The Dividend Cafe

The Bahnsen Group
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Dec 21, 2018 • 13min

The Fed Tightens Things Once Again

Topics discussed: The secret sauce in the Fed's actions and words Cost of capital vs. return on capital Will the market "yield" to the curve Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
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Dec 14, 2018 • 18min

God Grant Me The Serenity

Topics discussed: Working only on the things you CAN control P/E Ratios and Stocks going Down A Diatribe of Dislocations Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
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Dec 6, 2018 • 14min

The Market Bloodbath Explained

Topics discussed: That Pesky Yield Curve The Good and Bad of Volatility Connecting the Dots on FedSpeak Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
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Nov 30, 2018 • 13min

Uncertainty Rattles The Markets

Topics discussed: A Two-Headed Friend (or Foe) Making Sense of the U.S. Energy Sector Bitcoin Boondoggle Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
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Nov 16, 2018 • 17min

This Oily China Problem

Topics discussed: Credit Market Realities Brexit Bonanza Pipelines further de-correlate Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
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Nov 9, 2018 • 10min

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
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Nov 2, 2018 • 13min

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
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Oct 26, 2018 • 16min

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
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Oct 19, 2018 • 11min

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
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Oct 11, 2018 • 12min

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

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