Episode 1254: Thursday - January 22, 2026

In this episode of Dividend Cafe, Brian Szytel provides an update on the market's performance over the past few days, discussing the recent rally in the DOW, S&P, and Nasdaq. He highlights the ongoing outperformance of small caps and their strong start to the year. The bond market's stability and yield curve trends are also noted. Brian shares his thoughts on the relevance of gold and silver investments, emphasizing a focus on fundamentals and cash flows. Additionally, he addresses a client's question about index funds, discussing their impact on market bubbles and the role of hedge funds. The episode concludes with economic updates on jobless claims, GDP revision, and PCE data. Brian encourages listeners to reach out with their questions.

00:00 Introduction and Market Update

00:37 Small Caps Performance

01:06 Bond Market Insights

01:42 Gold and Silver Analysis

02:58 Discussion on Index Funds

04:19 Economic Calendar Highlights

05:02 Conclusion and Closing Remarks

Links mentioned in this episode: DividendCafe.com

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