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The Dividend Cafe - The Bahnsen Group and The Bahnsen Group에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 The Dividend Cafe - The Bahnsen Group and The Bahnsen Group 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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The Dividend Cafe Monday - November 11, 2024

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Manage episode 449674743 series 2524881
The Dividend Cafe - The Bahnsen Group and The Bahnsen Group에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 The Dividend Cafe - The Bahnsen Group and The Bahnsen Group 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Today's Post - https://bahnsen.co/3YHm5qE

Market Insights on Veterans Day: Stock Movements, Credit Confidence, and Policy Updates

In this Monday edition of Dividend Cafe, recorded at the New York office, David discusses the unique market conditions on Veterans Day, where stock markets are open, but bond markets and banks are closed. Key topics include the stock market performance, with the Dow rising by over 300 points while big tech sectors fell. The conversation touches on the ongoing market breadth, low volatility as indicated by the VIX, and tightening credit spreads, suggesting both bullish indicators and potential market complacency. Additionally, upcoming policy changes under the new administration are reviewed, along with oil price fluctuations and potential long-term debt issuance by the Treasury. The episode concludes with a note on upcoming meetings between Presidents Biden and Trump and encourages the audience to send their questions to be addressed in future episodes.

00:00 Introduction and Market Overview

01:04 Stock Market Performance on Veterans Day

01:28 Sector Analysis and Market Breadth

03:00 Credit Markets and Economic Indicators

04:42 Valuations and Investment Strategies

06:56 Public Policy and Election Ramifications

09:19 Federal Reserve and Interest Rate Policy

12:32 Conclusion and Upcoming Topics

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com

  continue reading

979 에피소드

Artwork
icon공유
 
Manage episode 449674743 series 2524881
The Dividend Cafe - The Bahnsen Group and The Bahnsen Group에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 The Dividend Cafe - The Bahnsen Group and The Bahnsen Group 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Today's Post - https://bahnsen.co/3YHm5qE

Market Insights on Veterans Day: Stock Movements, Credit Confidence, and Policy Updates

In this Monday edition of Dividend Cafe, recorded at the New York office, David discusses the unique market conditions on Veterans Day, where stock markets are open, but bond markets and banks are closed. Key topics include the stock market performance, with the Dow rising by over 300 points while big tech sectors fell. The conversation touches on the ongoing market breadth, low volatility as indicated by the VIX, and tightening credit spreads, suggesting both bullish indicators and potential market complacency. Additionally, upcoming policy changes under the new administration are reviewed, along with oil price fluctuations and potential long-term debt issuance by the Treasury. The episode concludes with a note on upcoming meetings between Presidents Biden and Trump and encourages the audience to send their questions to be addressed in future episodes.

00:00 Introduction and Market Overview

01:04 Stock Market Performance on Veterans Day

01:28 Sector Analysis and Market Breadth

03:00 Credit Markets and Economic Indicators

04:42 Valuations and Investment Strategies

06:56 Public Policy and Election Ramifications

09:19 Federal Reserve and Interest Rate Policy

12:32 Conclusion and Upcoming Topics

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com

  continue reading

979 에피소드

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