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The Dividend Cafe is your portal for market perspective that is virtually conflict-free, rooted in deep philosophical commitments about how capital should be managed, and understandable for all sorts of investors. Host David L. Bahnsen is a frequent guest on CNBC, Bloomberg, and Fox Business. He is the author of the books, Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It (Post Hill Press), The Case for Dividend Growth: Investing in a Post-Crisis World (Post Hill Press), and Full-Time: Work and the Meaning of Life (Post Hill Press).
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- Thursday - November 12, 2026 · 7 dkBrian Szytel recaps a down Thursday for markets, with the Dow down 189 points, the S&P 500 down about 0.3%, and the Nasdaq down about 0.4% after a midday rebound faded into the…
- Wednesday - November 11, 2026 · 8 dkOn Veterans Day, with the bond market closed, stocks rose (Dow +254, S&P +1.3%, Nasdaq +1.6%) led by a rebound in sold-off AI, semiconductors, and “NeoCloud” names after a…
- Tuesday - November 10, 2026 · 8 dkBrian Szytel reviews a down day in markets (Dow -157, S&P -0.3%+, Nasdaq -0.75%) marked by rotation from growth to value and focus on hotter-than-expected October CPI (headline…
- Monday - November 9, 2026 · 16 dkToday's Post - https://bahnsen.co/3WXyObg David Bahnsen records from Washington, D.C. before the market close as stocks rally sharply (Dow +1,000, Nasdaq +3%, S&P +2.5%) despite…
- Election Result Implications for Investors · 33 dkToday's Post - https://bahnsen.co/4Af9Gen David Bahnsen reviews the historic midterm “blue tsunami” and focuses on economic and investment implications rather than political…
- Thursday - November 5, 2026 · 8 dkBrian Szytel reviews a sharp market reversal on Thursday, Nov. 5, with the Dow down 3.4% (1,833 points), S&P 500 down 4.36% (330 points), and Nasdaq down 5.5%, led by technology…
- Wednesday - November 4, 2026 · 8 dkBrian Szytel recaps a volatile post-midterm market session where Democrats took control of both chambers, futures fell sharply, then markets reversed to strong gains (Dow +3%…
- Tuesday - November 3, 2026 · 8 dkBrian Szytel hosts Dividend Cafe on Tuesday, November 3, noting mixed but slightly positive markets (Dow down ~0.5%, S&P 500 up ~0.3%, Nasdaq up ~0.8%) amid a modest return of…
- Monday - November 2, 2026 · 23 dkToday's Post - https://bahnsen.co/4A5IXRo David recaps a volatile market session in which the Dow finished up while the S&P 500 and Nasdaq reversed to close lower, extending…
- Credit Where It Will Soon Be Due · 26 dkToday's Post - https://bahnsen.co/4yUgtt9 In this Friday Dividend Cafe (recorded Thursday), David discusses rising credit risk concerns in the AI investment ecosystem…
- Thursday - October 29, 2026 · 9 dkFrom New York City just before the close, Brian Szytel recaps a market session where the Dow fell ~0.4%, the S&P 500 ~0.5%, and the Nasdaq ~1.5% as tech/AI reacted to earnings…
- Wednesday - October 28, 2026 · 8 dkBrian Szytel reports a third straight up day for markets on a Fed day as the Fed held rates steady, upgraded the economy from “solid” to “strong,” and noted two dissenters…
- Tuesday - October 27, 2026 · 9 dkBrian Szytel broadcasts from the Bahnsen Group’s Newport Beach headquarters on Tuesday, Oct. 27, describing a late-session recovery led by AI-related tech, with mixed underlying…
- Monday - October 26, 2026 · 14 dkToday's Post - https://bahnsen.co/4yKFqXT From Newport Beach, the episode recaps a modest market rebound (Dow +146, S&P +0.7%, Nasdaq +0.82%) with tech leading while…
- A Treadmill Market: Feeling Good while Going Nowhere · 28 dkToday's Post - https://bahnsen.co/3TYkoXw David Bahnsen explains how range-bound, volatile markets can feel productive yet deliver flat or mediocre returns over long stretches…
- Thursday - October 22, 2026 · 7 dkIn this Dividend Cafe episode, Brian Szytel reviews a highly dispersed market day: the Dow finished slightly up while the S&P 500 fell 1.25% and the Nasdaq dropped 2.6% as…
- Wednesday - October 21, 2026 · 9 dkBrian Szytel reviews a constructive midweek market update: the Dow rose 360 points, the S&P 500 gained about 0.6%, and the Nasdaq was up a little over 1% as tech and growth led…
- Tuesday - October 20, 2026 · 10 dkBrian Szytel recaps an up day for the Dow (with the S&P slightly up and Nasdaq flat), framing it as ongoing rotation from growth to value amid solid earnings trends but mixed…
- Monday - October 19, 2026 · 15 dkToday's Post - https://bahnsen.co/4yXvACK David Bahnsen reviews a volatile news weekend and announces The Bahnsen Group’s new Santa Barbara office. Markets were mixed (Dow flat…
- Lightly Held Views, Aggressive Investments – Money Manager Week · 24 dkToday's Post - https://bahnsen.co/47k5xcW David Bahnsen recaps The Bahnsen Group’s annual “money manager week,” describing its history since 2006 and explaining how he, Brian…
- Thursday - October 15, 2026 · 9 dkBrian Szytel recaps a volatile market day marked by value outperforming growth, dividend payers beating growth-oriented stocks, and equal-weight indices outperforming…
- Wednesday - October 14, 2026 · 8 dkOn October 14, Dividend Cafe recapped a down market day with the Dow nearly flat, the S&P down over 1%, and the Nasdaq down about 1.9% as tech and semis led declines. Markets…
- Tuesday - October 13, 2026 · 9 dkBrian Szytel recaps a modestly lower, mixed market day with the S&P flat, Dow down 180, and Nasdaq down about 40, led by weakness in semis and some AI names. With CPI due…
- Monday - October 12, 2026 · 17 dkIn this Monday Dividend Cafe, David Bahnsen notes the stock market was open while the bond market was closed for a government/bank holiday, which he gave distortive given…
- What to Make of Rising Bond Yields? · 29 dkToday's Post - https://bahnsen.co/4jNrsk2 David L. Bahnsen previews a fuller recap of portfolio-manager meetings next week and focuses this episode on the recent rise in…
- Thursday - October 8, 2026 · 7 dkBrian Szytel records shortly before the close on October 8, noting a modest down day with the Dow and S&P off about a third of a percent and the Nasdaq down about two-thirds, as…
- Wednesday - October 7, 2026 · 8 dkBrian Szytel reports a modest down day in equities after all-time highs, with oil trending lower (WTI ~88, Brent ~100), a slightly flatter yield curve, and the 10-year around…
- Tuesday - October 6, 2026 · 5 dkDavid Bahnsen delivers the Daily Recap from New York City while Brian Szytel meets with a manager, noting that he, Brian, and Kenny Molina are in their annual week of meetings…
- Monday - October 5, 2026 · 11 dkToday's Post - https://bahnsen.co/3Tqofwe The Monday Dividend Cafe is recorded mid-day during a “money manager week” of meetings at Apollo, Blackstone, and Golden Tree. With…
- The Past, Present, and Future of The Bahnsen Group · 28 dkToday's Post - https://bahnsen.co/4iVv0QW David Bahnsen announces a temporary shift from the usual Dividend Cafe format: a normal episode on Monday, a future deep dive on…
- Thursday - October 1, 2026 · 9 dkBrian Szytel hosts The Dividend Cafe from New York City on the first day of Q4, noting a benign market day (Dow, S&P, and Nasdaq flat) and a slightly steepening yield curve. He…
- Wednesday - September 30, 2026 · 10 dkOn Sept. 30, Brian Szytel reports a bifurcated market into quarter-end, with the Dow down about 200 points while the S&P 500 and Nasdaq rise, led by large-cap growth; yields…
- Tuesday - September 29, 2026 · 9 dkBrian Szytel reviews modest market declines (Dow -131, S&P -0.15%, Nasdaq -0.10%) with major indexes still up YTD, and focuses on the bond selloff pushing the 10-year yield to…
- Monday - September 28, 2026 · 20 dkToday's Post - https://bahnsen.co/4AC4xy1 From Las Vegas ahead of an investment conference, the host recaps a volatile market day (Dow -347, S&P -0.77%, Nasdaq -0.92%) while the…
- Unapologetic Energy Bull: Meet Me in the Middle · 26 dkToday's Post - https://bahnsen.co/4rwGwnT David Bahnsen hosts the Friday Dividend Cafe and explains he chose to focus on an energy investment theme rather than the week’s surge…
- Thursday - September 24, 2026 · 10 dkOn Thursday, Sept. 24, Brian Szytel recaps a down Dow day with the S&P and Nasdaq flat as markets rebounded late on optimism about U.S.-Iran talks potentially easing the Strait…
- Wednesday - September 23, 2026 · 9 dkBrian Szytel reports a broad market decline driven by a bond selloff, with yields rising across the curve in a bearish flattener; the 10-year finished near 5.11%, while the…
- Tuesday - September 22, 2026 · 10 dkBrian Szytel recaps a mixed market day: the S&P 500 finished flat, the Dow fell 185 points, and the Nasdaq rose about 0.5% as long-end yields eased slightly and the 10-year held…
- Monday - September 21, 2026 · 14 dkToday's Post - https://bahnsen.co/4y9YwqV David Bahnsen delivers a quick Monday Dividend Cafe update from Chicago after travel disruptions, covering a strong market day led by…
- "The Most Performative Interest Rate Hike Ever" · 23 dkToday's Post - https://bahnsen.co/4j4mxuI David Bahnsen discusses the Fed’s quarter-point rate hike, arguing it was largely “performative” because markets had already tightened…
- Thursday - September 17, 2026 · 6 dkBrian Szytel reports a pre-close market rebound from Newport Beach on Thursday, September 17, with the Dow up over 300 points, the S&P up over 1%, the Nasdaq up about 1.5%, and…
- Wednesday - September 16, 2026 · 7 dkBrian Szytel recaps a volatile Fed day in which the FOMC unanimously raised rates 25 basis points, moving the range from 3.50–3.75 to 3.75–4.00, a move largely priced in. He…
- Tuesday - September 15, 2026 · 10 dkBrian Szytel reviews a down market day driven by oil staying above $100 (Brent 108, WTI 105), ongoing Middle East tensions, and the 10-year Treasury closing near 5%, noting…
- Monday - September 14, 2026 · 16 dkToday's Post - https://bahnsen.co/4dB7zsq David Bahnsen hosts the Monday Dividend Cafe from the Newport Beach studio, recaps the show’s weekly content cadence, and reviews a…
- What 9/11 Meant and Still Means for Investors · 24 dkToday's Post - https://bahnsen.co/4ioMZyT On September 11, 2026, David Bahnsen marks the 25th anniversary of 9/11 with reflections as an investor, an American, and a person…
- Thursday - September 10, 2026 · 13 dkBrian Szytel reports another broad market decline (Dow -316, S&P 500 -0.5%, Nasdaq -0.7%) alongside a sharp oil rally (WTI ~+7% to $102; Brent $107), with oil up about 20% over…
- Wednesday - September 9, 2026 · 9 dkBrian Szytel reports a third straight market decline (Dow -405, S&P -0.5%, Nasdaq -0.7%) alongside falling bond prices and a 10-year yield up 5 bps to 4.84%, noting Treasury talk…
- Tuesday - September 8, 2026 · 7 dkBrian Szytel reviews a down day in markets after Labor Day, noting the Dow fell 628 points while the S&P 500 and Nasdaq also declined, though the Dow remains up over 10%…
- The Real AI Problem Made Simple · 31 dkToday's Post - https://bahnsen.co/4hbt99a This special edition of The Dividend Cafe argues that the key issue investors are missing in the AI story is not AI’s usefulness but…
- Thursday - September 3, 2026 · 9 dkBrian Szytel recaps a strong Thursday rally in risk assets after a modestly positive prior session, citing improved market breadth, dovish comments from Fed Governor Waller…
