The Dividend Cafe
1,348 episodes — Page 25 of 27
Getting the Growth Story Right
Topics discussed: Things really are good, but they really are sensitive to conditions that could make them not good The term “insurance cut” A slowdown in small business job creation Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Earnings and Dividends Are All The Buzz
Topics discussed: Earnings over next 4 Weeks Q1 Anecdote Brexit and other Beltway Bulls and Bears Links mentioned in this episode: TheBahnsenGroup.com
Q2 Picks Up Where Q1 Left Off
Topics discussed: Q1 in the can Capex update The oil price conundrum China trade deal Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Colluding with The Yield Curve
Topics discussed: And Germany is the Good One Growth story for the next decade The Fed's Special Counsel Investigation is called the Bond Market Links mentioned in this episode: TheBahnsenGroup.com
Bearish Fears vs Fear of Missing Out
Topics discussed: “FOMO” – that fear of missing out Earnings watch Brexit Exit Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Putting the Puzzle Pieces of the US Economy Together
Topics discussed: Obsessed with CAPEX Job Report Fears Tax Reform Bill is a Sizeable One Brexit Bonanza! Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
What To Make of Earnings Growth?
Topics discussed: Earnings Valuations Tell the Tale The Emerging Case for Emerging Markets European Stimulus or Something Else? Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Inflating Your Portfolio
Topics discussed: My Diatribe on Inflation Chairman Powell Talks Inflation The Case For Financials Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Behaving Thyself
Topics discussed: The Fed Minutes More Clarity on Tax Refunds Calm Before The Storm? Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Excited About Dividends
Topics discussed: Earnings Watch 2019 Capex Watch 2019 Truth About Tax Reform Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Bottom-up vs. Top-Down Investing
Topics discussed: Bottom-up and Top Down Investing Market sector allocation Politics and markets Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
The Fed Waves the White Flag and Markets Throw a Party, Part 227
Topics discussed: Who Is Leading Who? What would Mr. Contrarian do? Catching a good return by the tail Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
What to Watch in the U.S. and China
Topics discussed: Current state of the market Chinese economic growth & their credit markets US corporate debt and monetary normalization Housing Market Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Market Optimism, Brexit, and Freedom
Topics discussed: Are Markets Turning Optimistic? What to Make of the Brexit Drama 3.Separating The Taxed from the Untaxed Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Investors Don’t Want Safety, They Want the Illusion of Safety
Topics discussed: Safety isn't Always Safe No Fix from Fixed Income Only Corporate Debt One Rung Above Junk Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Dividend Cafe - Happy New Year Edition 2019
Topics discussed: Fear of a Melt-Up?? Yield Curve Inversion and Recession Risk Are Computers to Blame? Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
What Do These Record Highs and Volatile Lows Mean?
Topics discussed: What Happened in December? High Yield Is Highly Important Volatility, Meet Valuation Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
The Fed Tightens Things Once Again
Topics discussed: The secret sauce in the Fed's actions and words Cost of capital vs. return on capital Will the market "yield" to the curve Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
God Grant Me The Serenity
Topics discussed: Working only on the things you CAN control P/E Ratios and Stocks going Down A Diatribe of Dislocations Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
The Market Bloodbath Explained
Topics discussed: That Pesky Yield Curve The Good and Bad of Volatility Connecting the Dots on FedSpeak Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Uncertainty Rattles The Markets
Topics discussed: A Two-Headed Friend (or Foe) Making Sense of the U.S. Energy Sector Bitcoin Boondoggle Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
This Oily China Problem
Topics discussed: Credit Market Realities Brexit Bonanza Pipelines further de-correlate Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Markets Love Midterms
Topics discussed: Jobs, jobs, jobs Diversification Means Always Being Upset, and Achieving Your Financial Goals Regulation Decline Spurring Growth? Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Farewell October: Markets, MidTerms, and Trade Wars
Topics discussed: Trade War Turmoil Earnings, or Price-to-Earnings? Capex alert - or, How Is the Economy? Links mentioned in this episode: TheBahnsenGroup.com
What To Make of This Market Correction
Topics discussed: Why Are The Markets in Turmoil? When does the high Debt-to-GDP ratio become a problem? Why are U.S. monetary conditions tightening? Links mentioned in this episode: TheBahnsenGroup.com
Market Curiosity Peaks as Volatility Adds Tension
Topics discussed: Are rising interest rates to blame for market volatility? Unpacking what really happened in last week's meltdown Housing market weakness Links mentioned in this episode: TheBahnsenGroup.com
Markets Meet Gravity
Topics discussed: What Happened This Week? Shooting Straight on Bond Yields Key Takeaways From the Sell-Off Links mentioned in this episode: TheBahnsenGroup.com
Inflation Rate Scare, or a Non-Corroborated Story?
This week, [someone], [someone else] and [another person] cover [topic]..... Topics discussed: Bitter Fight with Canada Barely Avoided Will China Play Out Like Canada? Bonds, Short Duration Bonds Links mentioned in this episode: TheBahnsenGroup.com
What Is the Fed Worried About? Just About Everything.
Topics discussed: Capex, the key ingredient in higher productivity China's Currency Manipulation Mitigates Tariffs Tax Reform Results in Huge On-Shore Spending Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
A World Traveling Investor
Topics discussed: The right asset allocation means you're not always following the market moves Japan's economy is a telling story Chinese Tariff Rumor still don't move the market Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
One Decade Is Not Like The Rest
This week, David breaks down the week and remembers the events of a decade ago Topics discussed: The Great Recession Trade War Leverage Tax Reform Isn't the Only Reason for the Economic Bump Links mentioned in this episode: TheBahnsenGroup.com
Actively Clarifying What Has Passively Become Silly
Topics discussed: Market Epicurean Series On 2008 Financial Crisis Active vs Passive Investing Cause of the next Recession Which asset classes are up, which are down Repatriation of Corporate profits Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com Advice and Insights Podcast - Passive vs Active Investing Special Market Epicurean Series On The Financial Crisis Of 2008
There’s Never Been a Recession When Profits Were Growing
This week, David covers the market moves Topics discussed: Yield and Phillips Curve - how do they work? The Hardest Job In the World - Fed Chair Jerome Powell Is Capex Capping? Links mentioned in this episode: http://thebahnsengroup.com http://dividendcafe This podcast is powered by ZenCast.fm
Central Bankers Unite, Politicians Face Fright
Topics discussed: Central Bankers Descend on Jackson Hole The Fed is Getting Ready To Make Another Move Markets Hold Steady While the Political Drama Takes Flight Links mentioned in this episode: DividendCafe.com Advice and Insights Podcast TheBahnsenGroup.com
Global Tensions Ripple Through World Markets
This week CIO David Bahnsen discusses headwinds to global economic growth, emerging markets, Turkey, dollar liquidity and more. Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Midterm Mayhem Inflating or Deflating Markets
CIO David Bahnsen discusses current markets from the basis for market optimism to the prospects for more capital expenditures, to the real debate behind inflation and deflation Topics discussed: Causes for Cautious Optimism Midterm Election and Markets Much more Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com Article on 20th Anniversary of Fracking @ MarketEpicurean.com
Trading Earnings for Tariffs
This week we get into the state of the economy Topics discussed: State of Economy 4.1% GDP Growth Successful Investor Behavior TheBahnsenGroup.com
Is The Bull Coming Back?
Topics discussed: Tax Reform Part Deux? The Inflation Chatter As profits go, so goes the market Contrarian Nugget of the Week
The Easy Path is Ending
This week, [someone], [someone else] and [another person] cover [topic]..... Topics discussed: A Mid-Year Look at the Midstream Sector Why Trump May Not Back Down Not All Inflation is Created Equal Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
A Sigh of Relief
This week, David discusses this week in markets..... Topics discussed: Trade war With China Bond Market Jobs and more Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Trumpian Tariff Tango
This week, David upacks this holiday week in markets..... Topics discussed: Trade/ Tariffs Emerging Markets Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
One T Giveth, and the Other T Taketh Away
This week, David covers the ongoing market reactions surrounding trade..... Topics discussed: trade policy contributing to uncertainty dividend growth investing and separating market price fluctuations from market fundamentals Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
The War Between Tax Reform and Tariffs
This week, David covers from trade stuff, to capex, to Japan, to so much more..... Topics discussed: China's retaliation against US tariffs Small Business CAPEX on the rise! US moves up to #2 in world oil production much more Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
The Fed, North Korea, and Stuff the Market Cares About
This week, David covers what was a busy "big news" week, yet markets barely moved (as of recording time) ..... Topics discussed: Singapore summit w/ North Korea Fed interest rate hike Much more Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
The Thing Causing Tension For Investors
This week David highlights the push/pull between bullish economic news vs. bearish concerns around monetary policy ... Topics discussed: Health of US Economy Fed and short term interest rates Options for investors Links mentioned in this episode: TheBahnsenGroup.com
Italy, The EU, and U.S. Markets
This week, David covers a week of compressed volatility in markets ..... Topics discussed: Political climate in Italy Implications for the EU, Sovereign debt and US markets Structural impedements to growth in Europe Further evidence the bull market has not ended The Fed and easing regulation Tariffs Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
More Financial Food For Thought
This week, David covers a variety of things effecting markets ..... Topics discussed: Interest rates Yield curve (and how it could effect the 2020 Presidential Election) Oil prices Oil and Natural Gas Pipelines Dollar rally Trade deals and much more. Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
The New Normal Looks Like The Old Normal
This week, David covers some of his favorite topics ..... Topics discussed: Capex Alternatives Emerging Markets Oil Japan The Fed Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Taking a Stand On Interest Rates
This week, David tackles a variety of topics ..... Topics discussed: Interest rates Monetary policy Capex The bond market Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Are Markets Aware Of This Positive Earnings Season?
This week, David covers ..... Topics discussed: Positive earnings reports Reasons behind the market reaction to this postive earnings season. Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com