The Markets are Happy and Well "Fed"
Episode Date: July 12, 2019Topics discussed: Will the Fed Cut? Is a recession coming? A look at results of the tax reform bill Links mentioned in this episode: DividendCafe.com...
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).
1109 episodes transcribedTopics discussed: Will the Fed Cut? Is a recession coming? A look at results of the tax reform bill Links mentioned in this episode: DividendCafe.com...
Topics discussed: A Pregnant Pause in the Trade Tirade Dividend Cafe; How it All Began Emerging Markets equals Earnings Growth Links mentioned in this...
Topics discussed: Markets in the first six months of 2019 Fear of Market Highs Where we are in the trade war with China Dividend Cafe Podcast will be...
Topics discussed: What stocks and bonds are saying to markets The Fed and Credit Markets Links mentioned in this episode: DividendCafe.com TheBahnsenG...
Topics discussed: Fed put vs. Trump call - week #2 What Mexico Tariffs? Business Loses Confidence Links mentioned in this episode: DividendCafe.com Th...
Topics discussed: Mr. Tariff Man moves south Are tariffs inflationary? The Fed's signal to markets. Links mentioned in this episode: DividendCafe.com...
Topics discussed: Effects of trade war on business investment Impact is not limited to US and China Brexit, The Fed, and more Links mentioned in this...
Topics discussed: Financial Advice vs Human Nature China Trade War Sovereign Debt Fed and Interest Rates Links mentioned in this episode: DividendCaf...
Topics discussed: The Great Trade Update - Three Options left on the table The HIT to the GDP Growth - it's real and it could be big China's "Nuclear"...
Topics discussed: Current state of trade negotians with China Market Reactions to renewed threats of trade war. Links mentioned in this episode: Divid...
Topics discussed: Earnings Watch - more come but things look good Capex Showing Signs of Life GDP - 'nuff said Reading between the Fed lines Links men...
Topics discussed: Sentiment vs. Fundamentals When you pray that past is not prologue Real Estate vs. Stocks in Recession Getting QE right so we can ge...
Topics discussed: Things really are good, but they really are sensitive to conditions that could make them not good The term “insurance cut” A slowdow...
Topics discussed: Earnings over next 4 Weeks Q1 Anecdote Brexit and other Beltway Bulls and Bears Links mentioned in this episode: TheBahnsenGroup.com
Topics discussed: Q1 in the can Capex update The oil price conundrum China trade deal Links mentioned in this episode: DividendCafe.com TheBahnsenGrou...
Topics discussed: And Germany is the Good One Growth story for the next decade The Fed's Special Counsel Investigation is called the Bond Market Links...
Topics discussed: “FOMO” – that fear of missing out Earnings watch Brexit Exit Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Topics discussed: Obsessed with CAPEX Job Report Fears Tax Reform Bill is a Sizeable One Brexit Bonanza! Links mentioned in this episode: DividendCaf...
Topics discussed: Earnings Valuations Tell the Tale The Emerging Case for Emerging Markets European Stimulus or Something Else? Links mentioned in th...
Topics discussed: My Diatribe on Inflation Chairman Powell Talks Inflation The Case For Financials Links mentioned in this episode: DividendCafe.com T...