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

Trumpian Tariff Tango 06.07.2018 11:38

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 14:04

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 14:53

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 12:51

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 11:39

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 17:24

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 16:35

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 14:11

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 15:26

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 14:57

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 10:00

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 12:55

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 15:10

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 12:49

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 8:46

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 16:26

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 10:33

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 14:21

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

Tying a Bow around the Gift of February 02.03.2018 14:20

This week, David L. Bahnsen reviews the volatility, highs, and lows of February in the markets. Links mentioned in this episode: www. DividendCafe.com

Reincarnated as the Bond Market 23.02.2018 14:38

This week, David L. Bahnsen discusses the whole new role that bonds are playing in the market. Topics discussed: It's the bond market, genius Is a capex boom being missed? Be careful about what is supposed to be obvious Links mentioned in this episode: www. DividendCafe.com

Markets Settle and Rebound 16.02.2018 13:41

This week, Chief Investment Officer David L. Bahnsen discusses: Topics discussed: The re-pricing of stocks in tug-a-war The tragedy of higher wages When things get this screwy, they also get this good? Links mentioned in this episode: www. DividendCafe.com

The Week Volatility Said, "Remember Me?" 09.02.2018 15:11

This week, David Bahnsen covers this week's market volatility and what investors should learn from it. Topics discussed: "Navigating" through volatility What could Washington D.C. do to really make this worse? Is this all going to spook the Fed? Links mentioned in this episode: www. DividendCafe.com

So Markets CAN Move Up and Down? 02.02.2018 14:00

This week, David L. Bahnsen discusses Recent market volatility The most encouraging thing about the economy Hedging deflation and buying growth Links mentioned in this episode: www. DividendCafe.com

Stock Market Says, "What Government Shutdown?" 26.01.2018 14:54

This week, Chief Investment Officer David Bahnsen covers Topics discussed: The slippery mess of understanding oil A primer on equity market risk The potential game-changer at the Fed Links mentioned in this episode: www. DividendCafe.com

The Next Move in this Market 19.01.2018 19:41

This week, David Bahnsen recaps the week in markets and reviews the ket takeaways from our 2018 whitepaper. Topics discussed: The excesses of markets and human behavior Sector outlooks for 2018 Why asset allocation matters Links mentioned in this episode: https://www.hightoweradvisors.com/team/~/media/hightower/team/bahnsen/documents/tbg%202018%20whitepaper%20pdf_v1.ashx?mkt_tok=eyJpIjoiT0RrMlkyWm...