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The Bahnsen Group
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).
Markets Love Midterms
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
09:4309/11/2018
Farewell October: Markets, MidTerms, and Trade Wars
Topics discussed:
Trade War Turmoil
Earnings, or Price-to-Earnings?
Capex alert - or, How Is the Economy?
Links mentioned in this episode:
TheBahnsenGroup.com
13:2102/11/2018
What To Make of This Market Correction
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
15:4626/10/2018
Market Curiosity Peaks as Volatility Adds Tension
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
11:0519/10/2018
Markets Meet Gravity
Topics discussed:
What Happened This Week?
Shooting Straight on Bond Yields
Key Takeaways From the Sell-Off
Links mentioned in this episode:
TheBahnsenGroup.com
12:0211/10/2018
Inflation Rate Scare, or a Non-Corroborated Story?
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
09:3505/10/2018
What Is the Fed Worried About? Just About Everything.
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
13:5628/09/2018
A World Traveling Investor
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
16:0321/09/2018
One Decade Is Not Like The Rest
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
13:3214/09/2018
Actively Clarifying What Has Passively Become Silly
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
15:1807/09/2018
There’s Never Been a Recession When Profits Were Growing
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
13:4231/08/2018
Central Bankers Unite, Politicians Face Fright
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
13:2024/08/2018
Global Tensions Ripple Through World Markets
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
13:1217/08/2018
Midterm Mayhem Inflating or Deflating Markets
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
17:4310/08/2018
Trading Earnings for Tariffs
This week we get into the state of the economy
Topics discussed:
State of Economy
4.1% GDP Growth
Successful Investor Behavior
TheBahnsenGroup.com
11:2303/08/2018
Is The Bull Coming Back?
Topics discussed:
Tax Reform Part Deux?
The Inflation Chatter
As profits go, so goes the market
Contrarian Nugget of the Week
10:4126/07/2018
The Easy Path is Ending
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
12:5719/07/2018
A Sigh of Relief
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
18:4313/07/2018
Trumpian Tariff Tango
This week, David upacks this holiday week in markets.....
Topics discussed:
Trade/ Tariffs
Emerging Markets
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
11:3806/07/2018
One T Giveth, and the Other T Taketh Away
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
14:0429/06/2018
The War Between Tax Reform and Tariffs
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
14:5322/06/2018
The Fed, North Korea, and Stuff the Market Cares About
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
12:5115/06/2018
The Thing Causing Tension For Investors
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
11:3908/06/2018
Italy, The EU, and U.S. Markets
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
17:2401/06/2018
More Financial Food For Thought
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
16:3525/05/2018
The New Normal Looks Like The Old Normal
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
14:1118/05/2018
Taking a Stand On Interest Rates
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
15:2611/05/2018
Are Markets Aware Of This Positive Earnings Season?
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
14:5704/05/2018
The Tug o' War Between Earnings and Bond Yields
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
10:0027/04/2018
In Defense of Market Bulls
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
12:5520/04/2018
Market Volatility and YOU
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
15:1014/04/2018
The Week that Wasn't Sure of Itself
This week, Chief Investment Officer David L. Bahnsen discusses the wild swings in markets this week.
Links mentioned in this episode:
www.DividendCafe.com
12:4908/04/2018
Recapping Q1 2018 & March's Market Movers
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
08:4629/03/2018
The Surprises of 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
16:2622/03/2018
Larry Kudlow, March Madness, and More!
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
10:3315/03/2018
Making Bad Policy Matter Again
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
14:2109/03/2018
Tying a Bow around the Gift of February
This week, David L. Bahnsen reviews the volatility, highs, and lows of February in the markets.
Links mentioned in this episode:
www.DividendCafe.com
14:2002/03/2018
Reincarnated as the Bond Market
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
14:3823/02/2018
Markets Settle and Rebound
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
13:4116/02/2018
The Week Volatility Said, "Remember Me?"
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
15:1109/02/2018
So Markets CAN Move Up and Down?
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
14:0002/02/2018
Stock Market Says, "What Government Shutdown?"
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
14:5426/01/2018
The Next Move in this Market
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=eyJpIjoiT0RrMlkyWm1aRFUxTVdOaSIsInQiOiJkbnhKcWUzbVFqaFpRXC82SW9nRitoZ2s4MzY4cHlWSmNqc2ppY3NKeHFtUlJJd284UitIbHNDU2N3eTg3NHBGcks5amdqU2FiVXZYbmdNekIySkZRakR6cVF1c2hvZmp2NjF0SSt0aTNpUXY0NTdoWXZabVRvODlXYjRXK2RqdUgifQ%3D%3D
19:4119/01/2018
The Death of the PermaBear (Dare to Dream)
This week, David covers all sorts of things that matter to you as an investor.....
Topics discussed:
What Dow 25,000 really means
How I feel about perma-bears
Some timely coverage about value investing
The Fed
Links mentioned in this episode:
http://dividendcafe.com
15:0012/01/2018
The Changing Weather of 2018
This week, David looks at the year ahead.....
Topics discussed:
A new podcast
Increased volatility
The bond market
Commodity price inflation
Links mentioned in this episode:
http://dividendcafe.com
15:0505/01/2018
Santa Delivers the Most Market-Friendly Tax Cut In Over 30 Years - Dec. 22, 2017
Santa Delivers the Most Market-Friendly Tax Cut In Over 30 Years - Dec. 22, 2017 by The Bahnsen Group
11:4921/12/2017
The Fed Walked Into Alabama to Buy Some Bitcoin and Their Taxes Went Down - Dec. 15, 2017
The Fed Walked Into Alabama to Buy Some Bitcoin and Their Taxes Went Down - Dec. 15, 2017 by The Bahnsen Group
11:5414/12/2017
David Bahnsen - Investors told to Brace for Steepest Rate Hikes Since 2006
David Bahnsen - Investors told to Brace for Steepest Rate Hikes Since 2006 by The Bahnsen Group
05:3313/12/2017
(Not) Our First Ever Piece on Tax Reform and Markets
(Not) Our First Ever Piece on Tax Reform and Markets by The Bahnsen Group
13:1307/12/2017
Here's Why Market Timing Doesn't Work
Here's Why Market Timing Doesn't Work by The Bahnsen Group
08:2330/11/2017