The Dividend Cafe
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).
Episodes
Mentioned books
Jul 19, 2019 • 17min
When Doves Cry
As we enter the middle part of the summer, we also enter the beginning of Q2 earnings season, and this all adds up to fun times. The equity markets puttered around a bit this week and between the "wait and see" on a China trade deal and the "wait and see" on Fed accommodation, earnings ought to be the major story for the next couple of weeks.
In the meantime, I really tried to use this week's Dividend Cafe to unpack some foundational things about the U.S. economy. What does the yield curve tell us about a recession? Why has the Fed become so accommodative to capital markets (there is an answer!)? What would make someone want our Fed to not be independent? What do pension funds tell us about the future of asset allocation? What can government spending tell us about the state of economic growth?
If all of these questions are addressed this week, and they are, plus a few MLP and Brexit comments to boot, can you see why I am so excited to have you join me in the Dividend Cafe?
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
Jul 12, 2019 • 20min
The Markets are Happy and Well "Fed"
Topics discussed:
Will the Fed Cut?
Is a recession coming?
A look at results of the tax reform bill
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
Jul 2, 2019 • 21min
Freedom Tree Planted in the Soil of Ideas
Topics discussed:
A Pregnant Pause in the Trade Tirade
Dividend Cafe; How it All Began
Emerging Markets equals Earnings Growth
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
Jun 28, 2019 • 17min
“Oh no! We’re at an all-time high!”
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
Jun 21, 2019 • 16min
Stocks Vs Bonds
Topics discussed:
What stocks and bonds are saying to markets
The Fed and Credit Markets
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
Jun 14, 2019 • 15min
Four Negative Weeks end with Best Week of the Year
Topics discussed:
Fed put vs. Trump call - week #2
What Mexico Tariffs?
Business Loses Confidence
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
Jun 7, 2019 • 19min
The New Narrative: A Fed Put vs. A Trump Call
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
May 31, 2019 • 11min
No Deal, No Relief
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
May 24, 2019 • 18min
Human Nature and Twenty More Years of Debt
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
May 17, 2019 • 19min
Trade Talks Leaving Fewer Options
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
