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 27, 2026 • 21min
Can the Bull Market Continue?
A market check on whether the long bull run remains structurally intact amid recent volatility. Discussion of how labor market uncertainty, tightening credit conditions, and corporate profit expectations shape sustainability. Exploration of different start dates and what typically ends bulls. Portfolio positioning and dividend growth investing are highlighted as defensive strategies.
Mar 26, 2026 • 8min
Thursday - March 26, 2026
A broad market selloff and sector rotation away from AI/social media into energy and staples. A sharp oil spike tied to U.S.-Iran tensions and disruptions in the Strait of Hormuz. A surprising helium transit risk that could threaten chip production. A detailed U.S. 15-point plan toward Iran and possible escalation scenarios. Bond weakness and rising 10-year yields amid weak Treasury auctions.
9 snips
Mar 25, 2026 • 7min
Wednesday - March 25, 2026
Markets jumped with equities up and yields and oil sliding after a new U.S. 15-point Iran proposal and media pushback. Discussion centers on market resilience despite geopolitical noise and steady credit spreads. A deep look at AI-driven concentration risk and heavy VC exposure raises valuation questions. Surprising February import and export price gains also make the list.
Mar 24, 2026 • 9min
Tuesday - March 24, 2026
A fast market recap of a choppy trading day with an early plunge, midday rebound, and late fade. Sector callouts show tech lagging while defensives, dividend payers, and energy held up. Discussion of conflicting U.S.–Iran negotiation reports and how markets are pricing an off-ramp. A quick check of credit spreads and why current conditions differ from 1970s stagflation.
Mar 23, 2026 • 13min
Monday - March 23, 2026
Wild overnight futures swings led to a thousand-plus point rally after a high-profile tweet about U.S.-Iran talks. The show tracks Iran denial versus market reaction and the signals traders will watch next. Sector winners, a sharp slide in gold, oil volatility, and shifting Fed expectations get quick attention. Near-term risk in the Strait of Hormuz and energy capacity notes round out the conversation.
Mar 20, 2026 • 15min
Private Credit Contagion Risk and All the Lies
A deep dive into private credit panic versus reality. He separates liquidity scares from true defaults and highlights a near-par sale that undercuts sensational claims. He calls out AI/software loan hype and offers five concise takeaways on assessing risk. He argues losses land with investors, not banks, and that weak managers being culled can improve capital allocation.
Mar 19, 2026 • 9min
Thursday - March 19, 2026
A recap of a volatile market day with a late rally that still left indices down. A deep dive into an oil shock, how spikes above $100 can pressure GDP, and why Strait of Hormuz risk matters. Discussion of big Q1 tax refunds, a return to balance-sheet expansion, and moves to free up mortgage and bank liquidity. A quick economic data scorecard rounds out the conversation.
Mar 17, 2026 • 7min
Tuesday - March 17, 2026
Markets ticked up and bond yields eased while pending home sales surprised on the upside. A Fed meeting and PPI report loom with rates likely to stay steady. The show flags three market worries: Iran conflict pricing, private credit default concerns, and a potential slowdown in AI capital spending. It also clarifies what fiduciary duty means compared with broker standards.
Mar 16, 2026 • 13min
Monday - March 16, 2026
A market rally recap with tech and consumer discretionary leading as yields dip. A warning about extreme index concentration and how big IPOs could worsen it. A clash between private credit default talk and calm high-yield spreads. U.S. targeted strikes in Iran that avoided energy sites and the ongoing Strait of Hormuz risk. Q4 GDP was revised down and data-center investment skewed growth figures.
Mar 13, 2026 • 18min
The Five Major Issues for Investors So Far in 2026
A tight rundown of five market forces reshaping 2026, from geopolitical shocks to sector rotations. They explore how conflict near the Strait of Hormuz could lift oil and unsettle trade. Tariff shifts, private credit dynamics, and AI valuation fatigue get sharp attention. A clear look at money moving into energy, utilities, staples, and industrials.
