A Minsky Moment or a Tech Pop

The Dividend Cafe

Konten disediakan oleh The Dividend Cafe - The Bahnsen Group and The Bahnsen Group. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh The Dividend Cafe - The Bahnsen Group and The Bahnsen Group atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

10d ago 17:33

MP3•Beranda episode

Today's Post - https://bahnsen.co/45pEwTs

Exploring Market Volatility and the Concept of a Minsky Moment

In this episode of Dividend Cafe, David discusses the current volatility and directionlessness in the market, delving into the concept of a 'Minsky moment,' where periods of stability can give rise to instability. They differentiate between short-term market concerns rooted in equity valuations and longer-term economic issues tied to government debt. The episode explores the influence of large cap tech stocks within the S&P 500 and the cyclical nature of market dynamics. David also touches on the importance of maintaining a quality, counter-cultural investment portfolio to mitigate risks associated with economic instability and market euphoria.

00:00 Introduction and Market Overview 00:25 Understanding the Minsky Moment 03:10 Historical Context and Personal Insights 07:27 Application to Current Market Conditions 09:20 Government Debt and Long-Term Economic Impact 11:34 Cap-Weighted vs. Equal-Weighted Indexes 15:21 Final Thoughts and Father's Day Wishes

Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

875 episode

#Wealth Management #Retirement Planning #Estate Planning #The Bahnsen Group #Trading #Business #Dividend Growth Investing #The Dividend Café - The Bahnsen Group #Macro Economics #Investing #Monetary Policy