Shows
The Dividend CafeMonday - July 28, 2025Today'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 amidst the European Union trade deal news, the surprising low volatility, and the record number of S&P 500 companies above their 200-day moving average. Bahnsen also touches on upcoming earnings reports from major tech firms, bond market movements...2025-07-2814 minThe Dividend CafeThe Reality of American ManufacturingToday'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 manufacturing jobs and productivity, highlighting how advances in technology and efficiency have reshaped the sector. He discusses the interplay between tariffs, economic policies, and the labor market, and critically evaluates the notion that economic growth should necessarily aim to maximize manufacturing employment. With a series...2025-07-2530 minThe Dividend CafeWhat to Learn from the Worst Business Deal in HistoryToday'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 the reasons behind its failure. David underscores the importance of learning from past mistakes in the investment world and highlights the dangers of overlooking fundamentals and the human factors in business decisions. Drawing from his personal experience and extensive reading, David...2025-07-1826 minThe Dividend CafeMonday - June 30, 2025Today's Post - https://bahnsen.co/4nsTzUY
Market Comeback and Legislative Insights: A Mid-Year Review
In this episode of the Dividend Cafe, we reflect on the historic market rebound in the first half of 2025, breaking a record previously set in 1998. Host David Bahnsen discusses the recent dramatic market fluctuations and the unpredictability of events like the US-Israel-Iran situation and trade tariffs. He also highlights upcoming reports for clients, including portfolio summaries and insights from the Berkshire Hathaway annual meeting. The episode covers recent legislative developments, including a significant bill expected to be signed by President...2025-06-3020 minThe Dividend CafeWar, the Middle East, and MarketsToday's Post - https://bahnsen.co/4keWgqq
Middle East Geopolitical Tensions and Market Unpredictability
In this episode of Dividend Cafe, host David Bahnsen discusses the recent geopolitical events in the Middle East, particularly Israel's and the US's actions against Iran's nuclear capabilities. Despite predictions of market volatility, equity markets have risen, and oil prices have fallen, illustrating the inherent unpredictability of market responses. Bahnsen emphasizes the importance of maintaining an objective investment philosophy, specifically dividend growth investing, amidst such unpredictable events. He argues against trying to time the market based on geopolitical developments and underscores...2025-06-2720 minThe Dividend CafeThe Real Secrets to Warren Buffett’s SuccessToday's Post - https://bahnsen.co/3SDnED9
The Timeless Lessons of Warren Buffett
In this episode of Dividend Café, host David Bahnsen discusses his admiration for Warren Buffett's approach to investing and business. David emphasizes the power of compounding, disciplined fundamentals, and the importance of being a voracious reader. Additionally, he highlights the significance of building strong relationships and leveraging social capital as part of Buffett's lasting legacy. This episode steers clear of current market issues and instead focuses on timeless principles that have contributed to Buffett's monumental success.
00:00 Introduction to Dividend Cafe2025-05-1621 minThe Dividend CafeAssessing the State of Our Economy (and theirs)Today's Post - https://bahnsen.co/3YrZrDi
Navigating Economic Uncertainty and Market Volatility
In this week's episode of Dividend Cafe, host David Bahnsen, managing partner and chief investment officer at The Bahnsen Group, discusses the latest market volatility and economic data. David delves into the nuances of the S&P 500's performance in April, the implications of the Bureau of Labor Statistics' labor report, and the complexities of GDP measurements. He provides insights on the potential for a recession in Q2, implications of U.S.-China trade relations, and the broader economic impact of tariffs...2025-05-0223 minThe Dividend CafeThursday - April 17, 2025Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
Market Recap: UnitedHealthcare’s Impact on the DOW | Dividend Cafe Thursday
In this episode of Dividend Cafe Weekly, David Bahnsen provides a detailed market recap, focusing on the significant influence of UnitedHealthcare's stock drop on the DOW. Despite the DOW's 500-point decline, Bahnsen explains that the market was essentially flat, with other indices like the S&P 500 and NASDAQ experiencing minimal changes. He also defends the DOW as a better broad-based market indicator compared to the S&P, highlighting the distortive nature of price-weighted an...2025-04-1704 minThe Dividend CafeSPECIAL EDITION - Monday, April 7, 2025Today's Post - https://bahnsen.co/4cjJgxq
Monday Market Turmoil: Navigating Violent Sell-offs and Volatility
In this special edition of the Monday Dividend Cafe, David Bahnsen, Chief Investment Officer at The Bahnsen Group, discusses the recent market turmoil caused by unexpected White House tariff announcements. He explains the subsequent violent sell-offs and significant volatility in markets, diving into the effects on various indexes, sector performances, and global markets. Bahnsen also touches on the lack of clarity in government messaging and its impact on market stability. Lastly, he offers insights on the importance of patience and...2025-04-0818 minThe Dividend CafeThe Wrong Kind of Liberation DayToday's Post - https://bahnsen.co/3RxoTDn
Market Turmoil and Tariff Troubles: A Different Liberation Day
In this episode of Dividend Cafe, we reflect on a turbulent week in the markets overshadowing The Bahnsen Group's 10th anniversary celebration. Host David Bahnsen discusses unexpected economic challenges, including severe market volatility and newly announced tariffs by the Trump administration. The episode details how these tariffs, intended to address trade imbalances, could significantly harm the U.S. economy, potentially leading to a recession. Bahnsen provides an in-depth analysis of these tariffs' potential impacts on various sectors, emphasizing the...2025-04-0421 minThe Dividend CafeThursday - April 3, 2025Market Meltdown: Analysis of the Worst Day Since 2020
David Bahnsen, Chief Investment Officer at The Bahnsen Group, discusses the significant market downturn experienced on April 2nd, marked as the worst day since the COVID-19 pandemic's initiation. The episode addresses the impact of recent announcements from the White House that led to substantial market drops: Dow down nearly 1700 points, S&P 500 down almost 5%, and Nasdaq down 6%. Bahnsen explores potential future scenarios, including the imposition or relaxation of tariffs and their economic implications, predicting either a certain recession or a midyear mild recession based on current policy trajectories. Further...2025-04-0305 minThe Dividend CafeEvery Quarter’s Beginning is another Quarter’s EndToday's Post - https://bahnsen.co/3QVjOoi
Monday Dividend Cafe - Q1 Market Review and Implications
In this episode of Monday Dividend Cafe, we conclude the first quarter of the year with a high-level market review. The Dow closed the quarter down by 1.3%, the S&P by 4.6%, and the Nasdaq by 10.4%. We discuss the intra-quarter performance, noting a significant fall for Nasdaq and S&P since mid-February. Consumer discretionary and tech were the hardest-hit sectors. We also explore the historical performance of markets during midterm elections, the impact of tariffs on the economy, and potential...2025-03-3119 minThe Dividend CafeIs the Trump Market Put Dead?Today's Post - https://bahnsen.co/41JhZzx
Evaluating the Trump Market Put: Implications and Investor Insights
Recording from Palm Beach, David Bahnsen discusses the current market volatility, particularly focusing on the perception of President Trump's influence over financial markets. The episode examines whether the 'Trump market put'—the belief that Trump backstops markets due to his vested interest in their performance—is still relevant. Key topics include tariff policies, market assumptions about Trump's economic strategies, and the potential impacts on investors. The host stresses the importance of evaluating investment strategies amidst uncertainty and market dynamics, whil...2025-03-1431 minThe Dividend CafeFive Things that Matter and Don't MatterToday's Post - https://bahnsen.co/4blxIsZ
Navigating Market Valuations and Key Economic Issues
In this week's Dividend Cafe, David Bahnsen, Managing Partner of the Bahnsen Group, delves into five critical themes that dominate current market and investor discussions. These themes include market valuations, concentration risks, AI investments, tariff policies, and tax reforms. David explores why these issues matter and offers insights into their potential impacts on investments, while also discussing why some concerns may be overblown. He emphasizes the importance of principle-driven investment strategies that transcend headlines and unpredictable events. Tune in for a...2025-02-2822 minThe Dividend CafeProblems in AI, Tax Cuts, and DOGEToday's Post - https://bahnsen.co/4hQ3QHD
Market Insights and Economic Updates: Monday Edition of Dividend Cafe
In this Monday edition of Dividend Cafe, recorded from the Bahnsen Group's downtown Nashville office, the host discusses essential market movements and economic updates. Key topics include the impacts of AI and NVIDIA on the market, recent fluctuations in the Dow, NASDAQ, and S&P indices, and an in-depth look at concentration in U.S and non-U.S. investments. The script delves into healthcare gains, bond market movements, and the outlook for S&P 500 earnings. It also...2025-02-2413 minThe Dividend CafeThe Politics of InflationToday's Post - https://bahnsen.co/3XeLSqd
Understanding Inflation: Political vs. Economic Perspectives in Dividend Cafe
In this episode of Dividend Cafe, host David Bahnsen discusses the complexities of inflation, distinguishing between its political and economic aspects. Broadcasting from a hotel in Orlando, he shares insights from his study of inflation's impact on economic growth and policy, citing influences like Milton Friedman and Japan's economic strategies. Bahnsen explains the difference between politically sensitive items like gas and housing prices, and broader economic inflation driven by money supply. He touches on the role of tariffs, interest...2025-02-2115 minThe Dividend CafeTariff and Tax VacillationToday's Post - https://bahnsen.co/40TtKTI
The Dividend Cafe: Market Reactions to Tariffs and Taxes
In this episode of The Dividend Cafe, host David Bahnsen provides an update from Phoenix, Arizona, discussing a busy week involving team meetings and client engagements. Highlights include his recovery from illness, travel between New York and California, and expansion plans for the Phoenix office. David dives deep into market reactions to recent tariff announcements by the Trump administration and the lack of actual tariff implementations. He also explores the complexities of fair trade and its economic implications. Lastly...2025-02-1420 minThe Dividend CafeMonday - February 10, 2025Today's Post - https://bahnsen.co/4jKvUh0
Market Insights and Policy Updates: February Market Review
In this Monday edition of Dividend Cafe, David Bahnsen discusses recent market trends and significant policy updates while preparing to travel from New York to California. Highlights include President Trump's steel and aluminum tariffs announced during the Super Bowl, market reactions, and the upward movement in shares of domestic steel and aluminum companies. The host also celebrates the nomination of Jason Trennert for Assistant Secretary for the Treasury for Financial Markets. Key statistics include a 167-point rise in the Dow...2025-02-1012 minThe Dividend CafeBeautiful or Terrible Tariffs: A Truth BombToday's Post - https://bahnsen.co/4hrygzX
Deconstructing Tariffs: Economic Impacts and Investor Insights
In this episode of The Dividend Cafe, host David Bahnsen, managing partner at The Bahnsen Group, delves into the complex topic of tariffs. Exhausted by the politicization and ambiguity surrounding tariffs, Bahnsen aims to deconstruct the economic impact of recent tariff actions and the risks for investors. He discusses the events of the past week, including the latest announcements of tariffs on imports from Mexico, Canada, and China, and their market implications. Highlighting the conflicting messages from the U.S. administration...2025-02-0725 minThe Dividend CafeSpecial Tariff Monday - February 3, 2025Today's Post - https://bahnsen.co/42GZ7TT
Tariff Monday: Analyzing Recent Tariff Developments
In this special 'Tariff Monday' episode of the Dividend Cafe, host David Bahnsen discusses the recent escalation in tariff declarations by President Trump. The episode covers the impact of these announcements on the stock market, including significant drops in the Dow, S&P, and Nasdaq. Bahnsen explains the invocation of the International Economic Emergency Powers Act for imposing tariffs on imports from Mexico, Canada, and China. He also delves into the economic implications and potential legal challenges surrounding these tariffs, while...2025-02-0314 minThe Dividend CafeMonday - January 27, 2025Today's Post - https://bahnsen.co/3PX2z5a
NVIDIA news: https://www.investors.com/news/technology/deepseek-ai-stocks-nvidia-artificial-intelligence-capital-spending/
Market Volatility and AI Rivalry: Deep Dive into NVIDIA's Impact
In this episode of Monday Dividend Cafe, David Bahnsen discusses a highly volatile day in the market, marked by a significant dip in NASDAQ despite a Dow Jones increase. Central to the discussion is the introduction of China's DeepSeek AI tool, which challenges the dominance of NVIDIA's high-end chips, raising questions about the future of AI chip investments. Bahnsen also covers market reactions, sector performances...2025-01-2713 minThe Dividend CafeA Week to RememberToday's Post - https://bahnsen.co/3PKDFpp
The top-performing sector throughout the entire Biden Presidency? ENERGY
The weight of the entire energy sector right now in the entire S&P 500? 3.2%
The weight of Apple in the S&P 500? 7.6%
The weight of Microsoft in the S&P 500? 6.3%
So every energy company put together in the S&P 500 is worth well less than half of Apple and basically right at half of Microsoft.
And this comes AFTER Energy was up +284% over the last four years, compared to the second place +120% performance in Technology.
Source: *Factset January 22, 2025
President...2025-01-2423 minThe Dividend CafeTuesday - January 21, 2025Market Updates and Team Meetings: Insights from Dividend Cafe
In this episode of Dividend Cafe, hosted by Brian Szytel from The Bahnsen Group's Newport Beach office, the discussion covers market activity following the Martin Luther King Jr. holiday. Key points include a significant rebound in the Dow Jones, S&P 500, and NASDAQ indices, observations on corporate margins, particularly in the financial sector, and the impact of potential policy changes on the market. The episode also highlights a quiet economic week, leading economic indicators to be discussed later, and The Bahnsen Group's annual team meeting aimed at enhancing...2025-01-2106 minThe Dividend CafeBessent in Treasury and Rally in MarketsToday's Post - https://bahnsen.co/4jiEHqh
Market Insights: Scott Bessent's Impact as Incoming Treasury Secretary and Recent Market Trends
In this episode of Friday Dividend Cafe, host David Bahnsen discusses the imminent arrival of Scott Bessent as the next U.S. Treasury Secretary and the implications of his policy perspectives on market realities. Recorded on January 17th, 2025, Bahnsen highlights the week's significant market fluctuations, the importance of the 10-year bond yield, and the nuanced role of tariffs and currency in trade talks. He also addresses fiscal policies, including debt ceiling discussions and tax cut...2025-01-1727 minThe Dividend CafeMonday - January 13, 2025Today's Post - https://bahnsen.co/4ai49bd
Monday Market Insights with David Bahnsen
In this episode of Monday Dividend Cafe, David Bahnsen, Managing Partner at The Bahnsen Group, discusses the volatile market conditions one week before the inauguration of Trump's second term. Key topics include the recent market sell-off, sector performance, bond yields, and economic indicators. Bahnsen also delves into the potential impact of public policy changes, including tax alterations and the proposed Department of Government Efficiency. Additionally, he addresses the challenges of bipartisan legislation, updates on job creation, and the implications of rising...2025-01-1320 minThe Dividend CafeYear Ahead, Year Behind - Special 2025 White PaperToday's Post - https://bahnsen.co/408hG0t
Dividend Cafe: Reflections on 2024 and Forecasts for 2025
David Bahnsen, managing partner of The Bahnsen Group, presents The Dividend Cafe annual year behind, year ahead white paper. He reviews the major economic events of 2024, including market performance, the Federal Reserve's actions, and the impact of political changes. The discussion includes an evaluation of predictions made for 2024 and offers insights and forecasts for the economic themes and market trends expected in 2025. Bahnsen underscores the importance of key factors such as tariff volatility, tax policy changes, and potential improvements in...2025-01-1054 minThe Dividend CafeMonday - January 6, 2025Today's Post - https://bahnsen.co/40m6YEQ
Kickoff to 2025: Market Updates, Budget Reconciliation, and Key Economic Insights
In the first Monday Dividend Cafe of 2025, host David Bahnsen delves into the latest market fluctuations, the complexities of the budget reconciliation bill, and key economic updates. Important highlights include President Trump’s preference for a single omnibus bill, Speaker of the House Mike Johnson’s appointment, and the surprising resignation of Canadian Prime Minister Justin Trudeau. The episode also discusses the stock market's performance, including sector-specific movements, the yield curve, and various valuation metrics. Additional topics incl...2025-01-0613 minThe Dividend CafeDC Foibles and Difficult Market CallsToday's Post - https://bahnsen.co/4fEhs76
Navigating Market Dynamics and Political Impacts: A 2025 Kickoff
In this inaugural 2025 episode of Dividend Cafe, David Bahnsen, Managing Partner at The Bahnsen Group, discusses several key topics, including the challenges posed by macro-driven market calls and the complexities of the U.S. House Speaker situation with a potential market impact. David also critiques the bipartisan opposition to the Nippon Steel–U.S. Steel deal, reflecting on the broader implications for American capital markets. The episode sets the stage for the upcoming Year Behind, Year Ahead White Paper, highlighting pa...2025-01-0320 minThe Dividend CafeDown Eight Days in a RowToday's Post - https://bahnsen.co/41DntgN
Market Trends, Policy Insights, and Financial Updates - 1000th Episode Special
In this special 1000th episode of The Dividend Cafe, David Bahnsen, managing partner of The Bahnsen Group, covers recent market movements, including an eight-day market selloff and insights on various indices. He discusses recent appearances and interviews, including one on Fox Business about President Trump's negotiations with the Longshoremen's Union. The episode also delves into the impact of potential tax policy changes, specifically the SALT deduction cap, and updates on regulatory developments from the Consumer Financial Protection...2024-12-1618 minThe Dividend CafeFeeling Good about Feeling GoodToday's Post - https://bahnsen.co/4fktJ0n
Exploring Market Optimism Amid Economic Trends and Forecasts
In this edition of Dividend Cafe, host David Bahnsen discusses the current optimism in small and large businesses as captured by the NFIB small business index and other indicators. He delves into the impacts of the Trump 2.0 administration's deregulatory and tax policies on market sentiment. David also touches on Nvidia's market valuation, the significance of financial deregulation, IPO activity, and the relationship between CPI and PPI in the context of inflation. The episode concludes with market history insights and...2024-12-1319 minThe Dividend CafeThe Dividend Cafe Monday - December 9, 2024Today's Post - https://bahnsen.co/49t7mo8
Market Insights and Key Investment Principles - Monday Edition
In this episode of Dividend Cafe, host David Bahnsen discusses recent market events, highlighting the impact of policy changes, geopolitical developments, and sector performances. He provides an analysis of stock and bond market movements with specific attention to the differing performances within the MAG7 stocks. David also elaborates on the importance of understanding market euphoria and valuations, offering tailored advice for clients and general insights for non-clients. Additionally, the episode covers significant news events, including the removal of...2024-12-0919 minThe Dividend CafeTariffs, the Dollar, Pete Navarro, and YouToday's Post - https://bahnsen.co/4glLb5A
Election Updates, Economic Appointments, and Market Analysis
In this episode of The Dividend Cafe, David Bahnsen discusses recent economic appointments in the Trump administration, their potential impacts on markets and regulations, and compares current and potential future policies on trade, tariffs, and taxes. Notable mentions include Paul Atkins’ appointment to the SEC, Kelly Loeffler heading the SBA, and David Perdue as U.S. Ambassador to China. Bahnsen also analyzes market trends, bond yields, and economic indicators for the upcoming year.
00:00 Introduction and Weekly Update
...2024-12-0617 minThe Dividend CafeThe Dividend Cafe Monday - December 2, 2024Today's Post - https://bahnsen.co/4iiTYHk
Market Reactions, Economic Updates, and Policy Implications: December Kickoff
In this episode of Dividend Cafe, David Bahnsen reflects on a successful Thanksgiving weekend and assesses the recent positive trends in the market, particularly in November. He explains the impact of the election, economic optimism, and the Federal Reserve’s stance on the market's performance. Bahnsen also provides insights into various sectors, including technology, financials, and utilities, and notes the impressive breadth of the market. He previews his upcoming year-end white paper. The episode also discusses changes in the bo...2024-12-0220 minThe Dividend CafeThanksgiving EditionToday's Post - https://bahnsen.co/498COrs
Thanksgiving Reflections at Dividend Cafe
In this special Thanksgiving edition of Dividend Cafe, David Bahnsen, managing partner and founder of The Bahnsen Group, shares his gratitude for clients and team members. He highlights the unique culture and growth of the organization, thanking key leaders and departments for their hard work and dedication. Bahnsen also reflects on the intellectual journey of creating content and emphasizes the importance of client-centric values. He concludes with personal thanks and well wishes for a happy Thanksgiving.
00:00 Welcome to the Thanksgiving Edition...2024-11-2715 minThe Dividend CafeThe Dividend Cafe Monday - November 25, 2024Today's Post - https://bahnsen.co/4eLbosP
Thanksgiving Week Market Recap and Key Economic Updates
In this Monday edition of Dividend Cafe, David Bahnsen, managing partner at The Bahnsen Group, presents a market breakdown and discusses significant economic events. The Dow sees a noteworthy rise of 440 points while the bond market experiences a significant drop in rates. Bahnsen also shares insights on sector performances, the positive sentiment in U.S. households regarding stock returns, and Scott Bessing's nomination as the next treasury secretary. Other appointments and economic policies are examined, along with market sentiment surveys...2024-11-2514 minThe Dividend CafeMarket Momentum as a Reason for Thanks, or FearToday's Post - https://bahnsen.co/491vGxa
Thanksgiving Special: Index Investing and Its Impact
In this episode of The Dividend Cafe, David Bahnsen, Managing Partner at The Bahnsen Group, discusses the implications of index investing on non-index investors, especially those following a philosophy of active investment focusing on dividend growth stocks. Bahnsen explores the mathematical realities of index investing, how its growing concentration affects market volatility and liquidity, and why it poses both challenges and opportunities for active managers. Additionally, he touches on current economic updates, the rationale behind Gen Z's financial perspectives, and the...2024-11-2223 minThe Dividend CafeThe Dividend Cafe Monday - November 18, 2024Today's Post - https://bahnsen.co/4fUvrpK
Monday Market Recap and Current Economic Updates
In this Monday edition of Dividend Cafe, David Bahnsen delivers a comprehensive summary of the market's current state, noting that the Dow closed the day down by 55 points while the S&P and NASDAQ saw slight gains. The segment highlights the top-performing energy sector and provides details on bond yields, including the noteworthy un-inversion of the yield curve for the first time in two years. David touches on the financial influence of the 'Magnificent Seven' companies on the S&P 500, and...2024-11-1914 minThe Dividend CafeA Comprehensive Post-Election CommentaryToday's Post - https://bahnsen.co/3CrSyd5
A Comprehensive Post-Election Analysis and Market Implications
In this special episode of Dividend Cafe, David Bahnsen, Managing Partner at The Bahnsen Group, delivers an in-depth post-election recap and its market implications. David analyzes the recent election results, focusing on the anti-incumbency trend, significant political appointments, and their potential impacts on various sectors, including energy and pharmaceuticals. He discusses key expected legislative priorities, such as tax reforms and regulatory changes, and evaluates their probable effects on the market. The episode concludes with insights into the economic backdrop and valuation...2024-11-1525 min
Ideas Have ConsequencesCrisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It with David BahnsenThe world is witnessing a revolt against elitism, with growing resistance to big government, media, banks, and institutions. But what comes after these “bogeymen” are toppled? Is opposing corruption, bias, and cronyism enough, or is there a deeper issue at play?In this episode, leading financial advisor and author David Bahnsen discusses the crisis of responsibility in a culture increasingly defined by blame and victimhood. He argues that true prosperity requires a return to personal accountability and virtue, with a focus on creating institutions that foster responsibility, rather than relying on external solutions.2024-11-1349 minThe Dividend CafeThe Election Results and What to Expect, Part 1Today's Post - https://bahnsen.co/3NZ3m4H
Post-Election Analysis: Market Implications and Policy Expectations
In this post-election edition of Dividend Cafe, host David Bahnsen, managing partner at The Bahnsen Group, delves into the election results and their potential impacts on markets and policies. Bahnsen discusses the anticipated appointments in the Trump administration, the importance of personnel in shaping policy, and the likely economic outcomes such as tax policies, deregulation, and energy sector changes. He also touches on foreign policy issues like Ukraine, the stability of financial markets, and the role of regulatory bodies...2024-11-0822 minThe Dividend CafeThe Dividend Cafe Monday - November 4, 2024Today's Post - https://bahnsen.co/3Ao6vbh
Market Insights & Election Uncertainty: Navigating the Week Ahead
In this episode of Monday's Dividend Cafe, David Bahnsen, Chief Investment Officer and Managing Partner at The Bahnsen Group, discusses market activity, public policy, the Federal Reserve, housing, and economic data ahead of the upcoming election. He highlights market volatility and the uncertainty surrounding closely contested elections, with battleground states showing tight polling results. He addresses current economic indicators such as job creation, bond yields, and the performance of different market sectors. Bahnsen also comments on China’s housing ma...2024-11-0413 minThe Dividend CafeBipartisan is Not Always Good For MarketsToday's Post - https://bahnsen.co/3UxOxda
Election and Economic Insights: November Dividend Cafe with David Bahnsen
In this episode of Dividend Cafe, David Bahnsen, Managing Partner at The Bahnsen Group, discusses key topics as the U.S. approaches the 2024 election. From his New York City office, David addresses the outlook of the election, the future role of tariffs, and the influence of the Federal Trade Commission and its Commissioner, Lina Khan. He explores potential impacts on monetary policy and the Federal Reserve's actions, commercial real estate loans, and the implications of a Trump or...2024-11-0121 minThe Dividend CafeThe Dividend Cafe Monday - October 28, 2024Today's Post - https://bahnsen.co/4hkQJOZ
In this episode, David Bahnsen, Chief Investment Officer at The Bahnsen Group, provides a detailed market recap, highlighting the recent rise in the Dow, S&P, and NASDAQ, and increases in bond yields. He mentions NVIDIA's impressive market cap and sector performances, noting financials' gains amid declines in energy. Bahnsen also shares insights into the upcoming U.S. election, drawing parallels with Japan's parliamentary changes, and discusses global public policy, economic data, and energy production. Additionally, the episode covers significant health advancements, including malaria eradication in Egypt, and discusses the...2024-10-2812 minThe Dividend CafeA Special ELECTION Q&A EditionToday's Post - https://bahnsen.co/3UiSoe3
Navigating Market Dynamics Amidst the 2024 Election: Insights and Strategies
In this special edition of Dividend Cafe, David Bahnsen delves into the 2024 election's potential market impacts, answering viewer questions about various outcomes, such as a Trump or Harris win with a Republican Senate. The discussion highlights the difficulty of predicting market reactions to election results, touching on speculative sectors like crypto and private prisons, and advising against short-term trading based on predictions. The episode also explores the economic implications of tariffs, the interplay between gas prices and elections, and...2024-10-2530 minThe Dividend CafePractically Dealing with an Expensive MarketToday's Post - https://bahnsen.co/48eT1eh
Navigating Market Valuations and Strategic Investments Amid Election Outcomes
In this week's Dividend Cafe, David Bahnsen from The Bahnsen Group examines the complexities of market valuations, focusing on the significance of the price to earnings ratio and the importance of sector-specific valuations. He discusses the implications of holding heavily weighted indexes like the S&P 500, emphasizing the need for understanding one's investment strategy, especially in the context of market-wide and sector-specific overvaluation. The episode also explores the concept of dividend growth investing and differentiates between valuation and...2024-10-1821 minThe Dividend CafeA Consideration Being MissedToday's Post - https://bahnsen.co/3Y5HlWw
Strategic Acquisitions and Private Markets: Insights from Dividend Cafe
In this episode of Dividend Cafe, David Bahnsen, managing partner at the Bahnsen Group, discusses various financial and investment themes. He covers the importance of his firm's week-long meetings with portfolio managers in New York, where they engaged in portfolio introspection, macroeconomic discussions, and considered potential opportunities and risks. Major topics include inflation, subdued growth expectations due to 'Japanification', and rich stock market valuations with concentrated sector impacts. The focus then shifts to strategic acquisitions in private markets...2024-10-1119 minThe Dividend CafeThe Dividend Cafe Monday - October 7, 2024Today's Post - https://bahnsen.co/4dAvbL5
Dividend Cafe: Market Insights and Global Events Impact
On this Monday edition of Dividend Cafe, David Bahnsen, Chief Investment Officer of the Bahnsen Group, discusses significant market trends and global events affecting the economy. He covers various topics including the recent jobs report, market performance, especially in tech stocks and IPO activity, and the dynamics of monetary policy with a focus on upcoming Fed rate decisions. The episode delves into dividend growth investing, highlighting the evolving role of dividends and stock buybacks in total returns and dives into...2024-10-0718 minThe Dividend CafeAffected by China Unwillingly and UnknowinglyToday's Post - https://bahnsen.co/4gJcvvo
China's Market Shift and Economic Challenges
In this episode of Dividend Cafe, David Bahnsen discusses recent developments concerning China's economy and market performance. Bahnsen highlights China's underperformance in comparison to the S&P 500 and the subsequent market rally triggered by policy interventions from the Chinese government. Key issues in China include declining GDP growth, high youth unemployment, and a housing market crisis affecting economic stability. The Chinese government is addressing these challenges with monetary policy changes, including rate reductions and increased public debt. Bahnsen explains how these measures...2024-10-0416 minThe Dividend CafeSPECIAL ISSUE: 2024 ELECTION EDITIONToday's Post - https://bahnsen.co/480e8kF
Election 2024: Market Implications and Historical Insights
In this week's special edition of Dividend Cafe, David Bahnsen, managing partner of the Bahnsen Group, provides in-depth political and market commentary ahead of the 2024 election. He discusses the historical implications of different political parties on market performance, the impact of potential election outcomes, and his insights as a lifelong conservative. David emphasizes the resilience of markets regardless of political control, the importance of gridlock, and the nuanced effects on various sectors such as energy and financials. He also highlights the...2024-09-2732 minThe Dividend CafeThe Wrong Way to ThinkToday's Post - https://bahnsen.co/3XqVRYF
Navigating the Investor Mindset: The Challenge of Mainstream Versus Conviction-Based Investing
In this week's episode of 'Dividend Cafe,' David Bahnsen, the managing partner of The Bahnsen Group, discusses the philosophical and practical challenges of growth investing in tech-heavy markets. He recounts a conversation with Rajiv, a seasoned growth manager, who argues against the mentality of 'closet indexing' and stresses the importance of sticking to one's investment convictions. David further elaborates on the impact of tech sector weighting on market performance, the historical context of homeownership rates, and...2024-09-1321 minThe Dividend CafeWhat Have They Come Up With Now?Today's Post - https://bahnsen.co/4cOxt92
Understanding Single Stock ETFs and the Demand-Side Dynamics in Investing
In this week's episode of Dividend Cafe, David Bahnsen, recording from New York City, delves into the concept of single stock ETFs. Despite not recommending such financial products, the discussion highlights the importance of understanding them from a philosophical perspective about investing, human nature, and the intersection of supply and demand. David criticizes these products as tools for high-risk, intraday speculation but argues against banning them, focusing instead on the demand side as a solution to financial recklessness...2024-09-0616 minThe Dividend CafeThe Dividend Cafe Tuesday - September 3, 2024Today's Post - https://bahnsen.co/4cXvPC2
https://www.cnbc.com/2024/09/03/nvidia-tumbles-leading-chip-stocks-lower.html
Market Recap: Tech Sell-off and Economic Data Analysis
In this edition of Dividend Cafe, David Bahnsen, Chief Investment Officer at the Bahnsen Group, provides an update on market performance for the Tuesday, September 3rd, following the Labor Day holiday. Bahnsen discusses the significant downturn in the major indexes with the S&P 500 down 2.1%, NASDAQ down 3.25%, and the Dow Jones down 1.5% due to a tech-driven sell-off led by semiconductor stocks like NVIDIA. He also covers the mixed economic data, including the...2024-09-0311 minThe Dividend CafeA Market Breakdown Like No OtherToday's Post - https://bahnsen.co/3Mopc0V
Market Reflections and Fall Excitement: Insights from The Bahnsen Group
In this week's episode of Dividend Cafe, David Bahnsen, Managing Partner at The Bahnsen Group, reflects on 16 years of delivering market insights and the significance of the upcoming September. Bahnsen discusses the end of summer, the start of USC football, and significant market movements throughout August, including the surprising resilience of defensive sectors. He explores the broader economic context, the impact of potential Fed rate cuts, and the looming concerns of national debt. Bahnsen also previews his...2024-08-3021 minThe Dividend CafeShow Me The ConfirmsToday's Post - https://bahnsen.co/3TfUkDJ
Market Volatility and the Principles of Dividend Growth Investing
In this episode of the Dividend Cafe, host David Bahnsen, Chief Investment Officer and Managing Partner at The Bahnsen Group, discusses recent market volatility, emphasizing the importance of adhering to sound investment principles amid market fluctuations. Bahnsen reflects on a significant 6% drop and subsequent recovery in the market within a week, underlining the unpredictability of market movements. He advocates for dividend growth investing as a resilient strategy that benefits from market volatility through disciplined reinvestment. Bahnsen also briefly touches...2024-08-1618 minThe Dividend CafeThe Uncrowded Part of the BoatToday's Post - https://bahnsen.co/3WFB835
Ringing the NYSE Bell & Analyzing the Yen Carry Trade
In this week's episode of Dividend Cafe, David Bahnsen, Chief Investment Officer at Bahnsen Group, shares his firsthand experience of ringing the opening bell at the New York Stock Exchange. David discusses the week's significant market movements, including the impact of the yen carry trade and the resulting volatility across global markets. He explains the complex financial mechanisms behind the yen carry trade and its ramifications on market behaviors. David also stresses the importance of understanding one’s temperament in...2024-08-0918 minThe Dividend CafeCareer Risk vs. Fiduciary DutyToday's Post - https://bahnsen.co/3zvzPeU
Navigating Market Realities and Counter-Cultural Investing
In this episode of Dividend Cafe, recorded in Dallas, Texas, David Bahnsen discusses his recent travels to various cities before heading back to New York City. The main focus is on the pitfalls within the money management industry, highlighting issues like index hugging and career-centric over fiduciary-centric decision-making. The script delves into the moral and practical shortcomings of passive and active management practices, especially in the face of market overvaluations and sector disparities. Additionally, it touches on energy sector trends, the implications...2024-06-2817 minThe Dividend CafeArtificial Intelligence and The Bahnsen GroupToday's Post - https://bahnsen.co/3KSRGPp
Navigating AI Investments: Lessons from the Dividend Cafe
In this episode of the Dividend Cafe, recorded live from Atlanta, Georgia, David discusses the topic of artificial intelligence (AI) and its impact on investments. He explains why AI hasn't been a major focus of Dividend Cafe, despite its prominence in media and financial conversations. The discussion delves into the distinctions between AI's backbone companies and those utilizing AI, drawing historical parallels to the internet boom of the 1990s. The episode outlines ten principles to understand and navigate AI investments...2024-06-2127 minThe Dividend CafeIn Theory but not in PracticeToday's Post - https://bahnsen.co/4afqiVW
As I finish up this writing Friday morning the Dow is tracking for its eight consecutive day in positive territory (I have little doubt that my mere typing of that sentence likely jinxed it). The market reversal from April into May can be credited to a combination of:
Renewed acknowledgment that regardless of when the Fed begins cutting rates they have made it reasonably clear they are done hiking rates, and
Marginally improved financial markets liquidity in the present tense and with a vision to the...2024-05-1017 minThe Dividend CafeDividend Logic vs. Speculative MadnessToday's Post - https://bahnsen.co/4924jl3
Predictions are fun. They are not, though, at the heart of the investment business. They can be very important in the methodology and process of some speculators, and they can even be marginally additive for some investors. But “predictions” are not quite the same as “calculations,” and they are categorically different from “belief systems.” At the core of all good investors lies a philosophy. I find it an unimprovable joy in life to study the investing philosophies of great investors. I never, ever, ever find one who relies on “feel” or “just has tha...2024-03-2216 min
On the HookDr. Greg Bahnsen and WorkDavid goes through countless sermons and lectures from his late father, renowned 20th century theologian and philosopher, Dr. Greg Bahnsen, to look at his theology of work, rest, and productivity. What he finds is prescient, prophetic, and powerful. And the model David’s dad set for him was, well, full-time!
Links mentioned in this episode:
https://fulltimebook.com
https://bahnsen.com
2024-03-1545 minIdeas Have ConsequencesFull-Time: Work and the Meaning of Life with David BahnsenWe have an active, working, creative God who created humanity to be like Him. As such, our daily work should be a source of meaning and purpose in our lives. Yet, even among believers, work is often approached as a burden that remains an unfortunate means to a better end, like the weekend or even retirement.In contrast, the Bible often equates our work with our worship. When did we forget this? Over the last decade, the rate of prime-aged men in the U.S. not working has been lower than it was during the Great Depression...2024-02-1454 minThe Dividend CafeTo Care about Investors is to Care about WorkToday's Post - https://bahnsen.co/42BoynY
It’s been a whirlwind of a week, and today is going to be a whirlwind of a Dividend Cafe. I came into my writing this morning with two or three topics to choose between, and I settled on “all of the above, plus several more.” I’ll leave the introduction short so we can get right into it. Between earnings season, a certain crux in the geopolitical moment, potential (likely?) new tax legislation, a modest market re-pricing of revised Fed expectations, some company considerations in our own portfolio management, and a pl...2024-02-0921 minThe Dividend CafeThe DC Today - Wednesday, October 18, 2023Today's Post - https://bahnsen.co/48YpBB6
This is Trevor Cummings filling in for David Bahnsen. David is in the midst of day three of his annual TBG Money Manager Due Diligence trip. As mentioned, he will be back with you for the weekly Dividend Cafe on Friday.
Markets were a bit more active today than yesterday. We also had a rebound in housing starts, another L for Jordan’s ballot push, and Biden seeking a monumental aid package for Israel.
And off we go…
Links mentioned in this episode:
TheDCToday.com
...2023-10-1808 minThe Dividend CafeThe DC Today - Tuesday, October 17, 2023Today's Post - https://bahnsen.co/46UIS4q
Today David Bahnsen is on day two of the annual TBG Money Manager Due Diligence trip in New York. This is an exciting time of the year as our investment committee dives deep into all the portfolio particulars and then surfaces with a plethora of content to share with our clients as well as some actionable portfolio items. I believe this is year 18 of this trip and something that I know (1) David greatly enjoys and (2) has a meaningful impact on how we manage capital for our clients.
...2023-10-1707 minThe Dividend CafeThe DC Today - Wednesday, July 19, 2023Today's Post - https://bahnsen.co/4796XFZ
David Bahnsen is traveling today and I, Trevor Cummings, will be filling in to provide you with the daily happenings around markets on this beautiful summer day.
The market hit a 52-week high, the Dow is on its longest win streak (8 consecutive days) since September 2019, headlines were captivated by a slew of corporate earnings reports, we have new housing starts data, and of course the best part – Ask David. Please join us for all of this and much more.
Links mentioned in this episode:
TheDCToday.com
Di...2023-07-1906 minThe Dividend CafeLetter to a High School GraduateToday's Post - https://bahnsen.co/42yYfgC
This was a big week in the Bahnsen household, but really for many families all over the country. Joleen and I celebrated the graduation from high school of our firstborn son, Mitchell. Many of you likely had kids, grandkids, and loved ones celebrate some graduation as well (college or high school). They are all special and memorable, and if you suffer from the same chronic nostalgia syndrome that I do, maybe these events bring back memories of your own graduation. I believe some of the emotion this week was not...2023-06-0934 minThe Dividend CafeThe DC Today - Thursday, May 18, 2023Today's Post - https://bahnsen.co/42OsEsd
Welcome to DC Today, I am Trevor Cummings filling in for David Bahnsen.
Today we have an update on unemployment claims, existing home sales, daily market moves, and even Donald Trump shows up in today’s Ask David.
Links mentioned in this episode:
TheDCToday.com
DividendCafe.com
TheBahnsenGroup.com2023-05-1806 minThe Dividend CafeThe DC Today - Monday, March 27, 2023Today's Post - https://bahnsen.co/3noFOMJ
There is a lot today on Housing, which is a matter of practical significance to a lot of you, and there is a lot today on the banking mess and the Fed, which is also connected to Housing. So I think you’ll find today’s missive practical and interesting.
After reports throughout the weekend that both First Citizens Bank and Valley National Bank were bidding with the FDIC to take over Silicon Valley Bank (both publicly traded, sub-$10bn market cap banks, the former out of North Caro...2023-03-2713 minThe Dividend CafeThe DC Today - Wednesday, March 15, 2023Today's Post - https://bahnsen.co/3leNG2y
This is Trevor Cummings, and I am sitting in for David Bahnsen to bring you DC Today.
There is a common idiom in the English language, “Wait until the dust settles.” This adage encourages one to be patient until they have more clarity. Investors crave clarity, and when things become too foggy or dusty, investor anxieties skyrocket. These anxieties surface as market volatility, which you are currently enduring.
At this stage, everyone is still sifting through the rubble of SVB to separate substance from hysteria. I wa...2023-03-1509 minThe Dividend CafeThe Risk that Meets the MomentLink to Dividend Cafe: https://bahnsen.co/3jErUVn
I wrote last week about the multi-year (and indeed, multi-decade) beliefs we have about macroeconomic conditions. In a nutshell, I made the case that we face a form of “Japanification” where the diminishing return of fiscal and monetary efforts to goose our economy from the impact high debt has had on its growth leads to yet more debt and also less growth, all as part of a feedback loop.
I wrote the week before about the uncertainty of what will happen in the economy this year and pres...2023-02-1020 minThe Dividend CafeDeflation Debation in DenationI have a view of where the United States is in its economic cycle that I have had for quite some time, and that has substantially informed many of the macro assumptions I bring to portfolio management. I have shared this overarching worldview many times over the years in Dividend Cafe and elsewhere, and I am constantly refining it, analyzing it, and even challenging it.
It has the word “deflation” in it, though I really believe the term “Japanification” is a better encapsulation of my perspective. “Deflation” is often associated with “depression” and no one in their right mind belie...2023-02-0330 minThe Dividend CafeThe DC Today - Tuesday, November 22, 2022Today we are one day closer to cutting into that turkey, enjoying some homemade gravy, and spending some quality time with those nearest and dearest to us. A great time of the year to be grateful, and I, Trevor Cummings, am personally grateful to be filling in for David Bahnsen today. I wish you all a wonderful Thanksgiving, and I encourage you to take a moment to watch or listen to what’s happening in markets today (links below).
And off we go…
Full Blog post here: https://bahnsen.co/3V7jsLO
Topics disc...2022-11-2208 minThe Dividend CafeMarket Outlook w/ David L. Bahnsen - Conference Call Replay - August 16, 2021Join David L. Bahnsen, CIO and Managing Partner of The Bahnsen Group and Scott Gamm of Strategy Voice and Associates with answers the important questions from investors.
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com2021-08-1640 minThe Dividend CafeMarket Outlook w/ David L. Bahnsen - Conference Call Replay - August 2, 2021David L. Bahnsen and Scott Gamm discuss the latest market happenings
DividendCafe.com
TheBahnsenGroup.com2021-08-0242 minThe Dividend CafeMarket Outlook w/ David L. Bahnsen - Conference Call Replay - July 19, 2021Hosted by David L. Bahnsen, Founder, Managing Partner, and CIO of The Bahnsen Group and Scott Gamm of Strategy Voice Communications.
DividendCafe.com
TheBahnsenGroup.com2021-07-1945 minThe Dividend CafeMarket Outlook w/ David L. Bahnsen - Conference Call Replay - June 14, 2021With the key market insights of the season, David L. Bahnsen takes questions from the public. Hosted by Scott Gamm of Strategy Associates.
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com2021-06-1545 minThe Dividend CafeMarket Outlook w/ David L. Bahnsen - Conference Call Replay - May 17, 2021David L. Bahnsen and Scott Gamm discuss the market happenings of the day.
DividendCafe.com
TheBahnsenGroup.com2021-05-1735 minThe Dividend CafeMarket Outlook w/ David L. Bahnsen - Conference Call Replay - May 3, 2021Latest market updates and news from David L. Bahnsen of The Bahnsen Group
DividendCafe.com
TheBahnsenGroup.com2021-05-0332 minThe Dividend CafeMarket Outlook w/ David L. Bahnsen - Zoom Replay - February 22, 2021David L. Bahnsen joined by Scott Gamm to discuss the market happenings of the day.
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com2021-02-2239 minThe Dividend CafeMarket Outlook w/ David L. Bahnsen - Zoom Replay - February 8, 2021Your hosts David L. Bahnsen and Scott Gamm tackle the important finance and economic news of the day.
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com2021-02-0850 minThe Dividend CafeMarket Outlook w/ David L. Bahnsen - Zoom Replay - January 25, 2021Strong discussion on the market happenings shaping the lives of investors with David Bahnsen, Managing Director and CIO of The Bahnsen Group and Scott Gamm of Strategy Voice and Associates
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com2021-01-2638 minThe Dividend CafeMarket Outlook w/ David L. Bahnsen - Zoom Replay - Dec 14, 2020National Call with David L. Bahnsen and Scott Gamm
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com2020-12-1440 minThe Dividend CafeMarket Outlook w/ David L. Bahnsen - Zoom Replay - Nov 30, 2020David L. Bahnsen with Scott Gamm - Market Outlook National Video Call
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com2020-11-3034 minThe Dividend CafeMarket Outlook w/ David L. Bahnsen - Zoom Replay - Nov 16, 2020Bahnsen Group, CIO and Founder David L. Bahnsen has a lively discussion of the markets and the economy with Scott Gamm from Strategy Associates.
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com2020-11-1752 minThe Dividend CafeMarket Outlook w/ David L. Bahnsen - Special Post Election Conference Call Replay - Nov 04, 2020Post Election Perspective on Markets with David L. Bahnsen and Scott Gamm
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com2020-11-0557 minThe Dividend CafeNational Video Conference Call Replay - Volatility & This Current Moment in Investing Time - Sept. 28, 2020with your host David L. Bahnsen, CIO and Managing Partner of The Bahnsen Group
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com2020-09-2943 minThe Dividend CafeReplay - National Conference Call on Market Outlook August 24, 2020Up to date information regarding Covid and Markets with a focus on the impact of the pending elections and Federal Reserve guidance.
With David L. Bahnsen and Scott Gamm.
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com2020-08-2545 minThe Dividend CafeReplay - National Conference Call on Market Outlook August 10, 2020This is the replay of the Market Outlook National Video Call with David L. Bahnsen and Scott Gamm from August 10, 2020.
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com2020-08-1047 minThe Dividend CafeReplay - National Conference Call on Market Outlook July 27, 2020This is the replay of the Market Outlook National Video Call with David L. Bahnsen and Scott Gamm from July 27, 2020.
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com2020-07-2838 minThe Dividend CafeFinancial Certainty in a Time of Global UncertaintyToday's Dividend Cafe reminds of the uncertainty that exists around the world today. Europe may seem to have rectified some parts of their uncertainty, but they invited new uncertainties in doing so. The U.S./China tensions are not solving themselves, and you may have read somewhere that COVID case growth hasn't solved itself yet either (highly contagious viruses are interesting, that way). It is a both unavoidable and unsettling reality of life right now - many conditions, globally and not just domestically, are uncertain.
In answer to this uncertainty, the Dividend Cafe provides a little refresher...2020-07-2418 minThe Dividend CafeReplay - National Conference Call on Market Outlook July 13, 2020This is the replay of the Market Outlook National Video Call with David L. Bahnsen and Scott Gamm.
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com2020-07-1343 minThe Dividend CafeReplay - National Conference Call on Market Outlook June 29, 2020This is the audio replay of National Call Market Outlook from TBG CIO - David L. Bahnsen. With Host Scott Gamm of Strategy Voice and Associates.
Discussed is the impact of increased COVID cases in certain states on markets, and will attempt to evaluate the latest economic and investment developments, and what we are anticipating as we officially enter the second half of the year.
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com2020-06-2953 minThe Dividend CafeReplay - National Conference Call on Market Outlook June 15, 2020Replay of National Call Market Outlook with TBG CIO and Founder, David L. Bahnsen and Scott Gamm of Strategy Voice Associates.
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com2020-06-1557 minThe Dividend CafeReplay - National Conference Call on Covid 19 and Markets June 1, 2020This is the Replay of the National Video Call hosted by David L. Bahnsen- Markets are continuing to shock investors and a wide array of interpretations of health data and economic data are circulating. We will delve into all of this and more.
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com2020-06-0150 min