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The Dividend Cafe

When Markets Fight On!

The Dividend Cafe

The Dividend Cafe - The Bahnsen Group

Business, Dividend Growth Investing, Monetary Policy, Investing, Retirement Planning, Wealth Management, Macro Economics, Estate Planning

4.9572 Ratings

🗓️ 2 September 2022

⏱️ 28 minutes

🧾️ Download transcript

Summary

Why in the world would I waste the precious soundwaves of Dividend Cafe to recap day-by-day market action when this hallowed ground is supposed to be reserved for what actually matters in markets (and life)?  Because we are entering football season, of course, and how this all connects is about to be readily apparent to you.

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 and dividends in your understanding of economic life.

0:10.0

Well, hello and welcome to a Labor Day weekend Dividend Cafe.

0:18.0

I am very happy to be sitting here in our Newport Beach office studio and getting ready for a longer weekend.

0:24.6

And I wanted to give you guys here on the podcast and video a little different twist of Dividing Cafe.

0:34.6

Now, I actually do believe there's a very important market lesson coming, and I think

0:40.2

there's market history, and I hope that you'll get the lesson out of it that I intend.

0:46.9

But I want to do it in a little different way than I normally do.

0:50.5

And I just will put a disclaimer out there in advance that if you just hate football, or particularly

0:56.7

if you hate my beloved USC Trojans, you may not enjoy listening to this week.

1:01.8

But, you know, it has been 13 weeks of summer, June, July, August, 13 dividend cafes.

1:09.8

Of the, I think it was 47 D.C. today's.

1:14.8

I wrote 42 of them or something like that.

1:17.9

So over the summer, there's been a lot of writing.

1:20.9

There always is.

1:21.6

We don't take like a week off or anything.

1:23.7

But it's been an intense summer.

1:27.0

There's been changes in Fed policy. There's been market

1:31.2

volatility. There's been debate about inflation and recession and a lot of things. We've covered

1:37.5

it extensively. I feel good about the material we put out there in the perspective commentary.

1:44.6

I certainly feel good about the way we're executing on these things within our client portfolios.

1:51.3

So taking a little bit of a different journey this week is meant to be kind of fun, but perhaps

1:58.0

it's just fun for me as the creator and not so much fun for you as the listener,

...

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