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
Oct 5, 2018 • 10min
Inflation Rate Scare, or a Non-Corroborated Story?
This week, [someone], [someone else] and [another person] cover [topic].....
Topics discussed:
Bitter Fight with Canada Barely Avoided
Will China Play Out Like Canada?
Bonds, Short Duration Bonds
Links mentioned in this episode:
TheBahnsenGroup.com
Sep 28, 2018 • 14min
What Is the Fed Worried About? Just About Everything.
Topics discussed:
Capex, the key ingredient in higher productivity
China's Currency Manipulation Mitigates Tariffs
Tax Reform Results in Huge On-Shore Spending
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
Sep 21, 2018 • 16min
A World Traveling Investor
Topics discussed:
The right asset allocation means you're not always following the market moves
Japan's economy is a telling story
Chinese Tariff Rumor still don't move the market
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
Sep 14, 2018 • 14min
One Decade Is Not Like The Rest
This week, David breaks down the week and remembers the events of a decade ago
Topics discussed:
The Great Recession
Trade War Leverage
Tax Reform Isn't the Only Reason for the Economic Bump
Links mentioned in this episode:
TheBahnsenGroup.com
Sep 7, 2018 • 15min
Actively Clarifying What Has Passively Become Silly
Topics discussed:
Market Epicurean Series On 2008 Financial Crisis
Active vs Passive Investing
Cause of the next Recession
Which asset classes are up, which are down
Repatriation of Corporate profits
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
Advice and Insights Podcast - Passive vs Active Investing
Special Market Epicurean Series On The Financial Crisis Of 2008
Aug 31, 2018 • 14min
There’s Never Been a Recession When Profits Were Growing
This week, David covers the market moves
Topics discussed:
Yield and Phillips Curve - how do they work?
The Hardest Job In the World - Fed Chair Jerome Powell
Is Capex Capping?
Links mentioned in this episode:
http://thebahnsengroup.com
http://dividendcafe
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Aug 24, 2018 • 13min
Central Bankers Unite, Politicians Face Fright
Topics discussed:
Central Bankers Descend on Jackson Hole
The Fed is Getting Ready To Make Another Move
Markets Hold Steady While the Political Drama Takes Flight
Links mentioned in this episode:
DividendCafe.com
Advice and Insights Podcast
TheBahnsenGroup.com
Aug 17, 2018 • 13min
Global Tensions Ripple Through World Markets
This week CIO David Bahnsen discusses headwinds to global economic growth, emerging markets, Turkey, dollar liquidity and more.
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
Aug 10, 2018 • 18min
Midterm Mayhem Inflating or Deflating Markets
CIO David Bahnsen discusses current markets from the basis for market optimism to the prospects for more capital expenditures, to the real debate behind inflation and deflation
Topics discussed:
Causes for Cautious Optimism
Midterm Election and Markets
Much more
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
Article on 20th Anniversary of Fracking @ MarketEpicurean.com
Aug 3, 2018 • 11min
Trading Earnings for Tariffs
This week we get into the state of the economy
Topics discussed:
State of Economy
4.1% GDP Growth
Successful Investor Behavior
TheBahnsenGroup.com
