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
Mar 9, 2018 • 14min
Making Bad Policy Matter Again
This week, David L. Bahnsen recaps the crazy week in markets caused by the Trump administration's tariff announcement.
Links mentioned in this episode:
www.DividendCafe.com
www.AdviceandInsights.com
Mar 2, 2018 • 14min
Tying a Bow around the Gift of February
This week, David L. Bahnsen reviews the volatility, highs, and lows of February in the markets.
Links mentioned in this episode:
www.DividendCafe.com
Feb 23, 2018 • 15min
Reincarnated as the Bond Market
This week, David L. Bahnsen discusses the whole new role that bonds are playing in the market.
Topics discussed:
It's the bond market, genius
Is a capex boom being missed?
Be careful about what is supposed to be obvious
Links mentioned in this episode:
www.DividendCafe.com
Feb 16, 2018 • 14min
Markets Settle and Rebound
This week, Chief Investment Officer David L. Bahnsen discusses:
Topics discussed:
The re-pricing of stocks in tug-a-war
The tragedy of higher wages
When things get this screwy, they also get this good?
Links mentioned in this episode:
www.DividendCafe.com
Feb 9, 2018 • 15min
The Week Volatility Said, "Remember Me?"
This week, David Bahnsen covers this week's market volatility and what investors should learn from it.
Topics discussed:
"Navigating" through volatility
What could Washington D.C. do to really make this worse?
Is this all going to spook the Fed?
Links mentioned in this episode:
www.DividendCafe.com
Feb 2, 2018 • 14min
So Markets CAN Move Up and Down?
This week, David L. Bahnsen discusses
Recent market volatility
The most encouraging thing about the economy
Hedging deflation and buying growth
Links mentioned in this episode:
www.DividendCafe.com
Jan 26, 2018 • 15min
Stock Market Says, "What Government Shutdown?"
This week, Chief Investment Officer David Bahnsen covers
Topics discussed:
The slippery mess of understanding oil
A primer on equity market risk
The potential game-changer at the Fed
Links mentioned in this episode:
www.DividendCafe.com
Jan 19, 2018 • 20min
The Next Move in this Market
This week, David Bahnsen recaps the week in markets and reviews the ket takeaways from our 2018 whitepaper.
Topics discussed:
The excesses of markets and human behavior
Sector outlooks for 2018
Why asset allocation matters
Links mentioned in this episode:
https://www.hightoweradvisors.com/team/~/media/hightower/team/bahnsen/documents/tbg%202018%20whitepaper%20pdf_v1.ashx?mkt_tok=eyJpIjoiT0RrMlkyWm1aRFUxTVdOaSIsInQiOiJkbnhKcWUzbVFqaFpRXC82SW9nRitoZ2s4MzY4cHlWSmNqc2ppY3NKeHFtUlJJd284UitIbHNDU2N3eTg3NHBGcks5amdqU2FiVXZYbmdNekIySkZRakR6cVF1c2hvZmp2NjF0SSt0aTNpUXY0NTdoWXZabVRvODlXYjRXK2RqdUgifQ%3D%3D
Jan 12, 2018 • 15min
The Death of the PermaBear (Dare to Dream)
This week, David covers all sorts of things that matter to you as an investor.....
Topics discussed:
What Dow 25,000 really means
How I feel about perma-bears
Some timely coverage about value investing
The Fed
Links mentioned in this episode:
http://dividendcafe.com
Jan 5, 2018 • 15min
The Changing Weather of 2018
This week, David looks at the year ahead.....
Topics discussed:
A new podcast
Increased volatility
The bond market
Commodity price inflation
Links mentioned in this episode:
http://dividendcafe.com
