Earnings Season Expectations
Episode Date: October 9, 2019Topics discussed: As hard as it may be to focus on anything other than political drama and the China trade war, we actually have an earnings season st...
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).
1111 episodes transcribedTopics discussed: As hard as it may be to focus on anything other than political drama and the China trade war, we actually have an earnings season st...
Topics discussed: As of press time the market was down significantly on the week, down approximately 800 points on the Dow since Tuesday morning. Bel...
Topics discussed: What does history tell us about political ramifications to one’s portfolio decision-making? What are the four categories we look at...
Topics discussed: With the trade war still front and center in the global economy, earning season three weeks away, and continued questions about the...
Topics discussed: Our investment committee creates this podcast for you to tackle a variety of issues pertinent to investors. The mass increase in th...
Topics discussed: Some weeks are filled with little news but lots of market volatility, and then there are weeks like this one, where there actually w...
4/5ths of The Bahnsen Group's investment committee tackles this week's outlook on the Fed and interest rates, the dicey situation with Iran and the ma...
Topics discussed: One can be forgiven for assuming the trade war ended in looking at the market. On August 14 (one month ago) the Dow was below 25,50...
Topics discussed: This week's Dividend Cafe podcast with the entire TBG Investment Committee almost makes it without talking about the trade war, the...
Topics discussed: Despite the shortened market week, we got another display of market uncertainty and persistent volatility this week (though lately t...
Topics discussed: The bulk of the first half of this week's Dividend Cafe is dedicated to that which is most relevant to the markets right here and ri...
Today’s podcast features our entire Investment Committee in a battle royale (of mostly agreement), talking trade war, markets yields, negative rates,...
Topics discussed: Chief Investment Officer David L. Bahnsen unpacks everything from the market’s response to "the trade war" and the "the rate war" to...
Topics discussed: For many years now we have been using our Dividend Café property to bring you frequent market commentary and portfolio perspective....
Topics discussed: We know the following things about the last 2-3 weeks in the market: (A) The China/trade war has blown up (B) The Yield curve has in...
Topics discussed: Is volatility back? You tell me - here was the market action this week: Down 400 points Monday, Up 400 points Tuesday. Down 800 po...
Topics discussed: Volatility expectations in the weeks/months ahead Trade war Currency Brexit Hong Kong The Fed Asset allocation when the 10-year is 1...
Topics discussed: The last peace treaty in this trade war was supposed to be simple enough: The Chinese agreed to buy more agriculture from the United...
Topics discussed: The market suffered its worst week of the year last week and the downside accelerated today in response to China’s currency deprecia...
Topics discussed: This week's trip to the Dividend Cafe will look at the overall health of the U.S. economy, at the state of credit markets, at all th...