The Dividend Cafe

By The Bahnsen GroupBusiness Investing

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The Dividend Cafe episodes

January 27, 2020 TBG Investment Committee Outlook - Week of January 27, 2020
Topics discussed:
The market dropped 450 points today as fears and uncertainties around the Chinese coronavirus make their way through the markets. In this special edition podcast with our whole investment committee we make the case for “don’t just do something, stand there” as the right investor response to the present news. We appeal to history, market realities, health epidemic precedents, and basic trade economics to make the case for avoiding panic, and letting an unresolved problem get resolved. Please give it a listen, and please reach out with any questions you may have.
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
34 min
January 24, 2020 Politics Played A Role in Portfolios
Topics discussed:
Markets re-opened Tuesday this week after the MLK holiday on Monday, and experienced some modest moves to the downside on the week as of Thursday's press time ... But in a shortened market week where the big political news (impeachment hearings) are completely ignored by markets, and where there is no notable macroeconomic news or Federal Reserve announcements to process, it gives us a great opportunity to catch up on other topics not given enough attention in the Dividend Cafe.
We'll talk shale this week, viral fears in China, why a high bond supply does the opposite to interest rates that most people expect, and we spend a lot of time in Politics & Money ...
So jump on into the Dividend Cafe. It's a good one.
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
20 min
January 23, 2020 Politics Played A Role in Portfolios
Topics discussed:
Markets re-opened Tuesday this week after the MLK holiday on Monday, and experienced some modest moves to the downside on the week as of Thursday's press time ... But in a shortened market week where the big political news (impeachment hearings) are completely ignored by markets, and where there is no notable macroeconomic news or Federal Reserve announcements to process, it gives us a great opportunity to catch up on other topics not given enough attention in the Dividend Cafe.
We'll talk shale this week, viral fears in China, why a high bond supply does the opposite to interest rates that most people expect, and we spend a lot of time in Politics & Money ...
So jump on into the Dividend Cafe. It's a good one.
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
20 min
January 21, 2020 TBG Investment Committee Outlook -Week of January 20, 2020
Topics discussed:
We are too early into earnings season to have much to say and the impeachment/political 'stuff' is enough to exhaust anyone. But 'global macroeconomics' - this is the stuff that gets us out of bed in the morning. And that's what we did this morning - we got out of bed and we talked global macro for you all. This is a not-to-be-missed Dividend Cafe podcast from our whole investment committee ...
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
57 min
January 17, 2020 TBG Investment Committee Outlook - Week of January 13, 2020
Topics discussed:
Managing Director, Partner Deiya Pernas and Director of Equity Research discuss the TBG client portfolio construction and infrastructure, equity and market hightlights of the week.
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
28 min
January 17, 2020 Phase One, An Election Battle, and Earnings Galore
As of press time Thursday it has been another strong week in markets, with the formal signing of the phase one-U.S/China trade deal, a strong start to earnings season, and the continued general feeling that this is a good market in a good economy. Of course, life is never that simple, and markets are really never that simple, so we have a lot more to say about everything.
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
19 min
January 10, 2020 National Resilience Extends to Markets
Topics discussed:
We have a full Dividend Cafe to bring you today. The news cycle did not slow down for the new year, and indeed, we have already opened the year with a slew of geopolitical events that add drama to capital markets.
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
26 min
January 09, 2020 TBG Investment Committee Talks The Year Behind and The Year Ahead
Topics discussed:
But first, I would direct you all to the annual white paper I do every year recapping the year behind us and offering our perspective on the year in front of us - Year Ahead/Year Behind. I believe you will find it to be an informative and useful tool in understanding the recent past and considering the immediate future. Share with any you would like.
Links mentioned in this episode:
A Year Ahead/A Year Behind
DividendCafe.com
TheBahnsenGroup.com
0 min
December 20, 2019 A Present Under Every Investor's Tree
Consider this week’s Dividend Cafe an early Christmas present, not just because of Brexit and the phase one China trade deal and, of course, a 2019 in risk assets that has been one for the ages … but mostly because this is essentially a double issue Dividend Cafe with ample coverage on all the things you should be caring about right now as an investor. Because there will not be a Dividend Cafe next week we doubled up for you this week, so take a break from wrapping presents, grab a coffee (or egg nog), and jump on into the Dividend Cafe …
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
26 min
December 16, 2019 TBG Investment Committee Talks Trump, Tariffs, Taxes, and Brexit
Topics discussed:
On Friday the regular Dividend Café for the week went out, and it included as much of an update as possible around the UK elections and the China trade war … But within hours of the submission there was more news, and then the next day even more, and then over the weekend even more still. I don’t want to wait until Friday to provide the latest and greatest …
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
1 hr 3 min

About The Dividend Cafe

From the publisher's feed

The Dividend Cafe is your portal for market perspective that is virtually conflict-free, rooted in deep philosophical commitments about how capital should be managed, and understandable for all sorts…