Episode 977: The Dividend Cafe Monday - November 11, 2024
Key topics include the stock market performance, with the Dow rising by over 300 points while big tech sectors fell.
Key topics include the stock market performance, with the Dow rising by over 300 points while big tech sectors fell.
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
David is the Founder, Managing Partner, and the Chief Investment Officer of The Bahnsen Group.
View episodesGet new episodes of The Dividend Cafe automatically
