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
May 10, 2019 • 5min
Trade Teetering by a Tweet
Topics discussed:
Current state of trade negotians with China
Market Reactions to renewed threats of trade war.
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
May 2, 2019 • 20min
Productivity Numbers IS the story of the Week
Topics discussed:
Earnings Watch - more come but things look good
Capex Showing Signs of Life
GDP - 'nuff said
Reading between the Fed lines
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
Apr 26, 2019 • 16min
Earnings Season Provides Some Gifts
Topics discussed:
Sentiment vs. Fundamentals
When you pray that past is not prologue
Real Estate vs. Stocks in Recession
Getting QE right so we can get the next five years right
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
Apr 18, 2019 • 15min
Getting the Growth Story Right
Topics discussed:
Things really are good, but they really are sensitive to conditions that could make them not good
The term “insurance cut”
A slowdown in small business job creation
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
Apr 12, 2019 • 10min
Earnings and Dividends Are All The Buzz
Topics discussed:
Earnings over next 4 Weeks
Q1 Anecdote
Brexit and other Beltway Bulls and Bears
Links mentioned in this episode:
TheBahnsenGroup.com
Apr 5, 2019 • 18min
Q2 Picks Up Where Q1 Left Off
Topics discussed:
Q1 in the can
Capex update
The oil price conundrum
China trade deal
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
Mar 29, 2019 • 15min
Colluding with The Yield Curve
Topics discussed:
And Germany is the Good One
Growth story for the next decade
The Fed's Special Counsel Investigation is called the Bond Market
Links mentioned in this episode:
TheBahnsenGroup.com
Mar 22, 2019 • 15min
Bearish Fears vs Fear of Missing Out
Topics discussed:
“FOMO” – that fear of missing out
Earnings watch
Brexit Exit
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
Mar 15, 2019 • 21min
Putting the Puzzle Pieces of the US Economy Together
Topics discussed:
Obsessed with CAPEX
Job Report Fears
Tax Reform Bill is a Sizeable One
Brexit Bonanza!
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
Mar 8, 2019 • 17min
What To Make of Earnings Growth?
Topics discussed:
Earnings Valuations Tell the Tale
The Emerging Case for Emerging Markets
European Stimulus or Something Else?
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
