The Dividend Cafe

Latest Episodes:

Is The Trade War Really Over? Sep 13, 2019

Show notes

Topics discussed: One can be forgiven for assuming the trade war ended in looking at the market. On August 14 (one month ago) the Dow was below 25,500. At press time this week, the Dow is at 27,200, so nearly a 2,000 point recovery in one month (and back to the market level we were at before the re-provocation of the trade war leaving July and entering August). How is this possible?

This "cycle" has played out several times over the last 18 months. Where markets go from here really depends on whether or not “any progress is made.” My goal is to unpack some of that this week in the Dividend Cafe.

Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Not All Portfolios Are Created Equal - TBG Investment Committee Speaks Sep 11, 2019

Show notes

Topics discussed: This week's Dividend Cafe podcast with the entire TBG Investment Committee almost makes it without talking about the trade war, the Fed, or Presidential tweets (not quite). But what we do accomplish this week is a digestible, succinct, informative talk on how portfolios are often constructed, and how they ought to be. You will not be surprised to learn that sometimes those two things are not the same ...

Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Dividend Cafe Meets The Bahnsen Group Investment Committee Sep 06, 2019

Show notes

Topics discussed: Despite the shortened market week, we got another display of market uncertainty and persistent volatility this week (though lately the upside volatility has outweighed the downside volatility). We use this week's Dividend Cafe to really jump around the horn and give you a succinct but well-packed punch in the state of markets, the outlook to come, the state of interest rates, the concerns in the economy, the challenges, the bright spots, and everything else. This will prove to be an easy read, so please, jump on in to this week's Dividend Cafe ...

The Market, The Trade War, The Rate War, The Yield Curve
What's the Fuss About Brexit
Where Do Markets Go From Here?
Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Much Ado About Much Aug 30, 2019

Show notes

Topics discussed: The bulk of the first half of this week's Dividend Cafe is dedicated to that which is most relevant to the markets right here and right now - the latest, the greatest, and all that is fit to print. Trade war, interest rates, the yield curve - I promise you will get sick of all these terms by the time this little era comes to an end.

But the second half has a prolonged section that I believe you will find far more compelling and relevant to your investment strategy. These economic matters are pivotally important to developing the right framework for investing, and I am completely obsessed with studying it, communicating about it, and ultimately, properly positioning client capital in the midst of it. I expect it to be the great duty of the next twenty years of my adult life and calling. So if this sounds dramatic, click on through and see what the fuss is all about.

Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Subscribe to the Dividend Cafe Podcast

Investment Committee - August 28, 2019 Aug 29, 2019

Show notes

Today’s podcast features our entire Investment Committee in a battle royale (of mostly agreement), talking trade war, markets yields, negative rates, “this time it’s different,” stock sectors, and alternative investments.

Subscribe to the Dividend Café Podcast

Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Crazy World, Crazy Market - August 22, 2019 Aug 23, 2019

Show notes

Topics discussed: Chief Investment Officer David L. Bahnsen unpacks everything from the market’s response to "the trade war" and the "the rate war" to where things stand in the ongoing efforts with China, to what the Fed is doing, to the way people are ventilating about the yield curve.

Market Volatility
The Trade War
The Fed and Interest Rates
Yield Curve Inversion and Recession Fears

Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The Dividend Cafe Meets the Fiscal Feminist Aug 21, 2019

Show notes

Topics discussed: For many years now we have been using our Dividend Café property to bring you frequent market commentary and portfolio perspective. Last year, we introduced the Fiscal Feminist identity, spear-headed by our very own Kimberlee Davis to address significant financial issues relevant in the lives of women. Today, we bring you a blended Dividend Café/Fiscal Feminist (the Dividend Feminist, or the Fiscal Café – you pick!) – wherein Kimberlee and I discuss together the whole landscape of financial advice, what approach to portfolio construction a new investor ought to take, and how issues pertinent to women and the Dividend Cafe are far more overlapped than many want to believe.

Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Are We Going Into a Recession? Aug 19, 2019

Show notes

Topics discussed: We know the following things about the last 2-3 weeks in the market:

(A) The China/trade war has blown up (B) The Yield curve has inverted (C) Negative yields persist all over the globe (D) Recession talk is everywhere

So markets are obviously volatile, but it isn’t clear how these above things relate to one another, and people want to know what is going on. What I seek to do in this short, succinct podcast is get right to the point about what is going on – short term, and long term.

Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

It's Been One Crazy Week in the Markets Aug 15, 2019

Show notes

Topics discussed: Is volatility back? You tell me - here was the market action this week: Down 400 points Monday, Up 400 points Tuesday. Down 800 points Wednesday. And as I submit this for the week, Thursday (late morning) we are up a little over 100 points (but saw the pre-market futures up and down hundreds of points at a time). There is always one reason for "up & down" volatility (is there any other kind?), and it is uncertainty. In the Dividend Cafe this week we are going to look at the sources of the uncertainty and seek to enhance your understanding of the world affairs that are driving capital markets at present. This has been the most volatile week of the year in the market, with last week being the second most. In other words, since July 31 we really been sitting at non-stop market drama.

Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Trump and Volatility Aug 14, 2019

Show notes

Topics discussed:

Volatility expectations in the weeks/months ahead
- Trade war
- Currency
- Brexit
- Hong Kong
- The Fed
- Asset allocation when the 10-year is 1.65% and equities face uncertainty and volatility
- Within equities, what looks good?
Energy sector
Is big tech/new tech dead?
Low beta or high beta?
Outlook for dividend growth

Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected