Episode 915: The Uncrowded Part of the Boat
In this week's episode of Dividend Cafe, David Bahnsen, Chief Investment Officer at Bahnsen Group, shares his firsthand experience of ringing the opening bell at the New York Stock Exchange
In this week's episode of Dividend Cafe, David Bahnsen, Chief Investment Officer at Bahnsen Group, shares his firsthand experience of ringing the opening bell at the New York Stock Exchange
Today's Post - https://bahnsen.co/3WFB835
Ringing the NYSE Bell & Analyzing the Yen Carry Trade
In this week's episode of Dividend Cafe, David Bahnsen, Chief Investment Officer at Bahnsen Group, shares his firsthand experience of ringing the opening bell at the New York Stock Exchange. David discusses the week's significant market movements, including the impact of the yen carry trade and the resulting volatility across global markets. He explains the complex financial mechanisms behind the yen carry trade and its ramifications on market behaviors. David also stresses the importance of understanding one’s temperament in market fluctuations and not panicking during short-term volatility. He concludes by reflecting on the importance of American financial markets for human flourishing and how high-quality investments can ensure stability amidst market chaos.
00:00 Welcome to Dividend Cafe
00:16 Ringing the NYSE Bell
01:20 Market Recap: A Week of Volatility
03:16 Understanding the Yen Carry Trade
06:56 Market Corrections and Investor Temperament
09:02 Leveraged Finance and Forced Selling
12:26 Investment Philosophy: Dividend Growth
14:29 Gratitude and Final Thoughts
Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
David is the Founder, Managing Partner, and the Chief Investment Officer of The Bahnsen Group.
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