697 episodes
The Dividend Cafe The Bahnsen Group
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- Business
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4.9 • 452 Ratings
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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) and The Case for Dividend Growth: Investing in a Post-Crisis World (Post Hill Press).
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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 -
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 -
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 -
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 -
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 -
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
Customer Reviews
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!
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”.
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!