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 ...
…
continue reading
The Dividend Cafe The Bahnsen Group Podcasts
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. …
…
continue reading
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…
…
continue reading
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…
…
continue reading
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…
…
continue reading
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…
…
continue reading
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…
…
continue reading
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…
…
continue reading
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…
…
continue reading
1
The Economic Heart of the Matter in the 9/11 Attacks
24:16
24:16
Play later
Play later
Lists
Like
Liked
24:16
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 …
…
continue reading
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…
…
continue reading
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 …
…
continue reading
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 …
…
continue reading
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…
…
continue reading
1
Exceptional Markets Require an Exceptional Economic Framework
25:01
25:01
Play later
Play later
Lists
Like
Liked
25:01
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…
…
continue reading
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…
…
continue reading
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 …
…
continue reading
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…
…
continue reading
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 …
…
continue reading
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…
…
continue reading
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…
…
continue reading
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…
…
continue reading
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 …
…
continue reading
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 …
…
continue reading
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…
…
continue reading
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.…
…
continue reading
Market Update and Economic Insights on Dividend Cafe - August 19 In this episode of Dividend Cafe, host Brian Szytel provides an update on the market activities of Tuesday, August 19. He discusses the mixed performance of major indices, with the DOW closing slightly up, while the S&P and Nasdaq experienced declines. Brian highlights a notable sell-…
…
continue reading
Today's Post - https://bahnsen.co/45lNva0 Analyzing a Flat Market and the Impacts of International Events In this Monday edition of Dividend Cafe, the host discusses the relatively stagnant state of the DOW, S&P 500, and Nasdaq, attributing this to ongoing events such as the meeting between President Trump, European leaders, and Ukrainian President…
…
continue reading
1
Finally Some Perfect Clarity about Inflation
23:44
23:44
Play later
Play later
Lists
Like
Liked
23:44
Today's Post - https://bahnsen.co/46SKFKO Understanding Inflation: Beyond the Headlines In this episode of Dividend Cafe, host David Bahnsen dives deep into the topic of inflation. He discusses the impact of tariffs on the economy, the misunderstanding about inflation, and its broader economic implications. Bahnsen revisits the last 25 years of inf…
…
continue reading
Market Update and PPI Data Insights - Dividend Cafe Daily Recap Host David Bahnsen fills in for Brian Szytel to deliver a daily market update. Despite some intraday movements, the market indices closed flat, with the DOW, S&P, and NASDAQ showing negligible changes. The 10-year yield rose to 4.28%, driven by a surprising 0.9% increase in the Produce…
…
continue reading
Market Insights: Follow-Through, Treasury Secretary Speaks, and Housing Resurgence In this August 13th episode of Dividend Cafe, Brian Szytel from The Bahnsen Group provides a detailed market update from Newport Beach, California. He discusses recent market trends, including significant market breadth with a six-to-one advance-decline ratio. Brian …
…
continue reading
Market Rally and Economic Indicators: August 12th Update In this episode of Dividend Cafe, host Brian Szytel discusses the significant market rally on August 12th, with the Dow closing 483 points up and the S&P and Nasdaq also seeing gains. The episode covers a fresh Consumer Price Index (CPI) report showing minimal change in inflation, which has l…
…
continue reading
Today's Post - https://bahnsen.co/4lkaas5 Monday Market Rundown & Economic Insights - Dividend Cafe with David Bahnsen In this Monday edition of the Dividend Cafe, David Bahnsen from The Bahnsen Group provides a comprehensive market update and economic analysis. Key topics include Nvidia's significant market impact, President Trump's upcoming meeti…
…
continue reading
Today's Post - https://bahnsen.co/4lnsaSr The Futility of Economic Forecasting and the Current State of the Economy In this week's Dividend Cafe, host David Bahnsen, Managing Partner and Chief Investment Officer at The Bahnsen Group, discusses the limitations and challenges of economic forecasting, especially for investors. He underscores the diffi…
…
continue reading
Mixed Market Movements and Economic Indicators on August 7 In this episode of Dividend Cafe, Brian Szytel discusses the mixed movements in the stock market on August 7, with the DOW down 224 points, S&P flat, and Nasdaq down slightly. The 10-year yield rose by two basis points to 4.24%. Brian reviews initial jobless claims, noting a higher than exp…
…
continue reading
Midweek Market Update and Earnings Insights for August 6th In this episode of Dividend Cafe, Brian Szytel provides a market update for Wednesday, August 6th, highlighting a marginally positive day bifurcated between value and growth. Key topics include positive big tech earnings, a quiet day on the economic front, and ongoing tariff issues with Ind…
…
continue reading
Economic and Market Analysis - August 5th In this episode of Dividend Cafe, Brian Szytel provides a comprehensive analysis of the market and economic conditions as of August 5th. He discusses the marginal declines in the Dow, S&P, and Nasdaq, and a noteworthy shift from growth to value stocks. Sitel delves into the ISM Services index slightly missi…
…
continue reading
Today's Post - https://bahnsen.co/47cWpYw Volatility and Market Movements in Early August In this Monday edition of Dividend Cafe, the host discusses the high volatility observed at the start of August, noting significant market movements influenced by a poor jobs report and Federal Reserve rate cut expectations. The video examines the impacts of v…
…
continue reading
1
How Should the Trump Tariffs Be Assessed?
28:57
28:57
Play later
Play later
Lists
Like
Liked
28:57
Today's Post - https://bahnsen.co/4fr9T5i Analyzing Trump Tariffs and Their Economic Impact David Bahnsen, Managing Partner and Chief Investment Officer of The Bahnsen Group, delves into the Trump tariffs in this episode of Dividend Cafe. He explores the complexity and ambiguity surrounding the tariffs, their impact on the economy, and the real-tim…
…
continue reading
Market Recap and Economic Data Insights: July 31st Edition In this episode of Dividend Cafe, Brian Szytel recaps the market performance on July 31st, noting a modest downturn despite positive tech earnings. Key economic data discussed includes initial jobless claims, PCE inflation data, and a stronger-than-expected Chicago PMI number. The host also…
…
continue reading
Fed Decision and Market Reactions - July 30th Recap In this episode of Dividend Cafe, Brian Szytel recaps the outcomes of the recent Federal Reserve meeting held over the past two days. The Fed decided to maintain interest rates between 4.25% and 4.5%, which led to mixed reactions in the market. Despite initial market rallies, comments by Fed Chair…
…
continue reading
Market Recap: Modest Moves and Economic Indicators - July 29th In this episode of Dividend Cafe, Brian Szytel provides an update on market movements for Tuesday, July 29th. The S&P 500 ended its six-day winning streak with a slight decline while the Dow and Nasdaq saw modest changes. The bond market experienced a decrease in 10-year yields, and the…
…
continue reading
Today's Post - https://bahnsen.co/4m0KxNO Market Update & European Union Trade Deal - Dividend Cafe In this Monday edition of Dividend Cafe, David Bahnsen, Chief Investment Officer of The Bahnsen Group, discusses a range of market updates and economic observations from his office in New York City. He highlights the flat performance of major indices…
…
continue reading
Today's Post - https://bahnsen.co/3GV6kYc The Complex Landscape of American Manufacturing: Jobs, Economy, and Policy In this episode of Dividend Cafe, host David Bahnsen delves into the multifaceted issue of manufacturing in America, exploring its economic significance and impact on investors. David examines the common misconceptions surrounding ma…
…
continue reading
Market Insights: July 24th Edition In this episode of Dividend Cafe, Brian Szytel reports from New York to West Palm Beach, Florida on a mixed day in the financial markets. The DOW was down, while the NASDAQ saw slight gains. The key discussion points include the volatility index hitting low levels akin to pre-February 2020 peaks, signaling a bulli…
…
continue reading
Global Market Rally and US-Japan Trade Deal Insights In this episode of Dividend Cafe, Brian Szytel reports from The Bahnsen Group's New York City office on a broad-based market rally occurring on July 23rd. Key highlights include the positive impact of finalized trade deals between the US and Japan, and the US and EU. US markets experienced a near…
…
continue reading
Market Analysis and Federal Reserve Insights - Dividend Cafe, July 22nd In this Dividend Cafe episode, Brian Szytel from TBG New York City headquarters provides a comprehensive market update for July 22nd. He discusses the mixed market with the DOW rising, S&P staying flat, and Nasdaq falling. Factors affecting this trend include earnings reports a…
…
continue reading
Today's Post - https://bahnsen.co/414n2Lt Market Overview and Economic Insights: Dividend Cafe In this episode of Dividend Cafe, Brian Szytel stands in for David to provide a comprehensive update on market activities and economic indicators. Despite a quiet day, the Dow closed down 19 points, contrasting with record closes for the S&P and Nasdaq. I…
…
continue reading
1
What to Learn from the Worst Business Deal in History
26:19
26:19
Play later
Play later
Lists
Like
Liked
26:19
Today's Post - https://bahnsen.co/4f3mRWM Lessons from the AOL-Time Warner Merger: A Historical Business Failure In this episode of the Dividend Cafe, host David Bahnsen explores the infamous AOL-Time Warner merger of 2000, marking its 25-year anniversary. He delves into the history of both companies, the circumstances leading to the merger, and th…
…
continue reading
Positive Economic Indicators and Market Insights - July 17th In this episode of Dividend Cafe, Brian Szytel discusses the record close of the S&P 500 and Nasdaq, along with positive performances from the DOW. The market rally was driven by encouraging economic data including improved retail sales, jobless claims, manufacturing data, home builder se…
…
continue reading
Positive Market Trends and Economic Indicators Update In this episode of Dividend Cafe, hosted by Brian Szytel on Wednesday, July 16th, the positive movements in the financial markets are highlighted, including a rise in the DOW, S&P, and Nasdaq, and a drop in the 10-year yield. The episode discusses the significantly cooler than expected Producer …
…
continue reading
