The New Rules of Diversification
Episode Date: March 4, 2022The fog of war continues in Ukraine with the entire world watching. The path to some immediate resolution has mostly closed, and expectations are for...
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).
1018 episodes transcribedThe fog of war continues in Ukraine with the entire world watching. The path to some immediate resolution has mostly closed, and expectations are for...
I have pretty much written each Friday’s Dividend Cafe on the Friday morning of the day you receive it every single week for over a year now. If ther...
There was plenty of talk about Russia/Ukraine in DC Today this week as well in the unreliable news cycle, and there really isn’t any “new news” to rep...
Long-time readers know that I have strong opinions about the Fed, about monetary policy, about its relevance to economic conditions, and of course abo...
We are living in interesting times for equity investors, and I have no reason to believe those times will get any less interesting any time soon. But...
Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
I understand it may seem odd to devote a Dividend Cafe to the particular subject of the Energy sector in a week of surreal market volatility and media...
I telegraphed last week a special Dividend Cafe on energy today, and I reiterated that plan several times in DC Today this last week. But as I began...
2022 is just two weeks underway, other people are joining me in no longer saying Happy New Year, the NFL playoffs are finally starting (a week later t...
Topics discussed: Tech Reckoning Sector Positioning for 2022 (Tech, Energy) Tax implications for 2022 Inflation in 2022 Dividend growth investing in...
CIO and Managing Partner - David L. Bahnsen Deputy Managing Partner - Brian Szytel Deputy CIO and COO - Deiya Pernas Links mentioned in this episode:...
Markets followed up their monstrous week by dropping a bit to start this week, then rallying back to even mid-week, to sit somewhere between flat on t...
As I type on Friday morning well before the market will open for the day, the Dow is up ~1,200 points on the week, basically right back to where it wa...
Topics discussed: Volatility The Fed Energy Omicron Variant Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
It has been a wild week in the markets, with the -900 point drop of last Friday (Thanksgiving weekend) followed by a +235 point gain Monday, a -650 po...
I know it is not the edition some of you look forward to most each year, devoid of such enticing topics as monetary policy and market valuations, but...
This week I did something a little unique. I dedicate the Dividend Cafe to the topics du jour in the space of prices, labor, production, and the Fed...
Market movers and shakers discussed in today's episode. Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
There is a lot of anxiety in the economy right now even though the unemployment rate is incredibly low, and nearly every metric on the planet is looki...
Most of the attention in the markets this week was on the Fed’s announcements Wednesday – (a) That interest rates aren’t being changed any time soon,...