The Bahnsen Group

The Dividend Cafe

Business EN ↓ 1446 afleveringen

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).

Bezoek zeker de website van de podcast en steun de maker: podcast.dividendcafe.com

Auteur

The Bahnsen Group

Categorie

Business

Website van de podcast

podcast.dividendcafe.com

Nieuwste aflevering

12 nov. 2026

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Afleveringen

Q2 Picks Up Where Q1 Left Off 05.04.2019 18:16

Topics discussed: Q1 in the can Capex update The oil price conundrum China trade deal Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Colluding with The Yield Curve 29.03.2019 14:42

Topics discussed: And Germany is the Good One Growth story for the next decade The Fed's Special Counsel Investigation is called the Bond Market Links mentioned in this episode: TheBahnsenGroup.com

Bearish Fears vs Fear of Missing Out 22.03.2019 14:51

Topics discussed: “FOMO” – that fear of missing out Earnings watch Brexit Exit Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Putting the Puzzle Pieces of the US Economy Together 15.03.2019 21:23

Topics discussed: Obsessed with CAPEX Job Report Fears Tax Reform Bill is a Sizeable One Brexit Bonanza! Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

What To Make of Earnings Growth? 08.03.2019 17:17

Topics discussed: Earnings Valuations Tell the Tale The Emerging Case for Emerging Markets European Stimulus or Something Else? Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Inflating Your Portfolio 01.03.2019 14:38

Topics discussed: My Diatribe on Inflation Chairman Powell Talks Inflation The Case For Financials Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Behaving Thyself 22.02.2019 17:52

Topics discussed: The Fed Minutes More Clarity on Tax Refunds Calm Before The Storm? Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Excited About Dividends 15.02.2019 14:34

Topics discussed: Earnings Watch 2019 Capex Watch 2019 Truth About Tax Reform Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Bottom-up vs. Top-Down Investing 08.02.2019 12:32

Topics discussed: Bottom-up and Top Down Investing Market sector allocation Politics and markets Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The Fed Waves the White Flag and Markets Throw a Party, Part 227 01.02.2019 16:29

Topics discussed: Who Is Leading Who? What would Mr. Contrarian do? Catching a good return by the tail Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

What to Watch in the U.S. and China 25.01.2019 17:32

Topics discussed: Current state of the market Chinese economic growth & their credit markets US corporate debt and monetary normalization Housing Market Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Market Optimism, Brexit, and Freedom 18.01.2019 21:49

Topics discussed: Are Markets Turning Optimistic? What to Make of the Brexit Drama 3.Separating The Taxed from the Untaxed Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Investors Don’t Want Safety, They Want the Illusion of Safety 11.01.2019 11:25

Topics discussed: Safety isn't Always Safe No Fix from Fixed Income Only Corporate Debt One Rung Above Junk Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Dividend Cafe - Happy New Year Edition 2019 04.01.2019 12:13

Topics discussed: Fear of a Melt-Up?? Yield Curve Inversion and Recession Risk Are Computers to Blame? Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

What Do These Record Highs and Volatile Lows Mean? 28.12.2018 19:10

Topics discussed: What Happened in December? High Yield Is Highly Important Volatility, Meet Valuation Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The Fed Tightens Things Once Again 21.12.2018 12:51

Topics discussed: The secret sauce in the Fed's actions and words Cost of capital vs. return on capital Will the market "yield" to the curve Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

God Grant Me The Serenity 14.12.2018 18:21

Topics discussed: Working only on the things you CAN control P/E Ratios and Stocks going Down A Diatribe of Dislocations Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The Market Bloodbath Explained 06.12.2018 13:51

Topics discussed: That Pesky Yield Curve The Good and Bad of Volatility Connecting the Dots on FedSpeak Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Uncertainty Rattles The Markets 30.11.2018 13:29

Topics discussed: A Two-Headed Friend (or Foe) Making Sense of the U.S. Energy Sector Bitcoin Boondoggle Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

This Oily China Problem 16.11.2018 16:30

Topics discussed: Credit Market Realities Brexit Bonanza Pipelines further de-correlate Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Markets Love Midterms 09.11.2018 9:43

Topics discussed: Jobs, jobs, jobs Diversification Means Always Being Upset, and Achieving Your Financial Goals Regulation Decline Spurring Growth? Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Farewell October: Markets, MidTerms, and Trade Wars 02.11.2018 13:21

Topics discussed: Trade War Turmoil Earnings, or Price-to-Earnings? Capex alert - or, How Is the Economy? Links mentioned in this episode: TheBahnsenGroup.com

What To Make of This Market Correction 26.10.2018 15:46

Topics discussed: Why Are The Markets in Turmoil? When does the high Debt-to-GDP ratio become a problem? Why are U.S. monetary conditions tightening? Links mentioned in this episode: TheBahnsenGroup.com

Market Curiosity Peaks as Volatility Adds Tension 19.10.2018 11:05

Topics discussed: Are rising interest rates to blame for market volatility? Unpacking what really happened in last week's meltdown Housing market weakness Links mentioned in this episode: TheBahnsenGroup.com

Markets Meet Gravity 11.10.2018 12:02

Topics discussed: What Happened This Week? Shooting Straight on Bond Yields Key Takeaways From the Sell-Off Links mentioned in this episode: TheBahnsenGroup.com