Advice and Insights

Advice and Insights

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Are you money “smart?”


Something is Wrong With The Guacamole
Jun 6, 2019 • 22 min
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
Special Edition - A China Trade War Update
May 14, 2019 • 27 min
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…
Part 7: Special Podcast Series: Conclusion The Case For Dividend Growth
May 2, 2019 • 10 min
Topics 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 2, 2019 • 22 min
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
Part 5: Special Podcast Series: Chapters 7 & 8 The Case For Dividend Growth
Apr 23, 2019 • 19 min
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…
Part 4: Special Podcast Series: Chapters 5 & 6 The Case For Dividend Growth
Apr 17, 2019 • 17 min
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…
Part 3: Special Podcast Series: Chapters 3 & 4 The Case For Dividend Growth
Apr 15, 2019 • 19 min
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…
Part 2: Special Podcast Series: Chapters 1 & 2 Special Series: The Case For Dividend Growth
Apr 12, 2019 • 18 min
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:…
Part 1: Special Podcast Series: Introduction - The Case For Dividend Growth
Apr 9, 2019 • 13 min
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](https://casefor…
Mueller Report A Market Dud
Mar 28, 2019 • 22 min
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
Advice & Insights PODCAST - Checking In On Capex
Mar 15, 2019 • 12 min
Topics 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
Mar 7, 2019 • 9 min
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
An Involved Look at Inflation
Feb 28, 2019 • 15 min
Topics 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
Feb 14, 2019 • 16 min
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
What the Recent Federal Reserve Reversal Really Means
Jan 31, 2019 • 15 min
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
Our 2019 Perspective: Making Sense of 2018, and Previewing the Year Ahead
Jan 10, 2019 • 47 min
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
A December to Remember
Dec 27, 2018 • 11 min
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
A Lesson About Quantitative “Tightening” We Must All Learn
Dec 20, 2018 • 9 min
Topics 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?
Dec 11, 2018 • 19 min
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
Mr. Market Doesn’t Like Mr. Tariff
Dec 6, 2018 • 15 min
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
What Should The Fed Be Doing
Nov 29, 2018 • 12 min
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
Corporate Credit and How Investors are Impacted
Nov 16, 2018 • 10 min
Topics 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
Nov 8, 2018 • 16 min
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
The Most Important Part of the GDP and It’s Very Low
Nov 2, 2018 • 19 min
Topics 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
Oct 4, 2018 • 25 min
Topics discussed: No Regrets The History of These Important Lessons The Lessons we Must Learn Links mentioned in this episode: TheBahnsenGroup.com MarketEpicurean.com
Did TARP REALLY Save the Stock Market in 2008 ??
Sep 26, 2018 • 21 min
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
The Fed’s “Alphabet Soup” of Facilities May Be Folly
Sep 21, 2018 • 14 min
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
The Month I Could Never Forget: A Not-So Happy Anniversary
Sep 14, 2018 • 12 min
Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com Special Market Epicurean Series On The Financial Crisis Of 2008
Putting the Passive Debate to Pasture
Sep 4, 2018 • 17 min
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
A Recipe for a Recession
Aug 31, 2018 • 12 min
Topics 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?
Aug 24, 2018 • 9 min
Topics discussed: Normalization of Monetary Policy Rallying Dollar Investor Advice Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Emerging Markets: “Back the truck up”
Aug 17, 2018 • 9 min
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…
Stock Buybacks Are Not the Enemy of Prosperity
Aug 10, 2018 • 16 min
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
Focus On The Fed
Aug 3, 2018 • 11 min
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
Dividend Investing - It’s What We Do!
Jul 20, 2018 • 18 min
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…
Recapping The First Half Of 2018
Jul 13, 2018 • 23 min
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:…
Why Are Markets “Running In Place”
Jun 28, 2018 • 17 min
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
Tax Reform Giveth And Tariffs Taketh Away
Jun 21, 2018 • 9 min
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…
Dividend Investing: An Antidote For “Short-termism”
Jun 14, 2018 • 15 min
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…
What American Investors Need To Know About Italy
May 31, 2018 • 24 min
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:…
A Special Conversation With Ron Baron of Baron Capital
May 23, 2018 • 53 min
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
Capex And The Continuation Of This Bull Market
May 18, 2018 • 18 min
This 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 4, 2018 • 15 min
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
Interest Rates and the Stock Market
Apr 27, 2018 • 10 min
This 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
Apr 20, 2018 • 14 min
This 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
Apr 11, 2018 • 18 min
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…
Q1 2018 in the Markets - A Tale of Two Cities
Apr 6, 2018 • 20 min
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
Making History in Markets
Mar 27, 2018 • 24 min
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
David and Kimberlee talk Fiduciary, Finance, and the Fiscal Feminist
Mar 21, 2018 • 42 min
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
An Interview with Vontobel’s Peter Newell
Mar 13, 2018 • 39 min
This week, Chief Investment Officer David L. Bahnsen interviews Vontobel Asset Management’s Peter Newell. Links mentioned in this episode: www.AdviceandInsights.com
Trump’s Terrible Tariffs
Mar 5, 2018 • 25 min
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
Recapping February in Markets
Mar 2, 2018 • 14 min
This week, David L. Bahnsen reviews the volatility, highs, and lows of February in the markets. Links mentioned in this episode: www.DividendCafe.com
David & Peter Answer Listener Questions About The Bahnsen Group
Feb 16, 2018 • 41 min
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:…
Analyzing the Market Drop with David L. Bahnsen and Brian Szytel
Feb 9, 2018 • 34 min
Topics discussed: Market volatility Financial advisory business Treasury Yields Links mentioned in this episode: www.AdviceandInsights.com
Let’s Unpack 2018 in Markets So Far…and What to Expect Going Forward
Feb 2, 2018 • 24 min
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
A Conversation with Deiya and David: Investment Solutions, Trading, and More
Jan 25, 2018 • 44 min
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
All Things 2018 (with a look back at 2017)
Jan 17, 2018 • 34 min
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…
Mr. Bahnsen Goes to Washington
Jan 10, 2018 • 50 min
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…