The Dividend Cafe

Every Quarter’s Beginning is another Quarter’s End


Listen Later

Today's Post - https://bahnsen.co/3QVjOoi

Monday Dividend Cafe - Q1 Market Review and Implications

In this episode of Monday Dividend Cafe, we conclude the first quarter of the year with a high-level market review. The Dow closed the quarter down by 1.3%, the S&P by 4.6%, and the Nasdaq by 10.4%. We discuss the intra-quarter performance, noting a significant fall for Nasdaq and S&P since mid-February. Consumer discretionary and tech were the hardest-hit sectors. We also explore the historical performance of markets during midterm elections, the impact of tariffs on the economy, and potential future policy developments. Additionally, a detailed explanation of the put-call ratio is provided, offering insights into market sentiment. We close the discussion with a look at housing market expectations and the energy sector's outlook. Celebrating The Bahnsen Group's 10-year anniversary, we preview upcoming content focused on lessons learned over the decade.

00:00 Introduction and Market Overview

00:15 Quarterly Market Performance

01:46 Daily Market Movements

03:40 Understanding the Put-Call Ratio

06:29 March Madness Bracket Highlight

07:12 Policy and Economic Insights

12:41 Housing Market and Future Predictions

14:11 Oil Market Analysis

15:35 Tariffs and Global Trade

16:47 Conclusion and Upcoming Events

Links mentioned in this episode:

DividendCafe.com

TheBahnsenGroup.com

...more
View all episodesView all episodes
Download on the App Store

The Dividend CafeBy The Bahnsen Group

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

518 ratings


More shows like The Dividend Cafe

View all
City Journal's 10 Blocks by Manhattan Institute

City Journal's 10 Blocks

593 Listeners

Breakpoint by Colson Center

Breakpoint

2,958 Listeners

The Briefing with Albert Mohler by R. Albert Mohler, Jr.

The Briefing with Albert Mohler

8,491 Listeners

Thinking in Public with Albert Mohler by R. Albert Mohler, Jr.

Thinking in Public with Albert Mohler

981 Listeners

The World and Everything In It by WORLD Radio

The World and Everything In It

6,918 Listeners

WSJ Opinion: Potomac Watch by Paul Gigot, The Wall Street Journal

WSJ Opinion: Potomac Watch

2,780 Listeners

The Editors by National Review

The Editors

4,764 Listeners

National Review's Radio Free California Podcast by National Review

National Review's Radio Free California Podcast

671 Listeners

The Great Books by National Review

The Great Books

1,525 Listeners

Uncommon Knowledge by Hoover Institution

Uncommon Knowledge

1,969 Listeners

The McCarthy Report by National Review

The McCarthy Report

2,799 Listeners

The Aaron Renn Show by Aaron Renn

The Aaron Renn Show

469 Listeners

Capital Record by National Review

Capital Record

419 Listeners

Doubletake by WORLD Radio

Doubletake

612 Listeners

The Charles C. W. Cooke Podcast by National Review

The Charles C. W. Cooke Podcast

1,041 Listeners