Podcasts about Bahnsen

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Best podcasts about Bahnsen

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Latest podcast episodes about Bahnsen

The Dividend Cafe
Thursday - April 17, 2025

The Dividend Cafe

Play Episode Listen Later Apr 17, 2025 4:50


Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com Market Recap: UnitedHealthcare's Impact on the DOW | Dividend Cafe Thursday In this episode of Dividend Cafe Weekly, David Bahnsen provides a detailed market recap, focusing on the significant influence of UnitedHealthcare's stock drop on the DOW. Despite the DOW's 500-point decline, Bahnsen explains that the market was essentially flat, with other indices like the S&P 500 and NASDAQ experiencing minimal changes. He also defends the DOW as a better broad-based market indicator compared to the S&P, highlighting the distortive nature of price-weighted and market cap-weighted indices. Additionally, he mentions the bond market's slight movement and the early closure of financial markets for Good Friday. The episode concludes with a reminder about the forthcoming Dividend Cafe update and a note on investment risk disclosures. 00:00 Introduction to Dividend Cafe 00:31 Market Recap: S&P, NASDAQ, and DOW 00:49 Understanding the DOW's Performance 02:29 Bond Market Update 02:47 Closing Remarks and Upcoming Content 03:14 Disclaimer and Legal Information

The Bulletin
Tariffs with David Bahnsen

The Bulletin

Play Episode Listen Later Apr 15, 2025 43:36


The Bulletin welcomes financial commentator and portfolio manager David Bahnsen to help us understand the ins and outs of tariffs. Find us on YouTube. Show notes: Everyone is talking about tariffs these days, but, should these conversations matter to you? In this episode of The Bulletin, Mike Cosper speaks with David Bahnsen, a respected financial commentator and portfolio manager, for a conversation about tariffs that cuts through the headline noise and brings clarity about their relevance for you as a consumer, a global citizen, and a Christian.  GO DEEPER WITH THE BULLETIN: Join the conversation at our Substack. Find us on YouTube. Rate and review the show in your podcast app of choice. ABOUT THE GUEST:  David Bahnsen is the managing partner and chief investment officer of The Bahnsen Group, a wealth management firm based in Newport Beach, California. Bahnsen has been named as one of Forbes Top 250 Advisors, Financial Times' Top 300 Advisors in America, and Barron's America's Top 1200 Advisors. He is also a faculty member of the Acton Institute and the host of National Review's Radio Free California Podcast.   ABOUT THE BULLETIN: The Bulletin is a weekly (and sometimes more!) current events show from Christianity Today hosted and moderated by Clarissa Moll, with senior commentary from Russell Moore (Christianity Today's editor in chief) and Mike Cosper (director, CT Media). Each week, the show explores current events and breaking news and shares a Christian perspective on issues that are shaping our world. We also offer special one-on-one conversations with writers, artists, and thought leaders whose impact on the world brings important significance to a Christian worldview, like Bono, Sharon McMahon, Harrison Scott Key, Frank Bruni, and more. The Bulletin listeners get 25% off CT. Go to https://orderct.com/THEBULLETIN to learn more. “The Bulletin” is a production of Christianity Today Producer: Clarissa Moll Associate Producer: Alexa Burke Editing and Mix: Kevin Morris Music: Dan Phelps Executive Producers: Erik Petrik and Mike Cosper Senior Producer: Matt Stevens The communication in this episode is provided for informational purposes only and expresses views of David Banhsen, an investment adviser. This does not constitute investment advice. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Savage Nation Podcast
Tariff Turmoil! With Economic Expert David Bahnsen, CEO of The Bahnsen Group - #832

The Savage Nation Podcast

Play Episode Listen Later Apr 11, 2025 36:58


Trump's sweeping tariffs have set off shockwaves worldwide. Savage speaks with conservative economic expert and CEO of The Bahnsen Group David Bahnsen to bring clarity to the recent tariffs. Bahnsen explains how these dramatic tariffs are chaotic and detrimental to economic stability. He argues that while the administration's intent to bring manufacturing jobs back to the U.S. is well-meaning, it fails to consider modern manufacturing and national security in trade policies. Bahnsen demonstrates how broadly applied tariffs diminish the legitimacy of legitimate security concerns and misinterpret trade dynamics. He discusses the unique challenges in both commercial and residential real estate markets, the risks associated with a lack of business confidence, and the negative impacts of aggressive trade rhetoric on international relations. Bahnsen emphasizes the need for a long-term approach and hopes that common sense will return to the administration.

The Dividend Cafe
SPECIAL EDITION - Monday, April 7, 2025

The Dividend Cafe

Play Episode Listen Later Apr 7, 2025 18:57


Today's Post - https://bahnsen.co/4cjJgxq Monday Market Turmoil: Navigating Violent Sell-offs and Volatility In this special edition of the Monday Dividend Cafe, David Bahnsen, Chief Investment Officer at The Bahnsen Group, discusses the recent market turmoil caused by unexpected White House tariff announcements. He explains the subsequent violent sell-offs and significant volatility in markets, diving into the effects on various indexes, sector performances, and global markets. Bahnsen also touches on the lack of clarity in government messaging and its impact on market stability. Lastly, he offers insights on the importance of patience and prudence in managing investments during such tumultuous times. 00:00 Introduction and Market Overview 00:37 Market Turmoil and Volatility 01:02 Impact of Tariff Announcements 01:36 Sunday Night Futures and Market Reactions 02:10 Bear Market Indicators 02:46 Intraday Market Movements 03:11 Sector Performance and Selling Trends 04:43 Global Market Volatility 05:09 Mixed Messaging from the White House 06:49 Bond Market Reactions 08:45 Earnings Revisions and Market Sentiment 10:21 Trade Wars and Economic Impact 13:04 Tax Plan Vulnerabilities 13:51 Interest Rate Cuts and Economic Projections 14:39 Conclusion and Client Communication Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The Dividend Cafe
The Wrong Kind of Liberation Day

The Dividend Cafe

Play Episode Listen Later Apr 4, 2025 21:05


Today's Post - https://bahnsen.co/3RxoTDn Market Turmoil and Tariff Troubles: A Different Liberation Day In this episode of Dividend Cafe, we reflect on a turbulent week in the markets overshadowing The Bahnsen Group's 10th anniversary celebration. Host David Bahnsen discusses unexpected economic challenges, including severe market volatility and newly announced tariffs by the Trump administration. The episode details how these tariffs, intended to address trade imbalances, could significantly harm the U.S. economy, potentially leading to a recession. Bahnsen provides an in-depth analysis of these tariffs' potential impacts on various sectors, emphasizing the uncertainty and market risks that lie ahead. The episode closes with a heartfelt acknowledgment of The Bahnsen Group's journey and appreciation for its clients and team. 00:00 Introduction and Market Overview 00:13 The Bahnsen Group's 10-Year Anniversary 00:57 Unexpected Market Challenges 02:14 Details of the New Tariffs 07:13 Economic and Market Implications 11:02 Business Owner's Perspective 12:39 Future Market Uncertainties 18:19 Conclusion and Anniversary Reflections Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The Dividend Cafe
Thursday - April 3, 2025

The Dividend Cafe

Play Episode Listen Later Apr 3, 2025 5:44


Market Meltdown: Analysis of the Worst Day Since 2020 David Bahnsen, Chief Investment Officer at The Bahnsen Group, discusses the significant market downturn experienced on April 2nd, marked as the worst day since the COVID-19 pandemic's initiation. The episode addresses the impact of recent announcements from the White House that led to substantial market drops: Dow down nearly 1700 points, S&P 500 down almost 5%, and Nasdaq down 6%. Bahnsen explores potential future scenarios, including the imposition or relaxation of tariffs and their economic implications, predicting either a certain recession or a midyear mild recession based on current policy trajectories. Further insights and comprehensive analysis will be provided in the upcoming Dividend Cafe episode. 00:00 Introduction and Market Overview 00:39 Market Carnage and Key Statistics 01:03 Potential Scenarios and Economic Implications 01:56 Uncertainty and Predictions 02:55 Conclusion and Upcoming Analysis Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Christian Podcast Community
S5E17 - Threads of Theonomy

Christian Podcast Community

Play Episode Listen Later Apr 2, 2025 31:06


Based on my previous natural law episode, today I look at possible traces of theonomy throughout history. Theonomy is often accused of being novel or modern, originating with 20th Century theologians such as Bahnsen, North, and Rushdoony. But it seems that an argument could be made that theonomy is much older than that. Were there Christians during the Roman Empire that advocated for greater conformity to the Old Testament civil laws? Was even medieval Ireland influenced by the Mosaic law code? Today I tackle those questions in the hopes of tracing the threads of theonomy throughout history.And, as always, if you have any questions or comments, please email me at thegbgpodcast@gmail.com.You can follow also me on Facebook or Twitter, or go to http://www.ericluppold.com/And if you would like to support the show, please consider becoming a patron!

Two Guys and a Bible
S5E17 - Threads of Theonomy

Two Guys and a Bible

Play Episode Listen Later Apr 2, 2025 31:06


Based on my previous natural law episode, today I look at possible traces of theonomy throughout history. Theonomy is often accused of being novel or modern, originating with 20th Century theologians such as Bahnsen, North, and Rushdoony. But it seems that an argument could be made that theonomy is much older than that. Were there Christians during the Roman Empire that advocated for greater conformity to the Old Testament civil laws? Was even medieval Ireland influenced by the Mosaic law code? Today I tackle those questions in the hopes of tracing the threads of theonomy throughout history.And, as always, if you have any questions or comments, please email me at thegbgpodcast@gmail.com.You can follow also me on Facebook or Twitter, or go to http://www.ericluppold.com/And if you would like to support the show, please consider becoming a patron!

Newt's World
Episode 827: David Bahnsen on Trump's Trade and Tariffs Strategy

Newt's World

Play Episode Listen Later Apr 1, 2025 26:02 Transcription Available


Newt talks with David Bahnsen, Founder and Chief Investment Officer of The Bahnsen Group about his career, economic policies, and the current political climate. Bahnsen shares insights on the Trump administration's trade and tariffs strategies, the importance of tax cuts and regulatory reforms, and the potential for economic growth. He emphasizes the need for energy independence and the impact of housing costs on inflation. Their conversation also touches on the cultural and spiritual aspects necessary for America's long-term prosperity. Bahnsen highlights the significance of understanding market dynamics and the role of faith in shaping the nation's future.See omnystudio.com/listener for privacy information.

The Aaron Renn Show
Work Is the Meaning of Life | David Bahnsen

The Aaron Renn Show

Play Episode Listen Later Mar 10, 2025 40:05


In this thought-provoking conversation, wealth manager and author David Bahnsen challenges conventional wisdom about work, retirement, and purpose. Managing $7.1 billion in assets hasn't stopped Bahnsen from questioning our culture's assumptions about work as something to escape from. His book "Full-Time: Work in the Meaning of Life" presents a radical rethinking of vocation as central to human flourishing. Bahnsen argues that our focus on consumption over production and our eagerness to retire represent fundamental misunderstandings of what gives life meaning. Whether you're planning for retirement, questioning your work-life balance, or searching for greater purpose, this conversation offers a refreshing perspective on finding fulfillment through productive contribution.Buy Bahnsen's book Full-Time: Work and the Meaning of Life - https://www.amazon.com/dp/B0CCMMFGJY/?&_encoding=UTF8&tag=theurban-20Subscribe to my newsletter - https://www.aaronrenn.com/

Honest Conversations in Black and White
Theonomy Old and New: A Reformed Baptist Assessment with Sam Waldron & Tom Hicks

Honest Conversations in Black and White

Play Episode Listen Later Mar 6, 2025 45:20


Theonomy, also known as Christian Reconstructionism, has seen a revival in recent decades. The early movement, led by R.J. Rushdoony, Gary North, and Greg Bahnsen, taught what Bahnsen described as “the abiding validity of the Mosaic law in exhaustive detail.” But how does this teaching align with Scripture and the Reformed tradition?In this video, Scott sits down with Dr. Sam Waldron and Dr. Tom Hicks to discuss their new book, Theonomy Old and New: A Reformed Baptist Assessment. They examine the historical roots of Theonomy, its postmillennial and ethical distinctives, and the modern rebranding as “General Equity Theonomy.”

The Dividend Cafe
The Politics of Inflation

The Dividend Cafe

Play Episode Listen Later Feb 21, 2025 15:58


Today's Post - https://bahnsen.co/3XeLSqd Understanding Inflation: Political vs. Economic Perspectives in Dividend Cafe In this episode of Dividend Cafe, host David Bahnsen discusses the complexities of inflation, distinguishing between its political and economic aspects. Broadcasting from a hotel in Orlando, he shares insights from his study of inflation's impact on economic growth and policy, citing influences like Milton Friedman and Japan's economic strategies. Bahnsen explains the difference between politically sensitive items like gas and housing prices, and broader economic inflation driven by money supply. He touches on the role of tariffs, interest rates, and the Federal Reserve in shaping inflation expectations, and emphasizes deregulation and tax reform as potential solutions. Despite the political challenges, Bahnsen stresses the importance of understanding these issues for informed portfolio management. 00:00 Introduction and Host's Travel Update 00:40 Understanding Inflation: A Deep Dive 02:33 Political vs. Economic Inflation 09:09 Impact of Tariffs on Inflation 11:25 Market Valuations and Inflation Expectations 13:37 Conclusion and Viewer Engagement Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Dental Soundbytes
Full-Time: Work and the Meaning of Life

Dental Soundbytes

Play Episode Listen Later Feb 13, 2025 37:35


Dr. Bill Griffin and Dr. Mike Chupp sit down to have a conversation with well-known financial advisor and author David Bahnsen to talk about his new book, Full-Time: Work and the Meaning of Life. In this insightful offering, Mr. Bahnsen corrects some deeply held false assumptions that have become prevalent in our society's attitude regarding the work of our hands.

The Dividend Cafe
Beautiful or Terrible Tariffs: A Truth Bomb

The Dividend Cafe

Play Episode Listen Later Feb 7, 2025 25:46


Today's Post - https://bahnsen.co/4hrygzX Deconstructing Tariffs: Economic Impacts and Investor Insights In this episode of The Dividend Cafe, host David Bahnsen, managing partner at The Bahnsen Group, delves into the complex topic of tariffs. Exhausted by the politicization and ambiguity surrounding tariffs, Bahnsen aims to deconstruct the economic impact of recent tariff actions and the risks for investors. He discusses the events of the past week, including the latest announcements of tariffs on imports from Mexico, Canada, and China, and their market implications. Highlighting the conflicting messages from the U.S. administration, Bahnsen outlines four key takeaways that explain the current stance on tariffs, their potential costs, and the resulting market volatility. He also touches on the broader macroeconomic and philosophical aspects of tariffs and calls for a balanced understanding of their impacts. Listeners are encouraged to consider the real-world economic trade-offs and market responses as Bahnsen offers insights into navigating the current investment landscape. 00:00 Welcome to The Dividend Cafe 00:42 The Complexity of Tariffs 01:05 Deconstructing the Political Noise 03:26 Recap of the Week's Events 05:48 Evaluating the Impact of Tariffs 07:12 Conflicting Messages on Tariffs 08:44 Four Key Takeaways 12:36 Sector-Specific Impacts 14:51 The Cost of Tariffs 22:46 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The Dividend Cafe
Special Tariff Monday - February 3, 2025

The Dividend Cafe

Play Episode Listen Later Feb 3, 2025 14:22


Today's Post - https://bahnsen.co/42GZ7TT Tariff Monday: Analyzing Recent Tariff Developments In this special 'Tariff Monday' episode of the Dividend Cafe, host David Bahnsen discusses the recent escalation in tariff declarations by President Trump. The episode covers the impact of these announcements on the stock market, including significant drops in the Dow, S&P, and Nasdaq. Bahnsen explains the invocation of the International Economic Emergency Powers Act for imposing tariffs on imports from Mexico, Canada, and China. He also delves into the economic implications and potential legal challenges surrounding these tariffs, while urging listeners to focus on the broader economic impact rather than political opinions. Bahnsen announces plans for a more in-depth exploration of tariffs in the upcoming Friday episode. 00:00 Introduction to Tariff Monday 00:29 Market Reactions to Tariff Announcements 00:53 President Trump's Tariff Strategy 03:08 Economic Implications of Tariffs 06:14 Market Summary and Analysis 11:31 Future Outlook and Conclusion Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The David Knight Show
Navigating Economic Seas with David Bahnsen: Insights on Policy, Markets, and the Future

The David Knight Show

Play Episode Listen Later Jan 29, 2025 49:57


Introduction:David Bahnsen, founder of the Bahnsen Group, joins the conversation with over $6 Billion in assets under management.Recognized by Barron's, Forbes, and Financial Times as one of America's top financial advisors.Economic and Policy Insights:Government Efficiency and Doge: Discussion on government commissions aimed at reducing waste, with a critical look at whether these efforts will have real impact or remain superficial.Fiscal Challenges: Highlighting the difficulties in managing federal spending, especially with entitlements like Social Security, Medicare, and Medicaid, which constitute a significant portion of the budget.Tariffs and Trade:Tariff Strategy: Bahnsen describes tariffs as negotiation tools rather than permanent policy, aimed at achieving broader policy objectives like border security and geopolitical influence.Tax Policy:Tax Reform: Discussion on extending or making permanent the tax cuts from 2017, and the complexities of tax policy within the political landscape.No Tax on Tips: A firm stance on fulfilling campaign promises like not taxing tips, reflecting Trump's campaign rhetoric.Economic Growth and AI Market Disruption:Business Expensing: Advocacy for 100% immediate business expensing to stimulate growth without government spending.Market Observations: Analysis of recent market volatility, particularly in tech sectors like AI and Nvidia, suggesting caution against overvaluation and speculative bubbles.Cryptocurrency and Financial Systems:Bitcoin and Crypto Market: Skepticism about cryptocurrencies as a stable reserve or currency, emphasizing their volatility and the impracticality of a Bitcoin reserve for the U.S.De-banking and Privacy: Concerns about privacy and control in financial systems, with a critique of the potential for backdoor CBDC functionality through stable coins."Full Time: Work and the Meaning of Life” by David BahnsenPhilosophy of Work: Bahnsen's book, "Full Time: Work and the Meaning of Life," exploring the intersection of work, purpose, and conservative values.  Bahnsen's perspective on work as integral to human dignity and purpose, critiquing notions like universal basic income and reduced work weeks.If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7 Money should have intrinsic value AND transactional privacy: Go to DavidKnight.gold for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to TrendsJournal.com and enter the code KNIGHTBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

The David Knight Show
Wed Episode 1,942: AI Apocalypse: The Billionaires' Plot to Erase Your Job and Freedom

The David Knight Show

Play Episode Listen Later Jan 29, 2025 181:42


Topics covered between 00:02:11 and 00:48:33* Stock Market - Recovery or Dead Cat Bounce* Technological and Economic Implications: “Crash Human Wages” - “inevitably and necessarily”* Forget Digital ID — SMART Cities Will Use BiometricTopics covered between 00:49:31 and 01:30:15 Another Day, Another AI: A new AI video generator named "QWN" (pronounced "Quinn") has been introduced, which is free but highly censored, notably refusing to generate content with historical figures like George Washington.Musk's Twitter acquisition was always about what he's rolling out now X (formerly Twitter) is expanding into financial services, partnering with Visa for digital wallet and peer-to-peer payment features, aiming to become an "everything app" similar to WeChat.Roger Ver is seeking a pardon from Trump, arguing he's a victim of political persecution for his crypto advocacy and offering to be an evangelist for TrumpTopics covered between 01:32:59 and 02:02:01Decade-Long Battle Against Baby Part Trafficking Ends in VictoryShocking undercover videos where abortion providers discussed selling fetal organs for profit - even bargaining over parts like hearts and livers while eating! But Kamala Harris and her successor Xavier Becerra ignored the crimes and prosecuted the journalistsThe investigation uncovered that none other than Francis Collins and Anthony Fauci were among the recipients of these procured parts, using them for experiments like creating humanized miceA Brave New World: Meanwhile, the narrative takes a darker turn with the mention of new fertility research aiming to create babies from single individuals, hinting at a future where traditional family structures could be replaced by state-controlled "hatcheries" - a chilling nod to dystopian eugenics.Topics covered between 02:03:46 and 02:53:40 Navigating Economic Seas with David Bahnsen: Insights on Policy, Markets, and the FutureIntroduction:David Bahnsen, founder of the Bahnsen Group, joins the conversation with over $6 million in assets under management.Recognized by Barron's, Forbes, and Financial Times as one of America's top financial advisors.Economic and Policy Insights:Government Efficiency and Doge: Discussion on government commissions aimed at reducing waste, with a critical look at whether these efforts will have real impact or remain superficial.Fiscal Challenges: Highlighting the difficulties in managing federal spending, especially with entitlements like Social Security, Medicare, and Medicaid, which constitute a significant portion of the budget.Tariffs and Trade:Tariff Strategy: Bahnsen describes tariffs as negotiation tools rather than permanent policy, aimed at achieving broader policy objectives like border security and geopolitical influence.Tax Policy:Tax Reform: Discussion on extending or making permanent the tax cuts from 2017, and the complexities of tax policy within the political landscape.No Tax on Tips: A firm stance on fulfilling campaign promises like not taxing tips, reflecting Trump's campaign rhetoric.Economic Growth and AI Market Disruption:Business Expensing: Advocacy for 100% immediate business expensing to stimulate growth without government spending.Market Observations: Analysis of recent market volatility, particularly in tech sectors like AI and Nvidia, suggesting caution against overvaluation and speculative bubbles.Cryptocurrency and Financial Systems:Bitcoin and Crypto Market: Skepticism about cryptocurrencies as a stable reserve or currency, emphasizing their volatility and the impracticality of a Bitcoin reserve for the U.S.De-banking and Privacy: Concerns about privacy and control in financial systems, with a critique of the potential for backdoor CBDC functionality through stable coins."Full Time: Work and the Meaning of Life” by David BahnsenPhilosophy of Work: Bahnsen's book, "Full Time: Work and the Meaning of Life," exploring the intersection of work, purpose, and conservative values.  Bahnsen's perspective on work as integral to human dignity and purpose, critiquing notions like universal basic income and reduced work weeks.If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7 Money should have intrinsic value AND transactional privacy: Go to DavidKnight.gold for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to TrendsJournal.com and enter the code KNIGHTBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

The REAL David Knight Show
Navigating Economic Seas with David Bahnsen: Insights on Policy, Markets, and the Future

The REAL David Knight Show

Play Episode Listen Later Jan 29, 2025 49:57


Introduction:David Bahnsen, founder of the Bahnsen Group, joins the conversation with over $6 Billion in assets under management.Recognized by Barron's, Forbes, and Financial Times as one of America's top financial advisors.Economic and Policy Insights:Government Efficiency and Doge: Discussion on government commissions aimed at reducing waste, with a critical look at whether these efforts will have real impact or remain superficial.Fiscal Challenges: Highlighting the difficulties in managing federal spending, especially with entitlements like Social Security, Medicare, and Medicaid, which constitute a significant portion of the budget.Tariffs and Trade:Tariff Strategy: Bahnsen describes tariffs as negotiation tools rather than permanent policy, aimed at achieving broader policy objectives like border security and geopolitical influence.Tax Policy:Tax Reform: Discussion on extending or making permanent the tax cuts from 2017, and the complexities of tax policy within the political landscape.No Tax on Tips: A firm stance on fulfilling campaign promises like not taxing tips, reflecting Trump's campaign rhetoric.Economic Growth and AI Market Disruption:Business Expensing: Advocacy for 100% immediate business expensing to stimulate growth without government spending.Market Observations: Analysis of recent market volatility, particularly in tech sectors like AI and Nvidia, suggesting caution against overvaluation and speculative bubbles.Cryptocurrency and Financial Systems:Bitcoin and Crypto Market: Skepticism about cryptocurrencies as a stable reserve or currency, emphasizing their volatility and the impracticality of a Bitcoin reserve for the U.S.De-banking and Privacy: Concerns about privacy and control in financial systems, with a critique of the potential for backdoor CBDC functionality through stable coins."Full Time: Work and the Meaning of Life” by David BahnsenPhilosophy of Work: Bahnsen's book, "Full Time: Work and the Meaning of Life," exploring the intersection of work, purpose, and conservative values.  Bahnsen's perspective on work as integral to human dignity and purpose, critiquing notions like universal basic income and reduced work weeks.If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7 Money should have intrinsic value AND transactional privacy: Go to DavidKnight.gold for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to TrendsJournal.com and enter the code KNIGHTBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.

The REAL David Knight Show
Wed Episode 1,942: AI Apocalypse: The Billionaires' Plot to Erase Your Job and Freedom

The REAL David Knight Show

Play Episode Listen Later Jan 29, 2025 181:42


Topics covered between 00:02:11 and 00:48:33* Stock Market - Recovery or Dead Cat Bounce* Technological and Economic Implications: “Crash Human Wages” - “inevitably and necessarily”* Forget Digital ID — SMART Cities Will Use BiometricTopics covered between 00:49:31 and 01:30:15 Another Day, Another AI: A new AI video generator named "QWN" (pronounced "Quinn") has been introduced, which is free but highly censored, notably refusing to generate content with historical figures like George Washington.Musk's Twitter acquisition was always about what he's rolling out now X (formerly Twitter) is expanding into financial services, partnering with Visa for digital wallet and peer-to-peer payment features, aiming to become an "everything app" similar to WeChat.Roger Ver is seeking a pardon from Trump, arguing he's a victim of political persecution for his crypto advocacy and offering to be an evangelist for TrumpTopics covered between 01:32:59 and 02:02:01Decade-Long Battle Against Baby Part Trafficking Ends in VictoryShocking undercover videos where abortion providers discussed selling fetal organs for profit - even bargaining over parts like hearts and livers while eating! But Kamala Harris and her successor Xavier Becerra ignored the crimes and prosecuted the journalistsThe investigation uncovered that none other than Francis Collins and Anthony Fauci were among the recipients of these procured parts, using them for experiments like creating humanized miceA Brave New World: Meanwhile, the narrative takes a darker turn with the mention of new fertility research aiming to create babies from single individuals, hinting at a future where traditional family structures could be replaced by state-controlled "hatcheries" - a chilling nod to dystopian eugenics.Topics covered between 02:03:46 and 02:53:40 Navigating Economic Seas with David Bahnsen: Insights on Policy, Markets, and the FutureIntroduction:David Bahnsen, founder of the Bahnsen Group, joins the conversation with over $6 million in assets under management.Recognized by Barron's, Forbes, and Financial Times as one of America's top financial advisors.Economic and Policy Insights:Government Efficiency and Doge: Discussion on government commissions aimed at reducing waste, with a critical look at whether these efforts will have real impact or remain superficial.Fiscal Challenges: Highlighting the difficulties in managing federal spending, especially with entitlements like Social Security, Medicare, and Medicaid, which constitute a significant portion of the budget.Tariffs and Trade:Tariff Strategy: Bahnsen describes tariffs as negotiation tools rather than permanent policy, aimed at achieving broader policy objectives like border security and geopolitical influence.Tax Policy:Tax Reform: Discussion on extending or making permanent the tax cuts from 2017, and the complexities of tax policy within the political landscape.No Tax on Tips: A firm stance on fulfilling campaign promises like not taxing tips, reflecting Trump's campaign rhetoric.Economic Growth and AI Market Disruption:Business Expensing: Advocacy for 100% immediate business expensing to stimulate growth without government spending.Market Observations: Analysis of recent market volatility, particularly in tech sectors like AI and Nvidia, suggesting caution against overvaluation and speculative bubbles.Cryptocurrency and Financial Systems:Bitcoin and Crypto Market: Skepticism about cryptocurrencies as a stable reserve or currency, emphasizing their volatility and the impracticality of a Bitcoin reserve for the U.S.De-banking and Privacy: Concerns about privacy and control in financial systems, with a critique of the potential for backdoor CBDC functionality through stable coins."Full Time: Work and the Meaning of Life” by David BahnsenPhilosophy of Work: Bahnsen's book, "Full Time: Work and the Meaning of Life," exploring the intersection of work, purpose, and conservative values.  Bahnsen's perspective on work as integral to human dignity and purpose, critiquing notions like universal basic income and reduced work weeks.If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7 Money should have intrinsic value AND transactional privacy: Go to DavidKnight.gold for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to TrendsJournal.com and enter the code KNIGHTBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.

The Dividend Cafe
Monday - January 27, 2025

The Dividend Cafe

Play Episode Listen Later Jan 27, 2025 13:29


Today's Post - https://bahnsen.co/3PX2z5a NVIDIA news: https://www.investors.com/news/technology/deepseek-ai-stocks-nvidia-artificial-intelligence-capital-spending/ Market Volatility and AI Rivalry: Deep Dive into NVIDIA's Impact In this episode of Monday Dividend Cafe, David Bahnsen discusses a highly volatile day in the market, marked by a significant dip in NASDAQ despite a Dow Jones increase. Central to the discussion is the introduction of China's DeepSeek AI tool, which challenges the dominance of NVIDIA's high-end chips, raising questions about the future of AI chip investments. Bahnsen also covers market reactions, sector performances, and economic indicators, emphasizing the vulnerability in valuations and the implications for earnings season. Additional topics include U.S.-Colombia tariff considerations, jobless claims data, home sales trends, and the upcoming Federal Reserve meeting. 00:00 Introduction and Market Overview 01:27 NVIDIA and the AI Market Impact 03:29 Market Reactions and Sector Performance 04:51 Tech Sector Vulnerabilities 05:21 Earnings Season and Future Projections 07:41 Trump's Tariff Tactics and Job Market Update 09:30 Housing Market and Fed Meeting Insights 10:03 Energy Sector and LNG Exports 10:51 Understanding Dividends and Yields 11:19 Conclusion and Upcoming Content Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The Dividend Cafe
A Week to Remember

The Dividend Cafe

Play Episode Listen Later Jan 24, 2025 23:51


Today's Post - https://bahnsen.co/3PKDFpp The top-performing sector throughout the entire Biden Presidency? ENERGY The weight of the entire energy sector right now in the entire S&P 500? 3.2% The weight of Apple in the S&P 500? 7.6% The weight of Microsoft in the S&P 500? 6.3% So every energy company put together in the S&P 500 is worth well less than half of Apple and basically right at half of Microsoft. And this comes AFTER Energy was up +284% over the last four years, compared to the second place +120% performance in Technology. Source: *Factset January 22, 2025 President Trump announced via a splashy news conference Tuesday night that OpenAI, Oracle, and Softbank are creating a joint venture called Stargate: Source: https://www.wsj.com/tech/ai/tech-leaders-pledge-up-to-500-billion-in-ai-investment-in-u-s-da506cd4?mod=latest_headlines Navigating Market Impacts Under the New Administration In this week's Dividend Cafe, host David Bahnsen discusses the fast-paced events of the week, recorded amidst his team's offsite retreat. The focus shifts to the first days of President Trump's 2.0 administration, unpacking the economic implications of several executive orders. Bahnsen examines key policy changes around energy, DEI programs in federal agencies, and the temporary halt of the TikTok ban. He emphasizes the market implications of these orders while noting the more organized approach of the administration compared to 2017. 00:00 Introduction and Weekly Overview 00:36 Inauguration and Executive Orders 06:32 Market-Sensitive Policies 09:10 Energy and Trade Policies 15:10 Key Takeaways and Market Tidbits 22:04 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The Dividend Cafe
Bessent in Treasury and Rally in Markets

The Dividend Cafe

Play Episode Listen Later Jan 17, 2025 27:45


Today's Post - https://bahnsen.co/4jiEHqh Market Insights: Scott Bessent's Impact as Incoming Treasury Secretary and Recent Market Trends In this episode of Friday Dividend Cafe, host David Bahnsen discusses the imminent arrival of Scott Bessent as the next U.S. Treasury Secretary and the implications of his policy perspectives on market realities. Recorded on January 17th, 2025, Bahnsen highlights the week's significant market fluctuations, the importance of the 10-year bond yield, and the nuanced role of tariffs and currency in trade talks. He also addresses fiscal policies, including debt ceiling discussions and tax cut priorities. Bahnsen reflects on the impact of foreign debt buyers and provides insights on household debt to asset ratios. As the new administration approaches, he emphasizes the need for investors to remain disciplined amidst market volatility. 00:00 Introduction and Market Overview 01:06 Scott Besson's Appointment and Market Implications 04:09 Market Volatility and Bond Yields 10:08 Treasury Secretary's Testimony and Policy Insights 22:04 Foreign Debt Appetite and Economic Indicators 25:44 Conclusion and Upcoming Events Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Faith Driven Investor
Episode 188 - Marks on the Markets: 2025 Economic Outlook with David Bahnsen

Faith Driven Investor

Play Episode Listen Later Jan 15, 2025 49:00


In this premiere 2025 episode of Faith Driven Investor, host Richard Cunningham welcomes David Bahnsen, founder and CIO of the Bahnsen Group, alongside regular contributor John Coleman. The conversation begins with a comprehensive review of 2024's market performance, examining how corporate profits exceeded expectations despite earlier recession fears. Bahnsen provides detailed analysis of current market valuations, particularly focusing on the concentration risk in the top 10 companies of the S&P 500 and potential opportunities in small-cap stocks.The discussion shifts to the implications of Trump's upcoming presidency, with particular focus on deregulation, M&A activity, and trade policy. Bahnsen offers a detailed critique of protectionist positions on the Nippon Steel deal, while Coleman provides perspective on global security implications. The episode also features insights from Coleman's recent piece on Pax Americana and the enduring strength of American innovation and economic leadership.The conversation concludes with deeper reflection on purpose and meaning, drawing from Bahnsen's 2024 book "Full Time Work and The Meaning of Life," and exploring Christian perspectives on work as a divine calling rather than a curse. Both guests share powerful closing thoughts on God's work in history and the promise of new beginnings in 2025.Time Stamps: 00:00 - Introduction and holiday reflections 09:45 - 2024 market review 18:30 - Current market valuations and concerns 27:15 - Trump administration and economic policy 35:40 - Discussion of Nippon Steel deal 42:20 - Global security and Pax Americana 48:15 - Work and meaning 53:30 - Closing reflections

The Dividend Cafe
Monday - January 13, 2025

The Dividend Cafe

Play Episode Listen Later Jan 13, 2025 20:00


Today's Post - https://bahnsen.co/4ai49bd Monday Market Insights with David Bahnsen In this episode of Monday Dividend Cafe, David Bahnsen, Managing Partner at The Bahnsen Group, discusses the volatile market conditions one week before the inauguration of Trump's second term. Key topics include the recent market sell-off, sector performance, bond yields, and economic indicators. Bahnsen also delves into the potential impact of public policy changes, including tax alterations and the proposed Department of Government Efficiency. Additionally, he addresses the challenges of bipartisan legislation, updates on job creation, and the implications of rising mortgage rates. Finally, Bahnsen concludes with insights into midstream energy performance and the importance of capital expenditures in driving economic growth. 00:00 Welcome to Monday Dividend Cafe 00:18 Market Volatility and Post-Election Rally 01:19 Today's Market Action 03:05 Bond Yields and Inflation Expectations 04:49 Earnings Season and Market Valuation 06:27 International Diversification and U.S. Markets 08:48 Public Policy Updates 13:01 Economic Data and Indicators 15:07 Oil Prices and Midstream Energy 16:13 Capital Expenditures and Economic Growth 17:50 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The Dividend Cafe
Year Behind, Year Ahead - Special 2025 White Paper

The Dividend Cafe

Play Episode Listen Later Jan 10, 2025 54:20


Today's Post - https://bahnsen.co/408hG0t Dividend Cafe: Reflections on 2024 and Forecasts for 2025 David Bahnsen, managing partner of The Bahnsen Group, presents The Dividend Cafe annual year behind, year ahead white paper. He reviews the major economic events of 2024, including market performance, the Federal Reserve's actions, and the impact of political changes. The discussion includes an evaluation of predictions made for 2024 and offers insights and forecasts for the economic themes and market trends expected in 2025. Bahnsen underscores the importance of key factors such as tariff volatility, tax policy changes, and potential improvements in U.S.-China relations. Additionally, he emphasizes the significance of the 10-year bond yield as a crucial metric for financial markets in the upcoming year. 00:00 Introduction to the Annual White Paper 00:52 The Genesis of Dividend Cafe 01:48 Market Surprises and Realities of 2024 05:34 Performance Highlights and Market Trends 18:06 Sector Analysis and Economic Indicators 24:06 Review of 2024 Themes and Projections 36:34 Looking Ahead: Themes for 2025 51:15 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Main Street Matters
FLASHBACK: Full-Time Work and the Meaning of Life with David Bahnsen

Main Street Matters

Play Episode Listen Later Jan 3, 2025 27:32


In this episode of Main Street Matters, Jordan Bruneau speaks with David Bahnsen about his book, 'Full-Time Work and the Meaning of Life.' They discuss the dignity of work, the cultural shifts that have led to a decline in the perception of work, and the impact of COVID-19 on the workforce. Bahnsen emphasizes the importance of purpose in work, the generational differences in attitudes towards work, and the need to address the failure to launch phenomenon among young adults. Main Street Matters is part of the Salem Podcast Network. For more visit JobCreatorsNetwork.comSee omnystudio.com/listener for privacy information.

John Anderson: Conversations
David Bahnsen, Managing Partner of The Bahnsen Group & Author

John Anderson: Conversations

Play Episode Listen Later Dec 19, 2024 60:25


John speaks with author and wealth expert David Bahnsen on the moral and economic forces shaping modern society. They explore the meaning of work, the soul of capitalism, and the erosion of cultural values, offering insights rooted in faith and timeless principles. Bahnsen's vision of flourishing challenges the errors of status quo thought, blending hope with sound economics. John and David also tackle the challenges facing Western civilisation, including globalisation's impact on labor, the hollowing out of communities, and the profound need for a return to moral foundations. David Bahnsen is the managing partner of a wealth-management firm and a frequent writer and public commentator on matters of politics, economics, faith and work, and markets. He is the author of several books, the latest being Full-Time: Work and the Meaning of Life.

The Dividend Cafe
Down Eight Days in a Row

The Dividend Cafe

Play Episode Listen Later Dec 16, 2024 18:03


Today's Post - https://bahnsen.co/41DntgN Market Trends, Policy Insights, and Financial Updates - 1000th Episode Special In this special 1000th episode of The Dividend Cafe, David Bahnsen, managing partner of The Bahnsen Group, covers recent market movements, including an eight-day market selloff and insights on various indices. He discusses recent appearances and interviews, including one on Fox Business about President Trump's negotiations with the Longshoremen's Union. The episode also delves into the impact of potential tax policy changes, specifically the SALT deduction cap, and updates on regulatory developments from the Consumer Financial Protection Bureau. Bahnsen also provides an overview of the recent and expected performance of various economic indicators, commodities, and market sentiment leading into the new year. 00:00 Introduction and Market Overview 01:43 Market Performance and Key Indicators 03:34 Commodity Market Insights 05:10 Public Policy and Taxation 08:14 Banking Regulations and Financial Services 13:27 Sentiment and Investment Strategies 15:15 Upcoming Events and Conclusion Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Econception
Financialization Rightly Understood with David Bahnsen

Econception

Play Episode Listen Later Dec 12, 2024 53:55


What is financialization? What do people think of healthcare in the United States? And what is the relationship between socialism and violence? David Bahnsen joins Dominic today to discuss. David Bahnsen is the founder and managing partner of The Bahnsen Group, a national private wealth management firm managing over $4 billion in client assets. Prior to launching The Bahnsen Group, he spent eight years as a Managing Director at Morgan Stanley and six years as a Vice President at UBS. Bahnsen is also a contributor to several prominent outlets and a best-selling author.

The Dividend Cafe
Tariffs, the Dollar, Pete Navarro, and You

The Dividend Cafe

Play Episode Listen Later Dec 6, 2024 17:49


Today's Post - https://bahnsen.co/4glLb5A Election Updates, Economic Appointments, and Market Analysis In this episode of The Dividend Cafe, David Bahnsen discusses recent economic appointments in the Trump administration, their potential impacts on markets and regulations, and compares current and potential future policies on trade, tariffs, and taxes. Notable mentions include Paul Atkins' appointment to the SEC, Kelly Loeffler heading the SBA, and David Perdue as U.S. Ambassador to China. Bahnsen also analyzes market trends, bond yields, and economic indicators for the upcoming year. 00:00 Introduction and Weekly Update 01:48 Economic Appointments and Their Impact 06:37 Trade and Tariff Policies 10:39 Market Reactions and Predictions 12:10 Tax Policy Insights 13:45 Global Economic Events 14:59 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The Dividend Cafe
The Dividend Cafe Monday - December 2, 2024

The Dividend Cafe

Play Episode Listen Later Dec 2, 2024 20:32


Today's Post - https://bahnsen.co/4iiTYHk Market Reactions, Economic Updates, and Policy Implications: December Kickoff In this episode of Dividend Cafe, David Bahnsen reflects on a successful Thanksgiving weekend and assesses the recent positive trends in the market, particularly in November. He explains the impact of the election, economic optimism, and the Federal Reserve's stance on the market's performance. Bahnsen also provides insights into various sectors, including technology, financials, and utilities, and notes the impressive breadth of the market. He previews his upcoming year-end white paper. The episode also discusses changes in the bond market, emerging market performance, and addresses a question on Bitcoin's speculative nature. Additionally, there is a focus on current economic data, policy changes, and potential future market impacts. The episode concludes with a tribute to the late Art Cashin, a legendary figure on Wall Street. 00:00 Introduction and Thanksgiving Reflections 00:28 Market Performance in November 01:15 Year-End Research and White Paper Preparation 02:25 Daily Market Recap 03:10 Sector Performance and Market Breadth 04:50 Emerging Markets and Bitcoin Insights 06:21 Policy Updates and Economic Data 13:32 Housing Market and Fed Expectations 15:23 Bitcoin Speculation and Final Thoughts 17:40 Tribute to Art Cashin Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The Dividend Cafe
Thanksgiving Edition

The Dividend Cafe

Play Episode Listen Later Nov 27, 2024 15:57


Today's Post - https://bahnsen.co/498COrs Thanksgiving Reflections at Dividend Cafe In this special Thanksgiving edition of Dividend Cafe, David Bahnsen, managing partner and founder of The Bahnsen Group, shares his gratitude for clients and team members. He highlights the unique culture and growth of the organization, thanking key leaders and departments for their hard work and dedication. Bahnsen also reflects on the intellectual journey of creating content and emphasizes the importance of client-centric values. He concludes with personal thanks and well wishes for a happy Thanksgiving. 00:00 Welcome to the Thanksgiving Edition of Dividend Cafe 00:55 The Joy of Creating Content 01:31 Thanksgiving Reflections: Gratitude for Clients 03:14 Celebrating the Bahnsen Group's Growth 04:09 Acknowledging the Team's Hard Work 05:57 The Vital Role of Operations and Administration 07:21 The Planning and Risk Management Departments 08:46 Investment Solutions and Content Creation 10:57 The Success of the Tax Department 11:38 Final Words of Gratitude Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Main Street Matters
FLASHBACK: Full-Time Work and the Meaning of Life with David Bahnsen

Main Street Matters

Play Episode Listen Later Nov 27, 2024 27:32


In this episode of Main Street Matters, Jordan Bruneau speaks with David Bahnsen about his book, 'Full-Time Work and the Meaning of Life.' They discuss the dignity of work, the cultural shifts that have led to a decline in the perception of work, and the impact of COVID-19 on the workforce. Bahnsen emphasizes the importance of purpose in work, the generational differences in attitudes towards work, and the need to address the failure to launch phenomenon among young adults. Main Street Matters is part of the Salem Podcast Network. For more visit JobCreatorsNetwork.comSee omnystudio.com/listener for privacy information.

The Dividend Cafe
The Dividend Cafe Monday - November 25, 2024

The Dividend Cafe

Play Episode Listen Later Nov 25, 2024 14:08


Today's Post - https://bahnsen.co/4eLbosP Thanksgiving Week Market Recap and Key Economic Updates In this Monday edition of Dividend Cafe, David Bahnsen, managing partner at The Bahnsen Group, presents a market breakdown and discusses significant economic events. The Dow sees a noteworthy rise of 440 points while the bond market experiences a significant drop in rates. Bahnsen also shares insights on sector performances, the positive sentiment in U.S. households regarding stock returns, and Scott Bessing's nomination as the next treasury secretary. Other appointments and economic policies are examined, along with market sentiment surveys and housing loan statistics. The episode concludes with personal reflections on Thanksgiving week and sports victories. 00:00 Introduction and Market Overview 00:37 Stock Market Highlights 01:45 Bond Market Insights 02:52 Economic Sentiment Analysis 03:56 Treasury Secretary Announcement 05:55 Policy Objectives and Economic Goals 07:37 Additional Appointments and Speculations 08:33 Financial Regulation Updates 09:15 HELOC Balances and Mortgage Rates 10:29 Thanksgiving Dinner Costs and Doomsdayism 11:30 Closing Remarks and Personal Updates Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The Dividend Cafe
Market Momentum as a Reason for Thanks, or Fear

The Dividend Cafe

Play Episode Listen Later Nov 22, 2024 23:11


Today's Post - https://bahnsen.co/491vGxa Thanksgiving Special: Index Investing and Its Impact In this episode of The Dividend Cafe, David Bahnsen, Managing Partner at The Bahnsen Group, discusses the implications of index investing on non-index investors, especially those following a philosophy of active investment focusing on dividend growth stocks. Bahnsen explores the mathematical realities of index investing, how its growing concentration affects market volatility and liquidity, and why it poses both challenges and opportunities for active managers. Additionally, he touches on current economic updates, the rationale behind Gen Z's financial perspectives, and the latest from the Trump administration regarding economic cabinet roles. 00:00 Introduction and Thanksgiving Plans 00:54 Election Aftermath and Policy Expectations 01:50 Index Investing and Its Impact 04:21 Liquidity and Volatility in Markets 11:25 Understanding Investment Spreads 15:10 Economic Sentiments and Housing 17:56 Administration's Economic Plans 20:37 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Ideas Have Consequences
Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It with David Bahnsen

Ideas Have Consequences

Play Episode Listen Later Nov 13, 2024 49:10 Transcription Available


The world is witnessing a revolt against elitism, with growing resistance to big government, media, banks, and institutions. But what comes after these “bogeymen” are toppled? Is opposing corruption, bias, and cronyism enough, or is there a deeper issue at play?In this episode, leading financial advisor and author David Bahnsen discusses the crisis of responsibility in a culture increasingly defined by blame and victimhood. He argues that true prosperity requires a return to personal accountability and virtue, with a focus on creating institutions that foster responsibility, rather than relying on external solutions.Drawing on creational insights, Bahnsen explores the concept of imago Dei and its implications for human dignity and societal well-being. He critiques victim mentality, cultural Marxism, and calls for principled leadership over and above anti-elitism. This episode is a call to action for cultivating a society led by responsible, empowered individuals.View the transcript, leave comments, and check out recommended resources on the Episode Landing Page!Disciple Nations Alliance Website

The Dividend Cafe
The Election Results and What to Expect, Part 1

The Dividend Cafe

Play Episode Listen Later Nov 8, 2024 22:17


Today's Post - https://bahnsen.co/3NZ3m4H Post-Election Analysis: Market Implications and Policy Expectations In this post-election edition of Dividend Cafe, host David Bahnsen, managing partner at The Bahnsen Group, delves into the election results and their potential impacts on markets and policies. Bahnsen discusses the anticipated appointments in the Trump administration, the importance of personnel in shaping policy, and the likely economic outcomes such as tax policies, deregulation, and energy sector changes. He also touches on foreign policy issues like Ukraine, the stability of financial markets, and the role of regulatory bodies. Throughout, Bahnsen maintains a focus on objective analysis, despite recognizing the polarizing political landscape. 00:00 Introduction and Post-Election Overview 00:30 Election Results and Market Implications 01:33 Personnel Announcements and Policy Expectations 03:29 Political Beliefs and Market Objectivity 07:06 Market Reactions and Economic Growth 13:24 Energy Policies and Production Insights 15:42 Foreign Policy and Rebuilding Ukraine 17:22 Federal Reserve and Key Appointments 19:10 Odds and Ends: TikTok, Crypto, and More 19:40 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The Dividend Cafe
The Dividend Cafe Monday - November 4, 2024

The Dividend Cafe

Play Episode Listen Later Nov 4, 2024 13:49


Today's Post - https://bahnsen.co/3Ao6vbh Market Insights & Election Uncertainty: Navigating the Week Ahead In this episode of Monday's Dividend Cafe, David Bahnsen, Chief Investment Officer and Managing Partner at The Bahnsen Group, discusses market activity, public policy, the Federal Reserve, housing, and economic data ahead of the upcoming election. He highlights market volatility and the uncertainty surrounding closely contested elections, with battleground states showing tight polling results. He addresses current economic indicators such as job creation, bond yields, and the performance of different market sectors. Bahnsen also comments on China's housing market, the expected Fed rate cut, and the contrasting perspectives in economic growth between the U.S. and Europe. The episode concludes with an invitation for listener questions and a note on potential election-related updates later in the week. 00:00 Introduction and Overview 00:38 Election Impact on Markets 02:06 Market Volatility and Polling Analysis 08:20 Jobs Report and Economic Indicators 09:35 Federal Reserve and Energy Sector Update 10:17 GDP Growth and International Exposure 11:09 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The Dividend Cafe
The Dividend Cafe Monday - October 28, 2024

The Dividend Cafe

Play Episode Listen Later Oct 28, 2024 12:27


Today's Post - https://bahnsen.co/4hkQJOZ In this episode, David Bahnsen, Chief Investment Officer at The Bahnsen Group, provides a detailed market recap, highlighting the recent rise in the Dow, S&P, and NASDAQ, and increases in bond yields. He mentions NVIDIA's impressive market cap and sector performances, noting financials' gains amid declines in energy. Bahnsen also shares insights into the upcoming U.S. election, drawing parallels with Japan's parliamentary changes, and discusses global public policy, economic data, and energy production. Additionally, the episode covers significant health advancements, including malaria eradication in Egypt, and discusses the broader economic implications of past budget deficits, especially during Ronald Reagan's presidency. The episode concludes by touching on the current earnings season and hinting at a forthcoming significant event.1 00:00 Welcome to Monday Dividend Cafe 01:03 Market Overview and Key Highlights 01:43 Tech Sector Insights and Trivia 02:15 Bond Yields and Market Reactions 03:31 Sector Performance and Oil Price Dynamics 04:18 U.S. Election and Voter Sentiments 04:51 Turnout vs. Persuasion in Elections 05:12 Japan's Political Shift 05:45 Election Polls and Predictions 06:42 Economic Indicators and Market Trends 07:18 Energy Production Insights 07:55 Electricity Demand and Data Centers 09:06 Global Health Milestones 09:35 Historical Budget Deficits 10:22 Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The Dividend Cafe
A Special ELECTION Q&A Edition

The Dividend Cafe

Play Episode Listen Later Oct 25, 2024 30:45


Today's Post - https://bahnsen.co/3UiSoe3 Navigating Market Dynamics Amidst the 2024 Election: Insights and Strategies In this special edition of Dividend Cafe, David Bahnsen delves into the 2024 election's potential market impacts, answering viewer questions about various outcomes, such as a Trump or Harris win with a Republican Senate. The discussion highlights the difficulty of predicting market reactions to election results, touching on speculative sectors like crypto and private prisons, and advising against short-term trading based on predictions. The episode also explores the economic implications of tariffs, the interplay between gas prices and elections, and the influence of national debt on growth. Bahnsen underscores the significant role of public opinion in driving fiscal policy changes, emphasizing the electorate's responsibility in addressing the U.S. debt situation. Throughout, there's a focus on market sentiment, economic expectations, and anticipating sector-specific movements in response to election outcomes. 00:00 Introduction and Overview 01:49 Election 2024: Key Questions and Context 03:10 Market Implications of Senate Control 06:35 Analyzing the Presidential Race 10:07 Speculative Trades and Market Reactions 12:42 Potential Advisors and Cabinet Members 15:37 Speculations on a Second Trump Term 16:40 Market Expectations Leading Up to the Election 18:03 The Impact of Tariffs on the Economy 19:33 Political Dysfunction and Financial Assets 21:49 Gas Prices and Election Correlation 23:05 Fracking and Energy Policies 24:38 Emerging Markets and the Election 25:56 National Debt and Economic Growth 27:09 Catalysts for Addressing U.S. Debt 28:02 Final Thoughts and Viewer Questions Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Main Street Matters
Full-Time Work and the Meaning of Life with David Bahnsen

Main Street Matters

Play Episode Listen Later Oct 23, 2024 27:31


In this episode of Main Street Matters, Jordan Bruneau speaks with David Bahnsen about his book, 'Full-Time Work and the Meaning of Life.' They discuss the dignity of work, the cultural shifts that have led to a decline in the perception of work, and the impact of COVID-19 on the workforce. Bahnsen emphasizes the importance of purpose in work, the generational differences in attitudes towards work, and the need to address the failure to launch phenomenon among young adults. Main Street Matters is part of the Salem Podcast Network. For more visit JobCreatorsNetwork.comSee omnystudio.com/listener for privacy information.

The Dividend Cafe
The Dividend Cafe Monday - October 7, 2024

The Dividend Cafe

Play Episode Listen Later Oct 7, 2024 18:26


Today's Post - https://bahnsen.co/4dAvbL5 Dividend Cafe: Market Insights and Global Events Impact On this Monday edition of Dividend Cafe, David Bahnsen, Chief Investment Officer of the Bahnsen Group, discusses significant market trends and global events affecting the economy. He 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. The episode delves into dividend growth investing, highlighting the evolving role of dividends and stock buybacks in total returns and dives into geopolitical tensions, particularly the aftermath of the Hamas attack on Israel. The discussion ends with notable economic stories such as Argentina's public policy shift on rent control. Bahnsen invites financial advisors to engage directly with him for specialized content and closes by promoting additional content available on the Dividend Cafe platform. 00:00 Welcome to Dividend Cafe 00:44 Housekeeping and Announcements 03:27 Market Recap and Analysis 10:06 Geopolitical Tensions and Impacts 12:32 Economic Data and Housing Market 15:02 Energy Sector Insights 16:07 Final Thoughts and Upcoming Content Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The Dividend Cafe
Affected by China Unwillingly and Unknowingly

The Dividend Cafe

Play Episode Listen Later Oct 4, 2024 16:56


Today's Post - https://bahnsen.co/4gJcvvo China's Market Shift and Economic Challenges In this episode of Dividend Cafe, David Bahnsen discusses recent developments concerning China's economy and market performance. Bahnsen highlights China's underperformance in comparison to the S&P 500 and the subsequent market rally triggered by policy interventions from the Chinese government. Key issues in China include declining GDP growth, high youth unemployment, and a housing market crisis affecting economic stability. The Chinese government is addressing these challenges with monetary policy changes, including rate reductions and increased public debt. Bahnsen explains how these measures draw parallels to past economic bubbles in the U.S. and Japan. Despite the short-term market rally, Bahnsen is cautious about the long-term impact, emphasizing potential global economic repercussions and trade dynamics influenced by upcoming U.S. elections. The episode underscores a prudent investment approach, advocating for consistent philosophy amidst volatile market conditions. 00:00 Introduction and Recent Meetings Recap 00:55 China's Market Performance and Sentiment Shift 03:00 Economic Challenges in China 04:45 Policy Responses and Measures 07:15 Comparative Analysis and Historical Context 10:19 Investment Implications and Future Outlook 14:17 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Townhall Review | Conservative Commentary On Today's News
Work to Live or Live to Work? | Dennis Prager & David Bahnsen

Townhall Review | Conservative Commentary On Today's News

Play Episode Listen Later Sep 9, 2024 11:49


In this episode, Dennis Prager discusses the importance of work with author David Bahnsen, who emphasizes that work is a divine and essential part of life, equating it to worship. Bahnsen critiques the modern trend of avoiding work, highlighting the growing number of young men not participating in the workforce. Bahnsen challenges the concept of retirement, calling for a more productive and fulfilling approach to life. Watch the PragerU video here. Check out David Bahnsen's book, Full-Time: Work and the Meaning of Life.

The Dividend Cafe
The Dividend Cafe Tuesday - September 3, 2024

The Dividend Cafe

Play Episode Listen Later Sep 3, 2024 11:55


Today's Post - https://bahnsen.co/4cXvPC2 https://www.cnbc.com/2024/09/03/nvidia-tumbles-leading-chip-stocks-lower.html Market Recap: Tech Sell-off and Economic Data Analysis In this edition of Dividend Cafe, David Bahnsen, Chief Investment Officer at the Bahnsen Group, provides an update on market performance for the Tuesday, September 3rd, following the Labor Day holiday. Bahnsen discusses the significant downturn in the major indexes with the S&P 500 down 2.1%, NASDAQ down 3.25%, and the Dow Jones down 1.5% due to a tech-driven sell-off led by semiconductor stocks like NVIDIA. He also covers the mixed economic data, including the fifth month of contraction in ISM manufacturing numbers and the upward revision of the Q2 real GDP. Additionally, Bahnsen touches on NVIDIA's financial metrics, the broader distribution trends in market sectors, and current geopolitical events. The episode concludes with a discussion on bond yields, midstream energy sector performance, and expected Federal Reserve rate hikes. 00:00 Introduction and Welcome 00:19 USC Game Recap 00:59 Market Summary and Tech Sell-Off 01:57 Economic Data and Market Highlights 04:27 NVIDIA Analysis 05:56 News Highlights 06:58 Economic and Market Updates 08:43 Energy Sector Insights 09:39 Conclusion and Upcoming Updates Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The Dividend Cafe
A Market Breakdown Like No Other

The Dividend Cafe

Play Episode Listen Later Aug 30, 2024 21:02


Today's Post - https://bahnsen.co/3Mopc0V Market Reflections and Fall Excitement: Insights from The Bahnsen Group In this week's episode of Dividend Cafe, David Bahnsen, Managing Partner at The Bahnsen Group, reflects on 16 years of delivering market insights and the significance of the upcoming September. Bahnsen discusses the end of summer, the start of USC football, and significant market movements throughout August, including the surprising resilience of defensive sectors. He explores the broader economic context, the impact of potential Fed rate cuts, and the looming concerns of national debt. Bahnsen also previews his upcoming election white paper, emphasizing the lack of focus on federal debt in the current political landscape. The episode is rich with financial analysis and historical context, offering viewers a comprehensive understanding of current market conditions and future outlooks. 00:00 Welcome to Dividend Cafe 01:30 Market Overview and Recent Trends 02:49 Sector Performance and Market Breadth 05:45 Economic Conditions and Fed Policies 12:21 Election Insights and Economic Implications 15:58 Debt Concerns and Treasury Insights 18:46 Conclusion and Upcoming Events Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The Dividend Cafe
Show Me The Confirms

The Dividend Cafe

Play Episode Listen Later Aug 16, 2024 18:23


Today's Post - https://bahnsen.co/3TfUkDJ Market Volatility and the Principles of Dividend Growth Investing In this episode of the Dividend Cafe, host David Bahnsen, Chief Investment Officer and Managing Partner at The Bahnsen Group, discusses recent market volatility, emphasizing the importance of adhering to sound investment principles amid market fluctuations. Bahnsen reflects on a significant 6% drop and subsequent recovery in the market within a week, underlining the unpredictability of market movements. He advocates for dividend growth investing as a resilient strategy that benefits from market volatility through disciplined reinvestment. Bahnsen also briefly touches on economic and geopolitical factors, as well as policy proposals from presidential candidate Kamala Harris, concluding with an outlook for future discussions. The episode highlights the steadfast approach of Dividend Cafe towards long-term investment strategies over short-term market timing. 00:00 Introduction to Dividend Cafe 02:22 Market Movements and Volatility 06:53 The Importance of Dividend Growth Investing 13:16 Policy Proposals and Economic Opinions 16:17 Conclusion and Upcoming Updates Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

FLF, LLC
Grow Your Finances & Fight Back (Jerry Bowyer)  [CrossPolitic Show]

FLF, LLC

Play Episode Listen Later May 15, 2024 40:03


“PayPal, WellsFargo, Morgan Stanley, Capitol One, and Visa have either “debanked” conservative groups or adopted policies based on highly subjective criteria such as (wink, wink) “hate … misinformation … intolerance.” “Christians have been behind the curve about what’s been going on in corporate politics, but thanks to people like Bahnsen, who are willing to use their vote and put their name on the line, they’re catching up quickly.” Bowyer Research https://bowyerresearch.com/ Sign up for The FLF Conference 2024 (Prodigal America) https://flfnetwork.com/prodigal-america/

CrossPolitic Show
Grow Your Finances & Fight Back (Jerry Bowyer) 

CrossPolitic Show

Play Episode Listen Later May 15, 2024 40:03


“PayPal, WellsFargo, Morgan Stanley, Capitol One, and Visa have either “debanked” conservative groups or adopted policies based on highly subjective criteria such as (wink, wink) “hate … misinformation … intolerance.” “Christians have been behind the curve about what’s been going on in corporate politics, but thanks to people like Bahnsen, who are willing to use their vote and put their name on the line, they’re catching up quickly.” Bowyer Research https://bowyerresearch.com/ Sign up for The FLF Conference 2024 (Prodigal America) https://flfnetwork.com/prodigal-america/

The Federalist Radio Hour
Finding Purpose In Modern Work

The Federalist Radio Hour

Play Episode Listen Later Mar 15, 2024 37:15


David Bahnsen, managing partner and CEO of The Bahnsen Group, joins Federalist Culture Editor Emily Jashinsky to discuss Americans' shifting views on work and purpose. You can find Bahnsen's book, Full-Time: Work and the Meaning of Life, here. If you care about combatting the corrupt media that continue to inflict devastating damage on our country, please give a gift to help The Federalist do the real journalism America needs.https://surfshark.deals/FEDERALIST