Advice and Insights: Recent Episodes
David L. Bahnsen
A 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!
Topics 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
Topics 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 TheBahnsenGroup.com
Topics discussed: Summarizing The Case for Dividend Growth: Investing in a Post-Crisis World
Links mentioned in this episode:
CaseForDividendGrowth.com TheBahnsenGroup.com
Topics 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
Topics 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
Topics 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 TheBahnsenGroup.com
Topics 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
Topics 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 TheBahnsenGroup.com
Topics 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 TheBahnsenGroup.com MarketEpicurean.com
Topics 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
Topics discussed:
- Capex In Present Economic Conditions
- Hard Capex vs. Soft Capex
- China and Capex
Links mentioned in this episode:
TheBahnsenGroup.com
Topics 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
Topics discussed:
- Feds Flawed Inflation Policy
- What is a "Inflationista?"
- Wrong Targeting Leads to Missed Targets
Links mentioned in this episode:
TheBahnsenGroup.com
Topics 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
Topics 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
Topics 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
This 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
Topics discussed:
- QE vs. QT
- Pulling Liquidity Out of The Economy
- Extracting Liquidity Has Consequences
Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Topics 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
Topics 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
Topics 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
Topics discussed:
- Credit Market Realities
- Boom and Bust Scenarios
- Irrational Allocation of Assets
Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Topics 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
Topics discussed:
- Trade War Turmoil
- Earnings, or Price-to-Earnings?
- Capex alert - or, How Is the Economy?
Links mentioned in this episode:
TheBahnsenGroup.com
Topics discussed:
- No Regrets
- The History of These Important Lessons
- The Lessons we Must Learn
Links mentioned in this episode:
TheBahnsenGroup.com MarketEpicurean.com
Topics 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
Topics 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
Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com Special Market Epicurean Series On The Financial Crisis Of 2008
Topics 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
Topics discussed:
- Yield Curve and Recessions
- Corporate Profit Growth and Recessions
Links mentioned in this episode:
TheBahnsenGroup.com DividendCafe.com
Topics discussed:
- Normalization of Monetary Policy
- Rallying Dollar
- Investor Advice
Links mentioned in this episode:
DividendCafe.com TheBahnsenGroup.com
CIO 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
This week CIO David L. Bahnsen discusses stock buybacks from both economic and political perspectives.
TheBahnsenGroup.com
David's Article on Stock Buybacks @ NationalReview.com
In 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
This 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
This 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
This 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
This 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
This 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
This 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
This 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
This week, David tackles Capital Expenditure and more .....
Topics discussed:
- Capex
- Economic Growth
- Multiplier Effect
Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
This 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
This week, David covers: ....
Topics discussed:
- recent positive earnings reports
- higher bond yields
- potential for inflation
Links mentioned in this episode:
TheBahnsenGroup.com
This week David disusses trade, trade deficits and trade surpluses.
Topics discussed:
- Trade
- Deficits/Surpluses
- Tariffs
Links mentioned in this episode:
TheBahnsenGroup.com
This 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
This week, Chief Investment Officer David L. Bahnsen discusses quarter one in financial markets
Links mentioned in this episode: www.DividendCafe.com www.TheBahnsenGroup.com
This 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
This 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
This week, Chief Investment Officer David L. Bahnsen interviews Vontobel Asset Management's Peter Newell.
Links mentioned in this episode:
- www.AdviceandInsights.com
This week, David L. Bahnsen covers Trump's tariffs and the implications they will have for investors.
Links mentioned in this episode: www.AdviceandInsights.com www.DividendCafe.com
This week, David L. Bahnsen reviews the volatility, highs, and lows of February in the markets.
Links mentioned in this episode: www.DividendCafe.com
This week, David Bahnsen and Peter Van Voorhis answer listener questions such as:
Topics discussed:
- The Bahnsen's Group's biggest value-add to clients
- One of the most important lessons David learned in his career
Links mentioned in this episode: www.AdviceAndInsights.com
Topics discussed:
- Market volatility
- Financial advisory business
- Treasury Yields
Links mentioned in this episode: www.AdviceandInsights.com
This week, [someone], [someone else] and [another person] cover [topic].....
Topics discussed:
- 2018's Fastest Growing Equity Sectors
- Bond Returns and Equity Premium
- Japan, MLP's and More
Links mentioned in this episode: www.AdviceandInsights.com
This week, Chief Investment Officer David Bahnsen and Managing Director of Solutions and Analytics Deiya Pernas cover investment trends, financial analytics, and more.
Topics discussed:
- Recent Investment Trends
- Financial Analytics
- Trading
This week David L. Bahnsen recaps the lessons learned from 2017 and covers our outlook for 2018.
- Where the pundits failed in 2017
- The two most important things to know going into 2018
- Five investment themes for 2018
Links mentioned in this episode: White Paper: A 2018 Perspective (What looms ahead for investors)(https://www.hightoweradvisors.com/team/~/media/hightower/team/bahnsen/documents/tbg%202018%20whitepaper%20pdf_v1.ashx)
This week, David L. Bahnsen covers the political landscape of 2018 and what it may mean for investors
Topics discussed:
- How much of 2017’s market performance was politically relevant?
- Is 2018 going to be a wave election for the Democrats?
- Are markets free from a protectionist threat or is it still looming?