TBG Investment Committee Outlook - Week of January 13, 2020
Episode Date: January 17, 2020Topics discussed: Managing Director, Partner Deiya Pernas and Director of Equity Research discuss the TBG client portfolio construction and infrastruc...
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 of investors. Host David L. Bahnsen is a frequent guest on CNBC, Bloomberg, and Fox Business. He is the author of the books, Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It (Post Hill Press), The Case for Dividend Growth: Investing in a Post-Crisis World (Post Hill Press), and Full-Time: Work and the Meaning of Life (Post Hill Press).
1111 episodes transcribedTopics discussed: Managing Director, Partner Deiya Pernas and Director of Equity Research discuss the TBG client portfolio construction and infrastruc...
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...
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 ope...
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 perspectiv...
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...
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...
Topics discussed: The markets ripped higher and I will unpack more details when you click into this week's Dividend Cafe ... Since the market’s massiv...
Topics discussed: Welcome to the final month of 2019! I. Love. December. I love it no matter what the market does. I love it no matter what the new...
Thanksgiving is the one week of the year, where we bypass market commentary and economic analysis in the Dividend Café. It serves as a logical week t...
In this week’s special Dividend Cafe podcast and video, The Bahnsen Group’s Investment Committee dives into the economic policy platform of surging De...
Topics discussed: As of press time mid-day on Thursday, the market was down about 250 points on the week, which is not noteworthy in that 250 points i...
Topics discussed: We have spent way too much time talking about the trade war, tariffs, the Fed, and Trump this year, and not nearly enough time talki...
Topics discussed: Greetings from New York City where I actually spent a day in Connecticut this week with clients and another day in Boston with clien...
Topics discussed: I am quite happy to say that this week's market saw several new all-time highs reached (Dow and S&P 500) - more on that in the D...
Topics discussed: Our 14th annual New York due diligence trip featuring 20+ meetings with top portfolio managers, economic strategists, and alternativ...
Topics discussed: And just like that, we find ourselves in the month of November, a stunningly quick completion of the first ten months of the year....
Topics discussed: Greetings from New York City where we are approaching the end of an intense week of meetings, discussions, debates, analysis, and so...
Topics discussed: Greetings from the financial capital of the world that is New York City where I have officially begun my annual "due diligence" week...
Topics discussed: The market loved the word Friday that the trade war talks did not blow up, and that they, in fact, have created the possibility of a...
Topics discussed: Some day-to-day volatility in the market unsurprisingly surfaced in markets this week as we were down 100, down 300, then up 200 the...