logo
episode-header-image
Dec 2024
12m 41s

Monday - December 23, 2024

The Bahnsen Group
About this episode

Today's Post - https://bahnsen.co/407yd5Z

Market Recap and Insights Before the Holidays

In this episode of Dividend Cafe, Brian Szytel discusses the market activity as of December 23, just before Christmas. The episode covers various topics including recent market movements, interest rate changes, major inflows into ETFs, credit spreads, the state of household versus government debt, public policy updates, inflation data, durable goods, and housing market trends. Brian also touches on the Federal Reserve's policies and their impact on asset prices. Listeners are reminded of the upcoming schedule and seasonal wishes are extended to all.

00:00 Welcome to Dividend Cafe

00:14 Market Overview and Recent Trends

01:15 Interest Rates and Economic Momentum

01:59 Credit Spreads and Risk Complacency

03:18 Household Debt and Financial Health

04:35 Public Policy and Government Debt

05:20 Economic Indicators and Market Reactions

07:53 Federal Reserve and Asset Prices

09:50 Holiday Season and Upcoming Reports

10:30 Final Thoughts and Holiday Wishes

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com

Up next
Yesterday
Wednesday - August 27, 2025
Market Trends and Insights - August 27 Edition In this episode of Dividend Cafe, Brian Szytel provides an update from Martin Newport Beach, California. He discusses the current positive market conditions in stocks and bonds. Brian highlights the importance of the PCE data release ... Show More
6m 56s
Aug 26
Tuesday - August 26, 2025
Mixed Market Day and Economic Insights – August 26 In this episode of Dividend Cafe, Brian Szytel provides an update from The Bahnsen Group's Newport Beach headquarters on a quiet market day with moderate gains in the Dow, S&P, and Nasdaq. Despite negative durable goods orders, r ... Show More
6m 6s
Aug 25
Monday - August 25, 2025
Today's Post - https://bahnsen.co/4mqPbFc Dividend Cafe: Market Updates, Fed Insights, and Public Policy Developments In this Monday edition of the Dividend Cafe, David Bahnsen covers a range of topics including market performance, recent movements by the Federal Reserve, and sig ... Show More
15m 59s
Recommended Episodes
Jul 2024
Inflation Disaster or Relief? Jared Dillian’s Dire Warning
Jared Dillian shares his urgent predictions on oil, inflation, the Fed, and the impact that the 2024 election could have on the economy. In this episode, host Andrew Brill is joined by Jared Dillian —author, trader, musician, entrepreneur, and educator. Jared discusses the pressi ... Show More
39m 44s
Jan 2025
Guess Who's Back?
In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the Beige Book, CPI data, the stock and bond markets, tariffs, the debt ceiling, and ... Show More
21m 25s
Jul 2024
July Market Madness: Fed Updates, Real Estate Realities, and Political Fireworks! | Money Moves
Episode Highlights: [00:00:00] - Intro and 4th of July Recap Welcome back to Money Moves! Celebrating Independence Day with friends and family. Reflection on the history and significance of Independence Day in the USA. [00:02:00] - Global Political Developments France’s surprisin ... Show More
41m 41s
Dec 2024
The Great Rate Cut Rug Pull - Ep 1000
Jerome Powell's rate cut, market drops, economic risks, inflation, and the future of the economy. Download the CFO’s Guide to AI and Machine Learning at https://netsuite.com/goldFor 20% off your Momentous order, head to https://livemomentous.com and use code GOLD. Laughing Ca ... Show More
59m 8s
Jul 23
Fed Policy, Bitcoin Surge, and the Real Estate Reset | Money Moves
In this week’s episode of Money Moves, Matty A. and Ryan Breedwell team up to unpack the most important headlines and market moves that real estate investors and wealth builders need to watch right now.They cover the Federal Reserve’s latest signals on interest rates, the ongoing ... Show More
50m 27s
Jul 2023
Late Cycle Bond Trades | Mark Cabana on Mild Recession Case and Treasury Market Supply
Mark Cabana, head of US Rates Strategy at BofA Global Research, joins Forward Guidance to share insights on today’s very strange bond market. Cabana, a former officer at the Markets Group at the Federal Reserve Bank of New York, explains his bullish case for the 10-year U.S. Trea ... Show More
56m 14s
Sep 2024
Financial Markets Back on the Brink of Collapse - Ep 978
Market Turmoil & Economic Uncertainty: A Deep Dive into Non-Farm Payroll Report and Fed Policies In this episode, we explore today's weaker-than-expected non-farm payroll report and its impact on the markets. Despite a brief improvement in stock indices following rate cut exp ... Show More
1h 1m
Sep 2024
Markets riding the ‘Fed wave’
Stocks across the globe moved higher yesterday following the Federal Reserve’s interest rate cut, with both the Dow and S&P 500 seeing new all-time highs. Meanwhile, other major central banks – including those in England, Norway, Turkey, Japan and China – opted to keep their key ... Show More
11m 1s
Sep 2024
Peter Schiff: Act NOW to Avoid Debt and Dollar Debacle
Crushing government debt. A deepening recession. A collapsing US dollar. Chaos in the financial markets. It could soon be headed your way. But all is not lost, either. Target the right commodities, stocks, and markets, and you won’t just come out relatively unscathed. You’ll have ... Show More
21m 36s
Jun 19
What's Happening In Financial Markets Right Now (Fed, BoE & Geopolitics)
Markets have stayed calm so far this week, but central banks and geopolitics were anything but. Anthony and Piers break down the Fed’s muted meeting, the revised growth and inflation forecasts, and the hidden signals in the dot plot. Over in the UK, a dovish shift at the Bank of ... Show More
37m 51s