logo
episode-header-image
Jan 2025
6m 21s

Tuesday - January 21, 2025

The Bahnsen Group
About this episode

Market Updates and Team Meetings: Insights from Dividend Cafe

In this episode of Dividend Cafe, hosted by Brian Szytel from The Bahnsen Group's Newport Beach office, the discussion covers market activity following the Martin Luther King Jr. holiday. Key points include a significant rebound in the Dow Jones, S&P 500, and NASDAQ indices, observations on corporate margins, particularly in the financial sector, and the impact of potential policy changes on the market. The episode also highlights a quiet economic week, leading economic indicators to be discussed later, and The Bahnsen Group's annual team meeting aimed at enhancing team culture and business efficiency. A long-form Dividend Cafe installment is expected on Friday.

00:00 Introduction and Market Overview

01:10 Corporate Margins and Sector Performance

02:36 Animal Spirits and Market Sentiment

03:14 Upcoming Economic Indicators

03:37 The Bahnsen Group Annual Team Meeting

04:21 Conclusion and Sign-Off

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com

Up next
Yesterday
Monday - October 19, 2026
Today's Post - https://bahnsen.co/4yXvACK David Bahnsen reviews a volatile news weekend and announces The Bahnsen Group’s new Santa Barbara office. Markets were mixed (Dow flat, S&P up 0.4%, Nasdaq up ~1%) amid unusual breadth and rotation dynamics, while AI-related “pick-and-sho ... Show More
14m 48s
Oct 16
Lightly Held Views, Aggressive Investments – Money Manager Week
Today's Post - https://bahnsen.co/47k5xcW David Bahnsen recaps The Bahnsen Group’s annual “money manager week,” describing its history since 2006 and explaining how he, Brian Szytel, and Kenny Molina held nearly 30 meetings and later debriefed with their investment committee. He ... Show More
23m 39s
Oct 15
Thursday - October 15, 2026
Brian Szytel recaps a volatile market day marked by value outperforming growth, dividend payers beating growth-oriented stocks, and equal-weight indices outperforming cap-weighted, alongside notable bond-market swings following hotter-than-expected CPI and a sharply higher PPI pr ... Show More
9m 1s
Recommended Episodes
Jul 2025
Market Moves and Fiscal Fireworks
This episode unpacks the Q2 2025 rally, the impact of the One Big Beautiful Bill Act, and key sector shifts. Ray and Mark break down how fiscal policy, tech volatility, and upcoming data releases shape the market outlook. Expect clear insights, relevant examples, and expert conte ... Show More
6m 41s
Mar 2025
Nike Warns of Sales Plunge, DoorDash Partners with Klarna
<p>Stock market update for March 21, 2025.</p><p><br></p><p><br></p> 
8m 59s
Dec 2024
Special episode: Market Outlook 2025
<p>As part of a special two-week series featuring highlights from Julius Baer’s recent Beyond Markets podcasts, today's show features a clip from a conversation where Christian Gattiker, Head of Research, and Mark Matthews, Head of Research Asia, talk to Bernadette Anderko about ... Show More
12m 28s
Aug 2024
Starbucks Steals Chipotle's CEO, Key Inflation Metric Comes in Cooler Than Expected
tail spinning
7m 52s
Jul 2024
July Market Madness: Fed Updates, Real Estate Realities, and Political Fireworks! | Money Moves
tail spinning
43m 22s
Jan 2025
UnitedHealth Misses On Revenue, Bezos's Blue Origin Launches Reusable Rocket
<p>Stock market update for January 16, 2025. </p> 
8m 26s