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
Nov 20, 2025 • 7min
Thursday - November 20, 2025
The podcast discusses a market that opened strong but reversed course, influenced by anticipated earnings from AI chipmakers. There's a significant shift from growth to value stocks, with defensive sectors seeing notably low weightings. Insights into the private credit market reveal impressive growth but also potential stresses, while economic updates unveil better-than-expected job data and improved housing figures. Brian encourages listeners to explore high-quality, dividend-paying defensives as viable investment opportunities.
Nov 19, 2025 • 6min
Wednesday - November 19, 2025
The podcast dives into the recent market recovery after several negative trading days. Key focus is on the earnings report of a major AI chip company, prompting discussions on stock rotation. Concerns arise about soaring capital expenditures among trillion-dollar firms and the implications for valuations. The conversation also highlights delays in economic data and the Federal Open Market Committee's cautious stance on potential rate cuts. Lastly, there's an emphasis on prioritizing fundamental analysis over seasonal trends in investment strategies.
Nov 18, 2025 • 7min
Tuesday - November 18, 2025
Recent market declines have prompted a significant shift from growth to value stocks, with major indices reflecting this trend. The labor market is cooling, as evidenced by ADP data, while mixed signals emerge from the housing market, where builder confidence contrasts with lowering prices. Amid economic data delays, Fed officials remain focused on inflation, reducing prospects for a December rate cut. Additionally, useful financial terminology, such as revenue multiples and PE ratios, is explored to shed light on current market valuations.
Nov 17, 2025 • 9min
Monday - November 17, 2025
Market volatility is on the rise as the DOW dropped significantly while defensive stocks gain traction. The podcast explores the dips in speculative sectors like cryptocurrencies and quantum computing. Tariffs are scrutinized for their effects on supply chains, and there's talk of easing capital requirements for banks to stimulate lending. Surprisingly strong manufacturing data suggests a potential recovery. The discussion also includes thoughts on how AI could impact macroeconomic conditions and investment strategies focused on fundamental analysis.
10 snips
Nov 14, 2025 • 31min
Keeping an AI Bubble from Hurting You
Delve into the AI investing bubble and explore the risks that come with it. Euphoria, not technology, is identified as the key threat to investors. Learn about the extreme volatility seen in companies like NVIDIA and Oracle, and how rapid valuation swings can lead to significant losses. Bahnsen raises critical questions about the sustainability of AI-driven expenditures and geopolitical competition. He emphasizes sticking to sound investment principles rather than succumbing to the allure of quick gains in this overheated market.
Nov 13, 2025 • 8min
Thursday - November 13, 2025
Stock and bond markets faced notable declines as hawkish comments from five Federal Reserve officials heightened uncertainty. The recent end of a government shutdown led to market volatility, prompting discussions about potential rate cuts. A shift from growth to value stocks is underway, favoring dividend-paying and defensive investments. Concerns regarding AI-fueled fraud were addressed, reassuring that the market remains efficient. Tax policy changes could provide economic stimulus through larger refunds, setting the stage for future insights.
Nov 12, 2025 • 7min
Wednesday - November 12, 2025
A daily market recap reveals a shift from tech and AI stocks to value sectors, with the DOW on a rise while the Nasdaq struggles. The equal-weighted S&P outperforms its market cap counterpart. Comparisons between the 20-year Treasury ETF and Bitcoin since last year provide intriguing insights. Speculation about upcoming interest rate cuts by the Federal Reserve adds to the discussion, while the recent government shutdown appears to have minimal effects on market dynamics. Listener questions shed light on sector implications.
Nov 11, 2025 • 7min
Tuesday - November 11, 2025
The stock market surged as optimism about a government reopening drove the Dow up by 559 points. Historical trends reveal that markets often rebound positively after shutdowns, with a 65% success rate two months in. A looming data gap due to the shutdown has many awaiting crucial economic indicators like CPI and jobless claims. The discussion also touches on how declining inflation and job figures might influence Federal Reserve rate decisions. Alongside a tribute to Veterans Day, listeners get insights into comparing growth stocks against benchmarks.
Nov 10, 2025 • 19min
Monday - November 10, 2025
Explore the latest on the potential end of the government shutdown as bipartisan efforts gain traction. Witness the NASDAQ's remarkable rally amid shifting market dynamics. Dive into sector performances with tech leading and consumer staples struggling. Discuss intriguing public policy updates, including a proposed 50-year government-backed mortgage and possible equity stakes for Fannie and Freddie in tech. Unpack President Trump's stimulus check proposal and significant job cuts, all while keeping an eye on economic indicators and upcoming events.
Nov 7, 2025 • 22min
Where Do Things Stand With China?
This discussion dives deep into the evolving US-China trade dynamics and the significance of recent agreements. Key elements like tariff reductions and cooperation on rare earths are highlighted, alongside uncertainties around the full deal. The impact of market discipline on U.S. policy approaches is analyzed, contrasting protectionism with market-friendly strategies. Attention is drawn to broader implications, including Taiwan's status and China’s potential role in the Russia-Ukraine conflict, leaving listeners curious about future economic outcomes.
