Today's Post - https://bahnsen.co/46SKFKO
Understanding Inflation: Beyond the Headlines
In this episode of Dividend Cafe, host David Bahnsen dives deep into the topic of inflation. He discusses the impact of tariffs on the economy, the misunderstanding about inflation, and its broader economic implications. Bahnsen revisits the last 25 years of inflation data, highlighting the differences in price changes across various sectors, such as housing, healthcare, and higher education. He explains how government subsidies have influenced these sectors and emphasizes the importance of understanding economic fundamentals over short-term political narratives. Bahnsen provides a comprehensive economic analysis, differentiating between price increases and monetary inflation, and stresses the importance of responsible money supply growth relative to the production of goods and services.
00:00 Introduction to the Dividend Cafe
00:15 Recent Economic Assessments
02:14 Understanding Inflation
03:37 The Truth About Prices Over 25 Years
06:52 Impact of Federal Subsidies on Prices
08:00 Post-COVID Price Dynamics
10:04 Economic Theories on Inflation
14:15 Tariffs and Their Economic Impact
21:31 Conclusion and Final Thoughts
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
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Thursday - August 14, 2025
Market Update and PPI Data Insights - Dividend Cafe Daily Recap
Host David Bahnsen fills in for Brian Szytel to deliver a daily market update. Despite some intraday movements, the market indices closed flat, with the DOW, S&P, and NASDAQ showing negligible changes. The 10-year yield rose to 4.28%, driven by a surprising 0.9% increase in the Producer Price Index (PPI) for the month. Goods prices remained low, while services saw more significant movement. The episode teases a deeper analysis on inflation and related data points, set to be discussed in the weekly Dividend Cafe commentary. Additional updates include a 2% rise in oil prices and stable initial jobless claims at 224,000.
00:00 Introduction and Market Overview
00:17 Market Indices Performance
00:40 Bond Market and PPI Impact
01:58 Upcoming Dividend Cafe Insights
02:41 Additional Data Points
03:18 Conclusion and Sign-Off
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
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Wednesday - August 13 , 2025
Market Insights: Follow-Through, Treasury Secretary Speaks, and Housing Resurgence
In this August 13th episode of Dividend Cafe, Brian Szytel from The Bahnsen Group provides a detailed market update from Newport Beach, California. He discusses recent market trends, including significant market breadth with a six-to-one advance-decline ratio. Brian also covers Treasury Secretary Bessant's comments on a potential Fed rate cut and the search for new Fed candidates. He highlights the resurgence in the small-cap sector and notes an uptick in housing activity despite affordability challenges. Brian addresses a common query about The Bahnsen Group's ability to manage assets for international clients and previews forthcoming economic data releases, such as the Producer Price Index, retail sales, and consumer sentiment.
00:00 Introduction and Market Overview
00:47 Treasury Secretary's Comments on Fed Policy
01:46 Small Cap Sector Insights
02:29 Housing Market Trends
04:35 International Client Queries
06:01 Upcoming Economic Data
06:53 Conclusion and Closing Remarks
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
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Tuesday - August 12, 2025
Market Rally and Economic Indicators: August 12th Update
In this episode of Dividend Cafe, host Brian Szytel discusses the significant market rally on August 12th, with the Dow closing 483 points up and the S&P and Nasdaq also seeing gains. The episode covers a fresh Consumer Price Index (CPI) report showing minimal change in inflation, which has led to increased expectations for the Federal Reserve to lower interest rates. Sitel also discusses predictions for future rate cuts, the upcoming Jackson Hole symposium, and the anticipated September non-farm payroll report. Additionally, recession odds have decreased significantly, now less than 20%. Finally, a better-than-expected small business optimism survey is highlighted.
00:00 Introduction and Market Overview
00:55 Inflation and CPI Data Analysis
01:36 Federal Reserve and Interest Rate Predictions
02:43 Upcoming Economic Reports and Market Sentiment
03:04 Recession Odds and Data Sources
04:16 Small Business Optimism and Conclusion
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
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Monday - August 11, 2025
Today's Post - https://bahnsen.co/4lkaas5
Monday Market Rundown & Economic Insights - Dividend Cafe with David Bahnsen
In this Monday edition of the Dividend Cafe, David Bahnsen from The Bahnsen Group provides a comprehensive market update and economic analysis. Key topics include Nvidia's significant market impact, President Trump's upcoming meeting with Vladimir Putin, and developments in the semiconductor tariffs with China. The episode also covers the overall performance of major market indices, notable policy changes, and the state of the housing market and Federal Reserve actions. Additionally, Boson addresses recent market dynamics, including the tariff delays on China and potential privatization of Fannie Mae and Freddie Mac. A discussion on Steven Miran's nomination to the Federal Reserve and the likelihood of upcoming interest rate cuts rounds out the update. Boson concludes by sharing insights into his favorite economists in response to viewer questions.
00:00 Introduction and Overview
01:18 Market Rundown and Economic Analysis
01:40 Nvidia and Semiconductor News
02:52 Market Performance and Indices
06:16 Policy Announcements and Tariffs
07:55 Housing Sector and Federal Reserve
10:57 Conclusion and Favorite Economists
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.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).
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