697 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) and The Case for Dividend Growth: Investing in a Post-Crisis World (Post Hill Press).

The Dividend Cafe The Bahnsen Group

    • Business
    • 4.9 • 452 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) and The Case for Dividend Growth: Investing in a Post-Crisis World (Post Hill Press).

    The Fed's Pickle

    The Fed's Pickle

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

    Actually, the inspiration for this week’s Dividend Cafe is not “why markets were down this week or this month” – but rather something more substantial and thematic. There are some “whys” that are more important than “whats” right now and big picture, I felt certain macroeconomic themes we are watching were worth a whole Dividend Cafe.

    That verbiage makes it sound kind of boring, but really, I am just under-selling the excitement of what lies ahead for those who jump into this Dividend Cafe … You will not want to miss the drama and fun. Off we go

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

    • 24 min
    The DC Today - Thursday, September 21, 2023

    The DC Today - Thursday, September 21, 2023

    Today's Post - https://bahnsen.co/48s8IyG

    The violence was most felt in the bond market as yields rallied dramatically at the long end of the curve. As yields did not move much (or at all) in the short end of the curve, you saw a fair amount of inversion eroded. It is all a rate story now – as stocks are following bonds, not vice versa. QT is tightening, and high rates are tightening (with the bond market doing more of it for them). Something has to break eventually.

    The Bank of England also left its interest rate alone, pausing after 14 consecutive increases.

    The House GOP was four votes short of having the votes needed to advance their compromise funding bill. Some tweaks are in motion to allow for a new vote next week.

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

    • 8 min
    The DC Today - Wednesday, September 20, 2023

    The DC Today - Wednesday, September 20, 2023

    Today's Post - https://bahnsen.co/44YX2Am

    The Fed basically was explicit in tying their “we need to stay restrictive” posture to the resilient economy (which, unfortunately to them, has been “expanding at a solid pace”).

    The market was up +200 points before the announcement and press conference, it dropped -100, rallied back +100, then dropped -150 (so still up over +50 points) before closing down -77 points (but with the Nasdaq down -1.53%). Bond yields at first barely moved but then the short end moved up five basis points and the long end flattish.

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

    • 10 min
    The DC Today - Tuesday, September 19, 2023

    The DC Today - Tuesday, September 19, 2023

    Today's Post - https://bahnsen.co/3LvZG9P

    Oil hit a ten-month high this morning. Bonds continue selling off as yields continue rallying. Japanese ownership of Treasuries increased by $7 billion on the month, while Chinese holdings decreased by $13 billion.

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

    • 9 min
    The DC Today - Monday, September 18, 2023

    The DC Today - Monday, September 18, 2023

    Today's Post - https://bahnsen.co/44YIrFd

    Nothing like the Monday DCT with a great deal of stuff for you today about housing, policy, the economy, markets, and more!

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

    • 12 min
    What to Look For in an Advisor

    What to Look For in an Advisor

    Today's Post - https://bahnsen.co/3r79obX

    Thursday afternoon I received an inquiry through the “questions” portal whereby a reader asked “how one is supposed to go about selecting a financial advisor” – attaching to the question the appropriate sub-questions around trust, qualifications, needs, and services. I know I have addressed this topic over the years but I think it has been at least five years if not longer, and it is a topic that you may be shocked to hear I have many opinions on.

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

    • 22 min

Customer Reviews

4.9 out of 5
452 Ratings

452 Ratings

cdqueenie ,

Helpful for us dullards

I love this podcast. I am a widow, and I kind of marginally wash my investments, and wonder if I have the right broker? however, I really enjoy David’s insights. Wish I would’ve known about him to begin with. He comes from a long line of wise men And I really respect his hesitant pragmatic approach to not jump in and expressed an opinion. Great to listen to and glad to hear “another country heard from.” Thank you!

DB spare time ,

Always Interesting Perspective

Intelligent insights on markets and investing; leaning into dividend growth for a stable portfolio. The lagniappe is explaining policy alternatives in a calm manner that reassures “growth is a winning hand”.

Rowemedic ,

Great podcast!!

Love to hear David and his view on things. Helps with my financial understanding and the world at large. Excellent opinions and guidance think level headed educated review of things financial. Great work guys keep it up!

Top Podcasts In Business

BBC Radio 5 Live
Ramsey Network
Money News Network
iHeartPodcasts and Warner Bros
NPR
Dan Fleyshman

You Might Also Like

National Review
WORLD Radio
Colson Center
R. Albert Mohler, Jr.
R. Albert Mohler, Jr.
Shane Morris