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PODCAST

The Dividend Cafe

The Bahnsen Group

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 Hill

business investing

All Episodes

6:47

Tuesday - September 30, 2025

The Dividend Cafe ·

2025/09/30

Market Highlights and Insights: September 30th EditionIn this episode of Dividend Cafe, host Brian Szytel from The Bahnsen Group office in New York City provides a concise market overview for Tuesday, September 30th. Despite a negative start, the market ended slightly positive with the DOW up by 82 points, S&P up by 27 points, and Nasdaq up by a third of a percent. Key economic updates include a slight increase in the Case-Shiller Home Price Index and better-than-expected new job openings,

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12:43

Monday - September 29, 2025

The Dividend Cafe ·

2025/09/29

Today's Post - https://bahnsen.co/3IxLuPt Dividend Cafe: Market Insights and Key Themes from Money Manager Week In this Monday edition of Dividend Cafe, the host discusses the extensive agenda of the first day of Money Manager Week. The conversation includes insights from several meetings with portfolio managers and asset management partners. The host shares an outlook on recent market movements, including the Dow's marginal increase, changes in bond yields, and performance in various stock sectors

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22:33

When Labor Market Reality and Cultural Crisis Become One

The Dividend Cafe ·

2025/09/26

Today's Post - https://bahnsen.co/4muX6jXAnalyzing America's Labor Market: Cyclical vs. Structural Issues In this week's Dividend Cafe, host David Bahnsen discusses the United States labor market, emphasizing the distinction between cyclical and structural challenges. He explores the unemployment data, noting historically low rates yet a significant rise in labor inactivity among prime working-age men. David highlights the supply-side issues in the labor market, including potential cultural factors

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8:41

Wednesday - September 24, 2025

The Dividend Cafe ·

2025/09/24

Market Recap and Economic Insights: Tariffs, Corporate Taxes, and Housing TrendsIn this episode of Dividend Cafe, dated Wednesday, September 24, host Brian Szytel provides a market recap from Newport Beach, California. The DOW dropped 171 points, S&P and Nasdaq declined by approximately 0.3%, and there was a minor increase in 10-year bond yields. Szytel shifts focus from daily market movements to broader economic themes, discussing the ongoing impacts of tariffs on the economy, corporate

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6:47

Tuesday - September 23, 2025

The Dividend Cafe ·

2025/09/23

Market Insights and Economic Updates - Sep 23, 2025On this episode of Dividend Cafe, Brian Szytel reports from Newport Beach, covering down markets with the DOW, S&P, and Nasdaq all experiencing declines. There was a notable rotation between growth technology and value names, with interest rates moving lower. Flash PMI numbers for manufacturing and services were discussed, both indicating expansion but with slight drops from the previous month. The Richmond Fed Index saw a significant decline

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17:20

Monday - September 22, 2025

The Dividend Cafe ·

2025/09/22

Today's Post - https://bahnsen.co/4n9Rw7O Market Recap and Policy Insights: Navigating Nuances in the Economy In this episode of the Monday Dividend Cafe, host David Bahnsen provides a detailed analysis of the market activities and public policy updates. Broadcasting from Newport Beach, David discusses his recent travels and highlights from Dividend Cafe's special issue on The Fed. The episode delves into market movements, noting a tech sector surge led by Nvidia and the rare divergence of

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25:48

The Fed and the Punch Bowl

The Dividend Cafe ·

2025/09/19

Today's Post - https://bahnsen.co/4nEivInFriday Dividend Cafe: Analyzing the Latest Fed Rate Cut In this episode of Friday Dividend Cafe, host David Bahnsen delves into the recent Federal Reserve rate cut announced on Wednesday. He discusses the implications of the quarter-point reduction, detailing how the Fed’s decision impacts the market and the broader economy. David also touches on quantitative tightening, job market conditions, and the debate over future rate cuts. Additionally, he addresses

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7:25

Thursday - September 18, 2025

The Dividend Cafe ·

2025/09/18

Market Update and Fed Rate Impact Discussion - September 18 In this episode of Dividend Cafe, Brian Szytel from The Bahnsen Group gives a market update on September 18th, detailing the DOW's performance with a rise of 124 points following the Federal Reserve's interest rate cut of 25 basis points. He highlights the positive movements in the S&P and NASDAQ, and discusses the implications of rising 10-year yields. Sitel provides insights into the historical impacts of rate cuts on the stock

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8:51

Wednesday - September 17, 2025

The Dividend Cafe ·

2025/09/17

Fed Rate Cut Analysis and Market Reactions - Dividend CafeIn this episode of Dividend Cafe, Brian Szytel discusses the latest Federal Reserve rate cut by 25 basis points, bringing the Fed funds rate to a range of 4 to 4.25%. He reviews the Fed’s dual mandate shift from inflation concerns to labor market softening, the unanimous vote except for one dissent favoring a larger cut, and projections for additional rate cuts by year-end. Brian evaluates the Fed’s upgrade of GDP growth projections and the

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6:10

Tuesday - September 16, 2025

The Dividend Cafe ·

2025/09/16

Market Recap and FOMC Meeting Preview - September 16th, Dividend CafeIn this episode of Dividend Cafe, host Brian Szytel covers the market performance on a fairly uneventful trading day, with the DOW closing down 125 points, and both the S&P and Nasdaq seeing minor declines. The discussion shifts to the upcoming FOMC meeting, highlighting the high probability of a 25 basis point rate cut, potential dissents from new appointee Governor Steven Miran and others, and the implications for future Fed

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14:51

Monday - September 15, 2025

The Dividend Cafe ·

2025/09/15

Today's Post - https://bahnsen.co/3K56sWb Market Trends, Geopolitical Insights, and Economic Outlook - Dividend Cafe September 15th In this episode of Dividend Cafe, guest host Brian Szytel covers the day's market activity, noting minor gains in the DOW, S&P, and Nasdaq. He discusses the current cyclical versus defensive stock imbalance, historical trends in high yield bond spreads, and an uptick in small cap performance. Brian addresses geopolitical issues with key insights into U.S. and NATO

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24:16

The Economic Heart of the Matter in the 9/11 Attacks

The Dividend Cafe ·

2025/09/12

Today's Post - https://bahnsen.co/3VhbwZZUnveiling the Economic Impact and Symbolism of 9/11 In this episode of Dividend Cafe, airing on September 12, David L. Bahnsen delves into a unique discussion on the economic intentions behind the 9/11 attacks, emphasizing the attackers' desire to undermine American financial markets by targeting the World Trade Center. The episode explores the symbolic and literal significance of the attacks, draws on historical quotes from Osama Bin Laden and Khalid Sheikh

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7:08

Thursday - September 11, 2025

The Dividend Cafe ·

2025/09/11

Equities and Bonds Rally Amid CPI and Employment Data; Reflecting on September 11In this episode of Dividend Cafe, Brian Szytel reports from West Palm Beach, Florida on the positive movements in equity and bond markets, with the DOW, S&P, and NASDAQ showing significant gains. He also covers recent economic data, including the CPI and jobless claims, and their implications for Fed rate adjustments. Additionally, Brian shares a personal reflection on the 24th anniversary of the September 11

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7:06

Wednesday - September 10, 2025

The Dividend Cafe ·

2025/09/10

Market Volatility and Inflation Insights: A Mid-Week Market RecapIn this episode of Dividend Cafe, Brian Szytel reports from West Palm Beach, Florida, with a mid-week market update recorded on Wednesday, September 10. The recap highlights mixed performance across markets as a result of the latest Producer Price Index (PPI) numbers, which showed a surprising decline of 0.1% against the expected 0.3% increase. The DOW fell by 0.5%, while the S&P 500 and Nasdaq registered minor gains and flat

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6:41

Tuesday - September 9, 2025

The Dividend Cafe ·

2025/09/09

Daily Market Update: Record Closes and Economic Revisions In this episode of Dividend Cafe, Brian Szytel discusses the record-high closes on the DOW, S&P, and Nasdaq, noting a significant boost in the last 30 minutes of trading. He reviews year-to-date market performance and the recent revision in non-farm payroll numbers, which saw a considerable downward adjustment. The episode also covers the unusual yield curve movements, expectations for potential Fed rate cuts, and upcoming economic

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15:54

Monday - September 8, 2025

The Dividend Cafe ·

2025/09/08

Today's Post - https://bahnsen.co/47uuMdO Monday Market Update: Analyzing Housing, Jobs, and Fed Policies In this Monday edition of the Dividend Cafe, host David Bahnsen discusses the latest market movements, job figures, and housing market dynamics. He highlights the Fed's anticipated rate cut decisions, sector performances, and policy updates. Boson also provides insights into nominal GDP expectations and the impact of tariffs on various sectors. Listeners are encouraged to visit DividendCafe.com

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25:01

Exceptional Markets Require an Exceptional Economic...

The Dividend Cafe ·

2025/09/05

Today's Post - https://bahnsen.co/42ckcVf Embracing Risk for Economic Prosperity in the United States In this week's episode of Dividend Cafe, David Bahnsen, Chief Investment Officer at The Bahnsen Group, discusses the crucial role of risk-taking and free enterprise in driving the unparalleled economic growth and prosperity of the United States. Drawing on his experience teaching honors economics at Pacifica Christian High School, David emphasizes the importance of defending the competitive

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9:55

Thursday - September 4, 2025

The Dividend Cafe ·

2025/09/04

In this episode of Dividend Cafe, host Brian Szytel breaks down the latest economic data releases and their impact on the markets. He discusses the paradox of "bad news is good news" in the current market environment, analyzes labor market trends, and explains how Federal Reserve policy and interest rates are influencing investor sentiment. The episode also features a thoughtful exploration of the Fed's expanding powers, the risks of market intervention, and a lighthearted close with NFL season

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6:44

Wednesday - September 3, 2025

The Dividend Cafe ·

2025/09/03

Market Wrap-Up and Economic Insights: September 3rd EditionIn this episode of Dividend Cafe, host Brian Szytel provides a market update for September 3rd. The DOW closed slightly down, while the S&P and NASDAQ were up. Key drivers included positive legal news for major tech companies and weaker-than-expected job numbers, leading to lower interest rates. Discussions also covered factory orders, labor market conditions, and the nuances of monetary policy's impact on inflation. Brian emphasized

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8:19

Tuesday - September 2, 2025

The Dividend Cafe ·

2025/09/02

Market Performance, Tariffs, and Economic Indicators: A Post-Labor Day AnalysisIn this episode of Dividend Cafe, recorded on Tuesday, September 2nd, Brian Szytel reviews the market performance following Labor Day weekend. The DOW closed down 249 points, the S&P dropped by 0.7%, and the Nasdaq fell by 0.8%, with notable rotation from growth to value stocks. The episode discusses the current and future status of tariffs under the IEEPA and Section 301, as well as recent economic indicators such

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