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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 Press), and Full-Time: Work and the Meaning of Life (Post Hill Press).
Folgen
Monday - November 2, 2026
Today's Post - https://bahnsen.co/4A5IXRo David recaps a volatile market session in which the Dow finished up while the S&P 500 and Nasdaq reversed to close lower, extending October’s sharp rotation and market broadening as mega-cap AI/tech
Credit Where It Will Soon Be Due
Today's Post - https://bahnsen.co/4yUgtt9 In this Friday Dividend Cafe (recorded Thursday), David discusses rising credit risk concerns in the AI investment ecosystem, emphasizing that while comparisons to 2008 are often fear-mongering and
Thursday - October 29, 2026
From New York City just before the close, Brian Szytel recaps a market session where the Dow fell ~0.4%, the S&P 500 ~0.5%, and the Nasdaq ~1.5% as tech/AI reacted to earnings, while broader “non–Mag Seven” names outperformed, reflecting ro
Wednesday - October 28, 2026
Brian Szytel reports a third straight up day for markets on a Fed day as the Fed held rates steady, upgraded the economy from “solid” to “strong,” and noted two dissenters favoring a hike amid supply shocks and inflation concerns; he expect
Tuesday - October 27, 2026
Brian Szytel broadcasts from the Bahnsen Group’s Newport Beach headquarters on Tuesday, Oct. 27, describing a late-session recovery led by AI-related tech, with mixed underlying breadth: the Dow up 15, S&P 500 up 0.6%, Nasdaq up 1.2%, and t
Monday - October 26, 2026
Today's Post - https://bahnsen.co/4yKFqXT From Newport Beach, the episode recaps a modest market rebound (Dow +146, S&P +0.7%, Nasdaq +0.82%) with tech leading while communication services lagged, and highlights the 10-year yield at 4.99% a
A Treadmill Market: Feeling Good while Going Nowhere
Today's Post - https://bahnsen.co/3TYkoXw David Bahnsen explains how range-bound, volatile markets can feel productive yet deliver flat or mediocre returns over long stretches, citing the S&P 500 from 2000–2009 (about -0.9%/year with divide
Thursday - October 22, 2026
In this Dividend Cafe episode, Brian Szytel reviews a highly dispersed market day: the Dow finished slightly up while the S&P 500 fell 1.25% and the Nasdaq dropped 2.6% as high-valuation growth, tech, semis, and AI-related names sold off sh
Wednesday - October 21, 2026
Brian Szytel reviews a constructive midweek market update: the Dow rose 360 points, the S&P 500 gained about 0.6%, and the Nasdaq was up a little over 1% as tech and growth led on early strong tech earnings expectations; energy is also expe
Tuesday - October 20, 2026
Brian Szytel recaps an up day for the Dow (with the S&P slightly up and Nasdaq flat), framing it as ongoing rotation from growth to value amid solid earnings trends but mixed sector results and stress signals in credit, including widening h
Monday - October 19, 2026
Today's Post - https://bahnsen.co/4yXvACK David Bahnsen reviews a volatile news weekend and announces The Bahnsen Group’s new Santa Barbara office. Markets were mixed (Dow flat, S&P up 0.4%, Nasdaq up ~1%) amid unusual breadth and rotation
Lightly Held Views, Aggressive Investments – Money Manager Week
Today's Post - https://bahnsen.co/47k5xcW David Bahnsen recaps The Bahnsen Group’s annual “money manager week,” describing its history since 2006 and explaining how he, Brian Szytel, and Kenny Molina held nearly 30 meetings and later debrie
Thursday - October 15, 2026
Brian Szytel recaps a volatile market day marked by value outperforming growth, dividend payers beating growth-oriented stocks, and equal-weight indices outperforming cap-weighted, alongside notable bond-market swings following hotter-than-
Wednesday - October 14, 2026
On October 14, Dividend Cafe recapped a down market day with the Dow nearly flat, the S&P down over 1%, and the Nasdaq down about 1.9% as tech and semis led declines. Markets reacted to September CPI, with headline inflation up 0.6% (in lin
Tuesday - October 13, 2026
Brian Szytel recaps a modestly lower, mixed market day with the S&P flat, Dow down 180, and Nasdaq down about 40, led by weakness in semis and some AI names. With CPI due tomorrow, markets were largely rudderless; rates fell across the curv
Monday - October 12, 2026
In this Monday Dividend Cafe, David Bahnsen notes the stock market was open while the bond market was closed for a government/bank holiday, which he gave distortive given markets’ sensitivity to yields, and points viewers to Friday’s bond-y
What to Make of Rising Bond Yields?
Today's Post - https://bahnsen.co/4jNrsk2 David L. Bahnsen previews a fuller recap of portfolio-manager meetings next week and focuses this episode on the recent rise in long-term Treasury yields, especially the 10-year. He argues the 75-ba
Thursday - October 8, 2026
Brian Szytel records shortly before the close on October 8, noting a modest down day with the Dow and S&P off about a third of a percent and the Nasdaq down about two-thirds, as value holds up better than growth amid sharply higher oil (WTI
Wednesday - October 7, 2026
Brian Szytel reports a modest down day in equities after all-time highs, with oil trending lower (WTI ~88, Brent ~100), a slightly flatter yield curve, and the 10-year around 5.28%. He cites limited economic news beyond FOMC minutes reaffir
Tuesday - October 6, 2026
David Bahnsen delivers the Daily Recap from New York City while Brian Szytel meets with a manager, noting that he, Brian, and Kenny Molina are in their annual week of meetings with many money managers, having completed 16 meetings in two da
Monday - October 5, 2026
Today's Post - https://bahnsen.co/3Tqofwe The Monday Dividend Cafe is recorded mid-day during a “money manager week” of meetings at Apollo, Blackstone, and Golden Tree. With earnings season starting, quarterly earnings expectations have ris
The Past, Present, and Future of The Bahnsen Group
Today's Post - https://bahnsen.co/4iVv0QW David Bahnsen announces a temporary shift from the usual Dividend Cafe format: a normal episode on Monday, a future deep dive on long-term bond yields, and a later recap of the firm’s annual New Yor
Thursday - October 1, 2026
Brian Szytel hosts The Dividend Cafe from New York City on the first day of Q4, noting a benign market day (Dow, S&P, and Nasdaq flat) and a slightly steepening yield curve. He argues that higher long-term rates repricing toward nominal gro
Wednesday - September 30, 2026
On Sept. 30, Brian Szytel reports a bifurcated market into quarter-end, with the Dow down about 200 points while the S&P 500 and Nasdaq rise, led by large-cap growth; yields steepen as the 10-year and 30-year move higher. A cooler-than-expe
Tuesday - September 29, 2026
Brian Szytel reviews modest market declines (Dow -131, S&P -0.15%, Nasdaq -0.10%) with major indexes still up YTD, and focuses on the bond selloff pushing the 10-year yield to about 5.24% amid speculation about 6%. He argues higher yields r
Monday - September 28, 2026
Today's Post - https://bahnsen.co/4AC4xy1 From Las Vegas ahead of an investment conference, the host recaps a volatile market day (Dow -347, S&P -0.77%, Nasdaq -0.92%) while the S&P sits near all-time highs despite very weak breadth: ~60% o
Unapologetic Energy Bull: Meet Me in the Middle
Today's Post - https://bahnsen.co/4rwGwnT David Bahnsen hosts the Friday Dividend Cafe and explains he chose to focus on an energy investment theme rather than the week’s surge in bond yields. He argues investors and media overemphasize hea
Thursday - September 24, 2026
On Thursday, Sept. 24, Brian Szytel recaps a down Dow day with the S&P and Nasdaq flat as markets rebounded late on optimism about U.S.-Iran talks potentially easing the Strait of Hormuz situation; WTI still rose about 3% to roughly $95. He
Wednesday - September 23, 2026
Brian Szytel reports a broad market decline driven by a bond selloff, with yields rising across the curve in a bearish flattener; the 10-year finished near 5.11%, while the 2s/10s spread remained about 21 bps. He attributes the rate move to
Tuesday - September 22, 2026
Brian Szytel recaps a mixed market day: the S&P 500 finished flat, the Dow fell 185 points, and the Nasdaq rose about 0.5% as long-end yields eased slightly and the 10-year held near 4.95%. He notes financial conditions have loosened a bit
