The Dividend Cafe

The Bahnsen Group
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The Dividend Cafe

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).

  1. HACE 21 H

    The Politics of Inflation

    Today's Post - https://bahnsen.co/3XeLSqd Understanding Inflation: Political vs. Economic Perspectives in Dividend Cafe In this episode of Dividend Cafe, host David Bahnsen discusses the complexities of inflation, distinguishing between its political and economic aspects. Broadcasting from a hotel in Orlando, he shares insights from his study of inflation's impact on economic growth and policy, citing influences like Milton Friedman and Japan's economic strategies. Bahnsen explains the difference between politically sensitive items like gas and housing prices, and broader economic inflation driven by money supply. He touches on the role of tariffs, interest rates, and the Federal Reserve in shaping inflation expectations, and emphasizes deregulation and tax reform as potential solutions. Despite the political challenges, Bahnsen stresses the importance of understanding these issues for informed portfolio management. 00:00 Introduction and Host's Travel Update 00:40 Understanding Inflation: A Deep Dive 02:33 Political vs. Economic Inflation 09:09 Impact of Tariffs on Inflation 11:25 Market Valuations and Inflation Expectations 13:37 Conclusion and Viewer Engagement Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

    16 min

  2. HACE 2 DÍAS

    Thursday - February 20, 2025

    Market Volatility and Economic Updates with Brian Szytel Brian Szytel provides an update from Newport Beach on recent market activities. He highlights an increase in volatility compared to earlier in the week, with the Dow down 1%, S&P down 0.4%, and NASDAQ down 0.4%. Despite minor economic data releases, there were no significant market movers. Initial jobless claims remain stable at 219, while manufacturing indexes show positive trends. The VIX is low at 15, suggesting overall market stability. Brian also addresses common questions about their service offerings and the difficulty in providing a uniform track record for portfolios due to their customized nature. He emphasizes the holistic approach of their business, which includes tax planning, estate planning, and financial advice beyond mere investments. 00:00 Market Volatility Update 00:47 Economic Indicators and Jobless Claims 01:12 Manufacturing and Market Sentiment 01:42 Current Market Trends and Metrics 02:49 Understanding Custom Portfolios 03:51 The Importance of Personalized Financial Services 04:39 Closing Remarks and Upcoming Plans Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

    7 min

  3. HACE 3 DÍAS

    Wednesday - February 19, 2025

    Market Insights and Global Oil Trade Dynamics - February 19, 2025 In this episode of Dividend Cafe, Brian Szytel from the West Palm Beach office discusses the day's market performance, including the Dow's 71-point rise, the S&P's quarter-percent increase, and Nasdaq's flat close. He addresses ongoing tariff talks, U.S.-Russia/Ukraine conflict negotiations, and their potential impact on energy markets. Brian explains the global oil trade dynamics with Russia's supply to Asia and its effects on oil prices. He also covers international client considerations for U.S. investments and touches on the day's economic data, including FOMC minutes and housing starts. Audience questions are welcomed and encouraged. 00:00 Introduction and Market Overview 00:21 Tariffs and Geopolitical Tensions 01:26 Energy Market Dynamics 03:34 International Client Considerations 04:44 Economic Calendar Highlights 05:23 Conclusion and Viewer Engagement Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

    7 min

  4. HACE 5 DÍAS

    Tuesday - February 18, 2025

    Dividend Cafe: Market Insights and Tax Reform Impacts In this episode of Dividend Cafe, Brian Szytel reports from the West Palm Beach, Florida office on February 18. He discusses the day's market performance, noting minimal changes in the Dow and NASDAQ, a slight increase in the S&P, and a rise in the 10-year Treasury rate. Highlights include an improvement in the Empire State Fed Manufacturing Survey after two months of declines and a weaker-than-expected NHAB Home Builder Survey due to tariff impacts. Brian also explores the diversification in market sectors for 2025, focusing on the stability of conservative sectors like energy, materials, and financials, compared to the volatility in technology sectors. The episode concludes with a discussion about carried interest tax treatment, highlighting its political implications and potential effects on private equity manager compensation. Brian mentions his upcoming travel to California for meetings but assures listeners of continued updates from Palm Beach. 00:00 Introduction and Market Overview 00:35 Economic Calendar Highlights 01:19 Sector Performance Analysis 02:32 Carried Interest Tax Discussion 03:57 Closing Remarks and Upcoming Events Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

    6 min

  5. 14 FEB

    Tariff and Tax Vacillation

    Today's Post - https://bahnsen.co/40TtKTI The Dividend Cafe: Market Reactions to Tariffs and Taxes In this episode of The Dividend Cafe, host David Bahnsen provides an update from Phoenix, Arizona, discussing a busy week involving team meetings and client engagements. Highlights include his recovery from illness, travel between New York and California, and expansion plans for the Phoenix office. David dives deep into market reactions to recent tariff announcements by the Trump administration and the lack of actual tariff implementations. He also explores the complexities of fair trade and its economic implications. Lastly, David discusses the progress and hurdles facing the House Budget Committee on a significant tax and spending bill, detailing the political intricacies and potential impacts on the economy. Tune in for insights on tariffs, taxes, and their market effects. 00:00 Introduction and Weekly Recap 01:24 Market Reactions to Tariff Announcements 04:20 Analyzing the Impact of Tariffs 07:30 Debunking Free Trade Myths 11:55 Updates on the Tax Bill 17:49 Conclusion and Upcoming Events Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

    20 min

  6. 13 FEB

    Thursday - February 13, 2025

    Analyzing Market Movements and Inflation Impact In this episode of Dividend Cafe, Brian Szytel from West Palm Beach, Florida, discusses the market's performance on February 13th, highlighting a positive day for stocks and a significant drop in bond yields. The conversation focuses on recent inflation data, specifically the producer price index (PPI) and its effect on market behavior. Brian emphasizes the importance of observing longer-term fundamentals rather than reacting to short-term market fluctuations. He also shares his thoughts on gold as an investment, pointing out its unpredictability and lack of cash flow production. He concludes by encouraging a long-term view and inviting audience engagement with questions. 00:00 Introduction and Market Overview 00:45 Inflation and Interest Rates Analysis 02:07 Long-Term Investment Strategy 03:09 Gold Investment Insights 04:33 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

    7 min

  7. 12 FEB

    Wednesday - February 12, 2025

    Mid-Week Market Insights: CPI Report & Federal Reserve Review - Feb 12 In this episode of Dividend Cafe, recorded on February 12th, host Brian Szytel covers the day's market activities influenced by the latest Consumer Price Index (CPI) report. The Dow dropped 225 points, the S&P was down by a quarter of a percent, while the Nasdaq saw a minor gain. The CPI numbers showed a monthly increase of 0.5%, higher than the expected 0.3%, marking a yearly CPI of 3%. The core CPI excluding food and energy also surpassed expectations. Energy and food prices along with the shelter component significantly impacted the CPI. Szytel discusses the Federal Reserve's ongoing efforts to manage inflation, noting the bond market's reaction and Fed Chairman Powell's testimony. The role of the Fed, particularly its expanded balance sheet since the Great Financial Crisis and COVID-19, is critiqued. Szytel concludes with a forward-looking perspective and invites viewers to tune in the next day for more updates. 00:00 Introduction and Market Overview 00:32 Inflation Report Breakdown 01:15 Impact on Energy and Food Prices 01:26 Shelter Component Analysis 02:05 Market Reactions and Predictions 03:21 Federal Reserve's Role and Actions 04:51 Conclusion and Sign Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

    7 min

  8. 11 FEB

    Tuesday - February 11, 2025

    Market Confidence and Capital Activity Boosts: Feb 11th Update Brian Szytel provides a market update on a directionless trading day where the Dow closed up 123 points, S&P remained flat, and Nasdaq fell by a third of a percent. 10-year Treasury yields rose to 454 basis points, and small business confidence remains above historical averages, indicating robust economic health. Discussions covered the increase in capital expenditures, IPO market, and mergers and acquisitions activity. Brian critiques SPACs while noting a positive resurgence in capital market activities. He also comments on Jerome Powell's testimony regarding interest rates and inflation. Financials emerge strong in the market, contrasting with weaker performance in semiconductors. 00:00 Market Overview and Key Indices 00:28 Small Business Confidence and Economic Impact 01:30 Corporate Activity and Capital Markets 02:08 SPACs and Financial Sector Insights 03:38 Federal Reserve and Monetary Policy 04:39 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

    7 min
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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).

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  • Creador
    The Bahnsen Group
  • Años de actividad
    2016 - 2025
  • Episodios
    1 k
  • Clasificación
    Apto
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    © All rights reserved @2024
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    The Dividend Cafe

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