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 26, 2018 • 11min
Is The Bull Coming Back?
Topics discussed:
Tax Reform Part Deux?
The Inflation Chatter
As profits go, so goes the market
Contrarian Nugget of the Week
Jul 19, 2018 • 13min
The Easy Path is Ending
This week, [someone], [someone else] and [another person] cover [topic].....
Topics discussed:
A Mid-Year Look at the Midstream Sector
Why Trump May Not Back Down
Not All Inflation is Created Equal
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
Jul 13, 2018 • 19min
A Sigh of Relief
This week, David discusses this week in markets.....
Topics discussed:
Trade war With China
Bond Market
Jobs
and more
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
Jul 6, 2018 • 12min
Trumpian Tariff Tango
This week, David upacks this holiday week in markets.....
Topics discussed:
Trade/ Tariffs
Emerging Markets
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
Jun 29, 2018 • 14min
One T Giveth, and the Other T Taketh Away
This week, David covers the ongoing market reactions surrounding trade.....
Topics discussed:
trade policy contributing to uncertainty
dividend growth investing and separating market price fluctuations from market fundamentals
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
Jun 22, 2018 • 15min
The War Between Tax Reform and Tariffs
This week, David covers from trade stuff, to capex, to Japan, to so much more.....
Topics discussed:
China's retaliation against US tariffs
Small Business CAPEX on the rise!
US moves up to #2 in world oil production
much more
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
Jun 15, 2018 • 13min
The Fed, North Korea, and Stuff the Market Cares About
This week, David covers what was a busy "big news" week, yet markets barely moved (as of recording time) .....
Topics discussed:
Singapore summit w/ North Korea
Fed interest rate hike
Much more
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
Jun 8, 2018 • 12min
The Thing Causing Tension For Investors
This week David highlights the push/pull between bullish economic news vs. bearish concerns around monetary policy ...
Topics discussed:
Health of US Economy
Fed and short term interest rates
Options for investors
Links mentioned in this episode:
TheBahnsenGroup.com
Jun 1, 2018 • 17min
Italy, The EU, and U.S. Markets
This week, David covers a week of compressed volatility in markets .....
Topics discussed:
Political climate in Italy
Implications for the EU, Sovereign debt and US markets
Structural impedements to growth in Europe
Further evidence the bull market has not ended
The Fed and easing regulation
Tariffs
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
May 25, 2018 • 17min
More Financial Food For Thought
This week, David covers a variety of things effecting markets .....
Topics discussed:
Interest rates
Yield curve (and how it could effect the 2020 Presidential Election)
Oil prices
Oil and Natural Gas Pipelines
Dollar rally
Trade deals
and much more.
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
