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The Dividend Cafe

The Bahnsen Group

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The Dividend Cafe is your portal for market perspective that is virtually conflict-free, rooted in deep philosophical commitments about how capital should be managed, and understandable for all sorts of investors. Host David L. Bahnsen is a frequent guest on CNBC, Bloomberg, and Fox Business. He is the author of the books, Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It (Post Hill Press), The Case for Dividend Growth: Investing in a Post-Crisis World (Post H ...
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A show about the perilous state of the Golden State—and what that means for you, wherever you live. California is the hothouse lab of the Left, the nation-state creating the statist policies, art, and lifestyles of the future – and generating the political dollars to make them a reality in a community near you. Hosts Will Swaim (California Policy Center) and David Bahnsen (The Bahnsen Group, Fox Business News commentator, conservative activist) beam this weekly show internationally, from mos ...
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Kimberlee Davis is your host of The Fiscal Feminist, a show about women and our relationship with money and finances. Kimberlee Davis is Managing Director and Partner at The Bahnsen Group, a private wealth management firm. She specializes in personal wealth advising and oversees financial and retirement planning solutions for high net worth individuals and multi-generational families. Her proficiency also includes helping individuals transition to financial independence after life altering e ...
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Working with Dan Doriani

Center for Faith and Work

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This podcast seeks to fire the imagination of Christians who long to practice their faith at work. The podcast features interviews of people who try to practice their faith at work. Guests may be famous or unknown. They may be very successful, quietly faithful, or instructive in their woes. We typically interview mature Christians, but there are exceptions. The common thread is a desire to live by one’s faith and convictions. Guests include professional athletes, award-winning broadcasters, ...
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Fed Interest Rate Cuts and Market Reactions – September 18 Update In this episode of Dividend Cafe, Brian Szytel from Newport Beach office at TBG headquarters discusses the Federal Reserve's decision to reduce interest rates by 50 basis points, forecasting another 100 basis point cut by the end of 2025. He gives a detailed analysis of the interest …
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Market Insights Ahead of Fed Decision - September 17 Update In this episode of Dividend Cafe, Brian Szytel provides a market update from the Newport Beach office on Tuesday, September 17. The day saw relatively quiet trading with slight fluctuations as the market anticipates the Federal Reserve's decision on interest rate policy. Key points discuss…
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Today's Post - https://bahnsen.co/4eJ46qf Monday Market Update: Fed Policies, US Steel Deal, and Economic Trends In this episode of Dividend Cafe, David provides an update on the current state of the market, touching on various topics including public policy, the Federal Reserve, housing, and the economy. Key highlights include the proposed acquisi…
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Today'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 co…
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Email Us: dbahnsen@thebahnsengroup.com will@calpolicycenter.org Follow Us: @DavidBahnsen @WillSwaim @TheRadioFreeCA Show Notes: Lights out in La La Land Bahnsen on X: “Kamala Harris completely derailed him by pushing his ego buttons.” Julie Su brought Calif. corruption to the White House — and Harris will keep her there California state senator’s f…
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Market Gains and Disinflationary Signs on Dividend Cafe In this episode of Dividend Cafe, Brian Szytel discusses the positive movements in the markets on September 12th, with the Dow gaining 235 points, the S&P rising for the fourth straight day, and minor gains in the NASDAQ and 10-year Treasury note. The focus is on the latest Producer Price Inde…
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September 11 Market Update and Inflation Insights In this episode of Dividend Cafe, host Brian Szytel begins with a somber remembrance of the September 11 terrorist attacks, offering thoughts and prayers to those affected. He proceeds with market commentary, noting an initial drop and subsequent recovery, likely influenced by the recent debate betw…
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Market Update and Economic Insights - September 10th In this episode of Dividend Cafe, Brian Szytel provides a market update for Tuesday, September 10th. He discusses the mixed performance of the Dow, S&P, and NASDAQ, along with a decrease in the 10-year Treasury yield. Key economic insights include the NFIB small business survey results, inflation…
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Today's Post - https://bahnsen.co/4dWntMb In this episode of Dividend Cafe, Brian Szytel steps in for David to discuss recent market trends and the current economic landscape as of September 9th. Brian highlights a significant market rebound following last week's downturn and analyzes recent employment reports and their market impacts. He also cove…
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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 understa…
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Email Us: dbahnsen@thebahnsengroup.com will@calpolicycenter.org Follow Us: @DavidBahnsen @WillSwaim @TheRadioFreeCA Show Notes: Harris and Walz’s exclusive joint interview with CNN A town’s name recalls the massacre of Indigenous people. Will changing it bring healing? ‘White supremacy, patriarchy and colonialism’: Behind S.F.’s $3 million plan to …
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Market Updates and Economic Insights: September 5th Edition In today's episode of Dividend Cafe, Brian Szytel reports from West Palm Beach, Florida, sharing a mixed day in the markets. The Dow closed down by 219 points and the S&P fell by a third of a percent, though the NASDAQ saw a slight increase. The 10-year yield dropped 3 basis points, while …
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Market Analysis and Economic Indicators: September 4th Update In this episode of Dividend Cafe, Brian Szytel provides a market update from Palm Beach, Florida, on September 4th. The discussion covers the aftermath of a significant market drawdown driven by weak manufacturing data and a sell-off in the technology sector, particularly semiconductors.…
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Today'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, follow…
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Today'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 s…
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Market Update and Economic Insights - August 29 In this episode of Dividend Cafe, an update on the market performance for Thursday, August 29th is provided. Key points discussed include the Dow's gain of 243 points, the NASDAQ's loss of over one percent, and stability in bond yields. The script highlights the decline in initial jobless claims, a re…
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Midweek Market Recap and NVIDIA Earnings Breakdown - August 28, 2023 In this episode of Dividend Cafe, Brian Szytel discusses the performance of the stock market on a relatively uneventful day, with the Dow dropping 159 points, the S&P 500 down by 0.6%, and the NASDAQ falling by 1.12%. Bonds remained unchanged, while the dollar showed slight streng…
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Email Us: dbahnsen@thebahnsengroup.com will@calpolicycenter.org Follow Us: @DavidBahnsen @WillSwaim @TheRadioFreeCA Show Notes: “The Plot Thickens: The Araner” podcast with Ben Manckiewicz DNC Day 1: The Union Makes Us Strong! Gavin Newsom navigates new role behind Kamala Harris A Newsom gaffe-fest California Dems want to help undocumented immigran…
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Market Update and Debt Concerns - August 27 In this episode of Dividend Cafe, Brian Szytel discusses the current state of the markets on a particularly quiet day. He covers key economic events to watch for, such as the upcoming PCE and nonfarm payrolls reports. The episode details the performance of major indexes, the state of the bond market, and …
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Today's Post - https://bahnsen.co/476p1Rs Market Insights: August Market Dynamics & Key Economic Indicators In this episode of 'Monday Dividend Cafe,' David reviews the market activity for the final Monday in August, highlighting significant trends observed over the summer. Key points include the Dow closing at an all-time high, a notable disparity…
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Today's Post - https://bahnsen.co/3ACbF38 Insights from Jackson Hole and Behavioral Finance: This Week’s Dividend Cafe In this week’s episode of Dividend Cafe, David discusses the Federal Reserve Chair Jay Powell's recent speech from Jackson Hole, Wyoming, focusing on future rate policies and economic outlook. David highlights the change in focus f…
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Email Us: dbahnsen@thebahnsengroup.com will@calpolicycenter.org Follow Us: @DavidBahnsen @WillSwaim @TheRadioFreeCA Show Notes William Saroyan, “The Summer of the Beautiful White Horse” Steven Greenhut: Harris distorts democracy to aid unions When your opponent calls you ‘communist,’ maybe don’t propose price controls? Kamala Harris rolls out a pol…
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Market Insights Amidst a Quiet Day: Economic Data and Upcoming Events In today's episode of Dividend Cafe, host Brian Szytel reviews the quiet market day, noting the slight downturn after an 8-day positive streak for both the S&P 500 and NASDAQ. He discusses the 10-year yield drop and increased volatility indicated by the VIX. Seitel also highlight…
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Today's Post - https://bahnsen.co/4dQg4Og Monday Market Insights from Dividend Cafe's New NYC Office In this special edition of Dividend Cafe, recorded for the first time in the new office on Sixth Avenue, New York City, David discusses recent market performance, including a rally in all 11 sectors of the S&P 500, interest rate movements, and the b…
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Today'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 marke…
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Market Rally Insights: Cooler Inflation and Strong Consumer Data Fuel Optimism In this episode of Dividend Cafe, recorded on Thursday, August 15th, Brian Szytel reports from Palm Beach, Florida, detailing a notable market rally with the Dow rising over 500 points. Despite a slight bond market sell-off, key economic indicators, including cooler-than…
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Mid-August Market Update and Tax Efficient Portfolios In this edition of Dividend Cafe, Brian Szytel offers a market update broadcasted from the new West Palm Beach office. The Dow closed up 242 points, S&P up by a third percent, and Nasdaq flat. The 10-year bond yield is slightly down. Key discussion points include the recent CPI data showing disi…
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Email Us: dbahnsen@thebahnsengroup.com will@calpolicycenter.org Follow Us: @DavidBahnsen @WillSwaim @TheRadioFreeCA Show Notes: Bahnsen rings the bell at NYSE! How Denis Kearney nearly killed the Democratic Party in California California lawmaker blasts newly GOP Sen. Marie Alvarado-Gil as a ‘fake Republican’ SpaceX moving Dragon recovery to Califo…
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Market Rally Fueled by Lower Inflation Numbers - August 13 In this episode of Dividend Cafe, Brian Szytel reports from New York City on a positive day in the markets on Tuesday, August 13th. The Dow rose by 408 points, the S&P surpassed 5,400, and the Nasdaq increased by 2.25%. Bond yields also fell, with the 10-year closing at 3.85%. Lower than ex…
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Today's Post - https://bahnsen.co/3M5kPrn Dividend Cafe: Market Stability Amid Geopolitical and Economic Uncertainty In this Monday edition of Dividend Cafe, David recaps a relatively calm week in the financial markets, highlighting a flat S&P 500, minor tech sector gains, and fluctuations in the Dow and Nasdaq. The discussion touches on the absenc…
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Today'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, includ…
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Email Us: dbahnsen@thebahnsengroup.com will@calpolicycenter.org Follow Us: @DavidBahnsen @WillSwaim @TheRadioFreeCA Show Notes: Everything was going Kamala Harris’ way. Then came the market sell-off. What Chevron's move to Houston means for the energy capital Tony Thurmond seeks to build millions of affordable housing units for teachers LAUSD order…
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Market Volatility and Economic Indicators Update - August 7th In today's episode of Dividend Cafe, Brian Szytel discusses the market's downward trend following a previous day's uptick, with the VIX closing at 28. He provides an analysis of key indices, including the Dow, S&P, and NASDAQ, and gives insights into the bond market, highlighting the yie…
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Market Recap and Insights – Tuesday Analysis David Bahnsen presents the Tuesday Daily Recap, recommending listeners to check out the recent Monday and Friday Dividend Cafe sessions for insights into last week's market volatility. David discusses the market's partial recovery, with the Dow closing up 300 points, despite losing some momentum in the f…
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Today's Post - https://bahnsen.co/3yu2UHE In this special Monday edition of Dividend Cafe, David discusses the extraordinary market volatility and the factors driving it. He dives into the unwinding of the yen carry trade, U.S. market valuation concerns, and the economic fundamentals at play. David also highlights the impacts on major tech stocks, …
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Today's Post - https://bahnsen.co/3Sv9rsw Understanding Market Volatility and Valuation Sensitivity In this episode of the Dividend Cafe, David discusses the recent market volatility, particularly significant declines in the Dow, Nasdaq, and tech sectors. The main focus is on the relationship between price and value in investing, arguing that marke…
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Market Volatility and Economic Data Insights – August 1st Update In this episode of Dividend Cafe, Brian Szytel from the Newport Beach office discusses the substantial market movements on August 1st. Following a significant rally, there was a notable sell-off with the Dow down 494 points, S&P falling by 1.3%, and NASDAQ declining by 2.3%. The 10-ye…
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FOMC Meeting Updates and Market Rally on July 31st In this episode of Dividend Cafe, Brian Szytel from Newport Beach discusses the positive market response on July 31st, highlighting gains across various sectors following the FOMC meeting. Although the Federal Reserve kept interest rates unchanged at 5.25-5.5%, their balanced view on the risks to t…
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Email Us dbahnsen@thebahnsengroup.com will@calpolicycenter.org Follow Us @DavidBahnsen @WillSwaim @TheRadioFreeCA Show Notes Gavin Newsom sends thanks to Texas as wildfires rage Who’s on Gavin Newsom’s friends and foes lists? Harris embraces teachers’ unions. Republicans sense an opening. UCLA ordered by judge to craft plan in support of Jewish stu…
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Market Rotation and Economic Updates - July 30, 2019 In this episode of Dividend Cafe, host Brian Szytel analyzes the mixed market performance on July 30, 2019, highlighting the Dow's rise by 203 points, while the S&P 500 and NASDAQ saw declines. Seitel discusses market rotation, noting the narrowing performance gap between different market segment…
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Today's Post - https://bahnsen.co/3Sux849 Monday Dividend Cafe: Market Recap, Election Insights, and Economic Data Analysis In this episode of the Monday Dividend Cafe, David provides a comprehensive overview of recent market activities, including notable observations about the Dow, S&P, and Nasdaq movements. He elaborates on the performance of var…
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