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 24, 2025 • 9min
Thursday - July 24, 2025
Learn about the current state of the financial markets, where mixed performances set the scene for intriguing discussions. The volatility index is at low levels, hinting at bullish sentiment. Dive into the contrasts between Japanese and European markets, shaped by demographic shifts. Explore the appeal of the municipal bond market as it bounces back from prior losses. Finally, uncover insights on jobless claims and home sales, providing valuable investment and tax planning strategies for savvy investors.
5 snips
Jul 23, 2025 • 6min
Wednesday - July 23, 2025
A global market rally is underway, fueled by finalized trade deals between the US, Japan, and the EU. The US markets climbed nearly 1%, while Japan's Nikkei soared by 3.5%. A detailed analysis of the US-Japan trade deal reveals a 15% tariff rate and notable Japanese investment. Meanwhile, inflation expectations see a slight decrease, but existing home sales dip. The discussion wraps up with insights on market valuations and important upcoming economic indicators.
Jul 22, 2025 • 8min
Tuesday - July 22, 2025
Brian Szytel from TBG brings market insights straight from New York City. He dives into the mixed performance of major indexes and discusses the slight drop in the 10-year interest rate. Brian unpacks how sector pricing and earnings reports influence market trends and shares insights on international trade and the Federal Reserve, highlighting Jerome Powell's rising profile. He also addresses treasury yields and the role of preferred stocks in dividend growth portfolios, all while sharing a sneak peek into an upcoming client dinner.
Jul 21, 2025 • 12min
Monday - July 21, 2025
Brian Szytel fills in to provide a robust market overview and economic analysis. He discusses the Dow's slight decline alongside record highs for the S&P and Nasdaq. Earnings show an impressive 5.6% EPS growth, with most S&P 500 companies exceeding estimates. Political events in Japan are influencing interest rates, while the housing market remains sturdy. Szytel dives into oil and energy sector dynamics, the implications of tariffs on inflation, and the resilient labor market, inviting listeners to engage with their questions.
Jul 18, 2025 • 26min
What to Learn from the Worst Business Deal in History
Dive into the infamous AOL-Time Warner merger, a monumental business failure that teaches crucial investment lessons. Discover how corporate egotism, inflated valuations, and poor strategic alignment contributed to this $200 billion disaster. The discussion highlights the importance of understanding human factors in decision-making and the need to learn from past mistakes. Personal insights and historical context paint a vivid picture of how overlooking fundamentals can lead to catastrophic outcomes in the business world.
Jul 17, 2025 • 8min
Thursday - July 17, 2025
Explore the latest market highs for the S&P 500 and Nasdaq driven by strong economic data. Discover the impressive health of U.S. consumers, marked by low unemployment and wage growth surpassing inflation. Delve into insights on manufacturing, housing, and the balancing act of government spending in relation to GDP. The discussion also tackles the risks of volatile investments like crypto and AI, highlighting the importance of long-term asset management and strategic investment approaches.
Jul 16, 2025 • 7min
Wednesday - July 16, 2025
The podcast dives into positive market momentum, noting gains in the DOW, S&P, and Nasdaq alongside a drop in the 10-year yield. It highlights a surprisingly low Producer Price Index for June, hinting at improved inflation prospects. The discussion also covers rising industrial production and insights from the Fed's latest report. Listener questions tackle the stability of New York City bonds amid tax concerns and the idea of a consumption tax replacing income tax. The outlook for upcoming economic data is also previewed.
Jul 15, 2025 • 7min
Tuesday - July 15, 2025
Explore the mixed market performance with insights into bonds and tech stocks. Discover how cooling core inflation is influencing investor sentiment for the fourth month in a row. Get the latest on Q2 earnings season, including impressive major bank results despite market corrections. Tune in for answers on the 'One Big Beautiful Bill' and the fluctuating euro-dollar exchange rate. Learn about personalized investment strategies essential for navigating today's changing financial landscape.
Jul 14, 2025 • 17min
Monday - July 14, 2025
This discussion dives into the latest market updates and public policy insights. It addresses the implications of new tax and spending bills and the effects of tariffs, particularly on copper prices. Listeners will learn about the dynamics of trade deals and geopolitical shifts related to Ukraine. There's also a peek at upcoming earnings season and the market influence of top S&P 500 companies. Speculation about the Federal Reserve's direction adds to the intrigue, alongside a candid discussion about national debt and recession insights.
Jul 11, 2025 • 33min
A Referee’s Take on the Big, Beautiful Bill
Dive into the intricacies of the recently passed omnibus tax and spending bill. The discussion reveals its five key components, from tax cut extensions to new campaign changes. Listen as common myths are debunked and the bill’s varied impacts on economic sectors are clarified. The dialogue also critically assesses the balance of pro-growth versus non-growth elements. With humor, the host navigates the challenges of investing in a politically charged arena, encouraging open-mindedness and nuance.
