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).
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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…
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