Advice and Insights
58 episodes - English - Latest episode: about 5 years ago - ★★★★★ - 24 ratingsA perspective on markets that is anything but traditional, join David L. Bahnsen as he unpacks impactful investment principles that aim to create long-term success. Challenging, high-energy, and devoid of fluff and nonsense, this is your source for timely market insights, and a committed viewpoint on all things investing. We are not looking to show you our investment intelligence; we are trying to grow your own!
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Episodes
Something is Wrong With The Guacamole
June 06, 2019 17:00 - 22 minutes - 20.9 MBTopics discussed: Who Knows What Evil Lurks Tariffs are Taxes on Americans Connecting the Dots of Real Economic Impact How The Fed will Combat the likely slowdown from this policy Links mentioned in this episode: TheBahnsenGroup.com
Special Edition - A China Trade War Update
May 14, 2019 12:04 - 27 minutes - 24.9 MBTopics discussed: The market response to the escalation in the China/trade fiasco is secondary in importance to understanding what exactly is going on, and why. In this Advice and Insights podcast David L. Bahnsen unpacks the politics of it, the economics of it, and most importantly, what we believe it means from a portfolio standpoint. For all things trade/China/tariff, check out this special edition of the Advice & Insights podcast! Links mentioned in this episode: DividendCafe.com The...
Part 7: Special Podcast Series: Conclusion The Case For Dividend Growth
May 02, 2019 10:01 - 10 minutes - 9.54 MBTopics discussed: Summarizing The Case for Dividend Growth: Investing in a Post-Crisis World Links mentioned in this episode: CaseForDividendGrowth.com TheBahnsenGroup.com
Part 6: Special Podcast Series: Chapters 9 & 10 The Case For Dividend Growth
May 02, 2019 10:00 - 22 minutes - 20.8 MBTopics discussed: Chapter Nine – To This End We Work: Avoiding Dividend Cuts & Chapter Ten – Clearing Up The Confusions Around Dividend Growth Investing Links mentioned in this episode: CaseForDividendGrowth.com TheBahnsenGroup.com
Part 5: Special Podcast Series: Chapters 7 & 8 The Case For Dividend Growth
April 23, 2019 14:57 - 19 minutes - 17.8 MBTopics discussed: Chapter Seven – The Threat of Inflation: The Self-Contained Offense and Defense of Stocks Growing their Dividends & Chapter Eight – But What About Stock Buybacks? Links mentioned in this episode: CaseForDividendGrowth.com TheBahnsenGroup.com
Part 4: Special Podcast Series: Chapters 5 & 6 The Case For Dividend Growth
April 17, 2019 15:00 - 17 minutes - 16.4 MBTopics discussed: Chapters 5 and 6, Withdrawal Mechanics Matter: Avoiding the Poison of Negative Compounding as you Tap Your Nest Egg to Live Happily Ever After & Opportunity Cost Myth: Why Dividend Growth Investing Is not a Return Consolation Prize from the book, The Case For Dividend Growth - Investing in a Post-Crisis World Links mentioned in this episode: [CaseForDividendGrowth.com](https://casefor dividendgrowth.com) TheBahnsenGroup.com
Part 3: Special Podcast Series: Chapters 3 & 4 The Case For Dividend Growth
April 15, 2019 12:05 - 19 minutes - 18.1 MBTopics discussed: Chapters 3 and 4, Not Buying the Stock to get the Dividend: Buying the Dividend to get the Stock & Accumulation of Wealth: The Eighth Wonder of the World on Steroids, from the book The Case For Dividend Growth - Investing in a Post-Crisis World Links mentioned in this episode: CaseForDividendGrowth.com TheBahnsenGroup.com
Part 2: Special Podcast Series: Chapters 1 & 2 Special Series: The Case For Dividend Growth
April 12, 2019 10:30 - 18 minutes - 16.6 MBTopics discussed: Chapters 1 and 2, Why People Invest: Cash Flow is King & Historical Context and Realities, from the book The Case For Dividend Growth - Investing in a Post-Crisis World Links mentioned in this episode: [CaseForDividendGrowth.com](https://casefor dividendgrowth.com) TheBahnsenGroup.com
Part 1: Special Podcast Series: Introduction - The Case For Dividend Growth
April 09, 2019 13:45 - 13 minutes - 11.9 MBTopics discussed: David introduces the concept of dividend growth investing, the subject of his new book The Case For Dividend Growth - Investing in a Post-Crisis World Links mentioned in this episode: [CaseForDividendGrowth.com](https://casefor dividendgrowth.com) TheBahnsenGroup.com MarketEpicurean.com
Mueller Report A Market Dud
March 28, 2019 17:12 - 22 minutes - 20.5 MBTopics discussed: Trump Moves Ahead Special Counsel is Not Special News for Markets Earnings Are All that Markets Follow Links mentioned in this episode: TheBahnsenGroup.com
Advice & Insights PODCAST - Checking In On Capex
March 15, 2019 10:11 - 12 minutes - 11.7 MBTopics discussed: Capex In Present Economic Conditions Hard Capex vs. Soft Capex China and Capex Links mentioned in this episode: TheBahnsenGroup.com
A Tax Like No Other
March 07, 2019 17:30 - 9 minutes - 8.87 MBTopics discussed: Serious Tax, Serious Business Investor Returns are Impacted A Money Grab, For Sure Takes Money From Where it is Needed Most Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
An Involved Look at Inflation
March 01, 2019 03:30 - 15 minutes - 14.2 MBTopics discussed: Feds Flawed Inflation Policy What is a "Inflationista?" Wrong Targeting Leads to Missed Targets Links mentioned in this episode: TheBahnsenGroup.com
What A Full Year of Tax Reform Means for Your Taxes
February 15, 2019 03:30 - 16 minutes - 15.1 MBTopics discussed: Tax Refunds Billion's Lower to Date, But Not The Whole Story Bottomline - Most Won't Have Taxes Going Up Corporate Capex Stimulus is Still in Play Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
What the Recent Federal Reserve Reversal Really Means
February 01, 2019 03:30 - 15 minutes - 13.8 MBTopics discussed: When The Fed Fed the Market The Credit Market Lack of Response to Build Up of Corporate Leverage What Will The Fed Do Now? Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Our 2019 Perspective: Making Sense of 2018, and Previewing the Year Ahead
January 11, 2019 04:15 - 47 minutes - 43.8 MBTopics discussed: Performance Summary Across Markets Bonds: Can’t live with em’, Can’t live without em’ 2019 Perspectives Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
A December to Remember
December 28, 2018 03:30 - 11 minutes - 15.4 MBThis week, [someone], [someone else] and [another person] cover [topic]..... Topics discussed: Record Highs, Big Lows Trade Wars Still Raging? How are We to Behave? Links mentioned in this episode: TheBahnsenGroup.com
A Lesson About Quantitative "Tightening" We Must All Learn
December 21, 2018 03:00 - 9 minutes - 13.3 MBTopics discussed: QE vs. QT Pulling Liquidity Out of The Economy Extracting Liquidity Has Consequences Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
What is Causing Business Confidence to Wane?
December 12, 2018 03:21 - 19 minutes - 27.1 MBTopics discussed: The Yin and Yang of China's transformative GDP Growth Economic Cycle and Stock Market's Relationship US GDP numbers The Sudden Pause in Business Investment Spending Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Mr. Market Doesn't Like Mr. Tariff
December 06, 2018 13:00 - 15 minutes - 14.3 MBTopics discussed: The Tweet that Launched A Thousand Bots Prominent Uncertainties of The China Trade War The Taxman Trumpeth Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
What Should The Fed Be Doing
November 30, 2018 03:30 - 12 minutes - 11.2 MBTopics discussed: Recap of economic recovery after The Great Recession Market reaction to normalization of monetary policy Fed Doves and Hawks A prescription for Fed action Links mentioned in this episode: TheBahnsenGroup.com
Corporate Credit and How Investors are Impacted
November 16, 2018 05:30 - 10 minutes - 14.4 MBTopics discussed: Credit Market Realities Boom and Bust Scenarios Irrational Allocation of Assets Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
A Midterm of Consensus
November 09, 2018 03:00 - 16 minutes - 22.7 MBTopics discussed: Key State by State Results Flips that didn't Fool Wall Street California and Colorado Polls and Propositions Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
The Most Important Part of the GDP and It's Very Low
November 02, 2018 05:30 - 19 minutes - 26.6 MBTopics discussed: Trade War Turmoil Earnings, or Price-to-Earnings? Capex alert - or, How Is the Economy? Links mentioned in this episode: TheBahnsenGroup.com
SPECIAL EDITION - Advice and Insights - The Lessons We and You Learned from the Financial Crisis
October 04, 2018 19:00 - 25 minutes - 23.7 MBTopics discussed: No Regrets The History of These Important Lessons The Lessons we Must Learn Links mentioned in this episode: TheBahnsenGroup.com
Did TARP REALLY Save the Stock Market in 2008 ??
September 26, 2018 23:00 - 21 minutes - 19.9 MBTopics discussed: Politicians Perplexing Voting Game TARP - The Great Public Relations Boon The Bleeding Didn't Stop Links mentioned in this episode: MarketEpicurean.com DividendCafe.com TheBahnsenGroup.com
The Fed's "Alphabet Soup" of Facilities May Be Folly
September 21, 2018 15:00 - 14 minutes - 13.5 MBTopics discussed: Quantitative Easing isn't that Easy The Velocity of Money does Matter The Federal Reserve is the Lender of Last Resort Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
The Month I Could Never Forget: A Not-So Happy Anniversary
September 15, 2018 02:51 - 12 minutes - 11.3 MBLinks mentioned in this episode: DividendCafe.com TheBahnsenGroup.com Special Market Epicurean Series On The Financial Crisis Of 2008
Putting the Passive Debate to Pasture
September 04, 2018 20:48 - 17 minutes - 16.1 MBTopics discussed: Does passive investing actually exist? Must consider an investors appetite for risk Managing behavior is more important than managing a portfolio Links mentioned in this episode: TheBahnsenGroup.com
A Recipe for a Recession
August 31, 2018 10:00 - 12 minutes - 11.2 MBTopics discussed: Yield Curve and Recessions Corporate Profit Growth and Recessions Links mentioned in this episode: TheBahnsenGroup.com DividendCafe.com
What Is The Big Story in Markets Right Now?
August 24, 2018 10:00 - 9 minutes - 8.32 MBTopics discussed: Normalization of Monetary Policy Rallying Dollar Investor Advice Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Emerging Markets: "Back the truck up"
August 17, 2018 12:30 - 9 minutes - 8.32 MBCIO David Bahnsen discusses the state of emerging markets and the events influencing them. Topics discussed: Companies with strong domestic sources of revenue vs. those who are export driven Rising Dollar Fears around trade and tariffs Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Stock Buybacks Are Not the Enemy of Prosperity
August 10, 2018 12:30 - 16 minutes - 15.2 MBThis week CIO David L. Bahnsen discusses stock buybacks from both economic and political perspectives. TheBahnsenGroup.com David's Article on Stock Buybacks @ NationalReview.com
Focus On The Fed
August 03, 2018 12:30 - 11 minutes - 22.1 MBIn this Advice & Insights Podcast David talks about the effects of Fed policy on the economy and the dangers of politicization of the Fed. TheBahnsenGroup.com
Dividend Investing - It's What We Do!
July 20, 2018 15:34 - 18 minutes - 34.9 MBThis week, [someone], [someone else] and [another person] cover [topic]..... Topics discussed: Why We Are Dividend Investors When to Believe the Yield Curve The Right Kind of Growth of Dividend Links mentioned in this episode: http://example.com http://second-example.com This podcast is powered by ZenCast.fm
Recapping The First Half Of 2018
July 13, 2018 15:30 - 23 minutes - 21.4 MBThis week, David recaps the first two quarters of 2018 Topics discussed: Early positive performance in risk assets Fed normalization of monetary policy. Trade conflicts and tariffs Emerging markets and more Links mentioned in this episode: TheBahnsenGroup.com
Why Are Markets "Running In Place"
June 28, 2018 22:57 - 17 minutes - 24.2 MBThis week, David takes a deeper dive into the current state of trade war talk ..... Topics discussed: markets don't form an ideological opinion more trade is preferrable to less trade Links mentioned in this episode: TheBahnsenGroup.com
Tax Reform Giveth And Tariffs Taketh Away
June 21, 2018 23:14 - 9 minutes - 12.7 MBThis week, David covers how the battle between trade war talk vs the positive effects of tax reform is effecting markets..... Topics discussed: Tariffs imposed on Chinese goods China's retaliation US threat to retaliate against the retaliation Reasoning behind market reaction (or lack thereof) Links mentioned in this episode: TheBahnsenGroup.com
Dividend Investing: An Antidote For "Short-termism"
June 14, 2018 20:08 - 15 minutes - 14.4 MBThis week, David talks about Warren Buffett and Jamie Dimon's call to end the practice of “quarterly earnings guidance” and how their call reinforces a key tenet of our core investment philosophy ..... Topics discussed: Dimon/Buffett Interview w/ Becky Quick on CNBC quarterly earnings guidance dividends as an indicator of long term corporate fiscal health Links mentioned in this episode: TheBahnsenGroup.com
What American Investors Need To Know About Italy
May 31, 2018 22:00 - 24 minutes - 22 MBThis week David unpacks political events in Italy and the EU... Topics discussed: Genesis of Italy's politcal conflict Flow of money from Italy's bonds to US and Germany Viability of the Euro Valuations in EU and US markets Links mentioned in this episode: TheBahnsenGroup.com
A Special Conversation With Ron Baron of Baron Capital
May 23, 2018 19:09 - 53 minutes - 48.7 MBThis week, David sat down with Ron Baron ..... Topics discussed: Ron's story The History of Baron Capital Ron's investing philosophy Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Capex And The Continuation Of This Bull Market
May 18, 2018 12:30 - 18 minutes - 16.6 MBThis week, David tackles Capital Expenditure and more ..... Topics discussed: Capex Economic Growth Multiplier Effect Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Unpacking the Market's Reaction to a Positive Earnings Season
May 04, 2018 13:00 - 15 minutes - 14.5 MBThis week we listen in on this week's Dividend Cafe podcast to bring you a discussion that includes: Earnings Season Asset Allocation Bond Market Inflation Data Links mentioned in this episode: TheBahnsenGroup.com
Interest Rates and the Stock Market
April 27, 2018 15:00 - 10 minutes - 9.82 MBThis week, David covers: .... Topics discussed: recent positive earnings reports higher bond yields potential for inflation Links mentioned in this episode: TheBahnsenGroup.com
Understanding Trade Deficits
April 20, 2018 12:00 - 14 minutes - 13.4 MBThis week David disusses trade, trade deficits and trade surpluses. Topics discussed: Trade Deficits/Surpluses Tariffs Links mentioned in this episode: TheBahnsenGroup.com
Big Tech Special
April 11, 2018 20:30 - 18 minutes - 17.1 MBThis week, David takes a deeper dive into the market segment commonly referred to as Big Tech ..... Topics discussed: Big Tech market cap and its effect on S&P 500 Potential effects of regulation on the space Potential effects of public opinion Links mentioned in this episode: TheBahnsenGroup.com
Q1 2018 in the Markets - A Tale of Two Cities
April 06, 2018 13:04 - 20 minutes - 18.5 MBThis week, Chief Investment Officer David L. Bahnsen discusses quarter one in financial markets Links mentioned in this episode: www.DividendCafe.com www.TheBahnsenGroup.com
Making History in Markets
March 27, 2018 21:10 - 24 minutes - 26.5 MBThis week, David L. Bahnsen delves into the historical nature of recent market events, and how investors should prepare. Links mentioned in this episode: www.DividendCafe.com www.TheBahnsenGroup.com
David and Kimberlee talk Fiduciary, Finance, and the Fiscal Feminist
March 21, 2018 19:58 - 42 minutes - 43.4 MBThis week, [someone], [someone else] and [another person] cover [topic]..... Topics discussed: Women's Financial Affairs When Two Lawyers Split How did the Fiscal Feminist come to be
An Interview with Vontobel's Peter Newell
March 13, 2018 18:05 - 39 minutes - 41.2 MBThis week, Chief Investment Officer David L. Bahnsen interviews Vontobel Asset Management's Peter Newell. Links mentioned in this episode: www.AdviceandInsights.com