Podcast appearances and mentions of david bahnsen

The first in The WORLD Stage speakers' series: David Bahnsen on vocation as creational calling, the moral malady behind missing men, and the church's obligation to speak plainly about work, dignity, and purpose

Hugh discusses the GDP and inflation numbers that came out, the Tim Walz/Minnesota fraud scandal, talks with callers as well as David Drucker, David Bahnsen, Dr. Michael Oren, Noah Rothman, Adm. Mark Montgomery (USN, Ret.), and Eli Lake.See omnystudio.com/listener for privacy information.

Today's Post - https://bahnsen.co/4pUysvR Final Dividend Cafe of 2025: Year-End Market Recap and Outlook for 2026 In this final Dividend Cafe of 2025, David Bahnsen reviews key economic data points and market trends, including the performance of major indices and sector highlights. The discussion covers the lack of seasonality in market movements, updates on bond yields, and the significance of periodic portfolio rebalancing. The episode also touches on public policy issues related to data centers and provides insights on midstream energy sectors. David announces the upcoming annual 'year behind, year ahead' white paper and his ongoing book project on dividend growth investing. The session concludes with a look ahead to the first Dividend Cafe of 2026 and encourages listeners to read further on topics like gold as an inflation hedge. 00:00 Welcome to the Final Dividend Cafe of 2025 00:43 Recap of the Year and Upcoming Plans 02:44 Market Updates and Trends 06:29 Public Policy and The Fed 07:28 Energy Sector Insights 08:39 Looking Ahead to 2026 Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Today's Post - https://bahnsen.co/3MvD1Ot Monday Market Recap and Reflections on Recent Events In this Monday edition of Dividend Cafe, David Bahnsen discusses various market trends and policy issues from the New York City office. He reflects on the significant news events over the weekend, including the Brown University shooting, attacks in Australia and Syria, and the murder of filmmaker Rob Reiner and his wife. David analyzes stock market behaviors, including sector performances and reactions to AI infrastructure stocks, and provides insights into bond yields and the housing market. He also touches on Supreme Court cases affecting tariffs and forecasts potential policy moves regarding the Affordable Care Act subsidies. Lastly, he speaks about the tragic death of Rob Reiner, highlighting the impact of his films. 00:00 Introduction and Upcoming Schedule 02:13 Reflecting on a Tragic News Weekend 03:41 Market Overview and Key Observations 04:50 AI Sector Performance and Market Rotation 06:47 Bond Yields and Financial Sector Insights 09:31 Policy Updates and Supreme Court Predictions 12:08 Economic Data and Trade Deficit Analysis 13:14 Housing Market Trends and Builder Sentiment 16:17 Federal Reserve Actions and Interest Rates 19:28 Tribute to Rob Reiner and Conclusion Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Today's Post - https://bahnsen.co/4aK1R6X Honoring a Legacy: Greg Bahnsen's Influence on Investment Philosophy In this special edition of Dividend Cafe, host David Bahnsen reflects on the legacy of his father, Greg Bahnsen, commemorating the 30th anniversary of his passing. David explores the significant influence his father had on his work at The Bahnsen Group, particularly in investment philosophy and financial advisory. Through personal anecdotes, David discusses his father's dedication to hard work, commitment to first principles, and disdain for relativism, which have all deeply shaped his approach to investment management. He also touches on modern medical innovations and their importance, driven by the context of his father's health challenges. David concludes by highlighting the vital role of intellectual contribution and behavioral management in wealth management, drawing from his father's academic work on self-deception. 00:00 Introduction to the Friday Edition 00:19 Remembering Greg Bahnsen 01:50 Greg Bahnsen's Medical Journey 05:29 Reflections on Medical Innovations 08:10 The Legacy of Hard Work 10:56 Philosophical Foundations in Investment 16:43 Self-Deception and Investment Management 20:56 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

On Legal Docket, the Supreme Court weighs reopening sentences long considered final; on Moneybeat, David Bahnsen covers affordability and the Fed's shift toward easing; and Daniel Darling talks about the significance of Rosa Parks' act of courage. Plus, the Monday morning news  Support The World and Everything in It today at wng.org/donateAdditional support comes from Ambassadors Impact Network. Helping entrepreneurs with a purpose find the support they need to thrive with faith-aligned financing options. More at ambassadorsimpact.comAnd from WatersEdge. Save more. Do more. Give more. Helping Christians support ministry by giving through a donor-advised fund. watersedge.com/DAF

Today's Post - https://bahnsen.co/48jNR1e Thanksgiving Reflections: A Heartfelt Tribute to The Bahnsen Group In this special Thanksgiving edition of Dividend Cafe, David Bahnsen, Managing Partner of The Bahnsen Group, shares his gratitude for the various teams and individuals who contribute to the firm's success. Bahnsen highlights the hard work of the content department, the growth and achievements of the tax, planning, risk, and operations departments, and the essential role of the leadership team. He also expresses deep personal thanks to his wife Jolene, the legacy of his late father, and the trust of their valued clients. The episode serves as a heartfelt reflection on the dedication and commitment of The Bahnsen Group during this season of gratitude. 00:00 Welcome to the Thanksgiving Edition 01:12 Personal Reflections on Thanksgiving 02:08 Content Creation and Media Team 04:04 Growth of the Tax Department 05:35 Planning and Risk Management 07:58 Business Administration and Operations 10:35 Investment Solutions Department 13:20 Leadership and Personal Gratitude 16:35 Honoring My Father's Legacy 17:56 Gratitude for Our Clients 19:36 Closing Remarks Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

A Washington Times article by wealth manager, David Bahnsen, contends that much of the faith at work movement has focused on encouraging Christians to simply “get promoted and avoid sinful behavior on the job.” Mr. Bahnsen believes the next phase of this movement needs to focus on transforming industries by thoughtfully applying a deeper Christian ... The post Kingdom Com appeared first on Unconventional Business Network.

Today's Post - https://bahnsen.co/4oSvRlk Broad Economic Overview: Key Insights on Jobs, Housing, and Consumer Spending In this edition of the Friday Dividend Cafe, David Bahnsen delves into a comprehensive analysis of macroeconomic factors, exploring the current state of the job market, housing sector, and consumer spending. David emphasizes the importance of objective and apolitical economic analysis by discussing the recent trends in job creation, a softening housing market, and consumer spending patterns. The episode also critiques the use of consumer confidence as an economic indicator and underscores the importance of production in driving economic growth. Several data points and charts are presented, providing a nuanced view of an economy that is not strongly growing but also not on the brink of collapse. 00:00 Introduction and Overview 00:20 The AI Bubble and Investment Markets 01:22 Macroeconomic Commentary 04:49 Jobs Market Analysis 12:21 Housing Market Insights 18:26 Consumer Spending and Sentiment 21:56 GDP Growth and Economic Outlook 25:03 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Hugh discusses former Vice President Dick Cheney's funeral, the impending AI bubble, and talks with former Senator Jim Talent of the Reagan Institute, National Review's Noah Rothman, David Bahnsen of The Bahnsen Group, Michigan senatorial candidate Mike Rogers, and Josh Kraushaar, editor-in-chief of Jewish Insider.See omnystudio.com/listener for privacy information.

THE TIM JONES AND CHRIS ARPS SHOW 0:00 SEG 1 US Rep. Sheila Cherfilus-McCormick of Florida charged with stealing disaster funds 16:28 SEG 2 David Bahnsen, Fox Business contributor and Founder of The Bahnsen Group | TOPIC: Nvidia earnings report dismisses A.I. bubble fears | Overdue jobs report finally released | Tesla’s $1 trillion pay package for Elon | His book Full-Time: Work and the Meaning of Life thebahnsengroup.comx.com/DavidBahnsen 32:14 SEG 3 Trump and JD not invited to Dick Cheney’s funeral https://newstalkstl.com/ FOLLOW TIM - https://twitter.com/SpeakerTimJones FOLLOW CHRIS - https://twitter.com/chris_arps 24/7 LIVESTREAM - http://bit.ly/NEWSTALKSTLSTREAMS RUMBLE - https://rumble.com/NewsTalkSTL See omnystudio.com/listener for privacy information.

THE TIM JONES AND CHRIS ARPS SHOW 0:00 SEG 1 US Rep. Sheila Cherfilus-McCormick of Florida charged with stealing disaster funds 16:28 SEG 2 David Bahnsen, Fox Business contributor and Founder of The Bahnsen Group | TOPIC: Nvidia earnings report dismisses A.I. bubble fears | Overdue jobs report finally released | Tesla’s $1 trillion pay package for Elon | His book Full-Time: Work and the Meaning of Life thebahnsengroup.comx.com/DavidBahnsen 32:14 SEG 3 Trump and JD not invited to Dick Cheney’s funeral https://newstalkstl.com/ FOLLOW TIM - https://twitter.com/SpeakerTimJones FOLLOW CHRIS - https://twitter.com/chris_arps 24/7 LIVESTREAM - http://bit.ly/NEWSTALKSTLSTREAMS RUMBLE - https://rumble.com/NewsTalkSTL See omnystudio.com/listener for privacy information.

On Legal Docket, the Supreme Court confronts a religious-freedom violation; on Moneybeat, David Bahnsen talks about the impact of the shutdown; and on History Book, the discovery of the “missing link.” Plus, the Monday morning newsSupport The World and Everything in It today at wng.org/donateAdditional support comes from Boyce College—where truth comes first. Boyce College offers a Christ-centered education built on the truth of God's Word. Every student—no matter their major—takes 30 hours of Bible and theology, learning how to think biblically, live faithfully, and lead with conviction. Formed from the 160-year legacy of Southern Seminary, Boyce College prepares students for maximum faithfulness in the world, the workplace, the church, and the family. Learn more at boycecollege.comFrom Ridge Haven Camp in North Carolina and Iowa. Winter Camp starts December 29th. Registration open at ridgehaven.orgAnd from The Brainerd Institute — training pastors and equipping churches to make God's glory visible in rural places. More at Brainerdinstitute.com

Today's Post - https://bahnsen.co/3LGaAg6 AI Investing Bubble: Unpacking the Risks and Realities In this week's episode of Dividend Cafe, host David Bahnsen discusses the potential investment bubble surrounding artificial intelligence (AI). Bahnsen explores the phenomenon that started with the rise of ChatGPT in late 2022 and analyzes its implications for investors. He cautions against the euphoria-driven market, emphasizing the risks of high volatility and speculative investments in AI companies like Nvidia and Oracle. Bahnsen underscores the importance of adhering to sound investment principles and avoiding the pitfalls of chasing short-term gains in the overheated AI sector. 00:00 Introduction to This Week's Topic 01:06 The AI Bubble: A Growing Concern 06:37 Mathematical Fundamentals and Market Volatility 13:34 Historical Context and Future Implications 28:02 Conclusion and Investment Principles Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

In this episode of Main Street Matters, Jordan Bruneau sits down with economist David Bahnsen to break down the real economic impact of the recent government shutdown and what the latest off-year election results signal for the country. They explore the growing healthcare crisis, persistent labor shortages, and the cultural shifts influencing workforce participation—particularly among men. Bahnsen outlines the biggest priorities for conservatives in the year ahead, emphasizing the need to restore economic mobility, strengthen personal responsibility, and confront the deeper societal issues driving America’s long-term challenges.See omnystudio.com/listener for privacy information.

On today's program: Casey Harper, Managing Editor for Broadcast at The Washington Stand and Host of the "Outstanding" podcast, previews a potential end to the government shutdown and reports on a Utah judge's ruling on redistricting. He also

Today's Post - https://bahnsen.co/47ogHOD US-China Trade Deal Updates & Insights from The Bahnsen Group Annual Retreat In this week's episode of Dividend Cafe, host David Bahnsen reports from The Bahnsen Group's annual retreat in Dallas, Texas. He highlights the team's dedication to client experience and shares updates on the significant US-China trade deal. The discussion covers recent agreements between the two nations, including tariff reductions, market commitments, and cooperation plans. Bahnsen reflects on how market discipline has influenced policy decisions and gives insights on the potential economic impacts. Looking ahead, he hints at a forthcoming evaluation of the AI CapEx bubble burst in the next episode. 00:00 Welcome to Dividend Cafe 00:06 The Importance of Our Annual Retreat 01:41 US-China Trade Deal Overview 05:06 Key Elements of the Trade Agreement 10:18 Implications and Future Prospects 18:43 Conclusion and Upcoming Topics Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

More than $100 billion over budget and five years late, Governor Newsom's high-speed rail project has settled on a new strategy: shortcuts -- including one through the middle of Shafter, Calif. In other news: The secret life of NYC's David Bahnsen, Newsom tells ABC's Jonathan Karl he's a border hawk, we remember the 1947 flight of Howard Hughes's Spruce Goose, and what Ronald Reagan said about tariffs that Ronald Reagan Presidential Library officials can't remember. Music by Metalachi.Email Us:dbahnsen@thebahnsengroup.comwill@calpolicycenter.orgFollow Us:@DavidBahnsen@WillSwaim@TheRadioFreeCAShow Notes:New York's Golden Handcuffs: Why the City Has a Special Hold on the RichTrump Is Mad at Canada, but Not for Misquoting ReaganNewsom says US faces '5-alarm fire' and warns 'we won't have a country'The feds want to know more about the people on food stamps. How Newsom respondedNewsom Gives Trump's Vanity Ballroom Brutal New NicknameWhat is Gov. Gavin Newsom's role in the California Capitol Annex project?Exxon sues California over new laws requiring corporate climate disclosuresCalifornia's War on Oil Finally Prompts a ResponseCA state retirement fund lost 71% of $468M put in clean energy, won't say howWhy an entire Calif. town is standing up against the high-speed railIdaho official investigating Millbrae police chief over property tax breakPrincipal resigns after investigator finds Grindr app used to pursue sex with student Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today's Post - https://bahnsen.co/43Ga1ZR**** Monday Market Recap and Historical Insights - Dividend Cafe with David Bahnsen In this Monday edition of Dividend Cafe, host David Bahnsen covers a variety of market topics. Bahnsen urges viewers to check out the Friday edition of Dividend Cafe for an in-depth analysis of private markets. He then discusses the day's market fluctuations, highlighting significant movements in the Dow, S&P, and Nasdaq. A fascinating chart on market cap and AI CapEx is recommended for further insights. Bahnsen also shares a historical market trend, noting that positive first 10 months often lead to favorable outcomes in the final two months of the year. Key news includes Kimberly Clark's $48.7 billion acquisition of Ken View amid controversy involving Tylenol and autism. Bahnsen briefly touches on public policy matters, upcoming Supreme Court hearings on tariffs, and off-cycle election indicators. He announces no podcasts during the week due to an offsite team meeting in Dallas, but daily blurbs will continue. The episode concludes with a quick overview of market performance, including the 10-year bond yield and sector highlights. 00:00 Introduction and Friday Recap 00:27 Today's Market Overview 01:35 AI CapEx and Market Valuations 03:30 Historical Market Trends 04:53 Sector Performance and Big News 06:53 Public Policy and Upcoming Events 08:53 Upcoming Schedule and Conclusion Kimberly-Clark buys Kenvue - https://apnews.com/article/kimberly-clark-kenvue-tylenol-98d5fd39c12b25524e3188da2e840436 NVIDIA/WSJ Chart Mention - https://www.wsj.com/finance/stocks/global-stocks-markets-dow-news-11-03-2025-83c207f7 Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Today's Post - https://bahnsen.co/4qxLxMp Demystifying Private Markets: Risks, Rewards, and Systemic Implications In this episode of Dividend Cafe, host David Bahnsen, Chief Investment Officer at The Bahnsen Group, delves into the complexities of private markets, focusing on private credit and private equity. Bahnsen addresses the widespread discussions around the potential opportunities and risks in these markets, arguing that both extreme optimism and pessimism are misguided. He explains the inherent risks associated with higher returns and emphasizes the importance of understanding these investments' systemic implications, even for those not directly invested. Bahnsen also explores the historical growth of private markets, the exit bottleneck in private equity, and the potential for systemic risk. Emphasizing the necessity of prudence in investment and manager selection, he advocates for awareness of liquidity issues and proper diversification. This episode aims to provide a nuanced perspective on private markets, debunking myths and highlighting the real stakes involved. 00:00 Introduction to This Week's Dividend Cafe 00:40 Understanding Private Markets: Credit and Equity 03:07 The Risks and Realities of Private Credit 07:18 Private Credit vs. Traditional Banking 12:13 The Growth of Private Equity 18:53 Current Challenges in Private Markets 29:18 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Today's Post - https://bahnsen.co/49mduQP Dividend Cafe: Market Recap and Economic Insights - Monday Edition In the Monday edition of Dividend Cafe, host David Bahnsen provides a thorough market recap from their Newport Beach studio. He highlights key market movements, with the DOW closing up 337 points, the S&P rising by 1.25%, and the NASDAQ up 1.75%. Boson also discusses the potential China trade deal and its impacts on the market, as well as the recent CPI report showing inflation metrics. Additionally, he touches on public policy developments concerning tariffs with Canada and Mexico and explores the implications of growing U.S. stock market capitalization. The episode wraps up with insights into housing market trends, mortgage rates, and Federal Reserve actions expected later in the week. 00:00 Welcome to Dividend Cafe Monday Edition 00:51 Market Recap: A Positive Day on Wall Street 02:20 Economic Insights: CPI Report Analysis 04:20 Public Policy and Trade Updates 04:57 US Stock Market Growth 06:25 Housing and Mortgage Market Trends 08:27 Federal Reserve and Oil Market Update 08:55 Against Doomsday: Positive Economic Indicators 09:54 Upcoming Events and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Today's Post - https://bahnsen.co/47Ly2Ab Understanding Index Funds and Their Evolution: A Comprehensive Analysis In this episode of the Friday Dividend Cafe, David Bahnsen, Chief Investment Officer of The Bahnsen Group, delves into the topic of index funds and their evolution over the years. He discusses the impact of index funds on the investment landscape, comparing their performance and risk profile to other investment approaches like dividend growth investing. David examines the significant growth in index fund ownership, changes in the composition of the S&P 500, and the implications of market capitalization-weighted indices. He also addresses common concerns, such as market liquidity, valuation risks, and the role of financial advisors in tailoring portfolios to individual needs. The discussion is aimed at providing a deeper understanding of the current dynamics in indexing and its relevance to both investors and financial advisors. 00:00 Introduction to Dividend Cafe 00:17 The Evolution of Indexing 00:59 Indexing vs. Dividend Growth Investing 03:39 Understanding Market Beta 07:27 The Role of Advisors and Fees 13:06 The Growth of S&P 500 Index Funds 22:35 Systemic Risks and Market Dynamics 31:13 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Hugh discusses the No Kings rallies, the New York City Mayoral race, Israel-Gaza, the Schumer shutdown, and talks with Sen. Tom Cotton, Vic Matus, Bethany Mandel, David Bahnsen, and Doug Lesmerises.See omnystudio.com/listener for privacy information.

Today's Post - https://bahnsen.co/4nbfO0v Understanding the Impact of AI on Jobs: A Deep Dive In this Friday edition of Dividend Cafe, David Bahnsen, managing partner at The Bahnsen Group, explores the impact of artificial intelligence (AI) on jobs and the economy. Recording live from New York City before heading to Nashville, Bahnsen reflects on the intensive research and writing process for this episode. He addresses both the historical precedents set by the Industrial and Digital Revolutions and dispels fears about AI-induced mass job displacements. Instead, he emphasizes that AI will augment human labor by creating new job opportunities and enhancing productivity. Bahnsen argues for the importance of human-centric skills like decision-making, wisdom, and empathy, which cannot be replaced by machines. This episode offers a nuanced perspective on the future of work in the AI era, ultimately promoting an optimistic outlook on technological advancements and their potential benefits. 00:00 Introduction and Weekly Update 00:20 The Writing Process of Dividend Cafe 01:32 Impact of AI on Jobs 04:39 AI's Current and Future Job Displacement 11:53 Historical Context: Industrial and Digital Revolutions 20:10 Economic Principles and Human Needs 26:02 The Irreplaceable Human Element 31:06 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Today's Post - https://bahnsen.co/4q8nNy3 In this week's Dividend Cafe, David Bahnsen dives into the latest market movements on a somewhat irregular Columbus Day with both stock market rallies and bank closures. Key highlights include the release of Israeli hostages held since October 2023, President Trump's upcoming meeting with China's President Xi, and the nuances of U.S.-China trade relations. David also breaks down the latest market performances, discuss the bond market, and preview the upcoming earnings season. Additionally, David touchs on the consistency and preferences in delivering Dividend Cafe content across different mediums. Get ready for a detailed wrap-up of today's economic events and market reactions. 00:00 Introduction to Dividend Cafe 00:51 Market Summary and Key Events 01:00 Global Political Developments 01:33 US-China Trade Relations 05:37 Market Performance Recap 07:30 Federal Reserve and Economic Indicators 08:55 Personal Preferences and Media Formats 10:47 Upcoming Events and Closing Remarks 12:05 Legal Disclaimers and Notices Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Today's Post - https://bahnsen.co/3KCGbir Unpacking the AI Revolution: Investment Philosophies and Realities In this episode of Dividend Cafe, David Bahnsen, Chief Investment Officer at The Bahnsen Group, explores the current excitement surrounding AI investments. Bahnsen contrasts contrasting perspectives from investment experts and delves into the cyclical nature of AI-driven market trends. He emphasizes the importance of adhering to a disciplined investment philosophy, particularly dividend growth investing, even amid the AI craze. Through an analysis of market dynamics and speculative risks, David outlines three potential scenarios for AI investments and underscores the need for consistency and prudence in managing client capital. 00:00 Introduction to Dividend Cafe 00:05 Contrasting Views on AI Revolution 02:56 Current AI Market Dynamics 04:41 The Circularity Problem in AI Investments 06:00 Soros' Reflexivity Theory and AI 14:56 Three Potential Outcomes for AI Investments 19:58 The Bahnsen Group's Investment Philosophy 27:35 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

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[00:00:00] Griff Jenkins - Happy Taylor Swift day   [00:18:26] David Bahnsen   [00:36:48] Josh Kraushaar   [00:55:10] Marc Thiessen   [01:13:32] Rep. Brian Mast   [01:31:55] Sen. Marsha Blackburn   [01:40:37] Tristan Harris Learn more about your ad choices. Visit podcastchoices.com/adchoices

Today's Post - https://bahnsen.co/3IQOTsJ Insights and Takeaways from a Week of Meetings in NYC In this week's Dividend Cafe, David Bahnsen, managing partner and CIO at The Bahnsen Group, recaps key insights from a week of high-level meetings with asset management partners, hedge funds, and private market managers in New York City. Reflecting on the history of these annual gatherings, David discusses the intense debates about AI, the nuances of private market investing, the low conviction on the state of the economy, and the implications of tight credit spreads. Additionally, he delves into the interconnectedness of the data center theme and its broad economic impact. These themes will inspire future discussions in upcoming Dividend Cafe episodes. David also mentions potential portfolio adjustments based on these insights. 00:00 Welcome to Dividend Cafe 00:27 Recap of New York City Meetings 01:53 Historical Context and Evolution 05:45 Insights from Recent Meetings 10:34 Key Themes and Takeaways 17:35 Conclusion and Future Outlook Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Today's Post - https://bahnsen.co/4muX6jX Analyzing America's Labor Market: Cyclical vs. Structural Issues In this week's Dividend Cafe, host David Bahnsen discusses the United States labor market, emphasizing the distinction between cyclical and structural challenges. He explores the unemployment data, noting historically low rates yet a significant rise in labor inactivity among prime working-age men. David highlights the supply-side issues in the labor market, including potential cultural factors and the impact of social safety nets, particularly disability benefits. He stresses the need for structural solutions and their implications on economic policy and the broader society. The episode concludes with a preview of next week's meetings with money management partners in New York. 00:00 Introduction and Upcoming Events 01:04 Current State of the Labor Market 02:59 Cyclical vs. Structural Economic Challenges 05:23 Unemployment Trends and Historical Context 06:28 The Supply Problem in the Labor Market 08:39 Inactivity Rates and Labor Participation 13:23 Cultural and Policy Factors Affecting Employment 20:20 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

On Legal Docket, political parody and free speech; on Moneybeat, David Bahnsen weighs the conflicting interests within the Fed; and on History Book, how American eugenics inspired German sterilization. Plus, the Monday morning newsSupport The World and Everything in It today at wng.org/donateAdditional support comes from Cedarville University—a Christ-centered, academically rigorous university located in southwest Ohio, equipping students for Gospel impact across every career and calling. Cedarville integrates a biblical worldview into every course in the more than 175 undergraduate and graduate programs students choose from. New online undergraduate degrees through Cedarville Online offer flexible and affordable education grounded in a strong Christian community that fosters both faith and learning. Learn more at cedarville.edu, and explore online programs at cedarville.edu/onlineFrom Dordt University, whose online MBA and MPA programs prepare leaders for lasting impact. Dordt University. Until All Is Made New. And from His Words Abiding in You, a Bible memorization podcast designed for truck drivers. His Words Abiding in You … on all podcast apps.

Today's Post - https://bahnsen.co/4n9Rw7O Market Recap and Policy Insights: Navigating Nuances in the Economy In this episode of the Monday Dividend Cafe, host David Bahnsen provides a detailed analysis of the market activities and public policy updates. Broadcasting from Newport Beach, David discusses his recent travels and highlights from Dividend Cafe's special issue on The Fed. The episode delves into market movements, noting a tech sector surge led by Nvidia and the rare divergence of communication services. Other topics include a notable drop in rent prices, impacts of new tariffs on American businesses, and updates on public policy announcements such as the H1B visa fee and the U.S.-China TikTok deal. David also covers the anticipated government shutdown and its potential market implications, along with other significant economic indicators like oil prices and bond yields. The show wraps up with insights on the intertwining of monetary policy and government debt. 00:00 Introduction and Recent Travels 00:42 Market Recap: A Mixed Monday 01:54 Technology and Communication Services Performance 03:42 Small Cap vs. Large Cap Earnings Growth 06:12 Public Policy Updates: H1B Visas and TikTok Deal 09:10 Government Shutdown and Tariff Revenue 11:08 Housing Market Insights and Fed Policy 14:52 Conclusion and Upcoming Events Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

NVIDIA makes a major investment in OpenAI, and the tech rally rolls on. Patrick Moorhead of Moor Insights joins to react to tech powering higher. Eamon Javers has the latest from the White House on Argentina, while Angelica Peebles breaks down Kenvue's slide. Later, David Bahnsen of The Bahnsen Group and Vanguard Chief Economist Joe Davis discuss how to invest at current levels. Our Eunice Yoon reports from China on retail investors.    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today's Post - https://bahnsen.co/4nEivIn Friday Dividend Cafe: Analyzing the Latest Fed Rate Cut In this episode of Friday Dividend Cafe, host David Bahnsen delves into the recent Federal Reserve rate cut announced on Wednesday. He discusses the implications of the quarter-point reduction, detailing how the Fed's decision impacts the market and the broader economy. David also touches on quantitative tightening, job market conditions, and the debate over future rate cuts. Additionally, he addresses the drama surrounding Fed appointments, the potential for overheated financial markets, and the importance of maintaining a balanced investment approach amidst economic uncertainties. Tune in for an in-depth breakdown and insightful commentary on current financial events and their broader implications. 00:00 Introduction to the Friday Dividend Cafe 01:35 The Fed's Recent Rate Cut Explained 02:08 Quantitative Easing and Balance Sheet Insights 03:39 Analyzing the Fed's Announcement and Market Reactions 05:16 Impact on Jobs and Economic Indicators 06:24 Bond Yields and Mortgage Rates Discussion 09:19 Stock Market Reactions and Predictions 11:15 Reasons Behind the Fed's Rate Cut 15:08 Drama and Speculations within the Fed 21:28 Future Predictions and Investment Strategies 23:52 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

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In this episode of Crosspolitic, Pastor Toby and The Chocolate Knox interview David Bahnsen, founder and chief investment officer of the Bahnsen Group (managing $8.1 billion), about his upcoming talk at the Fight Laugh Feast conference on "Making America Competitive Again: Why Education is Ground Zero for Markets." The conversation explores Bahnsen's fascinating journey from managing Christian bands at Tooth and Nail Records in the 1990s to building a multi-billion dollar wealth management firm, demonstrating that entrepreneurial opportunities still abound in America for those willing to take responsibility and work hard. Fight Laugh Feast 2025 Conference (October 16-18, Nashville) - Register HERE: https://flfnetwork.com

In this episode of Crosspolitic, Pastor Toby and The Chocolate Knox interview David Bahnsen, founder and chief investment officer of the Bahnsen Group (managing $8.1 billion), about his upcoming talk at the Fight Laugh Feast conference on "Making America Competitive Again: Why Education is Ground Zero for Markets." The conversation explores Bahnsen's fascinating journey from managing Christian bands at Tooth and Nail Records in the 1990s to building a multi-billion dollar wealth management firm, demonstrating that entrepreneurial opportunities still abound in America for those willing to take responsibility and work hard. Fight Laugh Feast 2025 Conference (October 16-18, Nashville) - Register HERE: https://flfnetwork.com

On Legal Docket, an overhaul of the bar exam; on Moneybeat, David Bahnsen parses the latest job numbers; and on History Book, remembering VJ Day. Plus, the Monday morning newsSupport The World and Everything in It today at wng.org/donateAdditional support comes from Ambassadors Impact Network, where entrepreneurs can discover faith-aligned funding opportunities. More at ambassadorsimpact.comFrom Cedarville University—a Christ-centered, academically rigorous university located in southwest Ohio, equipping students for Gospel impact across every career and calling. Cedarville integrates a biblical worldview into every course in the more than 175 undergraduate and graduate programs students choose from. New online undergraduate degrees through Cedarville Online offer flexible and affordable education grounded in a strong Christian community that fosters both faith and learning. Learn more at cedarville.edu, and explore online programs at cedarville.edu/onlineAnd from The Master's University, equipping students for lives of faithfulness to The Master, Jesus Christ. masters.edu

Today's Post - https://bahnsen.co/47uuMdO Monday Market Update: Analyzing Housing, Jobs, and Fed Policies In this Monday edition of the Dividend Cafe, host David Bahnsen discusses the latest market movements, job figures, and housing market dynamics. He highlights the Fed's anticipated rate cut decisions, sector performances, and policy updates. Boson also provides insights into nominal GDP expectations and the impact of tariffs on various sectors. Listeners are encouraged to visit DividendCafe.com for detailed analyses and a philosophical discussion on the U.S. free market economy from last Friday's special edition. 00:00 Welcome to Dividend Cafe 02:13 Market Recap and Insights 04:02 Public Policy Updates 05:58 Economic Indicators and Job Market 08:21 Housing Market Analysis 10:56 Federal Reserve and Interest Rates 12:25 Oil Market and Health Statistics 13:47 Closing Remarks and Special Mentions Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Today's Post - https://bahnsen.co/42ckcVf Embracing Risk for Economic Prosperity in the United States In this week's episode of Dividend Cafe, David Bahnsen, Chief Investment Officer at The Bahnsen Group, discusses the crucial role of risk-taking and free enterprise in driving the unparalleled economic growth and prosperity of the United States. Drawing on his experience teaching honors economics at Pacifica Christian High School, David emphasizes the importance of defending the competitive advantages and principles that have historically given the U.S. a leading investment edge. He warns against the trend of moving away from these foundational economic principles and advocates for maintaining a system that values individual dignity, robust capital markets, and entrepreneurial innovation. David concludes by urging investors to focus on these strengths to ensure long-term success. 00:00 Introduction and Host Background 00:25 Connecting Economics to Investment 04:04 The Importance of Free Enterprise 07:26 Risk Taking and Economic Growth 11:15 American Economic Exceptionalism 19:59 Challenges and Future Outlook 23:00 Conclusion and Upcoming Topics Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

On Legal Docket, Christian teachers refuse to keep secrets from parents; on Moneybeat, David Bahnsen talks tariffs and the showdown with the Fed governor; and on History Book, New Orleans remembers Hurricane Katrina. Plus, the Monday morning newsSupport The World and Everything in It today at wng.org/donateAdditional support comes from Dordt University. Offering fast-track Ag degrees to help graduates make an impact in agriculture sooner. Dordt.eduAnd from iWitness. Powerful audio dramas bringing faith, courage, and history to life in unforgettable ways. iwitnesspod.com

Daily Market Recap: Mixed Market Movements and Bond Market Rally In today's Dividend Cafe daily recap, David Bahnsen covers the day's market activity with the DOW closing up 72 points, the S&P up 20 points, and Nasdaq up over half a percent. Despite Nvidia's slight decline, the overall market saw gains, especially in technology and communication services sectors. The bond market also saw a rally with the 10-year yield sitting at 4.2%. Defensive sectors like utilities and healthcare were in negative territory. Tune in tomorrow for a deeper dive into the private economy and the federal government's role as a shareholder. 00:00 Introduction and Market Overview 00:11 Stock Market Performance 00:47 Bond Market Update 01:18 Sector Performance 01:58 Conclusion and Upcoming Insights Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

On Legal Docket, the end of affirmative action in college admissions; on Moneybeat, David Bahnsen on possible rate cuts by the Fed; and on History Book, the anniversary of the Americans with Disabilities Act. Plus, the Monday morning newsSupport The World and Everything in It today at wng.org/donateAdditional support comes from Audio Deacon, a podcast for Christians and listeners who want more than background noise. Episodes offer thoughtful album reviews, curated lists of recordings, and conversations with musicians and thought leaders teaching maturing believers how to listen to music with biblical wisdom. It's also a resource for parents, guiding you through music's glories, pitfalls, and conversations worth having. Listen and subscribe at audio-deacon.com and read more at audiodeacon.substack.comWebsite: audio-deacon.comSubstack: audiodeacon.substack.comPodcast: Buzzsprout | Apple | SpotifyFrom Covenant College. Rigorous academics, grounded in Reformed theology, lived out in Christ-centered community. covenant.edu/WORLDAnd from WatersEdge. Save more. Do more. Give more. Helping Christians support ministry by giving through a donor-advised fund. watersedge.com/DAF

Today's Post - https://bahnsen.co/4mqPbFc Dividend Cafe: Market Updates, Fed Insights, and Public Policy Developments In this Monday edition of the Dividend Cafe, David Bahnsen covers a range of topics including market performance, recent movements by the Federal Reserve, and significant public policy announcements. The DOW and other major indices experienced declines after a notable rally on Friday following Chairman Powell's speech at Jackson Hole. Public policy highlights include the U.S. government's equity interest in Intel and plans for future investments, as well as new tariffs on imported furniture. The housing market shows signs of trouble with declining permits and new home sales. The episode discusses the potential implications of Fed Governor Lisa Cook's investigation and offers insights into crude oil prices and midstream energy sectors. Finally, it reiterates the resilience of dividend growth investing amidst economic and policy uncertainties and previews Nvidia's forthcoming earnings report. 00:00 Introduction to the Monday Edition 00:20 Market Recap: A Look at Recent Trends 03:02 Public Policy Updates and Government Actions 06:00 Housing Market Insights 08:17 Federal Reserve and Economic Policies 11:08 Energy Sector and Investment Strategies 13:30 Conclusion and Upcoming Highlights Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

On Legal Docket, testing the boundaries of free speech; on Moneybeat, David Bahnsen on the new Fed nominee, jobs data, and trade alliances; and on History Book, C.S. Lewis takes to the airwaves. Plus, the Monday morning news Support The World and Everything in It today at wng.org/donateAdditional support comes from Covenant College. Rigorous academics, grounded in Reformed theology, lived out in Christ-centered community. covenant.edu/WORLDFrom Dordt University, where pre-med students gain knowledge through undergraduate research and hone skills through hands-on simulations. Dordt.eduAnd from WatersEdge Kingdom Investments — personal investments that build churches. 5.05% APY on a three-month term. WatersEdge.com/investWatersEdge Kingdom Investments - WatersEdge securities are subject to certain risk factors as described in our Offering Circular and are not FDIC or SIPC insured. This is not an offer to sell or solicit securities. WatersEdge offers and sells securities only where authorized; this offering is made solely by our Offering Circular.

Newt talks with David Bahnsen, founder and chief investment officer of The Bahnsen Group, about the importance of balancing the federal budget and addressing the national debt, which is nearly $37 trillion. He reflects on his past success in balancing the budget as Speaker of the House in the 1990s and emphasizes the need for fiscal responsibility. Bahnsen shares his nuanced views on the Federal Reserve's role in setting interest rates, arguing against the need for a Central Bank to set the price of money. Bahnsen critiques the current monetary policy and the impact of tariffs on the economy, expressing concerns about the effects on small businesses and advocating for pro-growth policies. Their conversation also touches on the challenges of entitlement reform, the impact of foreign investment, and the need for effective communication in political discourse. Bahnsen's Dividend Café newsletter offers insights into market trends and economic perspectives, aiming to provide objective advice for investors.See omnystudio.com/listener for privacy information.

On Legal Docket, defending religious liberty ; on Moneybeat, David Bahnsen untangles tariffs; and on History Book, three stories from New York City. Plus, the Monday morning newsSupport The World and Everything in It today at wng.org/donateAdditional support comes from Asbury University. Where academic excellence meets spiritual growth. asbury.edu/visitAnd from Cedarville University—a Christ-centered, academically rigorous university located in southwest Ohio, equipping students for Gospel impact across every career and calling. Cedarville integrates a biblical worldview into every course in the more than 175 undergraduate and graduate programs students choose from. New online undergraduate degrees through Cedarville Online offer flexible and affordable education grounded in a strong Christian community that fosters both faith and learning. Learn more at cedarville.edu, and explore online programs at cedarville.edu/online

On Legal Docket, a proposal for reforming criminal justice; on Moneybeat, David Bahnsen talks about financial and spiritual health; and on History Book, a 17th century poet sees himself as the secretary of God's praise. Plus, the Monday morning newsSupport The World and Everything in It today at wng.org/donateAdditional support comes from Ambassadors Impact Network. Providing faith driven entrepreneurs the opportunity to apply for funding that aligns with their values. More at ambassadorsimpact.comFrom Nicea Conference, a celebration of the 1700th anniversary of the Nicene Creed, the most widely confessed and majestic expression of the Christian faith, underpinning the essence of the gospel we confess. Join church leaders from over two dozen countries in the same place Christians gathered 1700 years ago. WORLD subscribers enjoy 20% conference registration with promo code WORLD20. Visit www.niceaconference.com And from WatersEdge Kingdom Investments — personal investments that build churches. 5.05% APY on a three-month term. WatersEdge.com/invest. WatersEdge securities are subject to certain risk factors as described in our Offering Circular and are not FDIC or SIPC insured. This is not an offer to sell or solicit securities. WatersEdge offers and sells securities only where authorized; this offering is made solely by our Offering Circular.

On Legal Docket, the Supreme Court decision on homeless camping bans; on Moneybeat, David Bahnsen unpacks inflation confusion; and on History Book, Benjamin Franklin's postal system. Plus, the Monday morning newsSupport The World and Everything in It today at wng.org/donateAdditional support comes from Cedarville University—a Christ-centered, academically rigorous university located in southwest Ohio, equipping students for Gospel impact across every career and calling. Cedarville integrates a biblical worldview into every course in the more than 175 undergraduate and graduate programs students choose from. New online undergraduate degrees through Cedarville Online offer flexible and affordable education grounded in a strong Christian community that fosters both faith and learning. Learn more at cedarville.edu, and explore online programs at cedarville.edu/onlineFrom Dordt University. Offering fast-track Ag degrees to help graduates make an impact in agriculture sooner. Dordt.eduAnd from The Joshua Program at St. Dunstan's Academy in Virginia ... a gap year shaping young men ... through trades, farming, prayer ... stdunstansacademy.org