Finally Some Perfect Clarity about Inflation
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 15 August 2025
⏱️ 24 minutes
🧾️ Download transcript
Summary
Today's Post - https://bahnsen.co/46SKFKO
Understanding Inflation: Beyond the Headlines
In this episode of Dividend Cafe, host David Bahnsen dives deep into the topic of inflation. He discusses the impact of tariffs on the economy, the misunderstanding about inflation, and its broader economic implications. Bahnsen revisits the last 25 years of inflation data, highlighting the differences in price changes across various sectors, such as housing, healthcare, and higher education. He explains how government subsidies have influenced these sectors and emphasizes the importance of understanding economic fundamentals over short-term political narratives. Bahnsen provides a comprehensive economic analysis, differentiating between price increases and monetary inflation, and stresses the importance of responsible money supply growth relative to the production of goods and services.
00:00 Introduction to the Dividend Cafe
00:15 Recent Economic Assessments
02:14 Understanding Inflation
03:37 The Truth About Prices Over 25 Years
06:52 Impact of Federal Subsidies on Prices
08:00 Post-COVID Price Dynamics
10:04 Economic Theories on Inflation
14:15 Tariffs and Their Economic Impact
21:31 Conclusion and Final Thoughts
Links mentioned in this episode: DividendCafe.com
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Welcome to the Dividing Cafe, weekly market commentary focused on dividends in your portfolio and dividends in your understanding of economic life. |
| 0:10.0 | Hello and welcome to this Friday edition of the Dividing Cafe. |
| 0:16.0 | Hi, I am your host, David Bonson, and we are going to today talk about inflation, which, as I'm sure is just never, ever talked about at all these days. |
| 0:27.6 | What I've done here the last couple weeks is very much on purpose. |
| 0:31.3 | Two weeks ago, I wanted to give an assessment of the tariff impact on the economy into the future, how to think |
| 0:40.1 | about it, how to look at it over a longer term period of time. And what our concerns are, |
| 0:46.2 | not so much in what it does this week or next month, but what it will mean into the six, |
| 0:52.8 | 12, and 18 months further out. |
| 0:55.1 | Last week, we wanted to do a assessment of the overall economy |
| 0:59.6 | and where things stand with a heavy emphasis in the labor market, |
| 1:03.6 | the labor market being the sort of foundation |
| 1:06.0 | to where a lot of other things can be expected to go |
| 1:08.9 | around income, savings, consumption, |
| 1:10.9 | production, and so forth. If you're going to talk right now about tariffs and you're |
| 1:15.8 | going to talk right now about the economy, then you are going to inevitably end up talking |
| 1:21.1 | about the impact on prices. For one thing, because that is the subject that everyone wants to |
| 1:27.2 | have. |
| 1:27.6 | When I say everyone, I do mean everyone. |
| 1:30.4 | There are people who want the tariff policy to be proven victorious, |
| 1:35.6 | and they will want to use a low impact of prices as some sort of validation of a success story. |
| 1:51.0 | And I've made the point two weeks ago that there's a lot more to this than first order effect on prices. And then of course there's some that want the tariff policies to fail or anything else that the Trump administration might be doing. |
| 1:58.0 | And they would understandably want to look to higher |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from The Dividend Cafe - The Bahnsen Group, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of The Dividend Cafe - The Bahnsen Group and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.