Jul 2026 — Aug 2026
Aug 3, 2026 • 16 minutes
July’s Weird Market, Mega-Cap Capex Questions, Iran Headlines, and Yen Intervention
Jul 31, 2026 • 25 minutes
Dividend Cafe: Why the Fed Held Rates and What Chair Warsh Signals Next
Jul 30, 2026 • 8 minutes
Semiconductor Rebound, Blowout Software Earnings, and Key Inflation Data
Jul 29, 2026 • 7 minutes
Fed Holds Rates as Markets Sell Off; AI Bailout Comparisons to GFC
Jul 28, 2026 • 5 minutes
Market Rotation, Sector Dispersion, and Fed Meeting Chatter
Jul 27, 2026 • 18 minutes
Dividend Cafe Monday: Market Rotation, Credit Spreads, Tariffs, and a High-Stakes Fed Week
Jul 24, 2026 • 23 minutes
Inflation’s New Equilibrium: Globalization, Debt, and AI’s Disinflationary Crossroads
Get new episodes of The Dividend Cafe automatically
