The Bahnsen Group

The Dividend Cafe

The Dividend Cafe is your portal for market perspective that is virtually conflict-free, rooted in deep philosophical commitments about how capital should be managed, and understandable for all sorts of investors. Host David L. Bahnsen is a frequent guest on CNBC, Bloomberg, and Fox Business. He is the author of the books, Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It (Post Hill Press), The Case for Dividend Growth: Investing in a Post-Crisis World (Post Hill Press), and Full-Time: Work and the Meaning of Life (Post Hill Press).

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Forfatter

The Bahnsen Group

Kategori

Business

Podcastens hjemmeside

podcast.dividendcafe.com

Seneste episode

4. nov. 2026

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Episoder

Central Bankers Unite, Politicians Face Fright 24.08.2018

Topics discussed: Central Bankers Descend on Jackson Hole The Fed is Getting Ready To Make Another Move Markets Hold Steady While the Political Drama Takes Flight Links mentioned in this episode: DividendCafe.com Advice and Insights Podcast TheBahnsenGroup.com

Global Tensions Ripple Through World Markets 17.08.2018

This week CIO David Bahnsen discusses headwinds to global economic growth, emerging markets, Turkey, dollar liquidity and more. Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Midterm Mayhem Inflating or Deflating Markets 10.08.2018

CIO David Bahnsen discusses current markets from the basis for market optimism to the prospects for more capital expenditures, to the real debate behind inflation and deflation Topics discussed: Causes for Cautious Optimism Midterm Election and Markets Much more Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com Article on 20th Anniversary of Fracking @ MarketEpicurean.com

Trading Earnings for Tariffs 03.08.2018

This week we get into the state of the economy Topics discussed: State of Economy 4.1% GDP Growth Successful Investor Behavior TheBahnsenGroup.com

Is The Bull Coming Back? 26.07.2018

Topics discussed: Tax Reform Part Deux? The Inflation Chatter As profits go, so goes the market Contrarian Nugget of the Week

The Easy Path is Ending 19.07.2018

This week, [ someone ], [ someone else ] and [ another person ] cover [ topic ]..... Topics discussed: A Mid-Year Look at the Midstream Sector Why Trump May Not Back Down Not All Inflation is Created Equal Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

A Sigh of Relief 13.07.2018

This week, David discusses this week in markets..... Topics discussed: Trade war With China Bond Market Jobs and more Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Trumpian Tariff Tango 06.07.2018

This week, David upacks this holiday week in markets..... Topics discussed: Trade/ Tariffs Emerging Markets Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

One T Giveth, and the Other T Taketh Away 29.06.2018

This week, David covers the ongoing market reactions surrounding trade..... Topics discussed: trade policy contributing to uncertainty dividend growth investing and separating market price fluctuations from market fundamentals Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The War Between Tax Reform and Tariffs 22.06.2018

This week, David covers from trade stuff, to capex, to Japan, to so much more..... Topics discussed: China's retaliation against US tariffs Small Business CAPEX on the rise! US moves up to #2 in world oil production much more Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The Fed, North Korea, and Stuff the Market Cares About 15.06.2018

This week, David covers what was a busy "big news" week, yet markets barely moved (as of recording time) ..... Topics discussed: Singapore summit w/ North Korea Fed interest rate hike Much more Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The Thing Causing Tension For Investors 08.06.2018

This week David highlights the push/pull between bullish economic news vs. bearish concerns around monetary policy ... Topics discussed: Health of US Economy Fed and short term interest rates Options for investors Links mentioned in this episode: TheBahnsenGroup.com

Italy, The EU, and U.S. Markets 01.06.2018

This week, David covers a week of compressed volatility in markets ..... Topics discussed: Political climate in Italy Implications for the EU, Sovereign debt and US markets Structural impedements to growth in Europe Further evidence the bull market has not ended The Fed and easing regulation Tariffs Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

More Financial Food For Thought 25.05.2018

This week, David covers a variety of things effecting markets ..... Topics discussed: Interest rates Yield curve (and how it could effect the 2020 Presidential Election) Oil prices Oil and Natural Gas Pipelines Dollar rally Trade deals and much more. Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The New Normal Looks Like The Old Normal 18.05.2018

This week, David covers some of his favorite topics ..... Topics discussed: Capex Alternatives Emerging Markets Oil Japan The Fed Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Taking a Stand On Interest Rates 11.05.2018

This week, David tackles a variety of topics ..... Topics discussed: Interest rates Monetary policy Capex The bond market Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Are Markets Aware Of This Positive Earnings Season? 04.05.2018

This week, David covers ..... Topics discussed: Positive earnings reports Reasons behind the market reaction to this postive earnings season. Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The Tug o' War Between Earnings and Bond Yields 27.04.2018

This week, David covers ..... Topics discussed: Earnings Rising Long Term Interest Rates Political landscape and the market Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

In Defense of Market Bulls 20.04.2018

This week, David and looks back at the week and looks forward to earnings season..... Topics discussed: lessening of trade related volatility reasons to be bullish Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Market Volatility and YOU 14.04.2018

This week, David Bahnsen covers important concepts regarding investor behavior in light of recent market volatility, and more..... Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The Week that Wasn't Sure of Itself 08.04.2018

This week, Chief Investment Officer David L. Bahnsen discusses the wild swings in markets this week. Links mentioned in this episode: www. DividendCafe.com

Recapping Q1 2018 & March's Market Movers 29.03.2018

This week, Chief Investment Officer David L. Bahnsen covers the increased volatility in the markets, and what investors should expect going forward. Links mentioned in this episode: www. DividendCafe.com

The Surprises of 2018 22.03.2018

This week, David L. Bahnsen covers the years in markets and reveals his views on whether or not investors should expect more surprises in 2018. Links mentioned in this episode: www. DividendCafe.com www. TheBahnsenGroup.com

Larry Kudlow, March Madness, and More! 15.03.2018

This week, David L. Bahnsen discusses President Trump's appointment of Larry Kudlow as NEC Chairman, as well as recapping market trends and some talk on March Madness! Links mentioned in this episode: www. DividendCafe.com www. MarketEpicurean.com www. AdviceandInsights.com

Making Bad Policy Matter Again 09.03.2018

This week, David L. Bahnsen recaps the crazy week in markets caused by the Trump administration's tariff announcement. Links mentioned in this episode: www. DividendCafe.com www. AdviceandInsights.com

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