logo
episode-header-image
Apr 2023
16m 55s

Inflation Then and Now, or: The 'Where W...

The Bahnsen Group
About this episode

Today's Post - https://bahnsen.co/40qjm3u

I enjoyed a wonderful dinner with my long-time friend, John Mauldin, last week, and something we discussed is going to be the subject of today’s Dividend Cafe.

John is one of the most well-known newsletter writers in our industry, and I have been reading him every single week – no exceptions – for 23 years. Around ten years ago, after a shared CNBC appearance, he and I became friends and quickly connected the dots that John actually knew my late father and even published some of his writings back in the early 1980s. A small world, indeed. Well, since then, John and I developed a friendship of our own, I am a regular speaker and panelist at his annual Strategic Investment Conference, and we are known to do dinners together that can last for four hours, with all aspects of the economy, the market, the Fed, and the American political system on the table for discussion.

At this dinner event last week, John brought something up that inspired me for this week’s Dividend Cafe. You will not be surprised to hear that it is going to involve the Fed, inflation, and all the adjacent topics that so energetically fill the pages of Dividend Cafe quite often.

So jump on into the Dividend Cafe …

Links mentioned in this episode: TheDCToday.com DividendCafe.com TheBahnsenGroup.com

Up next
Yesterday
Wednesday - July 9, 2025
Market Recovery and Economic Indicators: Analyzing July 9th In this episode of Dividend Cafe, Brian Szytel updates listeners on the financial markets for July 9th, with the Dow rising 217 points and other major indices showing gains. He discusses trends such as tight credit sprea ... Show More
8m 38s
Jul 8
Tuesday - July 8, 2025
Market Reaction to Triple B Bill and Upcoming Economic Indicators In this episode of Dividend Cafe, Brian Szytel covers the market downturn dated July 8th, following the passage of the 'Triple B' bill in Congress. Despite the bill's passage, markets experienced a sell-off due to ... Show More
5m 27s
Jul 7
Tariff Threats (LOL?)
Today's Post - https://bahnsen.co/45XWcrO Market Reactions and the Impact of New Tax Legislation In this Monday edition of Dividend Cafe, David recaps the past week's market activity, the impact of recent tariff threats, and the passing of the 'One Big Beautiful Bill Act' tax leg ... Show More
13m 32s
Recommended Episodes
May 2023
Inflation Will Fall, Just Not the Way You Think
Inflation will eventually come down, but not rapidly or in the way it would have in previous years. So says Sharon Bell, managing director and senior European equity strategist at Goldman Sachs. She tells Merryn Somerset Webb on this week’s Merryn Talks Money that the reason for ... Show More
43m 21s
Apr 2024
Who will move first – the ECB or the Fed?
The major US equity indices closed around flat yesterday while small caps outperformed, with the Russell 2000 index gaining 0.5%. The 10-year US Treasury yield climbed to 4.43%, prompting investors to raise their bets on the Fed cutting rates just twice this year following last w ... Show More
13m 5s
Apr 29
David Booth: ‘Usually the Great Ideas Start Out as Small Ideas and Then You Build on Them’
Our guest on the podcast today is David Booth. He’s the Chairman of Dimensional Fund Advisors, a firm he founded in 1981. David led Dimensional as CEO and later Co-CEO until 2017, when he stepped back from the daily management of the firm. David helped create one of the world’s f ... Show More
49m 8s
Dec 2016
125. Sebastian Mallaby on Alan Greenspan and the Dotcom Bubble
As most of you know, I’m busy writing a book that this podcast is partially source material for, and at the moment, I’m deep in the weeds on chapters about the Dotcom bubble—how it happened, why it happened, that sort of thing. By necessity, I’ve been going into a lot of economic ... Show More
36m 36s
Aug 2024
Prof G Markets: Is AI CapEx Out of Control? + Bill Ackman’s IPO Failure
Follow Prof G Markets: Apple Podcasts Spotify  Scott and Ed open the show by discussing the latest Fed meeting, Starbucks’ disappointing earnings, and Delta’s CrowdStrike problem. Then Scott shares his thoughts on Microsoft and Meta’s earnings and breaks down why capital expendit ... Show More
50m 44s
Nov 2024
475: I Wanted to Check Out... But the Fed Just Cut Interest Rates Again
When the Federal Reserve cut interest rates again so it's time for another episode. The urge to just completely check out this week was very strong, but when I have the opportunity to look at a bunch of numbers and charts I just can't pass it up. Let's learn what is going on in t ... Show More
8m 47s
May 2024
Doomsday Inflation and a Bull Case for Bitcoin — with Lyn Alden
Lyn Alden, independent analyst and author of “Broken Money,” joins the show to discuss the U.S. deficit and the threat of persistent inflation. She also shares why she remains bullish on Bitcoin, and breaks down what supports its current value. Further reading: https://www.lynald ... Show More
50m 55s
Feb 2025
The Fed and Inflation: What’s Next?
Wharton professors Nick Roussanov and Peter Conti-Brown join host Dan Loney to discuss the latest inflation data and what steps the Fed may take to keep it under control. Hosted on Acast. See acast.com/privacy for more information. 
21m 14s
Jun 2024
Football fans look to Germany, investors to France
While most of Europe looks to Germany for football, investors are turning their attention to France, where President Macron’s decision to hold a parliamentary vote has caused quite a stir – French equities and bonds are both down on the week. Meanwhile, in the US, this week’s dat ... Show More
17m 10s
Nov 2024
The Election, The Fed, and What’s Next
The market appreciates certainty – this week it got a clear read on the next political administration and the near-term interest rate outlook. We break it all down, and give you a little reset from all the big picture talk.  (00:40) Jason Moser and Bill Mann discuss:- The market’ ... Show More
40m 23s