David is the Founder, Managing Partner, and the Chief Investment Officer of The Bahnsen Group.
Sep 4, 2026 • 31 minutes
The AI CapEx Boom: The Real Risk Investors Are Missing
Sep 11, 2026 • 24 minutes
25 Years After 9/11—Investor Lessons, National Unity, and Human Resilience
Sep 14, 2026 • 16 minutes
AI Regulation Fears Hit Semis; CPI/PPI Update, Fed Meeting, and Oil Above $100
Sep 18, 2026 • 24 minutes
A Performative Fed Hike: Markets Lead, the Fed Follows
Sep 21, 2026 • 15 minutes
Market Rally, Narrowing Breadth, and Fed Outlook
Sep 25, 2026 • 27 minutes
Reframing the Energy Investment Case: Midstream, Natural Gas, and AI Power Demand
Sep 28, 2026 • 20 minutes
Market Breadth Warning Signs, Rising Yields, Housing Shifts, and Energy Focus
Oct 2, 2026 • 28 minutes
Dividend Cafe: The Bahnsen Group Joins Hightower—Past, Present, and Future
Oct 6, 2026 • 5 minutes
Daily Recap: NYC Money Manager Meetings, AI Views, and Higher Bond Yields
Oct 9, 2026 • 30 minutes
Why Long-Term Bond Yields Rose: AI Debt Issuance, Not Deficits or Inflation
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