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).

Author

The Bahnsen Group

Episodes

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

Inflation Rate Scare, or a Non-Corroborated Story? 05.10.2018 9:35

This week, [ someone ], [ someone else ] and [ another person ] cover [ topic ]..... Topics discussed: Bitter Fight with Canada Barely Avoided Will China Play Out Like Canada? Bonds, Short Duration Bonds Links mentioned in this episode: TheBahnsenGroup.com

What Is the Fed Worried About? Just About Everything. 28.09.2018 13:56

Topics discussed: Capex, the key ingredient in higher productivity China's Currency Manipulation Mitigates Tariffs Tax Reform Results in Huge On-Shore Spending Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

A World Traveling Investor 21.09.2018 16:03

Topics discussed: The right asset allocation means you're not always following the market moves Japan's economy is a telling story Chinese Tariff Rumor still don't move the market Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

One Decade Is Not Like The Rest 14.09.2018 13:32

This week, David breaks down the week and remembers the events of a decade ago Topics discussed: The Great Recession Trade War Leverage Tax Reform Isn't the Only Reason for the Economic Bump Links mentioned in this episode: TheBahnsenGroup.com

Actively Clarifying What Has Passively Become Silly 07.09.2018 15:18

Topics discussed: Market Epicurean Series On 2008 Financial Crisis Active vs Passive Investing Cause of the next Recession Which asset classes are up, which are down Repatriation of Corporate profits Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com Advice and Insights Podcast - Passive vs Active Investing Special Market Epicurean Series On The Financial Crisis Of 2008

There’s Never Been a Recession When Profits Were Growing 31.08.2018 13:42

This week, David covers the market moves Topics discussed: Yield and Phillips Curve - how do they work? The Hardest Job In the World - Fed Chair Jerome Powell Is Capex Capping? Links mentioned in this episode: http://thebahnsengroup.com http://dividendcafe This podcast is powered by ZenCast.fm

Central Bankers Unite, Politicians Face Fright 24.08.2018 13:20

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 13:12

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 17:43

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 11:23

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 10:41

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 12:57

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 18:43

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