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
May 27, 2025 • 12min
Tuesday - May 27, 2025
The discussion kicks off with a recap of market dynamics, highlighting a stock surge post-Memorial Day and a drop in bond yields. The impact of recent tariff announcements on market behaviors is a key focus. Delving into policy shifts, they address the US Steel acquisition and potential moves regarding Fannie Mae and Freddie Mac. Additionally, the podcast covers trends in durable goods orders and the housing market, while also teasing strategies for managing national debt and navigating dividend growth in an inflated market.
6 snips
May 23, 2025 • 20min
The Big, not Beautiful National Debt
The discussion dives into the complexities of national debt and recent government spending, debunking myths around the bond market. It highlights the relationship between economic growth, inflation, and rising debt levels, emphasizing the need for fiscal restraint. Tax policies and their impact on revenue are critically analyzed. Investment strategies are shared to navigate the economic landscape, providing a thoughtful perspective on future bond yields and the implications of government fiscal policies.
May 22, 2025 • 10min
Thursday - May 22, 2025
Dive into the latest market movements as major indices show positive trends and interest rates drop. There's a spotlight on a new tax bill, particularly the SALT deduction cap adjustments. Insights into treasury auctions reveal common misconceptions while exploring the US debt situation brings potential solutions to light. Plus, a look at the strong labor market with encouraging jobless claims. The host also pays tribute to fallen heroes ahead of Memorial Day, making for a reflective conclusion to the discussion.
May 21, 2025 • 6min
Wednesday - May 21, 2025
A major market downturn leaves the Dow down 816 points, raising eyebrows about rising bond yields and a troubling bond auction. The dollar also takes an unusual hit despite climbing interest rates. Retailer earnings add to the gloomy sentiment while geopolitical tensions, particularly between Israel and Iran, loom large. The discussion wraps up with a look at crucial upcoming economic data releases, including jobless claims and home sales, that could influence market direction.
May 20, 2025 • 9min
Tuesday - May 20, 2025
Markets faced a slight decline after a previous positive streak, raising concerns about future trade and employment. Impressive Q1 earnings were highlighted, alongside the growing wealth disparity as rising asset values increasingly favor the affluent. The role of the Federal Reserve was examined, particularly in terms of its influence on monetary policy and market stability. The discussion also navigated investment strategies, providing practical insights into managing risks and interpreting market performance for informed financial decisions.
May 19, 2025 • 16min
Monday - May 19, 2025
This discussion highlights Moody's surprising downgrade of U.S. debt, which surprisingly didn't faze the market. It also digs into U.S.-Japan trade negotiations and President Trump's talks with Putin regarding Ukraine. Economic insights reveal a drop in the producer price index, affecting inflation, while the housing market and retail sales paint a mixed picture. Key developments in the House budget bill provide insight into market stability, making it clear that geopolitical events and fiscal policies are pivotal for investors.
5 snips
May 16, 2025 • 21min
The Real Secrets to Warren Buffett’s Success
Dive into the timeless lessons of Warren Buffett, where the focus is on the power of compounding and disciplined fundamentals. Discover how being a voracious reader plays a crucial role in investment success. Learn about the significance of building strong relationships and leveraging social capital. The discussion steers clear of current market issues, instead highlighting the principles that have shaped Buffett's legendary legacy in both business and personal fulfillment.
May 15, 2025 • 7min
Thursday - May 15, 2025
Explore the latest market trends with a notable rise in the Dow and mixed outcomes for Nasdaq and S&P. Delve into the unexpected dip in the Producer Price Index and its implications for inflation and interest rates. Gain insights into retail sales and jobless claims while considering the impact of trade negotiations and geopolitical events on the global economy. The discussion wraps up with thoughts on future economic conditions and a friendly weekend farewell.
May 14, 2025 • 10min
Wednesday - May 14, 2025
The recent market update reveals modest gains in the S&P 500, while the Dow struggled. A resurgence in the AI sector is driven by policy changes and supply chain improvements. Mergers and acquisitions are heating up in the utility sector. Concerns about pharmaceutical pricing loom with the introduction of new trade policies. Finally, cryptocurrency investment is dissected, highlighting its volatility and potential role in investment strategies, as economic reports are set to impact future market movements.
May 13, 2025 • 7min
Tuesday - May 13, 2025
The S&P 500 and Nasdaq showed strong gains, signaling a market recovery, while the Dow faced a setback due to a major healthcare stock drop. Recent inflation data surprised, with rates cooling down, enhancing overall economic optimism. Small business sentiment remains below average, yet recession fears are easing. Investment risks and opportunities are discussed, reminding listeners that personalized advice is crucial in navigating the unpredictable market landscape. Patience is emphasized as positive trends unfold.
