David is the Founder, Managing Partner, and the Chief Investment Officer of The Bahnsen Group.
Jun 7, 2024 • 19 minutes
The Market Frenzy and NVIDIA's Unprecedented Growth
Jun 10, 2024 • 20 minutes
Market Movements, Bond Volatility, and Geopolitical Events Overview
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.
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 18, 2024 • 5 minutes
Daily Market Recap and Economic Insights - June 18, 2023
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 24, 2024 • 16 minutes
David discusses the concept of 'TBG day' where multiple key sectors align positively.
Jun 27, 2024 • 6 minutes
On the economic front, durable goods orders and housing starts showed underwhelming results.
Jun 28, 2024 • 18 minutes
The main focus is on the pitfalls within the money management industry, highlighting issues like index hugging and career-centric over fiduciary-centric decision-making.
Jul 1, 2024 • 21 minutes
David provides market performance updates, highlighting the fluctuations and gains in the Dow, S&P, and Nasdaq.
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