A World Traveling Investor
Episode Date: September 21, 2018Topics discussed: The right asset allocation means you're not always following the market moves Japan's economy is a telling story Chinese Tariff Rumo...
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).
1108 episodes transcribedTopics discussed: The right asset allocation means you're not always following the market moves Japan's economy is a telling story Chinese Tariff Rumo...
This week, David breaks down the week and remembers the events of a decade ago Topics discussed: The Great Recession Trade War Leverage Tax Reform Isn...
Topics discussed: Market Epicurean Series On 2008 Financial Crisis Active vs Passive Investing Cause of the next Recession Which asset classes are up,...
This week, David covers the market moves Topics discussed: Yield and Phillips Curve - how do they work? The Hardest Job In the World - Fed Chair Jerom...
Topics discussed: Central Bankers Descend on Jackson Hole The Fed is Getting Ready To Make Another Move Markets Hold Steady While the Political Drama...
This week CIO David Bahnsen discusses headwinds to global economic growth, emerging markets, Turkey, dollar liquidity and more. Links mentioned in thi...
CIO David Bahnsen discusses current markets from the basis for market optimism to the prospects for more capital expenditures, to the real debate behi...
This week we get into the state of the economy Topics discussed: State of Economy 4.1% GDP Growth Successful Investor Behavior TheBahnsenGroup.com
Topics discussed: Tax Reform Part Deux? The Inflation Chatter As profits go, so goes the market Contrarian Nugget of the Week
This week, [someone], [someone else] and [another person] cover [topic]..... Topics discussed: A Mid-Year Look at the Midstream Sector Why Trump May...
This week, David discusses this week in markets..... Topics discussed: Trade war With China Bond Market Jobs and more Links mentioned in this episode...
This week, David upacks this holiday week in markets..... Topics discussed: Trade/ Tariffs Emerging Markets Links mentioned in this episode: Dividen...
This week, David covers the ongoing market reactions surrounding trade..... Topics discussed: trade policy contributing to uncertainty dividend grow...
This week, David covers from trade stuff, to capex, to Japan, to so much more..... Topics discussed: China's retaliation against US tariffs Small Bus...
This week, David covers what was a busy "big news" week, yet markets barely moved (as of recording time) ..... Topics discussed: Singapore summit w/...
This week David highlights the push/pull between bullish economic news vs. bearish concerns around monetary policy ... Topics discussed: Health of US...
This week, David covers a week of compressed volatility in markets ..... Topics discussed: Political climate in Italy Implications for the EU, Sovere...
This week, David covers a variety of things effecting markets ..... Topics discussed: Interest rates Yield curve (and how it could effect the 2020 Pr...
This week, David covers some of his favorite topics ..... Topics discussed: Capex Alternatives Emerging Markets Oil Japan The Fed Links mentioned in...
This week, David tackles a variety of topics ..... Topics discussed: Interest rates Monetary policy Capex The bond market Links mentioned in this epi...