Oct 9, 2019 • 56 minutes
TBG Investment Committee Speaks
David Bahnsen
Host on 157 episodes
David Bahnsen
Host on 157 episodes
David Bahnsen is a host on Advice and Insights
High Drama as Trade Talks Continue
Oct 11, 2019 • 20 minutes
Topics discussed: Some day-to-day volatility in the market unsurprisingly surfaced in markets this week as we were down 100, down 300, then up 200 the first three days of the week, all around various chitter-chatter as to where China-trade talks were or were expected to be or were rumored to go or whatever ... This is a frustrating Dividend Cafe to send because I have no choice in terms of the timeline but to submit it before we have gotten real reports on how the trade talks have gone Thursday, and yet you will be receiving this Friday and of course by now there may very well be some updated report as to how the status of such talks. Of course, by early next week, I will provide an interim Dividend Cafe to give an update on the state of affairs ...
The trade talks are the largest macro issue to watch right now, as once again the futures market has all but fully priced in another Fed quarter-point rate cut (at the October FOMC meeting at the end of the month). But markets are likely to respond to earnings results as the new season kicks off this coming week. Expectations are again reduced so how companies report revenue and profit results from the quarter that just was, and what sort of guidance they offer about expected results in the quarters ahead, are very likely to move the needle (in the overall market level, and of course in individual company results).
This week's Dividend Cafe is really focused on the economy, the Fed, politics, and earnings. We look at a preview of earnings season, the idea of a QE4 coming, a deeper dive on economic indicators, and of course, Politics and Money. Grab your coffee, and jump on into the Dividend Cafe ...
Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Oct 4, 2019 • 19 minutes
How Investors Should be Thinking about Politics and their Portfolios - TBG Investment Committee
Oct 1, 2019 • 44 minutes
The Most Political Dividend Cafe Ever
Sep 27, 2019 • 26 minutes
Index Funds as Weapons of Mass Destruction
Sep 25, 2019 • 58 minutes
Not All Portfolios Are Created Equal - TBG Investment Committee Speaks
Sep 11, 2019 • 40 minutes
Dividend Cafe Meets The Bahnsen Group Investment Committee
Sep 6, 2019 • 38 minutes
The Dividend Cafe Meets the Fiscal Feminist
Aug 21, 2019 •
The Dividend Cafe Meets the Fiscal Feminist
Aug 21, 2019 • 46 minutes
Are We Going Into a Recession?
Aug 19, 2019 • 18 minutes
Jul 19, 2019 • 17 minutes
The Markets are Happy and Well "Fed"
Jul 12, 2019 • 20 minutes
Freedom Tree Planted in the Soil of Ideas
Jul 2, 2019 • 21 minutes
Four Negative Weeks end with Best Week of the Year
Jun 14, 2019 • 15 minutes
The New Narrative: A Fed Put vs. A Trump Call
Jun 7, 2019 • 20 minutes
Human Nature and Twenty More Years of Debt
May 24, 2019 • 19 minutes
Special Edition - A China Trade War Update
May 14, 2019 • 28 minutes
Part 7: Special Podcast Series: Conclusion The Case For Dividend Growth
May 2, 2019 • 11 minutes
Part 6: Special Podcast Series: Chapters 9 & 10 The Case For Dividend Growth
May 2, 2019 • 23 minutes
Part 5: Special Podcast Series: Chapters 7 & 8 The Case For Dividend Growth
Apr 23, 2019 • 20 minutes
Getting the Growth Story Right
Apr 18, 2019 • 15 minutes
Part 4: Special Podcast Series: Chapters 5 & 6 The Case For Dividend Growth
Apr 17, 2019 • 18 minutes
Part 3: Special Podcast Series: Chapters 3 & 4 The Case For Dividend Growth
Apr 15, 2019 • 20 minutes
Part 2: Special Podcast Series: Chapters 1 & 2 Special Series: The Case For Dividend Growth
Apr 12, 2019 • 19 minutes
Part 1: Special Podcast Series: Introduction - The Case For Dividend Growth
Apr 9, 2019 • 13 minutes
Apr 5, 2019 • 19 minutes
Bearish Fears vs Fear of Missing Out
Mar 22, 2019 • 15 minutes
Putting the Puzzle Pieces of the US Economy Together
Mar 15, 2019 • 22 minutes
What To Make of Earnings Growth?
Mar 8, 2019 • 18 minutes
What the Recent Federal Reserve Reversal Really Means
Feb 1, 2019 • 16 minutes
The Fed Waves the White Flag and Markets Throw a Party, Part 227
Feb 1, 2019 • 17 minutes
What to Watch in the U.S. and China
Jan 25, 2019 • 18 minutes
Market Optimism, Brexit, and Freedom
Jan 18, 2019 • 22 minutes
Our 2019 Perspective: Making Sense of 2018, and Previewing the Year Ahead
Jan 11, 2019 • 48 minutes
Investors Don’t Want Safety, They Want the Illusion of Safety
Jan 11, 2019 • 12 minutes
Dividend Cafe - Happy New Year Edition 2019
Jan 4, 2019 • 13 minutes
What Do These Record Highs and Volatile Lows Mean?
Dec 28, 2018 • 20 minutes
A Lesson About Quantitative "Tightening" We Must All Learn
Dec 21, 2018 • 10 minutes
What is Causing Business Confidence to Wane?
Dec 12, 2018 • 20 minutes
Nov 30, 2018 • 13 minutes
Farewell October: Markets, MidTerms, and Trade Wars
Nov 2, 2018 • 14 minutes
The Most Important Part of the GDP and It's Very Low
Nov 2, 2018 • 20 minutes
What To Make of This Market Correction
Oct 26, 2018 • 16 minutes
Market Curiosity Peaks as Volatility Adds Tension
Oct 19, 2018 • 12 minutes
Inflation Rate Scare, or a Non-Corroborated Story?
Oct 5, 2018 • 10 minutes
SPECIAL EDITION - Advice and Insights - The Lessons We and You Learned from the Financial Crisis
Oct 4, 2018 • 26 minutes
What Is the Fed Worried About? Just About Everything.
Sep 28, 2018 • 14 minutes
Did TARP REALLY Save the Stock Market in 2008 ??
Sep 26, 2018 • 22 minutes
Sep 21, 2018 • 17 minutes
The Fed's "Alphabet Soup" of Facilities May Be Folly
Sep 21, 2018 • 15 minutes
The Month I Could Never Forget: A Not-So Happy Anniversary
Sep 15, 2018 • 13 minutes
One Decade Is Not Like The Rest
Sep 14, 2018 • 14 minutes
Actively Clarifying What Has Passively Become Silly
Sep 7, 2018 • 16 minutes
Putting the Passive Debate to Pasture
Sep 4, 2018 • 18 minutes
There’s Never Been a Recession When Profits Were Growing
Aug 31, 2018 • 14 minutes
Aug 31, 2018 • 13 minutes
What Is The Big Story in Markets Right Now?
Aug 24, 2018 • 10 minutes
Central Bankers Unite, Politicians Face Fright
Aug 24, 2018 • 14 minutes
Global Tensions Ripple Through World Markets
Aug 17, 2018 • 14 minutes
Emerging Markets: "Back the truck up"
Aug 17, 2018 • 10 minutes
Stock Buybacks Are Not the Enemy of Prosperity
Aug 10, 2018 • 17 minutes
Jul 13, 2018 • 19 minutes
Jul 6, 2018 • 12 minutes
One T Giveth, and the Other T Taketh Away
Jun 29, 2018 • 15 minutes
Why Are Markets "Running In Place"
Jun 28, 2018 • 18 minutes
The War Between Tax Reform and Tariffs
Jun 22, 2018 • 15 minutes
The Fed, North Korea, and Stuff the Market Cares About
Jun 15, 2018 • 13 minutes
Dividend Investing: An Antidote For "Short-termism"
Jun 14, 2018 • 16 minutes
The Thing Causing Tension For Investors
Jun 8, 2018 • 12 minutes
Italy, The EU, and U.S. Markets
Jun 1, 2018 • 18 minutes
What American Investors Need To Know About Italy
May 31, 2018 • 25 minutes
More Financial Food For Thought
May 25, 2018 • 17 minutes
A Special Conversation With Ron Baron of Baron Capital
May 23, 2018 • 54 minutes
Capex And The Continuation Of This Bull Market
May 18, 2018 • 19 minutes
The New Normal Looks Like The Old Normal
May 18, 2018 • 15 minutes
Taking a Stand On Interest Rates
May 11, 2018 • 16 minutes
Are Markets Aware Of This Positive Earnings Season?
May 4, 2018 • 15 minutes
Unpacking the Market's Reaction to a Positive Earnings Season
May 4, 2018 • 16 minutes
Interest Rates and the Stock Market
Apr 27, 2018 • 11 minutes
The Tug o' War Between Earnings and Bond Yields
Apr 27, 2018 • 10 minutes
Apr 20, 2018 • 13 minutes
Apr 20, 2018 • 15 minutes
Apr 11, 2018 • 19 minutes
The Week that Wasn't Sure of Itself
Apr 8, 2018 • 13 minutes
Q1 2018 in the Markets - A Tale of Two Cities
Apr 6, 2018 • 21 minutes
Recapping Q1 2018 & March's Market Movers
Mar 29, 2018 • 9 minutes
Mar 27, 2018 • 25 minutes
Mar 22, 2018 • 17 minutes
David and Kimberlee talk Fiduciary, Finance, and the Fiscal Feminist
Mar 21, 2018 • 43 minutes
Larry Kudlow, March Madness, and More!
Mar 15, 2018 • 11 minutes
An Interview with Vontobel's Peter Newell
Mar 13, 2018 • 40 minutes
Making Bad Policy Matter Again
Mar 9, 2018 • 15 minutes
Mar 2, 2018 • 15 minutes
David & Peter Answer Listener Questions About The Bahnsen Group
Feb 16, 2018 • 42 minutes
Feb 16, 2018 • 14 minutes
Analyzing the Market Drop with David L. Bahnsen and Brian Szytel
Feb 9, 2018 • 34 minutes
The Week Volatility Said, "Remember Me?"
Feb 9, 2018 • 16 minutes
Let's Unpack 2018 in Markets So Far...and What to Expect Going Forward
Feb 2, 2018 • 25 minutes
So Markets CAN Move Up and Down?
Feb 2, 2018 • 14 minutes
Stock Market Says, "What Government Shutdown?"
Jan 26, 2018 • 15 minutes
A Conversation with Deiya and David: Investment Solutions, Trading, and More
Jan 25, 2018 • 45 minutes
Jan 19, 2018 • 20 minutes
All Things 2018 (with a look back at 2017)
Jan 18, 2018 • 35 minutes
The Death of the PermaBear (Dare to Dream)
Jan 12, 2018 • 15 minutes
Mr. Bahnsen Goes to Washington
Jan 11, 2018 • 51 minutes
Jan 5, 2018 • 16 minutes
Listen Now
Choose from the options below to listen and subscribe to Advice and Insights in your podcast app of choice. By subscribing you will receive new episodes automatically.
Search for Advice and Insights or copy the URL below and enter it in your podcast application.
https://media.zencast.fm/advice-and-insights/rss
Listen Now
Automatically download new episodes