Podcast appearances and mentions of david bahnsen

On Thursday, June 18, David Bahnsen recapped a strong market day led by the Nasdaq (up nearly 500 points, just under 2%), with the S&P 500 up just over 1% and the Dow up 72 points. Technology, consumer discretionary, and communication services led, while energy, financials, healthcare, and consumer staples lagged. He highlighted SpaceX's roughly $2.5 trillion market cap (down from nearly $3 trillion days earlier after a 17–18% drop) and contrasted it with Amazon and Microsoft profitability versus SpaceX's $19 billion in sales and a $9 billion loss. Economic data showed initial jobless claims at 226,000 (four-week average 223,000). Bond yields reflected further curve flattening: the 10-year fell to 4.45% while shorter maturities rose. 00:00 Welcome and Setup 00:23 Market Rally Snapshot 00:44 Sector Winners and Losers 01:07 SpaceX Valuation Reality Check 02:33 Jobless Claims Update 02:54 Yield Curve Flattening 03:28 Wrap Up and Tomorrow Preview Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

David Bahnsen recaps a major market day following the first FOMC meeting chaired by Kevin Warsh, where the Fed left rates unchanged but offered a notably brief statement with little forward guidance. The dot plot implied higher rates ahead, though Warsh declined to submit his own projection, reinforcing his opposition to forward guidance as a policy tool. In his first press conference, Warsh announced five task forces covering Fed communications, the balance sheet, data sources, productivity and jobs, and inflation frameworks, and emphasized focusing on what data says about the economy rather than predicting the Fed's reaction. Markets sold off: the Dow swung from +280 to close -500, the S&P fell 1.25%, and the Nasdaq more than 1.25%, alongside a yield-curve flattening with short rates up far more than the 10-year. All 11 S&P sectors ended down. 00:00 Welcome and Setup 00:10 Fed Meeting Recap 01:14 Dot Plot and Guidance 01:55 Five Fed Task Forces 02:44 Reaction Function Critique 04:17 Market Selloff and Yields 05:29 Sector Performance Breakdown 06:02 Economic Data Check 06:26 Wrap Up and Sign Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

David Bahnsen recaps Tuesday, June 16 market action with the Dow up 329 points (+0.64%) while the S&P fell over 0.5% and the Nasdaq dropped 1.15% as big tech/AI names sold off. Oil fell another 4.5% with WTI around $77, and the 10-year yield declined three basis points to 4.437%. Financials rallied about 1.5% (helping the Dow), with strength also in some healthcare names, while energy mostly continued lower. Bahnsen argues Monday's rally was less about Iran/Strait of Hormuz headlines and more a return to AI-tech momentum, which reversed Tuesday, framing the key market tension as AI momentum and valuations versus more fundamental sectors like REITs, healthcare, industrials, and staples. He also defines “first-year maximum drawdown” as the largest peak-to-trough decline in a stock's first year post-IPO. 00:00 Market Recap Overview 00:38 Sector Rotation Snapshot 01:31 Bonds and Tech Divergence 02:11 Debunking the Iran Rally 03:04 AI Momentum vs Fundamentals 04:07 What Drawdown Means 05:02 Wrap Up and Contact Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

For over 100 days, the conflict between the U.S. and Iran has kept markets on edge. But now, investors are celebrating reports that the U.S. and Iran have reached a preliminary deal to end hostilities and reopen the Strait of Hormuz. David Bahnsen, Founder and Managing Partner of The Bahnsen Group, joins FOX Business' Taylor Riggs to discuss how cautious traders should remain since the potential peace pact isn't expected to be official until Friday, and how this development could impact the Fed meeting later this week. Bahnsen also discusses the job market, “AI washing,” and SpaceX stock. Learn more about your ad choices. Visit podcastchoices.com/adchoices

For over 100 days, the conflict between the U.S. and Iran has kept markets on edge. But now, investors are celebrating reports that the U.S. and Iran have reached a preliminary deal to end hostilities and reopen the Strait of Hormuz. David Bahnsen, Founder and Managing Partner of The Bahnsen Group, joins FOX Business' Taylor Riggs to discuss how cautious traders should remain since the potential peace pact isn't expected to be official until Friday, and how this development could impact the Fed meeting later this week. Bahnsen also discusses the job market, “AI washing,” and SpaceX stock. Learn more about your ad choices. Visit podcastchoices.com/adchoices

For over 100 days, the conflict between the U.S. and Iran has kept markets on edge. But now, investors are celebrating reports that the U.S. and Iran have reached a preliminary deal to end hostilities and reopen the Strait of Hormuz. David Bahnsen, Founder and Managing Partner of The Bahnsen Group, joins FOX Business' Taylor Riggs to discuss how cautious traders should remain since the potential peace pact isn't expected to be official until Friday, and how this development could impact the Fed meeting later this week. Bahnsen also discusses the job market, “AI washing,” and SpaceX stock. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Today's Post - https://bahnsen.co/4g30PWo This special episode of The Dividend Cafe features David Bahnsen's 2026 commencement address at Pacifica Christian High School of Orange County, introduced by his daughter and graduate Sadie. As a co-founder and trustee of the school, Bahnsen shares faith-informed life advice centered on the school's emphasis on thinking well and living well, urging graduates to reject perpetual negativity, victimhood, and fatalism about the economy, AI, or personal trauma. He argues that people are not defined or owned by hardships and can choose optimism, responsibility, and joy, including avoiding “doom scrolling” and building healthy habits and relationships. He challenges parents and adults not to spread cynicism and calls graduates to be “builders” who pursue hope, peace, and purpose in Christ. 00:00 Welcome and Special Episode 01:05 Why This Commencement Speech 02:32 Faith Theme and Setup 03:00 Sadie Introduces Her Dad 05:17 Opening Remarks and Pacifica Vision 07:10 High School Nostalgia and Culture 09:03 Think Well and Live Well 10:46 Reject Victimhood and Negativity 12:14 Today Is the Best Day 14:12 Healing Beyond Trauma 16:08 Choose Optimism and Agency 18:30 Be Builders Not Destroyers 19:02 Charge to the Graduates 20:27 Love and Final Blessing 21:44 Disclosures and Disclaimer Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Today's Post - https://bahnsen.co/4wQ3FUF From the Reagan Library during a week of speeches, David Bahnsen discusses the politicized debate over Federal Reserve independence following Kevin Warsh's confirmation as Fed chair and the recent Trump–Powell conflict. He argues the Fed is not constitutionally independent: Congress created it in 1913, set its mandate (including via Humphrey-Hawkins), requires semiannual reporting, and presidents appoint governors who serve staggered terms and cannot be fired without cause. Bahnsen notes monetary policy is inherently political because it affects prices, employment, and government borrowing, and he cites historical Fed–Treasury coordination in the 1990s crises, 2008 (TARP/AIG), and 2020 (CARES Act). He calls for Congress to clarify the Fed's legal structure and increase oversight, supports practical independence from political pressure, and criticizes both election-driven rate cuts and Phillips-curve-driven tightening. 00:00 Intro to Today's Topic 01:41 Warsh Pick and Market Reaction 03:08 Why Fed Independence Matters 05:37 Trump Quote on Independence 06:11 Fed Origins and Legal Structure 08:46 Why Monetary Policy Is Political 10:22 Crisis Coordination Examples 13:35 Do We Want Independence 15:25 Congress Oversight and Reform 17:11 Warsh Expectations and Fed Fixes 19:49 Conclusion Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

At Cummins' 2026 annual meeting, the company faced a shareholder proposal from David Bahnsen, founder of The Bahnsen Group, over the company's participation in activist rating systems like the Human Rights Campaign's Corporate Equality Index. Listen to David's presentation, urging the company to prioritize core business over activist scorecards. "Cummins’ rating from the Human Rights Campaign does not indicate political neutrality. It indicates alignment with highly controversial medical interventions, including hormone regimens and gender transition surgery. Further, Cummins’ active participation in activist indices is concerning for shareholders who expect the company to avoid political controversy. Cummins should not be grabbing headlines for political stances. And it does not need to seek applause from activists. Its core business, meeting the needs of humanity by building the diesel engines and the generators that help power our world, is a noble, commendable, and vital business model that every investor can and ought to be proud of." Learn more about The Bahnsen Group at thebahnsengroup.com.See omnystudio.com/listener for privacy information.

Today's Post - https://bahnsen.co/3R9QgGV In this Friday Dividend Cafe, David Bahnsen explains why data centers have become a major economic story, tracing their evolution from 1990s CPU-based server facilities to 2010s cloud-driven hyperscale warehouses and today's AI-focused GPU centers that require far more power, cooling, and infrastructure. He argues data center construction and related spending may have accounted for roughly 80% of last year's GDP growth, even as other real estate and industrial activity has been muted, drawing an analogy to the shale/fracking boom. Bahnsen supports data centers and future productivity potential but opposes federal efforts to override local zoning, warns against cronyism, emphasizes the need for a stronger public relations case, and highlights investment implications in adjacent areas like power, water, natural gas, and pipelines. 00:00 Welcome and Setup 00:52 Why Data Centers Matter 01:43 Three Eras of Data Centers 03:51 AI Shift to GPUs 05:42 Data Centers Driving GDP 08:29 Future Productivity Payoff 09:32 What Growth Is Missing 10:12 Fracking Analogy and Backlash 12:15 Localism Versus Federal Override 14:57 PR Playbook Five Points 17:23 Investing Wisely in the Theme 19:35 Wrap Up and Disclosures Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

At Gilead Sciences' 2026 annual meeting, the company faced a shareholder proposal from David Bahnsen, founder of The Bahnsen Group over the use of ESG and DEI metrics in executive compensation. Listen to David's presentation, urging the company to prioritize executive clarity and business performance over activist incentives. "Gilead does not need to be grabbing headlines or seeking activist plaudits over inclusion initiatives. Its core business, meeting the needs of humanity by combatting the world’s deadliest diseases, is a noble, commendable, and lifesaving model that every investor can and ought to be proud of. Gilead has done it so very well." Learn more about The Bahnsen Group at thebahnsengroup.com.See omnystudio.com/listener for privacy information.

Curtis and Ryan talk to David Bahnsen, Chief Investment Officer of The Bahnsen Group and bestselling author, about minimum wage and the harms proposals like SQ 832 can cause.

Steve Moore explores the current state of the American economy and the transformative potential of emerging technologies. Moore balances optimism regarding market resilience and record-high indices against concerns over rising national debt and the high cost of energy. A significant portion of the program features discussions on the artificial intelligence and robotics revolution, which Moore views as a historic shift comparable to the invention of electricity despite public anxiety over job displacement. Through interviews with experts like Brian Susman and David Bahnsen, the show addresses the clash between environmental regulations and industrial needs, as well as the enduring philosophical importance of human labor in an automated future. Learn more about your ad choices. Visit megaphone.fm/adchoices

Steve Moore interviews economist David Bahnsen to explore the transformative nature of work in an era of rapid technological advancement. Bahnsen argues that while the AI and robotic revolutions may displace specific menial roles, they will ultimately catalyze new job creation by addressing infinite human needs that machines cannot replicate. He emphasizes that truly human qualities, such as wisdom, judgment, and empathy, remain irreplaceable assets in a shifting labor market. Learn more about your ad choices. Visit megaphone.fm/adchoices

Legal Docket on asylum qualification, Moneybeat on oil prices, inflation, and geopolitical risk, and History Book on the last Revolutionary War veterans. Plus, the Monday morning newsSupport The World and Everything in It today at wng.org/donateAdditional support comes from Boyce College. 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 the Joshua Program at St. Dunstan's Academy in Virginia ... a gap year shaping young men ... through trades, farming, prayer ... stdunstansacademy.orgAnd from WatersEdge. Strengthening Ministry One Investment at a Time. 4.55% APY on a 13-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.

David French wrote a provocative piece in the New York Times recently asking the very legitimate question, “If people are doing better, why are they more resentful?” In today's Capital Record, David Bahnsen looks at the macroeconomic picture, reviews the thesis of our crisis of responsibility, unpacks the difference between greed and envy, and suggests a culprit that is at least a good starting place for improving those who feel left out of the modern economy. "How Can America Be So Miserable When It's So Rich?" Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Washington Stand's Casey Harper reviews Secretary of War Pete Hegseth's press conference on the Iran ceasefire update and President Trump's meeting with NATO Secretary General Mark Rutte to discuss America's frustration with several member-

Today's Post - https://bahnsen.co/41gK4Pa Markets rose for a fourth straight day despite rising Iran tensions and higher oil, with modest gains across the Dow, S&P, and Nasdaq. David Bahnsen underscores ongoing market rotation: all Mag 7 names are in bear‑market or double‑digit declines while the S&P is down just 9%, showing strength elsewhere. Oil spikes offer no predictive value after ~10% pullbacks. Private‑credit defaults remain low at 1.27%. AI/tech sentiment has cooled, though valuations remain a risk. Policy uncertainty includes potential NATO withdrawal. Economic data shows 178,000 March jobs (boosted by a strike reversal), delayed data‑center projects, a $57.3B trade deficit, softer ISM services, mortgage rates near 6.5%, and steep oil backwardation amid sharply reduced Strait of Hormuz shipping. 00:00 Welcome and Setup 00:46 Markets and War Headlines 02:45 Rotation Beyond Mag Seven 04:46 Oil Spike History and Sectors 06:02 Private Credit Defaults 06:53 AI Sentiment Reset 08:13 Politics and Big News 09:22 NATO Exit Threat 10:49 Jobs and Data Centers 12:54 Trade ISM Housing Fed 15:03 Energy Futures and Shipping 17:36 Wrap Up and Next Reports Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Few men have earned their return ticket to The Remnant with more grace and power than economist, polymath, and notorious Kuyperian David Bahnsen. David and Jonah cover the two Trump economies, the strategic significance of oil, institutional damage on the right, the fight for the term “conservative,” Christian Zionism, Megyn Kelly and the groypers, and the economics of Fred Hirsch. Show Notes:—Jonah's book: Liberal Fascism—Russell Moore on The Remnant— Brian Mattson in The Dispatch: “Is ‘Christian Zionism' Really Heretical?”—The Arc of a Covenant: The United States, Israel, and the Fate of the Jewish People—Jonah's book: Suicide of the West—Allen Guelzo on The Remnant The Remnant is a production of ⁠The Dispatch⁠, a digital media company covering politics, policy, and culture from a non-partisan, conservative perspective. To access all of The Dispatch's offerings—including access to all of Jonah's G-File newsletters—⁠click here⁠. If you'd like to remove all ads from your podcast experience, consider becoming a premium Dispatch member ⁠by clicking here⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

https://www.kibbeconsulting.com/https://www.gnu.edu/This episode is about David Bahnsen's book Full-Time, which you can purchase here.

Today's Post - https://bahnsen.co/46HCMXH From Nashville, Dividend Cafe host David Bahnsen discusses investor implications of the U.S. military operation that began in Iran, emphasizing the discomfort of analyzing markets amid potential casualties. He notes the Dow is down about 3% on the week but highlights extreme intraday volatility as a sign of uncertainty rather than news-driven moves. Bahnsen argues the key market driver is oil: WTI has surged into the 90s, up over 32% in a week, while futures show backwardation implying a temporary shock. He cites knock-on effects including higher shipping costs, sidelined container ships in the Persian Gulf, and aluminum at four-year highs. Political ramifications could affect markets via midterm outcomes. He advises investors not to change asset allocation or trade the “fog of war,” expecting volatility to persist while focusing on long-term dividend compounding. 00:00 Welcome From Nashville 01:01 War And Investor Lens 02:54 Market Drop Versus Volatility 06:45 Fog Of War Uncertainty 09:24 Oil Shock And Backwardation 11:26 Shipping Metals And Gas 15:09 Political Ripple Effects 18:16 What Investors Should Do 20:04 Closing Thoughts And Prayer Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Today's Post - https://bahnsen.co/3NdZ2Sm In a Monday Dividend Cafe recorded before the market close, David Bahnsen discusses the market and energy implications of weekend U.S. military actions involving Iran, emphasizing the show is not for strategic or editorial war analysis. He notes futures opened down about 500 points but equities recovered to roughly flat, while oil rose about 6–9% to around $70 and U.S. LNG-related names moved on the prospect of greater export demand if Middle Eastern supply is disrupted. He highlights the absence of a traditional “flight to safety,” with Treasury yields higher across the curve (10-year up about 9 bps, 2-year up about 11 bps) and defensives lagging while energy and technology led. Bahnsen argues outcomes hinge on conflict duration, but elevated valuations and broader uncertainties (AI, private credit, tariffs, courts) raise risk and volatility. 00:00 Monday Market Setup 00:51 What This Show Covers 02:21 Futures Drop Then Recover 03:26 Oil Moves And LNG Angle 04:50 Conflict Duration Scenarios 06:47 Why Markets Stay Calm 08:16 Bonds And Sector Signals 10:09 Valuations And Uncertainty 11:59 Closing Thoughts And Prayer Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

David Bahnsen fills in for Brian Szytel with a Daily Recap recorded shortly before the close as markets trade higher (Dow up ~300, S&P up nearly 1%, Nasdaq up over 1%) and notes upcoming Nvidia earnings. He focuses on economic takeaways from the State of the Union rather than politics, highlighting the lack of new affordability proposals as potentially market-friendly. He says Medicaid drug price controls were reiterated but have little market impact due to low passage odds, and that pharma has largely navigated tariff threats already. He reviews proposals for government-matched quasi-401(k) plans for lower-income Americans, requiring hyperscalers to fund their own power needs, and an unrealistic idea of tariffs replacing income taxes. He supports banning congressional stock trading and notes omissions on credit-card rate caps and 2026 tax-cut reconciliation, while flagging a call to ban institutional ownership of residential real estate. 00:00 Market Snapshot Setup 00:36 State of the Union Focus 01:12 Affordability and Policy Restraint 02:15 Prescription Drugs and Pharma 03:25 New Savings Plan Proposal 03:42 AI Data Centers and Power 04:17 Tariffs and Tax Reality Check 04:45 Congress Stock Trading Ban 05:04 What Wasn't Said and Housing 05:48 Wrap Up and Sign Off Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

In December 2025, Bowyer Research president Jerry Bowyer delivered a speech on Genesis 1 at the 25th annual symposium for the Center for Cultural Leadership (CCL). After that speech was over, CCL senior fellow David Bahnsen remarked, “Can you imagine what would happen for Christian-oriented economics if the 30 minutes Jerry Bowyer gave here today were permeated across the land? The leverage in his messaging about this is absolutely world-transformative.” That’s a serious endorsement – and so we’re publishing that 30-minute speech from Jerry to you today for the education and, we hope, the encouragement and edification of our listeners. Learn more about the Center for Cultural Leadership here: https://christianculture.com/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, reports on revelations of a U.S. military-led group aiding Mexico's hunt for the El Mencho cartel boss, renewed student

Savage speaks with David Bahnsen — founder of The Bahnsen Group, host of the Capital Record, and a leading voice at National Review. They confront the collapse of fiscal conservatism in an era of runaway spending — and the ticking time bomb of America's national debt blowing past $38 trillion. Bahnsen sounds the alarm on what soaring deficits and a swelling debt-to-GDP ratio mean for your savings, your investments, and the country's future. Then the pair cover the top economic trends of our modern era: The real reason gold is surging — and whether a financial panic is brewing The crypto mania: revolution or mirage? The AI stock boom — historic opportunity or the next bubble ready to burst? A high-stakes financial reality check you won't want to miss.   Go to get.stash.com/SAVAGE to see how you can receive TWENTY-FIVE DOLLARS towards your first stock purchase and to view important disclosures. Protect your wealth with Goldencrest Metals at https://reports.goldencrestmetals.com/savagegold For a limited time only, head to Rugiet.com/SAVAGE to get 15% off your order.

Investors react to latest Fed minutes. Omar Aguilar, CEO of Schwab Asset Management, and David Bahnsen, CIO of The Bahnsen Group, break down what the policy signals mean for equities, positioning and the path forward. DoorDash, Carvana, and Booking Holdings report numbers. Mark Mahaney, Senior Managing Director at Evercore ISI, analyzes those results plus the latest on Meta. Tyler Radke, Co-Head of U.S. Software Equity Research at Citi, on if software has finally found a bottom. MLS Commissioner Don Garber on expectations for growth ahead of the new season—and what the World Cup impact could be. Plus, a look ahead to Walmart's earnings as Corey Tarlowe of Jefferies outlines expectations. 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/4cpsVcz In this episode of the Dividend Cafe, host David Bahnsen discusses the intersection of artificial intelligence (AI) and economic productivity. Speaking from Orlando, Florida, David examines the potential and vulnerabilities of AI as an investment theme. He highlights the need for a deeper understanding of AI's impact on productivity and critiques the current optimism surrounding AI investments. David reflects on past tech investment bubbles, specifically the dot-com era, to draw parallels with the present AI investment climate. Emphasizing the importance of prudent judgment and strategic planning, he cautions against overestimating the immediate economic benefits of AI while advocating for a long-term, judicious approach to AI-driven technology. 00:00 Introduction and Conference Update 00:44 AI Investment Themes and Vulnerabilities 05:00 Economic Productivity and AI 08:32 Studies and Reports on AI Productivity 11:35 Historical Parallels: AI and the Dotcom Bubble 14:58 Investment Strategies and Risks 19:07 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Capitalism has undergone a profound shift, as our financial system has moved away from its primary role of channeling capital into productive investments. Corporate priorities have instead turned toward maximizing short-term shareholder returns and deploying complex financial engineering that boosts firms' bottom lines. In the process, American communities and long-term economic growth have paid the price.Oren joins guest host Chris Griswold to discuss how this process of financialization is distorting the American economy and undermining capitalism itself. He explains how practices like leveraged buyouts, stock buybacks, and speculative financial activity have reshaped corporate incentives, why critics often conflate profit with value creation, and how these trends affect Americans and their communities.Further Reading:“The Finance Industry Is a Grift. Let's Start Treating It That Way” by Oren Cass, New York Times.“Actually, the U.S. Financial Sector Is Good for the Economy“ by Judge Glock, City Journal.“‘The Finance Industry Is a Grift,' Oren Cass Claims in the New York Times. Look Who's Talking” by Ira Stoll, Washington Free Beacon.“The Oren Cass Case for Central Planning Does Not Indict Wall Street for Anything” by Capital Record with David Bahnsen.

Today's Post - https://bahnsen.co/4rzbhrg In this episode of the Dividend Cafe, host David Bahnsen discusses the recent appointment of Kevin Warsh as the new Federal Reserve Chairman by President Donald Trump. Bahnsen explores the implications of this decision on monetary policy, sharing his optimistic view of Warsh's potential impact. He delves into Warsh's background, his stance on key economic issues, and the anticipated effects of his policies on markets and investment strategies. Bahnsen underlines the significance of Warsh's experience, his reformist mindset, and how his pragmatic approach could lead to a reduction in the Federal Reserve's footprint in the economy. 00:00 Introduction to Dividend Cafe 00:19 Kevin Warsh's Appointment as Fed Chair 03:42 Why Kevin Warsh is a Good Pick 05:06 Kevin Warsh's Monetary Policy Views 08:01 Implications for Interest Rates and QE 12:51 Market Signals and Fed Policy 18:19 Privatization of the Fed's Balance Sheet 24:16 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Stu Burguiere looks at the state of support for voter identification laws in America and speculates on the effect the SAVE Act could have on future elections. Then, the Bahnsen Group's David Bahnsen joins for a conversation on everything from the head of the Fed to the state of artificial intelligence. And Stu examines the latest backstabbery between Jasmine Crockett and James Talarico. Learn more about your ad choices. Visit megaphone.fm/adchoices

[00:00:00] Lawrence Jones   [00:18:27] Brilyn Hollyhand   [00:36:50] David Bahnsen   [01:13:37] Reagan Charleston   [01:32:01] Sage Steele Learn more about your ad choices. Visit podcastchoices.com/adchoices

It's Monday, February 2nd, A.D. 2026. This is The Worldview in 5 Minutes heard on 140 radio stations and at www.TheWorldview.com.  I'm Adam McManus. (Adam@TheWorldview.com) By Adam McManus Federal judge upholds right of 4,000 Myanmar immigrants to stay A federal judge has ordered a temporary halt to the U.S. government's plan to terminate Temporary Protected Status for nationals of Myanmar living in the United States. That's a shift from the Trump administration's recent assessment that conditions in Myanmar have improved, reports International Christian Concern. The ruling interrupts a move that had signaled U.S. support for the junta's upcoming elections and marks a departure from the administration's controversial policy to end Temporary Protected Status for Burmese nationals.   On January 23, U.S. District Judge Matthew Kennelly in Chicago ruled that Homeland Security Secretary Kristi Noem's decision to end Temporary Protected Status for Myanmar migrants lacked a legitimate basis and therefore cannot take effect while a legal challenge proceeds. The judge blocked the Trump administration from ending protections for roughly 4,000 Myanmar nationals and scheduled a hearing on February 6 on the merits of the case.  In his written opinion, Judge Kennelly concluded that there was no genuine review of the conditions in Myanmar that underpin the decision and that the termination appeared more likely motivated by the administration's broader objective of curbing immigration and eliminating Temporary Protected Status generally, rather than by any evidence that conditions back home have materially improved.  According to Open Doors, Myanmar, formerly known as Burma, is the 14th most oppressive country worldwide for Christians. DOJ released 3 million pages, 180,000 images, 2,000 videos of Epstein files The Department of Justice announced the release of millions of new pages from the files of the late sexual predator and human trafficker Jeffrey Epstein on Friday, reports The Blaze. In a press conference, Deputy Attorney General Todd Blanche explained the details. BLANCHE: “Today, we are producing more than 3 million pages, including more than 2,000 videos and 180,000 images. Just a quick note about the videos and images. “The 2,000 videos and 180,000 images are not all videos and images taken by Mr. Epstein or someone around him. They include large quantities of commercial p*rnography and images that were seized from Epstein's devices, but which he did not take, or that someone around him did not take. We're releasing more than 3 million pages today, and not the 6 million pages that we collected. “I want to address what we didn't produce. The categories of documents withheld include those permitted under the Act to be withheld, files that contain personally identified information of victims or victims' personal and medical files and similar files, the disclosure of which would constitute a clearly unwarranted invasion of personal privacy. Any depiction of child p*rnography was obviously excluded. Anything that would jeopardize an active federal investigation. And finally, anything that depicts or contain images of death, physical abuse or injury also was not produced. “To protect victims, we redacted every woman depicted in any image or video, with the exception of Ms. [Ghislaine] Maxwell. We did not redact images of any men.” Ecclesiastes 12:14 says, “God shall bring every deed into judgment, including every secret thing, whether it be good or whether it be evil.” Deputy Attorney General Blanche also said that the White House had no involvement in the review of the latest documents. He added, "They had no oversight over this review. They did not tell this department how to do our review, what to look for, what to redact, or what to not redact." Dept. of Justice arrested former CNN anchor Don Lemon Former CNN anchor Don Lemon was arrested by federal authorities and charged with federal civil rights crimes in connection with a protest at a Minnesota church service last month, reports NBC News. Demonstrators gathered at the service because one of its pastors, David Easterwood, allegedly works for Immigration and Customs Enforcement. The protesters said Easterwood is the acting director of an ICE field office in St. Paul. In a Friday post on X, Attorney General Pam Bondi said Lemon, age 59, and three others — Trahern Crews, Georgia Fort and Jamael Lundy — were arrested "in connection with the coordinated attack on Cities Church in St. Paul, Minnesota." The Department of Homeland Security said that Lemon was charged with conspiracy and interfering with the First Amendment rights of worshipers. Cities Church Lead Pastor Jonathan Parnell said, “We are grateful that the Department of Justice acted swiftly to protect Cities Church so that we can continue to faithfully live out the church's mission to worship Jesus and make Him known.” Lemon's attorney, Abbe Lowell, said that Lemon was taken into custody by federal agents in Los Angeles, where he was covering the Grammy Awards. According to the Department of Homeland Security, the federal government has sent 3,000 federal immigration agents to the Twin Cities over the last two months and arrested more than 3,000 illegal immigrants. Trump selects new Federal Reserve Chairman On Friday, President Donald Trump unveiled his choice to succeed Jerome Powell as chairman of the Federal Reserve Board of Governors. On Truth Social, the president wrote, “I am pleased to announce that I am nominating Kevin Warsh to be the Chairman of the Board of Governors of the Federal Reserve System.”  He previously served on the Federal Reserve Board of Governors between 2006 and 2011. Appearing on CNBC, David Bahnsen, chief investment officer of The Bahnsen Group, said this. BAHNSEN: “He has the respect and credibility of the financial markets. I worked with him at Morgan Stanley. Thought very highly of him. Look, there was no person who was going to get this job who wasn't going to be cutting rates in the short term. However, I think longer term I believe he will be a credible candidate.” Bahnsen referred to Trump's desire to lower interest rates to spur further economic activity, which Powell has opposed. Disney+ expands R-rated movies by 2,200% The streaming platform Disney+ is expanding its so-called “mature” content library.  Concerned Women for America reported that parents can expect more than a 2,200% increase in R-rated movies and more than an 840% increase in TV-MA-rated shows available on the platform, reports The Christian Post. Disney's streaming platform is adding new shows and movies as part of an integration with Hulu, with the change scheduled for February.  Last Thursday, the conservative advocacy group Concerned Women for America reported that Disney+ will increase the number of R-rated movies available for streaming from 19 to over 439. And he number of shows with a TV-MA rating — meaning that the content is intended for allegedly “mature” audiences — on Disney+ will go from 45 to 425. Matthew 18:6 says, “But whoever causes one of these little ones who believe in Me to sin, it would be better for him if a millstone were hung around his neck, and he were drowned in the depth of the sea.” Florida church banned from worshipping And finally, Coastal Family Church in Flagler Beach, Florida, is pushing back against a Seventh Judicial Circuit Court judge's temporary injunction issued last Thursday, which bans it from holding worship services in a unit they purchased in a strip mall where property covenants prohibit large gatherings, reports The Christian Post. Circuit Judge Sandra Upchurch wrote that the church is “prohibited from allowing public assemblies put on by any entity to occur there.” Liberty Counsel, the Christian legal rights law firm representing the church, filed an appeal to the Fifth District Court of Appeals last Monday, arguing that the mall's ban on public gatherings “is an unconstitutional restriction on the First Amendment rights of speech, assembly, and religious exercise, and violates Florida law by preventing the church from using its own property to gather and worship.” Close And that's The Worldview on this Monday, February 2nd, in the year of our Lord 2026. Follow us on X or subscribe for free by Spotify, Amazon Music, or by iTunes or email to our unique Christian newscast at www.TheWorldview.com.  I'm Adam McManus (Adam@TheWorldview.com). Seize the day for Jesus Christ.

Today's Post - https://bahnsen.co/4toIPdw In this episode of the Dividend Cafe, host David Bahnsen delves into the importance of portfolio rebalancing, a technique that his practice recently undertook with significant impact. Managing approximately $9 billion in client capital, they executed $530 million of buy transactions and $630 million of sell transactions over six trading days. Bahnsen details the benefits of rebalancing as a powerful risk mitigation tool, a potential return enhancer driven by behavioral finance, and an exercise in humility in the face of market unpredictability. He describes the mathematical simplicity of trimming assets back to their target weights and highlights the diversification of asset classes and sectors. Bahnsen underscores how rebalancing helps maintain a balanced risk-reward ratio tailored to the individual investor's goals and tolerance for volatility. Additionally, he addresses the tax implications, arguing that systematic rebalancing reduces the psychological and financial hurdles associated with large capital gains. Ultimately, Bahnsen advocates for rebalancing as a nearly effortless way to optimize a portfolio for both risk and reward. 00:00 Introduction to Dividend Cafe 00:04 The Importance of Rebalancing 01:39 Understanding Rebalancing Mechanics 04:08 Asset Classes and Rebalancing 08:07 Sector Diversification and Rebalancing 12:43 Behavioral Aspects of Rebalancing 19:03 Tax Implications of Rebalancing 21:33 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Today's Post - https://bahnsen.co/49VPZNr In this Monday edition of the Dividend Cafe, David Bahnsen discusses the current weather conditions affecting the US, market performance for the day, sector winners, and the impact of the recent storm. Key market indices and sector performances, including emerging markets and communication services, are analyzed. The episode also covers the US dollar's weakening, bond market movements, energy sector updates, and AI versus non-tech capital expenditures. Additionally, David touches on public policy, a potential government shutdown, durable goods orders, and the upcoming Federal Reserve meeting. Behavioral aspects of market gamification and their impact on investor strategies are discussed, with a focus on maintaining sound investment principles amidst the noise. 00:00 Welcome to Dividend Cafe 00:55 Market Overview and Performance 02:44 Mid-Year Market Drawdowns 03:48 US Dollar and Emerging Markets 05:10 Bond Market and AI CapEx 06:16 Public Policy and Economic Indicators 07:19 Federal Reserve and Future Predictions 08:23 Energy Sector Insights 09:46 Gamification of Markets 13:13 Concluding Remarks and Sports Shoutouts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Today's Post - In this episode of Dividend Cafe, host David Bahnsen delves into the concept of the gamification of financial markets. Bahnsen critiques the modern trend of treating investing as a form of entertainment, likening it to video games and sports betting. He references Neil Postman's book 'Amusing Ourselves to Death' to highlight how societal shifts towards entertainment and quick gratification have impacted serious institutions, including financial markets. Bahnsen warns of the risks involved in trivializing capital allocation and market behaviors, emphasizing that the serious nature of investing should not be compromised by amusement-based tendencies. He concludes by cautioning against the influence of grifters exploiting this trend and stresses the importance of maintaining sobriety and wisdom in financial decisions. 00:00 Introduction to the Gamification of Markets 00:32 Current Market Events and Distractions 02:04 Neil Postman's Prophetic Insights 04:56 The Rise of Gamified Investing 08:40 The Serious Implications of Market Gamification 14:12 Conclusion: The Dangers of Treating Markets as Games Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Today's Post - https://bahnsen.co/3LVimmM In this special edition of Dividend Cafe, recorded on Tuesday, January 20th, David Bahnsen explores the significant market sell-off that occurred due to unusual political tensions and potential policy changes. The episode focuses on President Trump's controversial intentions regarding Greenland and the subsequent European counter-threats, leading to market volatility. The DOW dropped 870 points, with technology suffering the most. Bahnsen also discusses the performance of the 'Magnificent Seven' tech stocks, market broadening trends, rising bond yields, and ongoing uncertainties. Additionally, he touches on expected topics from President Trump's upcoming Davos speech, potential housing and mortgage policy changes, and updates on the Federal Reserve leadership. 00:00 Introduction and Market Overview 00:46 Market Sell-Off Catalysts 01:35 Market Performance Recap 03:01 The Magnificent Seven Analysis 05:27 Broader Market Trends 06:24 Potential Market Scenarios 09:31 Housing and Mortgage Insights 11:22 Upcoming Events and Conclusion Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

On today's program: Casey Harper, Managing Editor for Broadcast at The Washington Stand and Host of the "Outstanding" podcast, comments on Speaker Mike Johnson's address to the British Parliament, the Virginia General Assembly's decision to put a

Today's Post - https://bahnsen.co/4jGkzyW In this episode of Dividend Cafe, host David Bahnsen explores the critical importance of dividend growth investing, using real-life examples from the media sector's history of mergers and acquisitions. He talks about the recent Netflix's proposed acquisition of Warner Brothers Discovery, recalling the infamous AOL Time Warner merger and the turbulent history of Viacom, Paramount, and CBS. He contrasts these with companies like Comcast that have demonstrated responsible capital return through dividend growth. Bahnsen explains how dividend growth signals management's confidence in their business model and serves as a safeguard for both investors and companies, preventing reckless financial behavior. The episode emphasizes the value of dividend growth investing for long-term shareholder value and financial stability. 00:00 Introduction to Dividend Cafe 00:29 The Media Sector's M&A Drama 02:21 The AOL Time Warner Merger: A Case Study 07:18 The Rise and Fall of Viacom and Paramount 10:56 The Importance of Dividend Growth 19:15 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Hugh discusses the Iran protests and possible actions by President Donald Trump, and talks with Dr. Michael Oren, Steve Hilton & Gloria Romero, Sen. Tom Cotton, Mark Dubowitz, Adm. Mark Montgomery (USN, Ret.), David Bahnsen, and Sebastien Lai.See omnystudio.com/listener for privacy information.

Is Trump Becoming a Socialist? (ft. David Bahnsen) On this episode of CrossPolitic One-on-One, host Gabe welcomes on David Bahnsen from the Bahnsen Group to talk about the issue of Trump's recent economic policies and why they mirror progressive Democratic positions like those of Mayor Eric Adams and Elizabeth Warren. ABOUT CROSSPOLITIC CrossPolitic exists to put Jesus over Politics and reclaim the public square through bold, joyful, biblically grounded media. We confront the chaos discipling America and build the next generation of Christian media infrastructure. Our mission is simple: all of Christ for all of media for all of America. Mainstream media is collapsing, and too many leaders try to fix national problems with man-centered control instead of truth, justice, and freedom under God. CrossPolitic aims to train Christians to think clearly, speak honestly, and apply Scripture to every square inch of life—without caving to the spirit of the age or the temptations of power. Become a CrossPolitic Club Member: Support the mission and unlock exclusive content, behind-the-scenes shows, and theology series. https://pubtv.flfnetwork.com/ Subscribe & Share This Episode: Every like, comment, and share helps push Christian media back into the algorithm where it belongs. TIMESTAMPS 00:00 – Intro 02:20 – Three Bombs, 24 Hours 12:12 – Zoning Killed Affordable Homes 16:50 – Did Mortgages Inflate Everything? 23:44 – Hands Off Defense Profits 31:09 – $200B Mortgage Market Hack 36:08 – What's Trump's reasoning? 41:57 – Outro Join us at our next national Fight Laugh Feast Conference Sign up for the FLF 2026 Holy Wars Conference for Early Bird pricing! https://tickets.flfnetwork.com/holy-wars/ Follow Us Across Social Media: YouTube: @crosspolitic X: https://x.com/CrossPolitic Facebook: https://www.facebook.com/crosspolitic Instagram: https://www.instagram.com/crosspolitic/ Join our Email List: https://crosspolitic.com/ (found at the bottom of the page) iTunes: https://podcasts.apple.com/us/podcast/crosspolitic/id961222323 Spotify: https://open.spotify.com/show/1LNAL9PLOc6tIuPqZ8kZfY Also on Direct TV and Dish on NRBTV and everywhere you can find us. SPONSORS RedBalloon If you’re hiring or looking for a job that won’t punish you for telling the truth, go to RedBalloon.work and get back to work. https://www.redballoon.work Fight Laugh Feast Club Support Christian media that fights, laughs, and feasts. https://pubtv.flfnetwork.com/

Today's Post - https://bahnsen.co/4jyfdpi Market Updates, Fed Investigation, and Public Policy Insights - Monday Dividend Cafe In this Monday edition of Dividend Cafe, David Bahnsen emphasizes the productivity and enjoyment derived from the structured Monday format, which covers key market categories including public policy, economic data, and energy. The episode dives into five significant recent events, including criminal investigations into Fed Chairman Jerome Powell, tweets from President Trump, market reactions, and President Trump's various policy announcements. David also provides a market performance update, specifically mentioning the Dow, S&P 500, and NASDAQ movements, and discusses the implications of public policy changes on sectors like housing, defense, and finance. Economic data such as job creation numbers, the trade deficit, and CFO survey findings are also analyzed. Additionally, Bahnsen previews the upcoming earnings season and offers insights into the impact on markets and sectors. Closing the episode, David shares details about Dividend Cafe's regular content offerings. 00:00 Introduction to Monday's Dividend Cafe 00:48 Market Overview and Recent Events 01:48 Federal Reserve and Jerome Powell Investigation 04:18 Market Reactions and Analysis 12:09 Public Policy Announcements 15:28 Economic Data Insights 18:46 Housing and Mortgage Market Update 21:46 Oil Market and Geopolitical Factors 23:20 Conclusion and Upcoming Earnings Season Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Is Trump Becoming a Socialist? (ft. David Bahnsen) On this episode of CrossPolitic One-on-One, host Gabe welcomes on David Bahnsen from the Bahnsen Group to talk about the issue of Trump's recent economic policies and why they mirror progressive Democratic positions like those of Mayor Eric Adams and Elizabeth Warren. ABOUT CROSSPOLITIC CrossPolitic exists to put Jesus over Politics and reclaim the public square through bold, joyful, biblically grounded media. We confront the chaos discipling America and build the next generation of Christian media infrastructure. Our mission is simple: all of Christ for all of media for all of America. Mainstream media is collapsing, and too many leaders try to fix national problems with man-centered control instead of truth, justice, and freedom under God. CrossPolitic aims to train Christians to think clearly, speak honestly, and apply Scripture to every square inch of life—without caving to the spirit of the age or the temptations of power. Become a CrossPolitic Club Member: Support the mission and unlock exclusive content, behind-the-scenes shows, and theology series. https://pubtv.flfnetwork.com/ Subscribe & Share This Episode: Every like, comment, and share helps push Christian media back into the algorithm where it belongs. TIMESTAMPS 00:00 – Intro 02:20 – Three Bombs, 24 Hours 12:12 – Zoning Killed Affordable Homes 16:50 – Did Mortgages Inflate Everything? 23:44 – Hands Off Defense Profits 31:09 – $200B Mortgage Market Hack 36:08 – What's Trump's reasoning? 41:57 – Outro Join us at our next national Fight Laugh Feast Conference Sign up for the FLF 2026 Holy Wars Conference for Early Bird pricing! https://tickets.flfnetwork.com/holy-wars/ Follow Us Across Social Media: YouTube: @crosspolitic X: https://x.com/CrossPolitic Facebook: https://www.facebook.com/crosspolitic Instagram: https://www.instagram.com/crosspolitic/ Join our Email List: https://crosspolitic.com/ (found at the bottom of the page) iTunes: https://podcasts.apple.com/us/podcast/crosspolitic/id961222323 Spotify: https://open.spotify.com/show/1LNAL9PLOc6tIuPqZ8kZfY Also on Direct TV and Dish on NRBTV and everywhere you can find us. SPONSORS RedBalloon If you’re hiring or looking for a job that won’t punish you for telling the truth, go to RedBalloon.work and get back to work. https://www.redballoon.work Fight Laugh Feast Club Support Christian media that fights, laughs, and feasts. https://pubtv.flfnetwork.com/

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

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

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

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