logo
episode-header-image
Feb 2025
20m 15s

Tariff and Tax Vacillation

The Bahnsen Group
About this episode

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

The Dividend Cafe: Market Reactions to Tariffs and Taxes

In this episode of The Dividend Cafe, host David Bahnsen provides an update from Phoenix, Arizona, discussing a busy week involving team meetings and client engagements. Highlights include his recovery from illness, travel between New York and California, and expansion plans for the Phoenix office. David dives deep into market reactions to recent tariff announcements by the Trump administration and the lack of actual tariff implementations. He also explores the complexities of fair trade and its economic implications. Lastly, David discusses the progress and hurdles facing the House Budget Committee on a significant tax and spending bill, detailing the political intricacies and potential impacts on the economy. Tune in for insights on tariffs, taxes, and their market effects.

00:00 Introduction and Weekly Recap 01:24 Market Reactions to Tariff Announcements 04:20 Analyzing the Impact of Tariffs 07:30 Debunking Free Trade Myths 11:55 Updates on the Tax Bill 17:49 Conclusion and Upcoming Events

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com

Up next
Nov 21
A Check-In on the Economy
<p>Today's Post - <a href="https://bahnsen.co/4oSvRlk">https://bahnsen.co/4oSvRlk</a></p> <p>Broad Economic Overview: Key Insights on Jobs, Housing, and Consumer Spending</p> <p>In this edition of the Friday Dividend Cafe, David Bahnsen delves into a comprehensive analysis of mac ... Show More
27m 48s
Nov 20
Thursday - November 20, 2025
<p>Market Reflections and Sector Analysis: November 20 Edition</p> <p>In today's episode of Dividend Cafe, Brian Sztyel from Newport Beach, California, provides insights from a down day in the markets despite an initially strong opening. He discusses anticipated earnings reports ... Show More
7m 22s
Nov 19
Wednesday - November 19, 2025
<p>Market Recap and Insights: AI Chip Earnings and Economic Data Delays</p> <p>In this episode of Dividend Cafe, Brian Szytel from The Bahnsen Group provides a market update for November 19th. After four negative trading days, the markets saw slight gains with notable attention o ... Show More
6m 6s
Recommended Episodes
Apr 2025
Mark Dow: Tariffs, Trade, and Trump - [Making Markets, EP.59]
My guest today for the second time is Mark Dow. Mark is one of my favourite thinkers on Macro, and his experience at the IMF, the US Treasury, and Wall Street gives him a truly unique perspective for the current moment. As we went through one of the biggest market and policy uphe ... Show More
53m 20s
Apr 2025
A Pause for Most Tariffs
President Trump announced a 90-day pause on retaliatory tariffs and a lower 10% reciprocal tariff for most countries. Meanwhile, the trade dispute with China is heating up. (00:21) Jason Moser and Ricky Mulvey discuss: - The market’s extreme reactions to tariff news. - China’s “ ... Show More
34m 13s
Apr 2025
April Fool's Day Came Late - Ep 1020
<p>Trump’s tariffs will hurt U.S. consumers and industries, leading to higher prices, fewer imports, and potential recession, while discussing their legality.</p><p><br></p><p>Go to https://get.stash.com/gold to see how you can receive $25 towards your first stock purchase and to ... Show More
1h 4m
Apr 2025
A Nightmare Tariff Scenario for the Auto Industry — ft. Tim Higgins
Ed opens the show by discussing Trump’s tariffs, xAI’s purchase of X, and OpenAI’s record-breaking funding round. Then Tim Higgins, Wall Street Journal columnist covering the automobile industry, joins the show to break down how the auto tariffs will impact the car industry and t ... Show More
55m 22s
Nov 2024
Tariffs: Not the Turkey We Want This Thanksgiving - Ep 994
<p>Peter Schiff discusses Thanksgiving&#39;s capitalist roots, the Pilgrims&#39; failed socialism, tariffs&#39; economic impact, and recent market trends.</p><p><br></p><p>Cut your wireless bill to $15/month at http://mintmobile.com/gold.</p><p>Visit http://indeed.com/peter to st ... Show More
55m 46s
Apr 2025
China vs Trump: 90-Day Tariff Pause TRIGGERS Retaliation w/ Benny Johnson | PBD Podcast | Ep. 575
<p>Political commentator Benny Johnson joins Patrick Bet-David, Tom Ellsworth, Vincent Oshana, and Adam Sosnick to discuss Trump’s pause on tariffs and proposed 125% tariffs on China, Kevin O’Leary’s bold call for 400% tariffs, Jamie Dimon’s latest U.S. recession prediction, and ... Show More
2h 14m
Nov 2024
How inflationary are tariffs, really?
<p>President-elect Donald Trump has just announced “Day 1” tariffs on Mexico and Canada, in addition to previously promised tariffs on China. Tariffs will definitely affect domestic prices, but how much, and will they truly cause catastrophic inflation? Today on the show, guest h ... Show More
14m 41s
Dec 2024
What Investors Should Know About Trump’s Tariffs
<p>Our Global Head of Fixed Income and Thematic Research explains why President-elect Trump’s proposed tariff plans may look different than the policies that are ultimately put in place.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I ... Show More
3m 39s
Dec 2024
Can Trump's Tariffs Work?
In today's video we examine Donald Trump's plan to rebalance global trade using tariffs, try to understand the issues with international trade that have been pushing the United States and other countries in this protectionist direction, and if tariffs can be expected to improve t ... Show More
24m 25s
Jul 2025
How Wall Street Is Weathering the Tariff Storm
<p>Stocks hold steady as tariff uncertainty continues. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains how policy deferrals, earnings resilience and forward guidance are driving the market.</p><p><br></p><p>Read more&nbsp;<a href="https://www.morganstanley.com/ideas ... Show More
4m 5s