David is the Founder, Managing Partner, and the Chief Investment Officer of The Bahnsen Group.
Sep 20, 2024 • 28 minutes
The discussion covers significant changes in monetary policy over the past 15 years, starting from the financial crisis in 2008 to the current policies in 2023.
Sep 27, 2024 • 33 minutes
David discusses the historical implications of different political parties on market performance, the impact of potential election outcomes, and his insights as a lifelong conservative.
Oct 4, 2024 • 17 minutes
David Bahnsen discusses recent developments concerning China's economy and market performance.
Oct 7, 2024 • 19 minutes
David covers various topics, including the recent jobs report, market performance, especially in tech stocks and IPO activity, and the dynamics of monetary policy with a focus on upcoming Fed rate decisions.
Oct 11, 2024 • 20 minutes
Major topics include inflation, subdued growth expectations due to 'Japanification', and rich stock market valuations with concentrated sector impacts.
Oct 14, 2024 • 14 minutes
The Unseen Impact: Trading on Government Holidays
Oct 18, 2024 • 22 minutes
David examines the complexities of market valuations, focusing on the significance of the price-to-earnings ratio and the importance of sector-specific valuations.
Oct 21, 2024 • 18 minutes
David provides an in-depth analysis of current market dynamics, including stock market movements, bond yields, and economic indicators as the election approaches.
Oct 25, 2024 • 31 minutes
David Bahnsen delves into the 2024 election's potential market impacts, answering viewer questions about various outcomes.
Get new episodes of The Dividend Cafe automatically
