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Feb 2025
20m 15s

Tariff and Tax Vacillation

The Bahnsen Group
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Yesterday
Tuesday - November 3, 2026
Brian Szytel hosts Dividend Cafe on Tuesday, November 3, noting mixed but slightly positive markets (Dow down ~0.5%, S&P 500 up ~0.3%, Nasdaq up ~0.8%) amid a modest return of the AI/tech trade. With Q3 earnings about two-thirds complete, he highlights that EPS growth is broadeni ... Show More
7m 34s
Nov 2
Monday - November 2, 2026
Today's Post - https://bahnsen.co/4A5IXRo David recaps a volatile market session in which the Dow finished up while the S&P 500 and Nasdaq reversed to close lower, extending October’s sharp rotation and market broadening as mega-cap AI/tech names fell while most stocks and sector ... Show More
22m 42s
Oct 30
Credit Where It Will Soon Be Due
Today's Post - https://bahnsen.co/4yUgtt9 In this Friday Dividend Cafe (recorded Thursday), David discusses rising credit risk concerns in the AI investment ecosystem, emphasizing that while comparisons to 2008 are often fear-mongering and today’s risks are not centered in commer ... Show More
26m 17s
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