought, and in many cases were never learned in today’s financial advisory community. I promised a part II this week where we focused more on the application of these principles, and there is no way I would disappoint you after that powerful cliffhanger.
I will point out before we dive into the Dividend Cafe that I hosted a fireside chat with Bahnsen Group economic and policy advisor, Larry Kudlow, this week. You can find that whole video replay on our website if you are so inclined.
Today’s Dividend Cafe is short and sweet but does focus entirely on the promised mission – putting into practice for investors what the theories of economic wisdom look like. Off we go …
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. |
| 0:12.6 | Well, hello and welcome to another dividend cafe. I am very pleased to be back in New York City. I've been back for just minutes. |
| 0:22.7 | As a matter of fact, I flew on a red eye last night from Southern California. |
| 0:26.6 | But let's see. |
| 0:27.2 | I think I recorded last Friday in a hotel in Dallas, Texas. |
| 0:30.9 | And then I flew. |
| 0:32.9 | So I had flown from New York to Dallas, recorded there last Friday. |
| 0:36.5 | Then I've been in California all week. And then now just came back to New York to Dallas, recorded there last Friday, that I've been in California all week, |
| 0:38.6 | and then now just came back to New York. And so I hope I don't look as tired as I feel, and I |
| 0:45.8 | certainly hope I don't sound as tired as I feel, but I do feel kind of tired. But that's on a good way. |
| 0:50.8 | It's been an incredibly productive week and and there's just a lot of |
| 0:54.5 | projects and things going on. Obviously a lot happening in the market. We have a lot of |
| 0:58.8 | searches and due diligence around some of our investment projects going on. And then in the meantime, |
| 1:05.3 | you know, we had a big fireside chat event this week with Larry Cutlow who had come out to Southern California |
| 1:13.0 | and we had a lovely time with him. That replay of that event is available also on our YouTube |
| 1:19.2 | channel. But now we get ready to close out the month of October. Obviously it'll be Halloween here over the weekend, and then we'll go |
| 1:31.0 | into a fresh week, a fresh new month that is next week in November. And I think back to this |
| 1:39.3 | weekend a year ago, it was the weekend before the election. And even though markets had recovered just |
| 1:47.0 | in a massive way since the COVID drop of March, September and October were both down months |
| 1:53.3 | in the market, modestly so, but there was, you know, a bit of anxiety. There's a bit of kind |
| 1:59.6 | of skittishness and uncertainty going in the election. |
| 2:02.7 | Now, there are a lot of people on the right that were not just skittish, but they were petrified. |
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