Tuesday - April 8, 2025
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 8 April 2025
⏱️ 7 minutes
🧾️ Download transcript
Summary
Navigating Volatility: Market Update and Dividend Strategy
In this episode of Dividend Cafe, Brian Szytel from The Bahnsen Group provides an update on the current market conditions amidst ongoing volatility due to trade tensions between the US and China. He discusses the recent performance of major indexes, including a significant downturn in the S&P and NASDAQ, and the increase in yields on 10-year notes. Brian emphasizes the importance of a dividend growth approach and asset diversification during turbulent times. He also reflects on historical parallels and reassures viewers about long-term returns and their investment strategies. The session closes with a call for viewers to reach out with any questions.
00:00 Introduction and Market Overview
00:55 US-China Trade Tensions
01:52 Investment Strategies During Volatility
02:23 Economic Indicators and Market Sentiment
04:10 Historical Comparisons and Current Context
05:07 Conclusion and Advisor Contact
Links mentioned in this episode: DividendCafe.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. |
| 0:12.4 | Welcome to Dividend Cafe. This is Tuesday, April the 8th, Brian Sightel with you here from our Newport Beach, California office at the Bonson Group. |
| 0:22.2 | On what started off as quite a positive day, obviously we've had several days in a row of downturn here. |
| 0:29.2 | The S&P is down, but 12% here in four days. |
| 0:33.3 | But today the morning came out positive. |
| 0:35.7 | We were up on the day. |
| 0:57.9 | And as time went on, again, more volatility around trade around tariffs. Markets sold off and couldn't hold on to those gains. And we ended up closing lower meaningfully. We closed down 320 points on the Dow. The NASDAQ was down just over 2%. And the S&P was down 1.57%. So negative day in markets. Yields on 10 year were actually higher up about three bases points. So there you have it. More volatility. What's it about? |
| 1:01.8 | We have ongoing back and forth between the U.S. and China. These are the two largest economies |
| 1:06.7 | in the world trying to negotiate and set tariff policy to their own best interest. And Trump announced |
| 1:14.2 | an additional 50, taking it up to 104% potential tariffs if China didn't relinquish their reciprocal |
| 1:20.7 | 34% that they announced a couple of days ago. So it's still back and forth. We're negotiating, |
| 1:26.1 | or the U.S. is negotiating, I should say, with over 60 countries at this point, almost 70. |
| 1:31.5 | Progress is being made on that front and how this will settle out, but that doesn't mean that there's certainty around it. |
| 1:36.5 | And with the lack of certainty comes volatility. That's just the way that this is, unfortunately right now. |
| 1:42.8 | The Chinese yuan depreciated significantly today on the |
| 1:45.7 | announcement, as did the U.S. stock market, and we ended up in the negative on the day. So tomorrow |
| 1:50.7 | will be another day, and I wish I could tell you exactly where it would go, since I don't know |
| 1:54.6 | what these headlines will read and how markets react. I will stick to just telling you the truth, |
| 2:00.3 | which is this. |
| 2:01.4 | The dividend portfolio and a dividend growth approach in this environment is, in fact, in most |
| 2:06.4 | environments, is a better suited approach for a risk-reward standpoint. It's more defensible, |
| 2:11.3 | it's more defensive, and at times of volatility, dividends can be reinvested, and shares can be |
... |
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