The Dividend Cafe

Jul 3, 2026 • 24 minutes

Episode 1361: A Different Kind of Mid-Year Report

Dividend Cafe Midyear 2026: Market Rotation, AI Froth, and a Disciplined Second-Half Outlook

Jul 2, 2026 • 7 minutes

Episode 1362: Thursday - July 2, 2026

Jobs Miss, Rate-Hike Odds Drop, and a Rotation Into Value Ahead of the July 4 Holiday

Jul 1, 2026 • 7 minutes

Episode 1360: Wednesday - July 1, 2026

Market Rotation, Semiconductor Sell-Off, and Jobs Report Preview

Jun 30, 2026 • 9 minutes

Episode 1359: Tuesday - June 30, 2026

Q2 Market Wrap: Yen Weakness, Carry Trades, and Rising Leverage Risks

Jun 29, 2026 • 18 minutes

Episode 1358: Monday - June 29, 2026

Market Rotation, Fed Uncertainty, Supreme Court Rulings, and Housing Supply Signals

Jun 26, 2026 • 21 minutes

Episode 1357: The Last Best Hope...of Markets

Jun 25, 2026 • 9 minutes

Episode 1356: Thursday - June 25, 2026

Mixed Markets, Strong Economic Data, and the Power of Dividend Growth