Best The Dividend Cafe The Bahnsen Group Podcasts (2024)

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The Dividend Cafe Thursday - June 20, 2024 4:00

2h ago4:00

4:00

Market Update: Mixed Indices and Economic Indicators In this episode of Dividend Cafe, recorded on Thursday, June 20th, we discuss the mixed performance in the stock market where the Dow closed up nearly 300 points, while the S&P and NASDAQ saw slight declines. Key sector movements included a 2% rise in energy and a 1.4% drop in information technol…

1
The Dividend Cafe Tuesday - June 18, 2024 4:24

2d ago4:24

4:24

Today's Post - Daily Market Recap and Economic Insights - June 18, 2023 In today's episode of Dividend Cafe, David provides a daily market recap, highlighting a 57-point increase in the Dow (0.15%), a 0.25% rise in the S&P, and a stable Nasdaq. The bond market rally continued with the 10-year yield at 4.21%. Financials led the sectors, while commun…

1
The Dividend Cafe Monday - June 17, 2024 17:56

3d ago17:56

17:56

Today's Post - https://bahnsen.co/3KSk5VG Dividend Insights: Market Trends, Fed Influence, and Economic Policies In this episode of the Dividend Cafe, David provides a comprehensive commentary on the current market dynamics, including summaries on housing markets, federal policies, corporate taxes, and bond yields. Key topics include the performanc…

1
A Minsky Moment or a Tech Pop 17:33

6d ago17:33

17:33

Today's Post - https://bahnsen.co/45pEwTs Exploring Market Volatility and the Concept of a Minsky Moment In this episode of Dividend Cafe, David discusses the current volatility and directionlessness in the market, delving into the concept of a 'Minsky moment,' where periods of stability can give rise to instability. They differentiate between shor…

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The Dividend Cafe Thursday - June 13, 2024 4:37

7d ago4:37

4:37

Market Update and Economic Indicators: A Snapshot Links mentioned in this episode:DividendCafe.comTheBahnsenGroup.comBy The Bahnsen Group

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The Dividend Cafe Wednesday - June 12, 2024 5:53

8d ago5:53

5:53

This episode delves into the significance and influence of the word 'because'. The discussion explores its role in communication, persuasion, and decision-making processes, highlighting how the simple word can have a powerful effect in various contexts. Links mentioned in this episode:DividendCafe.comTheBahnsenGroup.com…

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The Dividend Cafe Tuesday - June 11, 2024 4:16

9d ago4:16

4:16

Dividend Cafe: June 11 Market Commentary and Economic Update In this episode of Dividend Cafe, we cover the market's performance on June 11th, noting that despite a slight overall decline, the S&P 500 and NASDAQ posted gains, while Treasury yields fell due to a strong auction of two-year notes. We also discuss the uptick in the Small Business Optim…

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The Dividend Cafe Monday - June 10, 2024 19:39

10d ago19:39

19:39

Today's Post - https://bahnsen.co/4esr4m6 We cover a wide range of market and economic updates. From today's market action, bond market volatility, sector performance, and the top heaviness of the S&P 500, to significant geopolitical events and public policy issues. Also discussed are the implications of the Texas Stock Exchange movement, the recen…

1
One Company is THIS Big? 18:25

13d ago18:25

18:25

Today's Post - https://bahnsen.co/3Xd1Npy In this episode of Dividend Cafe, David dives into the top-heavy nature of the current market, focusing on valuations, risk exposures, and the weightings of major stocks. The episode further explores NVIDIA's staggering impact on the market, providing data points and historical context. It also discusses th…

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The Dividend Cafe Thursday - June 6, 2024 5:27

14d ago5:27

5:27

Market Summary and Economic Insights In this episode of Dividend Cafe, the day saw minor movements in the trading markets with the Dow closing up 78 points, while the S&P and Nasdaq remained nearly unchanged. The 10-year yield also remained stable. Significant economic updates included the European Central Bank and Bank of Canada cutting interest r…

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The Dividend Cafe Wednesday - June 5, 2024 4:37

15d ago4:37

4:37

Exploring the Dynamics of the Dow This episode delves into the intricacies of the Dow Jones Industrial Average (DJIA), commonly referred to as the Dow. The show offers insight into its components, historical significance, how it is calculated, and its role as an economic indicator. Listeners will learn about the major influences on the Dow's moveme…

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The Dividend Cafe Tuesday - June 4, 2024 5:33

16d ago5:33

5:33

Daily Market Recap and Economic Insights - Dividend Cafe In today's daily recap on Dividend Cafe, David Bahnsen discusses the market performance with the Dow closing up 140 points, modest gains in the S&P and NASDAQ, and a continued bond market rally reflected in the 10-year yield drop to 4.33%. Real estate and consumer staples sectors led the day …

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The Dividend Cafe Monday - June 3, 2024 21:49

17d ago21:49

21:49

Today's Post - https://bahnsen.co/3X5cdHS Market Movements and Consumer Behavior Insights - The Monday Dividend Cafe In this episode of the Dividend Cafe, David provides a detailed commentary on recent market activities, including significant volatility with a nearly 500-point swing in the Dow. Major sectors are discussed, with technology and healt…

1
Markets and My Life: A 50-Year Retrospective 27:15

20d ago27:15

27:15

Today's Post - https://bahnsen.co/3R7M9Io Reflecting on 50 Years of Market and Personal Milestones In this special edition of the Dividend Cafe weekly market commentary, David reflects on 50 years of market and economic history coinciding with his 50th birthday. This episode dives into significant economic events, market trends, and personal anecdo…

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The Dividend Cafe Thursday - May 30, 2024 5:02

21d ago5:02

5:02

Market Recap and Economic Indicators for May 8th, 2023 In this episode of the Dividend Cafe, we delve into the recent market events with a focus on the downward trend experienced across major indices such as the Dow, NASDAQ, and S&P. The Dow took a significant hit, largely due to an earnings disappointment from a major software company. The discuss…

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The Dividend Cafe Wednesday - May 29, 2024 4:51

22d ago4:51

4:51

Welcome to the Dividend Cafe weekly market commentary focused on dividends in your portfolio and economic understanding. On May 29th, the markets saw a significant downturn, with a decrease of over 400 points, attributed to a more hawkish tone from the Federal Reserve and the release of the Fed's Beige Book indicating modest economic expansion. The…

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The Dividend Cafe Tuesday - May 28, 2024 24:55

23d ago24:55

24:55

Today's Post - https://bahnsen.co/3KhwHpc A special Tuesday edition owing to the Memorial Day holiday. The podcast covers a range of topics starting with a market recap, touching on the industrial and healthcare sectors, and explaining the unusual trading patterns in the Dow, Nasdaq, and S&P 500. Financial intricacies such as market breadth and cre…

1
Diversify or Diworsify? 17:05

27d ago17:05

17:05

Today's Post - https://bahnsen.co/3UYlHC2 David discusses recent market volatility, highlighting large fluctuations in the Dow over the past few months. He emphasizes the importance of avoiding high-risk trades and the hazards of following market trends blindly. The speaker delves into various investor sentiment indicators, such as credit spreads a…

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The Dividend Cafe Thursday - May 23, 2024 5:27

28d ago5:27

5:27

In this episode of Dividend Cafe, the discussion revolves around a significant downturn in the market with the Dow closing over 600 points lower. However, some sectors, especially those related to AI technology, showed positive performance due to favorable earnings results. The episode delves into recent economic indicators, highlighting PMI data s…

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The Dividend Cafe Wednesday - May 22, 2024 4:39

29d ago4:39

4:39

This episode of Dividend Cafe offers a commentary on the recent market downturn, noting a 201 point drop in the Dow and a slight rise in volatility. The Federal Reserve's May meeting minutes are discussed, revealing some disappointment in inflation data but maintaining a medium-term 2 percent inflation target. The episode also covers lower than exp…

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The Dividend Cafe Tuesday - May 21, 2024 5:14

30d ago5:14

5:14

This episode of Dividend Cafe provides a weekly market commentary with a focus on dividends and economic insights. On May 21, the markets saw a slight increase despite the lack of major economic news, with the Dow up by 66 points and both NASDAQ and S&P 500 up by about a quarter of a point. Interest rates were slightly down, with the 10-year treasu…

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The Dividend Cafe Monday - May 20, 2024 8:13

1M ago8:13

8:13

Today's Post - https://bahnsen.co/3ypYWzx We recap market activity on Monday, May 20th. The Dow started positively but lost momentum, closing down 196 points. The S&P and NASDAQ saw modest gains. China's market performance may be indicating an upward trend. Additionally, there was news about a helicopter crash in Iran, potential Middle Eastern tens…

1
Fear is Often a Greedy Thing 21:21

1M ago21:21

21:21

Today's Post - https://bahnsen.co/3QOLsna The second quarter of 2024 hit its midpoint this week, and markets have continued with what has been a big rally in the month of May. As earnings season has now concluded and the Fed is sidelined for a bit, we might expect things to chill out for a bit, but markets never sleep, so who knows. But this week’s…

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The Dividend Cafe Thursday - May 16, 2024 5:10

1M ago5:10

5:10

Market Update and Economic Indicators: A Snapshot In this episode of Dividend Cafe, recorded on Thursday, May 16th, the host provides a summary of the day's market activity, noting a flat day in the markets with a brief touch on 40,000 points on the Dow. Despite a mild decline by the close, bond yields rose slightly, and recent economic indicators …

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The Dividend Cafe Wednesday - May 15, 2024 3:54

1M ago3:54

3:54

Market Update: A Positive Turn with Cooler Inflation Numbers This episode of Dividend Cafe provides a financial market update for Wednesday, May 15th, marking a positive trading day with the Dow up by 349 points and a rally in bonds. The episode highlights a cooler than expected Consumer Price Index (CPI) for April at 0.3%, indicating a positive tr…

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The Dividend Cafe Tuesday - May 14, 2024 4:54

1M ago4:54

4:54

A daily summary of key market data and economic nuggets. Reach out with questions anytime! questions@thebahnsengroup.com. Links mentioned in this episode:DividendCafe.comTheBahnsenGroup.comBy The Bahnsen Group

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The Dividend Cafe Monday - May 13, 2024 15:26

1M ago15:26

15:26

Today's Post - https://bahnsen.co/3UXaYJe Markets opened to the upside and then spent the first half of the day declining (but not by much) and the second half of the day around that declined spot. Links mentioned in this episode:DividendCafe.comTheBahnsenGroup.comBy The Bahnsen Group

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In Theory but not in Practice 17:44

1M ago17:44

17:44

Today'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 …

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The Dividend Cafe Thursday - May 9, 2024 4:55

1M ago4:55

4:55

Links mentioned in this episode:DividendCafe.comTheBahnsenGroup.comBy The Bahnsen Group

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The Dividend Cafe Wednesday - May 8, 2024 6:37

1M ago6:37

6:37

A daily summary of key market data and economic nuggets. Reach out with questions anytime! Links mentioned in this episode:DividendCafe.comTheBahnsenGroup.comBy The Bahnsen Group

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The Dividend Cafe Tuesday - May 7, 2024 5:42

1M ago5:42

5:42

A daily summary of key market data and economic nuggets. Reach out with questions anytime! Links mentioned in this episode:DividendCafe.comTheBahnsenGroup.comBy The Bahnsen Group

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The Dividend Cafe Monday - May 6, 2024 13:30

1M ago13:30

13:30

Today's Post - https://bahnsen.co/44ut20E The jobs report Friday was the talk of the town, with 175,000 new jobs being created in April, well below the 240,000 estimate. It was the government sector that most missed expectations, with the private sector representing 167,000 of the new jobs. The unemployment rate ticked up to 3.9%. Wages were only u…

1
The Month of May is Here to Stay 23:32

2M ago23:32

23:32

Today's Post - https://bahnsen.co/4bjQ9x6 “Sell in May and go away” became an adage some people love to say in our business, and I really have no idea where it came from. Whenever people ask me if we follow that adage I reply the same as I do about any other “adage” – things that are made up to offer a cute rhyme may not necessarily be the best way…

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The Dividend Cafe Thursday - May 2, 2024 5:47

2M ago5:47

5:47

Links mentioned in this episode:DividendCafe.comTheBahnsenGroup.comBy The Bahnsen Group

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The Dividend Cafe Wednesday - May 1, 2024 4:40

2M ago4:40

4:40

Links mentioned in this episode:DividendCafe.comTheBahnsenGroup.comBy The Bahnsen Group

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The Dividend Cafe Tuesday - April 30, 2024 4:55

2M ago4:55

4:55

Links mentioned in this episode:DividendCafe.comTheBahnsenGroup.comBy The Bahnsen Group

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The Dividend Cafe Monday - April 29, 2024 13:29

2M ago13:29

13:29

Today's Post - https://bahnsen.co/4dd0xsl Economic FrontThe big economic news last week was the 1.6% annualized real GDP growth for Q1 when +2.5% had been expected. The 3.4% of Q4 (again, all these numbers are annualized, which is just how they get discussed) was not going to repeat itself, but 1.6% vs. 2.5% projected and 2.7% in the Atlanta Fed’s …

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Drawdowns, Deficits, and Debunking a Myth 20:59

2M ago20:59

20:59

Today's Post - https://bahnsen.co/49UmDwH The first thing I will say is that by popular demand, we will be adding back the “What’s on David’s Mind” to the Tuesday/Wednesday/Thursday email blasts starting next week for Dividend Cafe subscribers (and on some days, “What’s on Brian’s Mind”). By and large, the feedback to the newly revamped Dividend Ca…

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The Dividend Cafe Thursday - April 25, 2024 4:16

2M ago4:16

4:16

Links mentioned in this episode:DividendCafe.comTheBahnsenGroup.comBy The Bahnsen Group

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The Dividend Cafe Wednesday - April 24, 2024 3:59

2M ago3:59

3:59

Links mentioned in this episode:DividendCafe.comTheBahnsenGroup.comBy The Bahnsen Group

1
The Dividend Cafe Tuesday - April 23, 2024 4:00

2M ago4:00

4:00

A daily summary of key market data and economic nuggets. Reach out with questions anytime! Links mentioned in this episode:DividendCafe.comTheBahnsenGroup.comBy The Bahnsen Group

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The Dividend Cafe Monday - April 22, 2024 21:32

2M ago21:32

21:32

Today's Post - https://bahnsen.co/3wbacib Welcome to the new and improved Dividend Cafe. What you see today will be a weekly Dividend Cafe each and every Monday from yours truly, complete with a podcast and video. It has come for years now on Monday, once under the umbrella of “COVID & Markets” and after that under “The DC Today.” We are simply inc…

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Bad Drivers, Good Dollars, and Crony Deals 17:14

2M ago17:14

17:14

Today's Post - https://bahnsen.co/3JLnpSl It has been an interesting week in the market, but as you will see in the first paragraph below it may seem like nothing happened whatsoever. That is more common than people think. Today we visit the state of the U.S. dollar, the “safe haven” of bitcoin, the politics of oil, the nature of contrarian investi…

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The DC Today - Thursday, April 18, 2024 8:50

2M ago8:50

8:50

Today's Post - https://bahnsen.co/3w8tK6R Somewhat of a repeat of yesterdays market action with a positive morning failing to hold momentum and falling off into the close in more consolidation in markets around rates. We did eek out a small gain on the Dow, but the SP500 closed slightly lower for the fifth session in a row. The 2-YR Treasury is bac…

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The DC Today - Wednesday, April 17, 2024 9:18

2M ago9:18

9:18

Today's Post - https://bahnsen.co/3TX5X1I What started off as a positive trading morning, slid negative as the day progressed. Powell’s comments yesterday were debated as to whether he took his ‘Pivot’ from October back. Not to worry, because first, I don’t think he did take it back and two rate cuts are still priced in to Fed futures, and second, …

1
The DC Today - Tuesday, April 16, 2024 9:54

2M ago9:54

9:54

Today's Post - https://bahnsen.co/3Q5001u A mixed day of trading between positive and negative all morning and right into the market close with the Dow slightly higher and both the S&P 500 and Nasdaq just below fair value. Rates continue their move higher, with the 10-year up 4 bps and now at the 4.66% level. So aside from what so far has been a to…

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The DC Today - Monday, April 15, 2024 14:27

2M ago14:27

14:27

Today's Post - https://bahnsen.co/3Q2J5g8 Against Doomsdayism Where this Iran-Israel atrocity goes from here, what should and should not have been done, what and should not be done, what it will mean for markets and oil prices – all these things notwithstanding, the winner of the weekend appears to be anti-missile defense systems, first pursued by …

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One of These Years is Not Like the Other 17:35

2M ago17:35

17:35

Today's Post - https://bahnsen.co/3JfyXwQ I cannot tell you how much fun it is for me to spend three hours on a Friday morning reading research. Reading when it is dark outside is the single activity that brings me the most joy, and I love the inspiration it fostered for today's Dividend Cafe Links mentioned in this episode:TheDCToday.comDividendCa…

1
The DC Today - Thursday, April 11, 2024 8:33

2M ago8:33

8:33

Today's Post - https://bahnsen.co/3JfyXwQ A modestly positive day in markets overall today on some better-than-expected PPI numbers following yesterday’s selloff on CPI. So what one-day taketh, another giveth back (well, not quite). The Producer Price Index numbers showed a gain of just .2% for the month on headline when .3% was expected, and the C…

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The DC Today - Wednesday, April 10, 2024 7:06

2M ago7:06

7:06

Today's Post - https://bahnsen.co/3PWoA4P A down day in both stocks and bonds today following a disappointment on CPI numbers by one tenth on both Headline and Core, that sent the Dow down XXX points and the 10-year bond yield up .18XXbps. We expected .3% on both and got .4% instead to cause todays action, so on one hand a risk off day as higher ra…

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