Monday - January 13, 2025
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 13 January 2025
⏱️ 20 minutes
🧾️ Download transcript
Summary
Today's Post - https://bahnsen.co/4ai49bd
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: DividendCafe.com
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Welcome to the Dividend Cafe, weekly market commentary focused on dividends in your portfolio |
| 0:06.6 | and dividends in your understanding of economic life. |
| 0:12.1 | Well, hello, and welcome to the Monday Dividend Cafe. |
| 0:14.6 | I am David Bonson, managing partner here at the Bonson Group with a lot of fun public policy things to talk about as we get |
| 0:23.4 | very close to the inauguration, the official date of Trump 2.0, one week from today. And in the |
| 0:31.1 | meantime, we're dealing with a very volatile market. It has as a Friday with the big sell-off we had |
| 0:36.5 | given up all of its post-election rally, |
| 0:40.5 | and we're now dealing with a much more normalized market, up and down days, |
| 0:45.9 | the kind of thing you would expect when you get to a market that has maybe gotten this far ahead of itself. |
| 0:52.8 | So I'm going to talk about all that and more today. First, |
| 0:55.6 | the basic housekeeping, the Friday Dividing Cafe was the annual year behind year ahead paper, |
| 1:03.2 | 20 charts for your visual pleasure and all the commentary I could muster. I want to encourage you to go |
| 1:09.3 | dividendcafe.com to get that PDF |
| 1:12.0 | of our annual paper and all of our themes and thoughts as we go into this new year, which we are |
| 1:18.3 | now into the 13th day of and already enjoying a very exciting market. Let me get the market |
| 1:25.9 | stuff done first and then we'll go into these other |
| 1:29.5 | categories as we go around the horn. First, just in terms of today's market action, when I was up |
| 1:36.4 | this morning, which again, you're talking about five or six hours before the opening bell, |
| 1:43.0 | the Dow futures were down close to 200 points. |
| 1:46.5 | And by about a half hour before the open, they were already starting to come back a bit. |
| 1:51.1 | They were still down. |
| 1:52.2 | But the NASDAQ was still down about 300 points in the pre-market. |
... |
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.