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).
Listen in the Podli app 🎧
Follow your favourite podcasts, listen offline and in the car with CarPlay and Android Auto, and always pick up where you left off. Free to try.
Sep 29, 2026 · 8:59
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…
Sep 28, 2026 · 19:49
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…
Sep 25, 2026 · 26:02
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…
Sep 24, 2026 · 9:42
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…
Sep 23, 2026 · 9:17
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…
Sep 22, 2026 · 9:31
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…
Sep 21, 2026 · 14:10
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…
Sep 18, 2026 · 23:29
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…
Sep 17, 2026 · 6:05
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…
Sep 16, 2026 · 6:32
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…
Sep 15, 2026 · 9:41
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…
Sep 14, 2026 · 15:51
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…
Sep 11, 2026 · 23:37
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,…
Sep 10, 2026 · 12:33
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…
Sep 9, 2026 · 9:17
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…
Sep 8, 2026 · 6:45
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%…
Sep 4, 2026 · 30:44
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…
Sep 3, 2026 · 8:57
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,…
Sep 2, 2026 · 6:47
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…
Sep 1, 2026 · 8:47
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…
Aug 31, 2026 · 13:19
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…
Aug 28, 2026 · 27:20
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,"…
Aug 27, 2026 · 7:41
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%…
Aug 26, 2026 · 8:42
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.…
Aug 25, 2026 · 8:02
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…
Aug 24, 2026 · 18:52
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…
Aug 21, 2026 · 20:04
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…
Aug 20, 2026 · 7:07
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…
Aug 19, 2026 · 7:58
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…
Aug 18, 2026 · 7:22
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…
Aug 17, 2026 · 14:50
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…
Aug 14, 2026 · 16:15
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…
Aug 13, 2026 · 8:31
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…
Aug 12, 2026 · 7:05
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…
Aug 11, 2026 · 8:46
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…
Aug 10, 2026 · 15:42
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…
Aug 7, 2026 · 28:32
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…
Aug 6, 2026 · 8:06
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%.…
Aug 5, 2026 · 8:30
On Wednesday, August 5, Brian Szytel recaps a mixed market day: the Dow rose 263 points while the S&P fell 12 and the Nasdaq dropped about 0.8%, with financials, healthcare, and…
Aug 4, 2026 · 9:50
On August 4, Brian Szytel recaps a massive cross-asset rally as markets price hopes of a deal to reopen the Strait of Hormuz: oil fell 6% to $75, the 10-year yield dropped 7 bps…
Aug 3, 2026 · 15:17
Today's Post - https://bahnsen.co/4yUosr7 David Bahnsen reviews a “bizarre” July in which long-term yields rose, the Iran ceasefire/MOU collapsed, semiconductors fell sharply,…
Jul 31, 2026 · 24:50
Today's Post - https://bahnsen.co/4wwsHI5 David Bahnsen reviews this week’s Fed meeting, noting some credible forecasts expected a surprise 25–50 bp hike, though the Fed…
Jul 30, 2026 · 7:39
Brian Szytel recaps a sharp market reversal day as prior rotation out of semiconductors flipped into a strong tech rebound, with semis up about 7% and several large names rising…
Jul 29, 2026 · 6:21
Brian Szytel hosts Dividend Cafe on Wednesday, July 29, describing a volatile “Fed day” as the FOMC held Fed funds unchanged at 3.50%–3.75%. Markets swung sharply and finished…
Jul 28, 2026 · 4:56
David Bahnsen fills in for Brian Szytel with the Dividend Cafe daily recap, noting the Dow rose 537 points (over 1%) while the Nasdaq fell 22 basis points, underscoring a market…
Jul 27, 2026 · 17:23
Today's Post - https://bahnsen.co/4yKPl0J The Monday Dividend Cafe reviews a volatile market session where early gains faded despite oil dropping on renewed Iran-talk hopes; the…
Jul 24, 2026 · 22:02
Today's Post - https://bahnsen.co/3TdOnKh David Bahnsen discusses whether the U.S. has shifted from the 1990–2020 disinflation era to a higher structural inflation range,…
Jul 23, 2026 · 6:49
In this Dividend Cafe Thursday episode, Brian Szytel recaps a broad market selloff with stocks and bonds down as the Dow fell nearly 600 points, the S&P 500 dropped 1.5%, and the…
Jul 22, 2026 · 7:50
On Wednesday, July 22, Brian Szytel reports a quiet, mostly flat market day: the Dow and S&P 500 were flat, the Nasdaq fell about 0.4%, the 10-year Treasury yield rose roughly…
Jul 21, 2026 · 8:47
Brian Szytel recaps a Tuesday market rebound led by momentum stocks and semiconductors, with the Dow up over 300 points, the S&P 500 up 0.9%, and the Nasdaq up 1.3%, while the…
Jul 20, 2026 · 14:06
Today's Post - https://bahnsen.co/4yvcd4b David Bahnsen reviews a modest down day for markets as Iran tensions and reported American casualties push oil above $80 (ending above…
Jul 17, 2026 · 31:54
Today's Post - https://bahnsen.co/4fhExhw From the Newport Beach studio, David outlines five market concerns and five items he is not worried about. His worries are: extreme S&P…
Jul 16, 2026 · 7:38
Brian Szytel hosts Dividend Cafe on Thursday, July 16, describing a down market day driven by rotation out of tech and semis, with the Nasdaq down 1.5% versus modest declines in…
Jul 15, 2026 · 7:51
On Wednesday, July 15, Brian Szytel reports modest market gains (Dow +150, S&P 500 +0.4%, Nasdaq +0.6%) amid a positive early Q2 earnings tone, though Middle East tensions temper…
Jul 14, 2026 · 8:34
Brian Szytel recaps a mixed but positive market day with the Dow up about 45 points, the S&P 500 up 0.4%, and the Nasdaq up just under 1%, helped by a broad financial-sector…
Jul 13, 2026 · 13:25
Today's Post - https://bahnsen.co/4bF0WEu The Monday Dividend Cafe recaps a volatile market day that resembled prior Iran-tension selloffs: oil surged nearly 10%, energy rose…
Jul 10, 2026 · 24:03
Today's Post - https://bahnsen.co/4yeyV0d David Bahnsen uses the idea of asking 19-year-olds what’s popular to critique a growing tendency among investors to allocate capital…
Jul 9, 2026 · 8:57
In this midweek Dividend Cafe (Thursday, July 9), Brian Szytel notes a mixed recovery in markets amid renewed volatility tied to Middle East tensions, while oil prices pulled…
Jul 8, 2026 · 6:15
Brian Szytel hosts Dividend Cafe on Wednesday, July 8, discussing increased volatility tied to escalating US-Iran tensions after Iran struck oil tankers and the US retaliated…
Jul 7, 2026 · 5:41
Brian Szytel recaps a quiet Tuesday, July 7, with markets closing modestly lower amid increased U.S.–Iran tensions involving tanker attacks and restrictions on Iran’s oil…
Jul 6, 2026 · 17:22
Today's Post - https://bahnsen.co/4bvLEBZ In the Monday Dividend Cafe, the host recaps a post–three-day weekend market rally with the Dow closing above 53,000 for the first time,…
Jul 3, 2026 · 23:14
Today's Post - https://bahnsen.co/4vddsCn In a midyear 2026 Dividend Cafe holiday episode, the host reviews surprises and themes shaping markets: despite the “Mag Seven” down…
Jul 2, 2026 · 6:35
Brian Szytel recaps an unusual pre–July 4th market session with the Dow up 594 points (+1.15%), the S&P 500 flat, and the Nasdaq down 0.8% amid a continued unwind in momentum…
Jul 1, 2026 · 6:36
Brian Szytel recaps a down, rotation-driven market day from West Palm Beach, with the Dow near flat, the S&P 500 slightly lower, and the Nasdaq weaker amid a sharp semiconductor…
Jun 30, 2026 · 8:31
Brian Szytel recaps markets on June 30, the last day of Q2, noting a strong first half for the Dow and the best Nasdaq quarter since 2020, with tech leading as the Dow rose 136…
Jun 29, 2026 · 17:58
Today's Post - https://bahnsen.co/3R54h8Z David Bahnsen previews a forthcoming mid-year Dividend Cafe recap and notes a CNBC interview on market excesses in AI/tech and investor…
Jun 26, 2026 · 20:01
Today's Post - https://bahnsen.co/4v7DfvO From Grand Rapids, David Bahnsen reflects on a speech and borrows Abraham Lincoln’s “last best hope” language to argue that…
Jun 25, 2026 · 8:55
Brian Szytel hosts Dividend Cafe on Thursday, June 25, describing a mixed but slightly positive market with a growth-to-value rotation as equal-weighted indexes outpaced…
Jun 24, 2026 · 7:05
Brian Szytel recaps a Wednesday session that began with a recovery bounce led by technology as interest rates and WTI fell, but the rally fizzled and selling in tech resumed…
Jun 23, 2026 · 8:31
Brian Szytel recaps a broad market sell-off led by technology and semiconductors, highlighting a nearly 10% drop in South Korea’s KOSPI—an index heavily concentrated in Samsung…
Jun 22, 2026 · 14:29
Today's Post - https://bahnsen.co/4vxzpNy David Bahnsen hosts the Monday Dividend Cafe from Grand Rapids during the Acton Institute Symposium, noting a relatively quiet day that…
Jun 19, 2026 · 24:23
Today's Post - https://bahnsen.co/4fUPJml David Bahnsen hosts Friday’s Dividend Cafe from East Hampton on June 19, a Juneteenth market holiday, and discusses whether current…
Jun 18, 2026 · 5:23
On Thursday, June 18, David Bahnsen recapped a strong market day led by the Nasdaq (up nearly 500 points, just under 2%), with the S&P 500 up just over 1% and the Dow up 72…
Jun 17, 2026 · 8:24
David Bahnsen recaps a major market day following the first FOMC meeting chaired by Kevin Warsh, where the Fed left rates unchanged but offered a notably brief statement with…
Jun 16, 2026 · 7:06
David Bahnsen recaps Tuesday, June 16 market action with the Dow up 329 points (+0.64%) while the S&P fell over 0.5% and the Nasdaq dropped 1.15% as big tech/AI names sold off.…
Jun 15, 2026 · 17:22
Today's Post - https://bahnsen.co/4eITc6m David Bahnsen covers a broad “around the horn” Monday Dividend Cafe, highlighting extreme SpaceX IPO trading volume as evidence of IPO…
Jun 12, 2026 · 23:15
Today's Post - https://bahnsen.co/49T1HsR David Bahnsen returns Dividend Cafe to its normal market focus and records Thursday to avoid being influenced by SpaceX’s anticipated…
Jun 11, 2026 · 9:16
Brian Szytel recaps a sharp market reversal after a broad sell-off tied to Iran war rhetoric gave way to gains on news of progress toward a deal, with the Dow up about 900…
Jun 10, 2026 · 7:59
From The Bahnsen Group’s West Palm Beach office on June 10, Brian Szytel recaps a broad market sell-off driven by a continued rotation out of overvalued tech/semiconductors and…
Jun 9, 2026 · 7:08
Brian Szytel reports from West Palm Beach on a volatile market stretch driven by stronger-than-expected jobs data, renewed tech weakness, and Middle East uncertainty. The Dow…
Jun 8, 2026 · 10:33
Today's Post - https://bahnsen.co/4fE0HN7 Brian Szytel fills in for David on Dividend Cafe, recapping a mixed market day: the Dow fell about 80 points while the S&P 500 rose…
Jun 5, 2026 · 23:23
Today's Post - https://bahnsen.co/4g30PWo This special episode of The Dividend Cafe features David Bahnsen’s 2026 commencement address at Pacifica Christian High School of Orange…
Jun 4, 2026 · 8:23
Brian Szytel recaps a market recovery day after a prior sell-off, with the Dow up 874 points, the S&P modestly higher, and the Nasdaq slightly lower due to a broad semiconductor…
Jun 3, 2026 · 7:20
Brian Szytel of The Bahnsen Group recaps a broad market sell-off (Dow -620, S&P -0.7%, Nasdaq -0.9%) after nine straight weeks of gains, noting there was no major new catalyst…
Jun 2, 2026 · 7:27
Brian Szytel shares a late-day market update with the Dow up about 250 points, the S&P slightly higher, the Nasdaq flat, and the 10-year yield unchanged at 4.45%. He highlights a…
Jun 1, 2026 · 13:20
Today's Post - https://bahnsen.co/3RD5fcA This Monday Dividend Cafe reviews a mostly routine market update: after May’s strong gains (S&P 500 up over 5% in May and 10.7% YTD),…
May 29, 2026 · 21:41
Today's Post - https://bahnsen.co/4wQ3FUF From the Reagan Library during a week of speeches, David Bahnsen discusses the politicized debate over Federal Reserve independence…
May 27, 2026 · 8:18
In this Dividend Cafe market update, Brian Szytel reviews a rotation day where the Dow rose 182 points while the S&P 500 and Nasdaq were flat, with the 10-year yield around 4.48%…
May 26, 2026 · 8:46
Brian Szytel recaps the first trading day after Memorial Day as markets mostly rose despite fluid US-Iran geopolitical headlines, with the S&P 500 and Nasdaq closing at fresh…
May 22, 2026 · 22:04
Today's Post - https://bahnsen.co/3R9QgGV In this Friday Dividend Cafe, David Bahnsen explains why data centers have become a major economic story, tracing their evolution from…
May 21, 2026 · 7:33
Brian Szytel recaps a positive market turnaround from Miami Beach after Hightower leadership meetings, with the Dow up about 280 points, the S&P up ~15 bps, and the Nasdaq up ~10…
May 20, 2026 · 7:07
From Miami Beach at a Hightower summit, Brian Szytel recaps a broad market rally (Dow +645, S&P 500 +1%, Nasdaq +1.5%) driven by falling interest rates (10-year down 8 bps to…
May 18, 2026 · 15:25
Today's Post - https://bahnsen.co/4nErXgi David Bahnsen records Monday’s Dividend Cafe from Miami, noting a prior deep dive on U.S. national debt and then reviewing markets after…
May 15, 2026 · 34:53
Today's Post - https://bahnsen.co/4d5naRq David Bahnsen discusses U.S. national debt after total federal public debt surpassed 100% of GDP, defining it as $31.27T in Treasury…
May 14, 2026 · 9:06
On Thursday, May 14, Brian Szytel recaps a broad market gain (Dow +370, S&P 500 +0.7%, Nasdaq +0.9%) with the 10-year Treasury closing near 4.48% and argues the 4.50% level is…
May 13, 2026 · 7:06
Brian Szytel recaps a mixed market day on Wednesday, May 13: the Dow fell about 67 points while the S&P rose nearly 0.6% and the Nasdaq gained 1.2%, led by semis even as many…
May 12, 2026 · 8:07
Brian Szytel recaps a modest down day in markets after recent all-time highs, noting the Dow slightly positive while the S&P 500 and Nasdaq fell, with year-to-date gains still…
May 11, 2026 · 18:48
Today's Post - https://bahnsen.co/3Resx8f From New York City, this Monday Dividend Cafe covers markets’ growing desensitization to Iran-related news even as oil nears $98.50, the…
May 8, 2026 · 21:37
Today's Post - https://bahnsen.co/3QMkXSl David Bahnsen analyzes Rupert Murdoch’s 2019 sale of major 21st Century Fox entertainment assets to Disney for $71.3B, emphasizing not…
May 7, 2026 · 8:40
Brian Szytel reports a modest market pullback with the Dow down 313 points, the S&P 500 down about 0.3%, and the Nasdaq slightly lower, alongside a small rise in yields (10-year…
Listen in the Podli app 🎧
Follow your favourite podcasts, listen offline and in the car with CarPlay and Android Auto, and always pick up where you left off. Free to try.
Your podcast? Get the Podli badge for your site
