837 episodes
The Dividend Cafe The Bahnsen Group
-
- Business
-
-
4.9 • 489 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).
-
Drawdowns, Deficits, and Debunking a Myth
Today's Post - https://bahnsen.co/49UmDwH
The first thing I will say is that by popular demand, we will be adding back the “What’s on David’s Mind” to the Tuesday/Wednesday/Thursday email blasts starting next week for Dividend Cafe subscribers (and on some days, “What’s on Brian’s Mind”). By and large, the feedback to the newly revamped Dividend Cafe has been overwhelmingly positive, and a few knobs turned on the daily programming will continue to fine-tune. Thank you all for your feedback; we are very excited to have one property, one brand, and one medium to deliver the TBG thought leadership to you.
This week we are going to look at the history of yields from the market today, the history of market drawdowns, the state of commodities, the future of national debt, some global debt to avoid, expectations for Chinese economic growth, the energy sector, and finally, some Presidential conspiracy theories. That’s a lot to pack into one Friday. No one said this would be easy; we only said it would be fun.
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com -
The Dividend Cafe Thursday - April 25, 2024
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com -
The Dividend Cafe Wednesday - April 24, 2024
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com -
The Dividend Cafe Tuesday - April 23, 2024
A daily summary of key market data and economic nuggets. Reach out with questions anytime!
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com -
The Dividend Cafe Monday - April 22, 2024
Today's Post - https://bahnsen.co/3wbacib
Welcome to the new and improved Dividend Cafe. What you see today will be a weekly Dividend Cafe each and every Monday from yours truly, complete with a podcast and video. It has come for years now on Monday, once under the umbrella of “COVID & Markets” and after that under “The DC Today.” We are simply incubating it under Dividend Cafe, so there is just one list, one website, and one brand behind it all. You will note on the home page of Dividend Cafe that we are running a daily market recap that will include closing data every day along with key economic indicators. Additionally, we will be running an Ask TBG on that home page, where questions will be answered every day. Every Tuesday, Wednesday, and Friday, that market recap with the podcast and an Ask TBG will be emailed to subscribers., And then Friday, the same weekly Dividend Cafe article we have always done (see next paragraph) will go, per usual. So check out the new Dividend Cafe, all its bells and whistles, and share feedback with us any time!
The Friday Dividend Cafe looked at the subject of contrarian investing, the state of the dollar, and a few thoughts on oil and politics, and the comedy of bitcoin as a “flight to safety” this last Friday. The written version is here (my favorite), the video is here, and the podcast is here.
Into the second quarter of 2024, it may be a good time to review our outlook entering 2024 and major themes as we continue through the year.
Off we go …
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com -
Bad Drivers, Good Dollars, and Crony Deals
Today's Post - https://bahnsen.co/3JLnpSl
It has been an interesting week in the market, but as you will see in the first paragraph below it may seem like nothing happened whatsoever. That is more common than people think. Today we visit the state of the U.S. dollar, the “safe haven” of bitcoin, the politics of oil, the nature of contrarian investing, and more. Just a lot of easy-bite tidbits to edify you this beautiful spring weekend.
And before I remind you that a new and improved Dividend Cafe is coming any day, jump on in, to this Dividend Cafe!
Links mentioned in this episode:
TheDCToday.com
DividendCafe.com
TheBahnsenGroup.com
Customer Reviews
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,
Thumbs up - Christian influenced, guided insights.
👍👍👍👍👍Always MORE than economics!
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.