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Monday Market Insights with David Bahnsen

In this episode of Monday Dividend Cafe, David Bahnsen, Managing Partner at The Bahnsen Group, discusses the volatile market conditions one week before the inauguration of Trump's second term. Key topics include the recent market sell-off, sector performance, bond yields, and economic indicators. Bahnsen also delves into the potential impact of public policy changes, including tax alterations and the proposed Department of Government Efficiency. Additionally, he addresses the challenges of bipartisan legislation, updates on job creation, and the implications of rising mortgage rates. Finally, Bahnsen concludes with insights into midstream energy performance and the importance of capital expenditures in driving economic growth.

00:00 Welcome to Monday Dividend Cafe

00:18 Market Volatility and Post-Election Rally

01:19 Today's Market Action

03:05 Bond Yields and Inflation Expectations

04:49 Earnings Season and Market Valuation

06:27 International Diversification and U.S. Markets

08:48 Public Policy Updates

13:01 Economic Data and Indicators

15:07 Oil Prices and Midstream Energy

16:13 Capital Expenditures and Economic Growth

17:50 Conclusion and Final Thoughts

Links mentioned in this episode:

TheBahnsenGroup.com