Tuesday - March 17, 2026
Markets Edge Higher as Szytel Discusses Iran, Private Credit, AI CapEx, and Fiduciary Advice
The Dividend Cafe · The Bahnsen Group
Audio is streamed directly from the publisher (dts.podtrac.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Brian Szytel reports modestly positive markets from The Bahnsen Group’s Newport Beach office: the Dow rose 46 points, the S&P 500 gained 0.25%, the Nasdaq rose nearly 0.5%, and the 10-year yield fell 2 bps to 4.20% after trading in a 4.15%–4.30% range. Economic data were light, with February pending home sales notably stronger than expected, possibly reflecting slightly lower mortgage rates and pent-up demand. He previews upcoming PPI data and the Fed’s meeting conclusion, expected to leave rates unchanged at 3.50%–3.75%, while watching potential dot-plot changes amid new geopolitical developments. He addresses three market concerns—war with Iran, private credit default fears, and slowing AI capex—and explains fiduciary duty versus broker suitability standards.
00:00 Market Close Recap
00:41 Housing Data Snapshot
01:15 Fed Meeting Preview
01:39 Three Market Worries
01:56 Iran War Pricing
02:49 Private Credit Fears
03:51 AI Capex Reality Check
04:27 What Fiduciary Means
05:19 Wrap Up and Tomorrow
Links mentioned in this episode: DividendCafe.com