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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).
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Markets Love Midterms

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

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

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

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

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?

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.

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

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

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

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

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

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

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

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

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?

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

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

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

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

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

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

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

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

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

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

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

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?

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

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

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

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

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

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

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!

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

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

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

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

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?"

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?

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?"

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

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)

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

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

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

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

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

(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

Here's Why Market Timing Doesn't Work by The Bahnsen Group
08:2330/11/2017