Advice and Insights

By David L. Bahnsen

A perspective on markets that is anything but traditional, join David L. Bahnsen as he unpacks impactful investment principles that aim to create long-term success. Challenging, high-energy, and devoi... more

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FAQs about Advice and Insights:

How many episodes does Advice and Insights have?

The podcast currently has 58 episodes available.

Advice and Insights episodes:

August 24, 2018What Is The Big Story in Markets Right Now?
Topics discussed:
Normalization of Monetary Policy
Rallying Dollar
Investor Advice
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
...more
10min
August 17, 2018Emerging Markets: "Back the truck up"
CIO David Bahnsen discusses the state of emerging markets and the events influencing them.
Topics discussed:
Companies with strong domestic sources of revenue vs. those who are export driven
Rising Dollar
Fears around trade and tariffs
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
...more
10min
August 10, 2018 Stock Buybacks Are Not the Enemy of Prosperity
This week CIO David L. Bahnsen discusses stock buybacks from both economic and political perspectives.
TheBahnsenGroup.com
David's Article on Stock Buybacks @ NationalReview.com
...more
17min
August 03, 2018 Focus On The Fed
In this Advice & Insights Podcast David talks about the effects of Fed policy on the economy and the dangers of politicization of the Fed.
TheBahnsenGroup.com
...more
12min
July 20, 2018Dividend Investing - It's What We Do!
This week, [someone], [someone else] and [another person] cover [topic].....
Topics discussed:
Why We Are Dividend Investors
When to Believe the Yield Curve
The Right Kind of Growth of Dividend
Links mentioned in this episode:
http://example.com
http://second-example.com
This podcast is powered by ZenCast.fm
...more
19min
July 13, 2018Recapping The First Half Of 2018
This week, David recaps the first two quarters of 2018
Topics discussed:
Early positive performance in risk assets
Fed normalization of monetary policy.
Trade conflicts and tariffs
Emerging markets and more
Links mentioned in this episode:
TheBahnsenGroup.com
...more
24min
June 28, 2018Why Are Markets "Running In Place"
This week, David takes a deeper dive into the current state of trade war talk .....
Topics discussed:
markets don't form an ideological opinion
more trade is preferrable to less trade
Links mentioned in this episode:
TheBahnsenGroup.com
...more
18min
June 21, 2018Tax Reform Giveth And Tariffs Taketh Away
This week, David covers how the battle between trade war talk vs the positive effects of tax reform is effecting markets.....
Topics discussed:
Tariffs imposed on Chinese goods
China's retaliation
US threat to retaliate against the retaliation
Reasoning behind market reaction (or lack thereof)
Links mentioned in this episode:
TheBahnsenGroup.com
...more
10min
June 14, 2018Dividend Investing: An Antidote For "Short-termism"
This week, David talks about Warren Buffett and Jamie Dimon's call to end the practice of “quarterly earnings guidance” and how their call reinforces a key tenet of our core investment philosophy .....
Topics discussed:
Dimon/Buffett Interview w/ Becky Quick on CNBC
quarterly earnings guidance
dividends as an indicator of long term corporate fiscal health
Links mentioned in this episode:
TheBahnsenGroup.com
...more
16min
May 31, 2018What American Investors Need To Know About Italy
This week David unpacks political events in Italy and the EU...
Topics discussed:
Genesis of Italy's politcal conflict
Flow of money from Italy's bonds to US and Germany
Viability of the Euro
Valuations in EU and US markets
Links mentioned in this episode:
TheBahnsenGroup.com
...more
25min

FAQs about Advice and Insights:

How many episodes does Advice and Insights have?

The podcast currently has 58 episodes available.