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 H ...
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The Dividend Café The Bahnsen Group Podcasts
Today's Post - https://bahnsen.co/4qxLxMp Demystifying Private Markets: Risks, Rewards, and Systemic Implications In this episode of Dividend Cafe, host David Bahnsen, Chief Investment Officer at The Bahnsen Group, delves into the complexities of private markets, focusing on private credit and private equity. Bahnsen addresses the widespread discus…
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Market Recap: Market Decline and In-Depth Analysis of Financial Trends In this episode of Dividend Cafe, Brian Szytel provides a market recap for October 30th, detailing a downturn with the Dow closing down 109 points, the S&P down 1%, and the Nasdaq down 1.5%. Key factors include interest rate increases post-Fed meeting and disappointing earnings …
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Market Reactions to Fed Announcement & The Rise of 401(k) Plans In this episode of Dividend Cafe, Brian Szytel discusses the market's reaction to the Federal Reserve's recent interest rate cut and the end of the quantitative tightening program. Despite an initial market gain, comments from Fed Chair Powell about a December rate cut not being guaran…
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Market Recap and Key Economic Catalysts – October 28th In this episode of Dividend Cafe, host Brian Szytel provides a market recap, noting positive performance with the Dow closing up 161 points, S&P up by a quarter percent, and Nasdaq up eight-tenths of a percent. Key drivers include the US-China trade deal, expectations of a 25 basis point rate c…
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Today's Post - https://bahnsen.co/49mduQP Dividend Cafe: Market Recap and Economic Insights - Monday Edition In the Monday edition of Dividend Cafe, host David Bahnsen provides a thorough market recap from their Newport Beach studio. He highlights key market movements, with the DOW closing up 337 points, the S&P rising by 1.25%, and the NASDAQ up 1…
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Today's Post - https://bahnsen.co/47Ly2Ab Understanding Index Funds and Their Evolution: A Comprehensive Analysis In this episode of the Friday Dividend Cafe, David Bahnsen, Chief Investment Officer of The Bahnsen Group, delves into the topic of index funds and their evolution over the years. He discusses the impact of index funds on the investment…
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Market Updates and Global Economic Impacts - October 23rd In this episode of Dividend Cafe, Brian Szytel provides an update on market movements, including modest gains in the DOW, S&P, and NASDAQ. The episode discusses the impact of US sanctions on Russian oil companies and the EU's ban on LNG imports from Russia, aimed at limiting funding for Russ…
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Market Recap and Economic Insights - October 22, 2025 In this episode of Dividend Cafe, Brian Szytel reports from West Palm Beach, FL, on a downturn in the markets. The Dow closed down 0.7%, S&P down 0.6%, and Nasdaq down about 1%, largely driven by missed earnings in tech. Gold saw another decline following a significant drop the previous day. Key…
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Market Insights and AI Speculations: October 21st Update In this episode of Dividend Cafe, Brian Szytel from West Palm Beach offers a market recap for October 21st, noting a mixed day with the DOW closing at a record high. He delves into the performance of various indices, and discusses significant movements in gold and crypto prices, highlighting …
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Today's Post - https://bahnsen.co/4htuMxK Links mentioned in this episode:DividendCafe.com TheBahnsenGroup.comBy The Bahnsen Group
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Today's Post - https://bahnsen.co/4nbfO0v Understanding the Impact of AI on Jobs: A Deep Dive In this Friday edition of Dividend Cafe, David Bahnsen, managing partner at The Bahnsen Group, explores the impact of artificial intelligence (AI) on jobs and the economy. Recording live from New York City before heading to Nashville, Bahnsen reflects on t…
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Join Brian Szytel on today's Thursday Dividend Cafe as he navigates a modestly down day in the market. The DOW closed down 301 points, S&P by six-tenths of a percent, and Nasdaq by 50 basis points. With rising volatility back to May levels, Brian explains the factors behind the recent market movements, including larger bankruptcies and regional ban…
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Market Recap & Insights on AI Investing - October 15 In this episode of Dividend Cafe, Brian provides a market recap for October 15, noting slight changes in major indices and highlighting strong earnings in the financial sector. A positive trend in the yield curve is discussed alongside economic updates, including a stronger-than-expected Empire S…
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Tuesday Midweek Market Update: US-China Trade Tensions and Earnings Insights In this episode of Dividend Cafe, Brian Szytel provides a midweek market update for Tuesday, October 14th. The day saw sideways trading following a significant sell-off on Friday and a rally on Monday, predominantly driven by ongoing US-China trade negotiations concerning …
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Today's Post - https://bahnsen.co/4q8nNy3 In this week's Dividend Cafe, David Bahnsen dives into the latest market movements on a somewhat irregular Columbus Day with both stock market rallies and bank closures. Key highlights include the release of Israeli hostages held since October 2023, President Trump's upcoming meeting with China's President …
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Investment Conviction in a Time of “Revolution”?
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Today's Post - https://bahnsen.co/3KCGbir Unpacking the AI Revolution: Investment Philosophies and Realities In this episode of Dividend Cafe, David Bahnsen, Chief Investment Officer at The Bahnsen Group, explores the current excitement surrounding AI investments. Bahnsen contrasts contrasting perspectives from investment experts and delves into th…
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Market Update: Earnings Shifts Focus from Political Headlines In this episode of Dividend Cafe on Thursday, October 9th, Brian Szytel provides a market update. The DOW dropped by 243 points, the S&P fell by a quarter of a percent, while the Nasdaq remained mostly flat. The 10-year yield increased slightly by a basis point. The episode highlights th…
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Market Recap and Insights: Midstream Energy and Fed Policy In this October 8th episode of Dividend Cafe, Brian Szytel provides a market update, noting that the Dow was flat, while the S&P and Nasdaq showed gains. Key takeaways include the release of the September FOMC meeting minutes, indicating a general consensus on rate cuts despite some diverge…
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By The Bahnsen Group
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By The Bahnsen Group
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Some Invigorating Takeaways from our Week with the Greatest Minds on Wall Street
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Today's Post - https://bahnsen.co/3IQOTsJ Insights and Takeaways from a Week of Meetings in NYC In this week's Dividend Cafe, David Bahnsen, managing partner and CIO at The Bahnsen Group, recaps key insights from a week of high-level meetings with asset management partners, hedge funds, and private market managers in New York City. Reflecting on th…
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Daily Market Recap and Job Data Insights - October Update David Bahnsen provides a daily recap of the Dividend Cafe, highlighting that the market was up with the Dow gaining 79 points, the S&P up slightly by 4 points, and the NASDAQ increasing by 18 points. He mentions the bond market's rise with the 10-year yield down 2 basis points. Sector perfor…
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Market Highlights and Insights: September 30th Edition In this episode of Dividend Cafe, host Brian Szytel from The Bahnsen Group office in New York City provides a concise market overview for Tuesday, September 30th. Despite a negative start, the market ended slightly positive with the DOW up by 82 points, S&P up by 27 points, and Nasdaq up by a t…
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Today's Post - https://bahnsen.co/3IxLuPt Dividend Cafe: Market Insights and Key Themes from Money Manager Week In this Monday edition of Dividend Cafe, the host discusses the extensive agenda of the first day of Money Manager Week. The conversation includes insights from several meetings with portfolio managers and asset management partners. The h…
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When Labor Market Reality and Cultural Crisis Become One
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Today's Post - https://bahnsen.co/4muX6jX Analyzing America's Labor Market: Cyclical vs. Structural Issues In this week's Dividend Cafe, host David Bahnsen discusses the United States labor market, emphasizing the distinction between cyclical and structural challenges. He explores the unemployment data, noting historically low rates yet a significa…
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Market Recap and Economic Insights: Tariffs, Corporate Taxes, and Housing Trends In this episode of Dividend Cafe, dated Wednesday, September 24, host Brian Szytel provides a market recap from Newport Beach, California. The DOW dropped 171 points, S&P and Nasdaq declined by approximately 0.3%, and there was a minor increase in 10-year bond yields. …
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Market Insights and Economic Updates - Sep 23, 2025 On this episode of Dividend Cafe, Brian Szytel reports from Newport Beach, covering down markets with the DOW, S&P, and Nasdaq all experiencing declines. There was a notable rotation between growth technology and value names, with interest rates moving lower. Flash PMI numbers for manufacturing an…
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Today's Post - https://bahnsen.co/4n9Rw7O Market Recap and Policy Insights: Navigating Nuances in the Economy In this episode of the Monday Dividend Cafe, host David Bahnsen provides a detailed analysis of the market activities and public policy updates. Broadcasting from Newport Beach, David discusses his recent travels and highlights from Dividen…
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Today's Post - https://bahnsen.co/4nEivIn Friday Dividend Cafe: Analyzing the Latest Fed Rate Cut In this episode of Friday Dividend Cafe, host David Bahnsen delves into the recent Federal Reserve rate cut announced on Wednesday. He discusses the implications of the quarter-point reduction, detailing how the Fed’s decision impacts the market and th…
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Market Update and Fed Rate Impact Discussion - September 18 In this episode of Dividend Cafe, Brian Szytel from The Bahnsen Group gives a market update on September 18th, detailing the DOW's performance with a rise of 124 points following the Federal Reserve's interest rate cut of 25 basis points. He highlights the positive movements in the S&P and…
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Fed Rate Cut Analysis and Market Reactions - Dividend Cafe In this episode of Dividend Cafe, Brian Szytel discusses the latest Federal Reserve rate cut by 25 basis points, bringing the Fed funds rate to a range of 4 to 4.25%. He reviews the Fed’s dual mandate shift from inflation concerns to labor market softening, the unanimous vote except for one…
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Market Recap and FOMC Meeting Preview - September 16th, Dividend Cafe In this episode of Dividend Cafe, host Brian Szytel covers the market performance on a fairly uneventful trading day, with the DOW closing down 125 points, and both the S&P and Nasdaq seeing minor declines. The discussion shifts to the upcoming FOMC meeting, highlighting the high…
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Today's Post - https://bahnsen.co/3K56sWb Market Trends, Geopolitical Insights, and Economic Outlook - Dividend Cafe September 15th In this episode of Dividend Cafe, guest host Brian Szytel covers the day's market activity, noting minor gains in the DOW, S&P, and Nasdaq. He discusses the current cyclical versus defensive stock imbalance, historical…
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The Economic Heart of the Matter in the 9/11 Attacks
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Today's Post - https://bahnsen.co/3VhbwZZ Unveiling the Economic Impact and Symbolism of 9/11 In this episode of Dividend Cafe, airing on September 12, David L. Bahnsen delves into a unique discussion on the economic intentions behind the 9/11 attacks, emphasizing the attackers' desire to undermine American financial markets by targeting the World …
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Equities and Bonds Rally Amid CPI and Employment Data; Reflecting on September 11 In this episode of Dividend Cafe, Brian Szytel reports from West Palm Beach, Florida on the positive movements in equity and bond markets, with the DOW, S&P, and NASDAQ showing significant gains. He also covers recent economic data, including the CPI and jobless claim…
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Market Volatility and Inflation Insights: A Mid-Week Market Recap In this episode of Dividend Cafe, Brian Szytel reports from West Palm Beach, Florida, with a mid-week market update recorded on Wednesday, September 10. The recap highlights mixed performance across markets as a result of the latest Producer Price Index (PPI) numbers, which showed a …
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Daily Market Update: Record Closes and Economic Revisions In this episode of Dividend Cafe, Brian Szytel discusses the record-high closes on the DOW, S&P, and Nasdaq, noting a significant boost in the last 30 minutes of trading. He reviews year-to-date market performance and the recent revision in non-farm payroll numbers, which saw a considerable …
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Today's Post - https://bahnsen.co/47uuMdO Monday Market Update: Analyzing Housing, Jobs, and Fed Policies In this Monday edition of the Dividend Cafe, host David Bahnsen discusses the latest market movements, job figures, and housing market dynamics. He highlights the Fed's anticipated rate cut decisions, sector performances, and policy updates. Bo…
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Exceptional Markets Require an Exceptional Economic Framework
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Today's Post - https://bahnsen.co/42ckcVf Embracing Risk for Economic Prosperity in the United States In this week's episode of Dividend Cafe, David Bahnsen, Chief Investment Officer at The Bahnsen Group, discusses the crucial role of risk-taking and free enterprise in driving the unparalleled economic growth and prosperity of the United States. Dr…
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In this episode of Dividend Cafe, host Brian Szytel breaks down the latest economic data releases and their impact on the markets. He discusses the paradox of "bad news is good news" in the current market environment, analyzes labor market trends, and explains how Federal Reserve policy and interest rates are influencing investor sentiment. The epi…
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Market Wrap-Up and Economic Insights: September 3rd Edition In this episode of Dividend Cafe, host Brian Szytel provides a market update for September 3rd. The DOW closed slightly down, while the S&P and NASDAQ were up. Key drivers included positive legal news for major tech companies and weaker-than-expected job numbers, leading to lower interest …
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Market Performance, Tariffs, and Economic Indicators: A Post-Labor Day Analysis In this episode of Dividend Cafe, recorded on Tuesday, September 2nd, Brian Szytel reviews the market performance following Labor Day weekend. The DOW closed down 249 points, the S&P dropped by 0.7%, and the Nasdaq fell by 0.8%, with notable rotation from growth to valu…
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Today's Post - https://bahnsen.co/3HXUdtL Evaluating Government Equity Ownership: Implications for Investors In this week's episode of Dividend Cafe, the host dives into the contentious topic of the U.S. federal government's recent equity ownership stake in Intel. The discussion highlights the political and economic ramifications of the government …
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Daily Market Recap: Mixed Market Movements and Bond Market Rally In today's Dividend Cafe daily recap, David Bahnsen covers the day's market activity with the DOW closing up 72 points, the S&P up 20 points, and Nasdaq up over half a percent. Despite Nvidia's slight decline, the overall market saw gains, especially in technology and communication se…
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Market Trends and Insights - August 27 Edition In this episode of Dividend Cafe, Brian Szytel provides an update from Martin Newport Beach, California. He discusses the current positive market conditions in stocks and bonds. Brian highlights the importance of the PCE data release scheduled for Friday and analyses indicators from various market sect…
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Mixed Market Day and Economic Insights – August 26 In this episode of Dividend Cafe, Brian Szytel provides an update from The Bahnsen Group's Newport Beach headquarters on a quiet market day with moderate gains in the Dow, S&P, and Nasdaq. Despite negative durable goods orders, results were better than expected. The episode also discusses mixed dat…
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Today's Post - https://bahnsen.co/4mqPbFc Dividend Cafe: Market Updates, Fed Insights, and Public Policy Developments In this Monday edition of the Dividend Cafe, David Bahnsen covers a range of topics including market performance, recent movements by the Federal Reserve, and significant public policy announcements. The DOW and other major indices …
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Today's Post - Analyzing the Fed's Balance Sheet: Quantitative Easing and Tightening Explored In this week's Dividend Cafe, host David Boson, Chief Investment Officer at The Bahnsen Group, dives deep into the Federal Reserve's balance sheet, covering the concepts of quantitative easing (QE) and quantitative tightening (QT). With historical context …
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Market Overview and Economic Data Insights - August 21 In this episode of Dividend Cafe, host Brian Szytel discusses the modest market downturn experienced on Thursday, August 21, with all indices down by roughly a third of a percent. The episode covers a range of economic data, including higher-than-expected jobless claims, mixed manufacturing num…
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Market Update and Housing Sector Insights: August 20th In this episode of Dividend Cafe on August 20th, host Brian Szytel discusses the day's market performance, noting slight gains in the DOW and declines in the S&P and Nasdaq. He highlights a continued rotation from growth to value stocks, particularly in the AI sector, and stable interest rates.…
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