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
Aug 25, 2025 • 16min
Monday - August 25, 2025
Market performance takes a hit with major indices declining post-Federal Reserve comments. Insights on public policy reveal government equity interests in Intel and new tariffs on furniture. The housing market is facing challenges with a drop in permits and sales. Potential Fed board changes could reshape economic influences. The resilience of dividend growth investing shines through despite uncertainty, while anticipation builds around Nvidia's upcoming earnings report.
Aug 22, 2025 • 30min
The Fed Part No One is Talking About
Dive into the complexities of the Federal Reserve's balance sheet, focusing on quantitative easing and tightening. Explore the historical impact of these policies since the 2008 financial crisis. Discover how QE has shaped financial markets and compare the U.S. approach to Japan's. Speculation abounds on the implications of an upcoming speech by Fed Chairman Jerome Powell, with market expectations hanging in the balance. Gain insights into the Fed's strategy for stimulating credit growth while navigating current economic challenges.
Aug 21, 2025 • 7min
Thursday - August 21, 2025
A modest market downturn is discussed, highlighting a dip in indices and unexpected jobless claims. Insights into mixed manufacturing data and robust home sales provide a nuanced economic picture. Anticipation builds around the Jackson Hole speech by Chairman Powell, expected to influence future policies. The podcast contrasts high-valuation tech stocks against value sectors like healthcare and energy. A thoughtful reflection on market fundamentals emphasizes their importance for long-term investment success.
Aug 20, 2025 • 7min
Wednesday - August 20, 2025
The host discusses a recent shift in the market from growth to value stocks, especially in the AI sector. Insights from the July Fed meeting reveal market reactions to pending economic data. The housing market faces challenges for builders despite rising stock values. There's also an interesting talk on understanding nominal versus real returns. The episode wraps up with a preview of upcoming jobless claims and existing home sales, keeping listeners informed about future economic indicators.
Aug 19, 2025 • 7min
Tuesday - August 19, 2025
The latest market analysis reveals a mixed performance among major indices, with technology stocks facing a notable sell-off. Insights into the housing market showcase home builders' complicated feelings amidst rising interest rates. Discussions around the Federal Reserve's balance sheet shed light on inflation concerns, while a recap of stronger-than-expected Q2 earnings brings hope for Q3. Looking ahead, potential Fed interest rate cuts and a keen eye on employment figures signal what investors might anticipate in the coming months.
Aug 18, 2025 • 19min
Monday - August 18, 2025
The podcast dives into the flat performance of major stock indexes amid significant geopolitical events. It examines historically low earnings yields in the S&P 500 while discussing a record surge in foreign investments. The impact of ongoing tariffs and legal challenges on the market is also highlighted, alongside insights into the energy sector and recent monetary policies. Listeners gain a thorough understanding of current economic indicators and the potential risks in investment strategies.
Aug 15, 2025 • 24min
Finally Some Perfect Clarity about Inflation
Dive into the world of inflation as the host uncovers its complexities beyond the headlines. Learn how tariffs shape economic dynamics and observe price changes over the last 25 years across sectors like housing and healthcare. Discover the significant role of government subsidies in altering costs and the necessity of balancing money supply growth with production. Get insightful economic analyses that differentiate between price rises and monetary inflation, emphasizing the importance of understanding foundational economics over political narratives.
Aug 14, 2025 • 5min
Thursday - August 14, 2025
David Bahnsen delivers a market update revealing that major indices closed flat despite some ups and downs. The Producer Price Index surprised with a 0.9% rise, leading to a higher 10-year yield at 4.28%. While goods prices remained low, the services sector showed more volatility. There's a hint at an in-depth future discussion on inflation trends. Additionally, oil prices saw a 2% uptick, and initial jobless claims remained stable at 224,000.
Aug 13, 2025 • 9min
Wednesday - August 13 , 2025
This episode dives into the latest market insights with a remarkable six-to-one advance-decline ratio. The discussion includes Treasury Secretary Bessant's predictions about potential Fed rate cuts. Small-cap stocks show signs of life despite past struggles, while the housing market experiences a resurgence amid affordability concerns. There’s also a focus on the challenges of managing assets for international clients and a preview of upcoming economic indicators like the Producer Price Index and retail sales.
Aug 12, 2025 • 7min
Tuesday - August 12, 2025
A significant market rally on August 12 has investors buzzing, with major indices climbing sharply. Recent CPI data hints at stable inflation, bolstering hopes for interest rate cuts from the Federal Reserve. Predictions for the Jackson Hole symposium and the upcoming non-farm payroll report are generating excitement. With recession odds dropping below 20%, there's newfound optimism among small businesses. It's a time of positive economic signals, raising questions about future financial trends.
