To Care about Investors is to Care about Work
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 9 February 2024
⏱️ 21 minutes
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Summary
Today's Post - https://bahnsen.co/42BoynY
It’s been a whirlwind of a week, and today is going to be a whirlwind of a Dividend Cafe. I came into my writing this morning with two or three topics to choose between, and I settled on “all of the above, plus several more.” I’ll leave the introduction short so we can get right into it. Between earnings season, a certain crux in the geopolitical moment, potential (likely?) new tax legislation, a modest market re-pricing of revised Fed expectations, some company considerations in our own portfolio management, and a pleading of the case for a “full-time” work mentality, there has been a lot going on at Team Bahnsen, and there is a lot in today’s Dividend Cafe … Let’s jump in!
Links mentioned in this episode: TheDCToday.com 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 |
| 0:07.0 | and dividends in your understanding of economic life. |
| 0:10.0 | Well, hello and welcome to another edition of Dividend Cafe. |
| 0:16.0 | I'm joining you from our New York office today, although I am heading out tomorrow with my wife |
| 0:22.4 | for Florida. |
| 0:23.5 | I'm going to be in a different city in Florida each day of next week, then returning to New York |
| 0:29.4 | for the weekend, then heading down to our Nashville office where I'll be for a week before |
| 0:34.9 | heading back to our California office, where I'll also be going to our |
| 0:39.1 | Arizona office for a day. And there's a lot of speeches I'm giving in between and different |
| 0:44.7 | things going on. But thankfully for me, my wife is coming with me and all these destinations. |
| 0:51.5 | There's a lot of things going on. A lot of members of our team, I'm going to be seeing a lot, a lot, a lot, a lot of clients I'm going to see, which is my favorite part of the job. |
| 1:00.0 | One of the things going on in the midst of earnings season right now, a couple portfolio changes that we've been dealing with that we've already either done or one in particular right now that I'm still |
| 1:11.0 | deeply considering with my co-CIO Brian in the midst of a pivot around Fed expectations. |
| 1:18.5 | You may have heard there's a lot of geopolitical things happening. |
| 1:22.9 | I mean, it's just a lot going on. |
| 1:26.0 | And I'm fond of saying that that's not unique. What's unique is when there isn't a lot going on. And I'm fond of saying that that's not unique. |
| 1:29.3 | What's unique is when there isn't a lot going on because that's the truth. |
| 1:33.3 | I've done this a long time. |
| 1:35.3 | And a hyper level of activity is the norm. |
| 1:39.3 | It is not, it's the rule, not the exception. |
| 1:42.3 | Right now I also am kind of celebrating, |
| 1:46.2 | but also just doing a lot of work around the release |
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