The Dividend Cafe

About The Dividend Cafe

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).

Publisher

The Bahnsen Group

Category

business · business

Language

en

Explicit

No

First episode

26 May 2016

Latest episode

22 Sept 2026

Latest episodes

636 of 1,410 episodes have a transcript.

1. 

   22 Sept 2026

   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 since the Fed’s recent hike, with stocks higher, tight credit spreads, and long yields down, while markets still price more restrictive Fed policy even as WTI slipped below $90. He observes a previously strong negative correlation between AI/semiconductors and software stocks is becoming more nuanced, creating potential opportunities. Addressing a listener question, he explains how the long-running yen carry trade was amplified by U.S. rate hikes and Japan’s zero rates, but is now unwinding as Japan raises rates, reducing arbitrage, prompting deleveraging and some risk-asset pressure, though orderly so far. 00:00 Market Snapshot 00:27 Rates and Fed Conditions 01:11 Oil Move and Inflation Signals 02:05 AI Semis vs Software Rotation 03:45 Outlook for More Hikes 04:32 Carry Trade Explained 05:52 BOJ Shift and Deleveraging 07:23 Wrap Up and Calendar Links mentioned in this episode: DividendCafe.com (https://dividendcafe.com) TheBahnsenGroup.com (https://thebahnsengroup.com)

2. 

   21 Sept 2026TRANSCRIPT

   Monday - September 21, 2026

   David Bahnsen provides a market update, discussing sector performance, concerning market breadth, and contrarian signals in tech ETF inflows, offering insights into economic data and Fed policy shifts.

3. 

   18 Sept 2026TRANSCRIPT

   "The Most Performative Interest Rate Hike Ever"

   David Bahnsen, Chief Investment Officer at The Bahnsen Group, analyzes the Fed's recent quarter-point rate hike as performative, explaining why markets and economic factors hold more sway than this singular action.

Inside a recent episode

Monday - September 21, 2026

Published 21 Sept 2026 · Transcript excerpt

[…] President Trump has threatened more tariffs on Europe if that were to happen. Economic front industrial production number came out today and it was flat in August. We were expecting about a 0.3% increase on the month, but manufacturing declined on the month even as utilities output advanced. So that led to a flat number in the IP number. Retail sales were up 1.2% in August. That's about 6% even year over year. And building materials did see a decline. We know some of that slowdown with housing and construction. But other categories like gas stations, internet, restaurants, bars all saw increases. […]

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

4.9 / 5

573 ratings

Spotify

4.9 / 5

127 ratings

Podcast Authority Score: 68 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

97

Social presence

0

YouTube

0

Engagement

99

Pitching The Dividend Cafe

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting pitches.

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