Jun 2024 — Jun 2024
Jun 25, 2024 • 7 minutes
The episode delves into consumer sentiment, emerging markets strategy, and the implications of refinanced consumer and corporate debt amid current interest rates.
Jun 24, 2024 • 16 minutes
David discusses the concept of 'TBG day' where multiple key sectors align positively.
Jun 21, 2024 • 28 minutes
David discusses artificial intelligence (AI) and its impact on investments. He explains why, despite its prominence in media and financial conversations, AI hasn't been a major focus of Dividend Cafe.
Jun 20, 2024 • 4 minutes
We discuss the mixed performance in the stock market, where the Dow closed up nearly 300 points, while the S&P and NASDAQ saw slight declines
Jun 18, 2024 • 5 minutes
Daily Market Recap and Economic Insights - June 18, 2023
Jun 17, 2024 • 18 minutes
David provides a comprehensive commentary on the current market dynamics, including summaries on housing markets, federal policies, corporate taxes, and bond yields.
Jun 14, 2024 • 18 minutes
In this episode of Dividend Cafe, David discusses the current volatility and directionlessness in the market, delving into the concept of a 'Minsky moment, where periods of stability can give rise to instability.
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