The Dividend Cafe

Is the Trump Market Put Dead?


Listen Later

Today's Post - https://bahnsen.co/41JhZzx

Evaluating the Trump Market Put: Implications and Investor Insights

Recording from Palm Beach, David Bahnsen discusses the current market volatility, particularly focusing on the perception of President Trump's influence over financial markets. The episode examines whether the 'Trump market put'—the belief that Trump backstops markets due to his vested interest in their performance—is still relevant. Key topics include tariff policies, market assumptions about Trump's economic strategies, and the potential impacts on investors. The host stresses the importance of evaluating investment strategies amidst uncertainty and market dynamics, while maintaining focus on deregulation, corporate tax rates, and economic growth.

00:00 Welcome to Dividend Cafe

00:23 Market Assumptions Under Trump
02:15 Investor Objectivity and Market Beliefs
03:22 Trump's First Term Market Impact
06:45 Current Market Volatility and Tariff Policies
18:51 Small Business Uncertainty
26:46 Investor Strategies Amidst Uncertainty
28:46 Conclusion and Future Outlook

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

561 ratings


More shows like The Dividend Cafe

View all
Renewing Your Mind by Ligonier Ministries

Renewing Your Mind

5,210 Listeners

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

The Briefing with Albert Mohler

8,591 Listeners

5 Minutes in Church History with Stephen Nichols by Ligonier Ministries

5 Minutes in Church History with Stephen Nichols

1,698 Listeners

Hillsdale Dialogues by Hillsdale College

Hillsdale Dialogues

2,109 Listeners

Ultimately with R.C. Sproul by Ligonier Ministries

Ultimately with R.C. Sproul

1,321 Listeners

Mortification of Spin by Alliance of Confessing Evangelicals

Mortification of Spin

836 Listeners

Breakpoint by Colson Center

Breakpoint

3,096 Listeners

The World and Everything In It by WORLD Radio

The World and Everything In It

7,112 Listeners

Uncommon Knowledge by Hoover Institution

Uncommon Knowledge

2,011 Listeners

The McCarthy Report by National Review

The McCarthy Report

2,830 Listeners

Life and Books and Everything by Clearly Reformed

Life and Books and Everything

647 Listeners

Capital Record by National Review

Capital Record

444 Listeners

Morning Wire by The Daily Wire

Morning Wire

26,625 Listeners

Things Unseen with Sinclair B. Ferguson by Ligonier Ministries

Things Unseen with Sinclair B. Ferguson

1,543 Listeners

Imprimis by Hillsdale College

Imprimis

239 Listeners