816 episodes

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).

The Dividend Cafe The Bahnsen Group

    • Business
    • 4.9 • 486 Ratings

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).

    The DC Today - Wednesday, March 27, 2024

    The DC Today - Wednesday, March 27, 2024

    Today's Post - https://bahnsen.co/3TT4Scl

    Another generally positive day in markets with today marking the 99th consecutive trading day that the SP500 closed above its 50 day moving average. This has happened many times in history believe it or not, and certainly isn’t even half way to 1995’s run of 257 (back when I was graduating high school), but its impressive none the less.

    Links mentioned in this episode:
    TheDCToday.com
    DividendCafe.com
    TheBahnsenGroup.com

    • 4 min
    The DC Today - Tuesday, March 26, 2024

    The DC Today - Tuesday, March 26, 2024

    Today's Post - https://bahnsen.co/3TTReFO

    Markets traded positively for most of the day, although ended up closing slightly down by 31 points. This is the 10th time since 1950 that the SP500 has been up for 5 months in a row, so it certainly has happened enough before, but interesting that when I looked at those time periods 12 months following, they were also all in positive territory as well. All that said, earnings and fundamentals are going to have to pull their weight for that to happen an 11th time from these valuations (see David’s comments below).

    Historically speaking, it’s also rare to see markets top when there is such broad participation in new 52-week highs. Typically, that internal breadth starts to show cracks before the overall market reaches its cycle peak and turns lower, and that is not what we are seeing today. Energy, by the way, has reaccelerated, with now 80% of the sector at 3-month highs, as that market rotation and broadening of sector returns continues.

    Links mentioned in this episode:
    TheDCToday.com
    DividendCafe.com
    TheBahnsenGroup.com

    • 7 min
    The DC Today - Monday, March 25, 2024

    The DC Today - Monday, March 25, 2024

    Today's Post - https://bahnsen.co/49cizrs

    Greetings from Dallas, Texas where I am the next two days before then getting to Houston on Wednesday and then to the TBG offices in Austin and doing three events there for a couple of days before returning to NYC on Friday. Today’s DCT is housing-heavy with plenty else in the mix to make it worth your time.

    Dividend Cafe looked further into the time-tested wisdom of dividend growth investing, the historical factors that involved over the past few decades, and the lay of the land in the years ahead.

    Links mentioned in this episode:
    TheDCToday.com
    DividendCafe.com
    TheBahnsenGroup.com

    • 16 min
    Dividend Logic vs. Speculative Madness

    Dividend Logic vs. Speculative Madness

    Today's Post - https://bahnsen.co/4924jl3

    Predictions are fun. They are not, though, at the heart of the investment business. They can be very important in the methodology and process of some speculators, and they can even be marginally additive for some investors. But “predictions” are not quite the same as “calculations,” and they are categorically different from “belief systems.” At the core of all good investors lies a philosophy. I find it an unimprovable joy in life to study the investing philosophies of great investors. I never, ever, ever find one who relies on “feel” or “just has that Midas touch.” That very thinking is for simpletons and know-nothings. Great investors execute well off of a cogent philosophy. Bad investors either fail to execute or have an improperly formed philosophy (or, worst of all, options; they have no discernable philosophy at all).

    The Bahnsen Group embraces being defined by our investment philosophy, and we embrace being known by the role dividend growth plays within that philosophy. Dividend growth is not new. In fact, what is [relatively] new is NOT viewing the receipt of cash flow from the risk investments you make as a key objective in your investing and a significant part of your anticipated return. In today’s Dividend Cafe, we address the history of investor distraction from dividend monetization and the reorientation that we believe is about to shift the focus back to where it belongs. We are not talking a “new normal” but rather a “return to normal normal.”

    So jump on in to a very normal Dividend Cafe …

    Links mentioned in this episode:
    TheDCToday.com
    DividendCafe.com
    TheBahnsenGroup.com

    • 16 min
    The DC Today - Thursday, March 21, 2024

    The DC Today - Thursday, March 21, 2024

    Today's Post - https://bahnsen.co/3vpQejx

    Markets built on yesterdays rally today closing higher for a third straight session. For the markets, the porridge-is-just-right narrative around the balance of strong economic and employment backdrop combined with disinflation and a Fed that is now talking about slowing QT and accepting PCE at 2.6% this year (vs 2%) before they would begin cutting interest rates. Today we also had jobless claims and existing home sales both positive and supportive of that narrative as well. Keep in mind please, that markets are a forward looking pricing mechanism, and a lot of soft-landing narrative at this point is fully baked in. The question will be on fundamentals keeping up with those higher valuations names from here, and I still suspect there will be the haves vs. have-nots in that regard and the time for being selective here is very important.

    Links mentioned in this episode:
    TheDCToday.com
    DividendCafe.com
    TheBahnsenGroup.com

    • 6 min
    The DC Today - Wednesday, March 20, 2024

    The DC Today - Wednesday, March 20, 2024

    Today's Post - https://bahnsen.co/43pRAau

    Generally, a pretty market-friendly statement from the Fed, with some upgrading on the economy with GDP estimates moving up from 1.4% to 2.0%, they lowered their unemployment rate forecasts from 4.1% to 4% and raised the Core PCE forecasts by two-tenths to 2.6% for the year (and we are already at 2.8% now mind you).

    Links mentioned in this episode:
    TheDCToday.com
    DividendCafe.com
    TheBahnsenGroup.com

    • 7 min

Customer Reviews

4.9 out of 5
486 Ratings

486 Ratings

Dowup ,

Good understanding of Markets

Daily listener. Good breakdown of markets and economy.
Excellent source of understanding the markets and reasoning behind it. Also good info on investing and investors.

Thanks for the podcast,

khsaggie ,

Thumbs up - Christian influenced, guided insights.

👍👍👍👍👍Always MORE than economics!

drjrpye ,

A Must-listen for Understanding Markets and the Economy

I’m a regular listener who has found this program to be essential for understanding the forces in our economy. You have to listen for a bit to understand all the terminology but the effort reaps benefits.

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