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
Apr 2, 2026 • 19min
Energy Investing with or without Iran
They debate market swings tied to Iran and why headline-driven oil moves are risky to trade. They frame energy as foundational to long-term growth, covering both physical power and human ingenuity. They expand the thesis beyond oil to electricity, data centers, LNG and broader infrastructure. They point out energy's small S&P weighting as a potential investment opportunity.
Apr 1, 2026 • 7min
Wednesday - April 1, 2026
Markets popped after Iran headlines and expectations around a Trump announcement lifted sentiment. A clear reminder to keep investing objective and nonpoliticized. An explanation of why Middle East supply disruptions can still lift U.S. oil prices. Strong ADP payrolls, February retail sales, and an ISM manufacturing beat that kept both services and manufacturing in expansion.
Mar 31, 2026 • 6min
Tuesday - March 31, 2026
A rapid market rally recap with S&P and Nasdaq gains and bond yields easing. Discussion of headline-driven volatility from war and Strait of Hormuz chatter. A thought experiment on the consequences of halting U.S. oil exports, including refinery and jobs implications. Updates on housing prices, job openings, and an upbeat consumer confidence print.
Mar 30, 2026 • 12min
Monday - March 30, 2026
Sharp intraday market swings and which indexes held up versus which lagged. A risk‑off shift hammered high‑valuation and crypto names. Bond yield moves and why long‑term term premium matters. Commodity and energy names, midstream and refiners showing relative strength. Geopolitical tensions and policy updates adding uncertainty for investors.
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.
