PODCAST · business
The Dividend Cafe
by The Bahnsen Group
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).
Episodes
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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-expected CPI and a sharply higher PPI print. He reviews…
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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 line) but core CPI up 0.3% versus 0.2% expected and...
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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 curve, especially long-end, further flattening the yield…
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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-yield episode. He recaps markets: Dow +196, S&P slightly...
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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-basis-point jump is not credibly explained by worsening…
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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 around $92, Brent around $106) and slightly higher…
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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 reaffirming a 25 bp hike and expectations for another hike this...
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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 days and not yet halfway through. He says early takeaways...
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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 risen 1.8% in five days, with upward revisions concentrated…
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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 York meetings with money managers. He marks the closing...
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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 growth is natural, not inherently sinister, and says the…
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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-expected PCE inflation report (core and year-over-year)…
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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 reflect both higher nominal growth near 6% and a Fed…
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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% of S&P 500 names are down 20%+ and the market has seen...
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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 headlines about the Strait of Hormuz, Iran, and WTI prices,...
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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 highlights the bigger story as higher interest rates…
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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 stronger flash PMI data in services (58.7 vs. 55.7) and...
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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...
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Monday - September 21, 2026
Today's Post - https://bahnsen.co/4y9YwqV David Bahnsen delivers a quick Monday Dividend Cafe update from Chicago after travel disruptions, covering a strong market day led by communication services and technology while energy fell on a nearly 5% drop in oil; he notes the S&P 500 is near an...
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"The Most Performative Interest Rate Hike Ever"
Today's Post - https://bahnsen.co/4j4mxuI David Bahnsen discusses the Fed’s quarter-point rate hike, arguing it was largely “performative” because markets had already tightened financial conditions and the Fed is now following rather than leading. He notes the fed funds futures market implies an...
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Thursday - September 17, 2026
Brian Szytel reports a pre-close market rebound from Newport Beach on Thursday, September 17, with the Dow up over 300 points, the S&P up over 1%, the Nasdaq up about 1.5%, and the 10-year yield falling to 4.95% as the curve flattens; oil prices eased and recent sector rotation briefly reversed…
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Wednesday - September 16, 2026
Brian Szytel recaps a volatile Fed day in which the FOMC unanimously raised rates 25 basis points, moving the range from 3.50–3.75 to 3.75–4.00, a move largely priced in. He notes dot plots implying one more hike before year-end (around 4.00–4.25), with market reaction reflecting short-term…
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Tuesday - September 15, 2026
Brian Szytel reviews a down market day driven by oil staying above $100 (Brent 108, WTI 105), ongoing Middle East tensions, and the 10-year Treasury closing near 5%, noting equities are only a few percent off highs. Using an S&P 500 forward earnings estimate of about $406/share next year, he…
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Monday - September 14, 2026
Today's Post - https://bahnsen.co/4dB7zsq David Bahnsen hosts the Monday Dividend Cafe from the Newport Beach studio, recaps the show’s weekly content cadence, and reviews a relatively calm market day after a volatile weekend. Nasdaq and S&P finished down about 0.5% with semiconductors down 5.6%,...
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What 9/11 Meant and Still Means for Investors
Today's Post - https://bahnsen.co/4ioMZyT On September 11, 2026, David Bahnsen marks the 25th anniversary of 9/11 with reflections as an investor, an American, and a person, focusing mainly on market lessons. He notes the S&P 500 was already down about 30% from its 2000 high before 9/11 amid...
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Thursday - September 10, 2026
Brian Szytel reports another broad market decline (Dow -316, S&P 500 -0.5%, Nasdaq -0.7%) alongside a sharp oil rally (WTI ~+7% to $102; Brent $107), with oil up about 20% over the past week and a half amid Middle East tensions and threats to key Red Sea chokepoints including the Bab el-Mandeb...
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Wednesday - September 9, 2026
Brian Szytel reports a third straight market decline (Dow -405, S&P -0.5%, Nasdaq -0.7%) alongside falling bond prices and a 10-year yield up 5 bps to 4.84%, noting Treasury talk of increasing long-bond buybacks to $6B is too small versus ~$5.5T of long debt and was met by higher yields. He walks...
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Tuesday - September 8, 2026
Brian Szytel reviews a down day in markets after Labor Day, noting the Dow fell 628 points while the S&P 500 and Nasdaq also declined, though the Dow remains up over 10% year-to-date. Oil prices rose (WTI near $93.6, Brent near $98) amid heightened US-Iran/Middle East tensions, lifting inflation...
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The Real AI Problem Made Simple
Today's Post - https://bahnsen.co/4hbt99a This special edition of The Dividend Cafe argues that the key issue investors are missing in the AI story is not AI’s usefulness but whether massive AI infrastructure spending will earn an adequate return on invested capital. The episode highlights how...
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Thursday - September 3, 2026
Brian Szytel recaps a strong Thursday rally in risk assets after a modestly positive prior session, citing improved market breadth, dovish comments from Fed Governor Waller, slightly lower rates, and reduced September hike odds from 68% to 50/50 amid a split committee, easing inflation, and a...
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Wednesday - September 2, 2026
Brian Szytel recaps a modest market rebound after three down equity sessions, with weak internals and low volume as investors await Friday’s non-farm payrolls and next week’s CPI. The Dow rose 295 points, the S&P 500 gained 35 points (nearly 0.5%), and the Nasdaq added about 0.4%; rates were...
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Tuesday - September 1, 2026
Brian Szytel recaps a down market day driven by heightened Iran-U.S. tensions, higher oil prices (WTI up 5.9% near $90; Brent near $95), and rising interest rates (10-year around 4.79%), with the Dow down 419 points, S&P 500 down 0.7%, and Nasdaq down 1% as long-duration assets weakened. Economic...
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Monday - August 31, 2026
Today's Post - https://bahnsen.co/4cPVI9C David Bahnsen recaps Monday market action (Dow -374, S&P -0.33%, Nasdaq -0.12%; 10-year yield 4.76% up 3 bps), with energy leading on oil up 3% to about $86 and communication services lagging. He briefly shares midterm Senate race dynamics based on...
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Profit from the Profit Part 2
Today's Post - https://bahnsen.co/3UKOOfH David Bahnsen hosts the final Friday Dividend Cafe of August as a part two discussion tied to his new book, "Profit for the Profit," outlining the philosophy and application of dividend growth investing and responding to common critiques. He argues...
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Thursday - August 27, 2026
Brian Szytel recaps Thursday, August 27 markets, highlighting a major AI chip company’s better-than-expected earnings and sharply higher 2028 guidance that lifted its stock 10% and pushed all three major indices higher, led by the Nasdaq, while bonds were flat with the 10-year at 4.67% and WTI…
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Wednesday - August 26, 2026
Brian Szytel reports markets were essentially flat, while bonds moved as the 10-year yield rose 3 bps to 4.66; oil was slightly lower amid ongoing Strait of Hormuz deal talk. Economic data was mostly positive, but headline PCE was 0.3 vs 0.2 expected (3.7% YoY) while core PCE matched expectations...
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Tuesday - August 25, 2026
Brian Szytel recaps a positive market day with the Dow up about 160 points, the S&P up roughly a third of a percent, and the Nasdaq up two-thirds as rates fell (10-year down seven basis points to 4.63) and oil dropped about 4.5%, aiding a tech and semiconductor/AI rotation. Economic data came in...
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Monday - August 24, 2026
Today's Post - https://bahnsen.co/3U6PdsL David Bahnsen opens from The Bahnsen Group’s new Santa Barbara (Montecito) office, briefly recaps markets (Dow up ~0.25%, S&P down ~0.25%, Nasdaq down ~0.75% led by semiconductors; staples and financials up, tech down), and argues recent 10-year yield...
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Profit from the Profit Part 1
Today's Post - https://bahnsen.co/4cNKVg3 David Bahnsen hosts the Friday Dividend Cafe from Southern California and previews his new book, Profit from the Profit, releasing Tuesday, explaining it reflects the same message he has shared weekly since starting the commentary during the September…
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Thursday - August 20, 2026
Brian Szytel reviews a down day in markets (Dow -703, S&P -0.8%, Nasdaq -1%) and notes blue-chip weakness despite better-than-expected earnings, attributing it to consumer budget pressure from higher energy prices. He discusses yield-curve moves with short-end yields rising more than the long end...
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Wednesday - August 19, 2026
Brian Szytel reviews a rotation-heavy market day with the Dow up 120 points, the S&P 500 up about 0.25%, and the Nasdaq slightly higher, as equal-weight outperformed cap-weighted amid big moves in pharma and some late earnings from tech/AI. Treasury yields fell, with the 10-year down 7 bps to…
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Tuesday - August 18, 2026
Brian Szytel recaps a modest down day in markets with the Dow down 116 points, S&P 500 down 0.7%, and Nasdaq down 1.3%, noting S&P advancers outnumbered decliners and equal-weight outperformed cap-weighted in a rotation toward value; the 10-year Treasury closed near 4.71%. Economic data was…
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Monday - August 17, 2026
Today's Post - https://bahnsen.co/4bTEA2m From Charlottesville, host David Bahnsen recaps Monday market action: the Dow fell 273 points (~0.5%), the S&P 500 also about 0.5%, and the Nasdaq about 0.3%, with energy the only positive sector (up ~0.9%) and communication services the worst (down…
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A Letter To My Daughter as She Goes Off to College
Today's Post - https://bahnsen.co/3U1KSqA David Bahnsen opens the Friday Dividend Cafe with a personal episode, reading a verbatim letter to his daughter Sadie ahead of moving her into the University of Virginia. He praises her discipline and independence in earning admission while still enjoying...
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Thursday - August 13, 2026
Brian Szytel reviews a broad market rally with the Dow up 69 points, the S&P 500 up two-thirds of a percent, and the Nasdaq up eight-tenths, alongside a modest bond rally as the 10-year yield fell three basis points to 4.65; WTI oil declined about 2.5% to $81. He highlights disinflationary data...
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Wednesday - August 12, 2026
On Wednesday, August 12, Brian Szytel reports a quiet, mixed market day as July CPI came in essentially in line with expectations, leaving stocks and bonds little changed (Dow flat, S&P up 0.25%, Nasdaq up 0.5%, 10-year unchanged). Headline CPI rose 0.1% month over month to 3.4% year over year,...
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Tuesday - August 11, 2026
Brian Szytel hosts Dividend Cafe on Tuesday, August 11, describing a quiet, rudderless market session ahead of tomorrow’s CPI, with the Dow and S&P down about 0.3% and the Nasdaq down about 0.6%, the 10-year near 4.69%, and oil up about 1%. He notes better-than-expected NFIB small business…
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Monday - August 10, 2026
Today's Post - https://bahnsen.co/4hmEuE3 David Bahnsen hosts the Monday Dividend Cafe, recapping a quiet market day with the Dow down 60 points, the S&P essentially flat, and the Nasdaq down 32 bps, while noting rapid credit-spread tightening and the 10-year yield closing at 4.7%. Energy led...
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Ten Economic Principles Worth Fighting For
Today's Post - https://bahnsen.co/4yXEhxi David Bahnsen argues investors focus too much on describing or predicting the economy and not enough on prescriptive first principles about what a market economy ought to be. He outlines 10 “non-negotiable” tenets of free enterprise: private property; the...
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Thursday - August 6, 2026
Brian Szytel recaps a down Thursday market session (Dow -464, S&P -13, Nasdaq flat) amid ongoing rotation between tech and value, with the 10-year yield up 6 bps to 4.68%. Economic data showed initial jobless claims at 199k, a historically low level supportive of strong employment, and Q2...
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ABOUT THIS SHOW
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).
HOSTED BY
The Bahnsen Group
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Frequently Asked Questions
How many episodes does The Dividend Cafe have?
The Dividend Cafe currently has 1000 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Dividend Cafe about?
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...
How often does The Dividend Cafe release new episodes?
The Dividend Cafe releases new episodes frequently with a large back catalog of 1000 episodes. Check the episode list for recent publication dates.
Where can I listen to The Dividend Cafe?
You can listen to The Dividend Cafe on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Dividend Cafe?
The Dividend Cafe is created and hosted by The Bahnsen Group.
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