The Bahnsen Group

The Dividend Cafe

Business EN ↓ 1358 episodes

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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The Bahnsen Group

Episodes

“Oh no! We’re at an all-time high!” 28.06.2019 16:49

Topics discussed: Markets in the first six months of 2019 Fear of Market Highs Where we are in the trade war with China Dividend Cafe Podcast will be merged with Advice & Insights Podcast going forward. Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Stocks Vs Bonds 21.06.2019 16:28

Topics discussed: What stocks and bonds are saying to markets The Fed and Credit Markets Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Four Negative Weeks end with Best Week of the Year 14.06.2019 14:47

Topics discussed: Fed put vs. Trump call - week #2 What Mexico Tariffs? Business Loses Confidence Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The New Narrative: A Fed Put vs. A Trump Call 07.06.2019 19:04

Topics discussed: Mr. Tariff Man moves south Are tariffs inflationary? The Fed's signal to markets. Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

No Deal, No Relief 31.05.2019 11:28

Topics discussed: Effects of trade war on business investment Impact is not limited to US and China Brexit, The Fed, and more Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Human Nature and Twenty More Years of Debt 24.05.2019 18:13

Topics discussed: Financial Advice vs Human Nature China Trade War Sovereign Debt Fed and Interest Rates Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Trade Talks Leaving Fewer Options 17.05.2019 19:20

Topics discussed: The Great Trade Update - Three Options left on the table The HIT to the GDP Growth - it's real and it could be big China's "Nuclear" Option - what are the chances that things go Boom Links mentioned in this episode: TheBahnsenGroup.com

Trade Teetering by a Tweet 10.05.2019 5:25

Topics discussed: Current state of trade negotians with China Market Reactions to renewed threats of trade war. Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Productivity Numbers IS the story of the Week 02.05.2019 19:30

Topics discussed: Earnings Watch - more come but things look good Capex Showing Signs of Life GDP - 'nuff said Reading between the Fed lines Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Earnings Season Provides Some Gifts 26.04.2019 16:11

Topics discussed: Sentiment vs. Fundamentals When you pray that past is not prologue Real Estate vs. Stocks in Recession Getting QE right so we can get the next five years right Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Getting the Growth Story Right 18.04.2019 14:42

Topics discussed: Things really are good, but they really are sensitive to conditions that could make them not good The term “insurance cut” A slowdown in small business job creation Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Earnings and Dividends Are All The Buzz 12.04.2019 10:20

Topics discussed: Earnings over next 4 Weeks Q1 Anecdote Brexit and other Beltway Bulls and Bears Links mentioned in this episode: TheBahnsenGroup.com

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