The Dividend Cafe

The Bahnsen Group
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Mar 1, 2019 • 15min

Inflating Your Portfolio

Topics discussed: My Diatribe on Inflation Chairman Powell Talks Inflation The Case For Financials Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
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Feb 22, 2019 • 18min

Behaving Thyself

Topics discussed: The Fed Minutes More Clarity on Tax Refunds Calm Before The Storm? Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
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Feb 15, 2019 • 15min

Excited About Dividends

Topics discussed: Earnings Watch 2019 Capex Watch 2019 Truth About Tax Reform Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
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Feb 8, 2019 • 13min

Bottom-up vs. Top-Down Investing

Topics discussed: Bottom-up and Top Down Investing Market sector allocation Politics and markets Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
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Feb 1, 2019 • 16min

The Fed Waves the White Flag and Markets Throw a Party, Part 227

Topics discussed: Who Is Leading Who? What would Mr. Contrarian do? Catching a good return by the tail Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
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Jan 25, 2019 • 18min

What to Watch in the U.S. and China

Topics discussed: Current state of the market Chinese economic growth & their credit markets US corporate debt and monetary normalization Housing Market Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
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Jan 18, 2019 • 22min

Market Optimism, Brexit, and Freedom

Topics discussed: Are Markets Turning Optimistic? What to Make of the Brexit Drama 3.Separating The Taxed from the Untaxed Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
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Jan 11, 2019 • 11min

Investors Don’t Want Safety, They Want the Illusion of Safety

Topics discussed: Safety isn't Always Safe No Fix from Fixed Income Only Corporate Debt One Rung Above Junk Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
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Jan 4, 2019 • 12min

Dividend Cafe - Happy New Year Edition 2019

Topics discussed: Fear of a Melt-Up?? Yield Curve Inversion and Recession Risk Are Computers to Blame? Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
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Dec 28, 2018 • 19min

What Do These Record Highs and Volatile Lows Mean?

Topics discussed: What Happened in December? High Yield Is Highly Important Volatility, Meet Valuation Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

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