Episode Details

The 24-hour news cycle did not create a national obsession with national politics, but it has fed it, exacerbated it, and fueled it. The cultural reasons politics have become an Olympic sport – a consumer activity – really ought to be the subject of an entirely separate article.

As the country has said goodbye to the prior administration over the last couple of weeks, and as the new administration has begun to settle in, I have focused last week’s Dividend Cafe and this week’s as well on what I believe is a non-political and yet more important topic for investors than anything the beltway has to offer. Part of the reason is fatigue and exhaustion. This election cycle was a doozy, and we gave abundant coverage to election-oriented implications in the markets. But beyond the doozy of this year’s election cycle, coupled with all of the COVID realities, the post-election period this year was particularly exhausting and ultimately even trying. Along the way, the daily presumption for market pundits was that the nooks and crannies of Georgia, of the election disputes, of the incoming Biden team, of each and every aspect of what was happening around the Potomac were front and center for markets.

Inflation vs. Deflation Part II – jump on in to the Dividend Cafe.

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