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The Dividend Cafe

Monday - October 20, 2025

The Dividend Cafe

The Dividend Cafe - The Bahnsen Group

Business, Investing, Macro Economics, Estate Planning, Dividend Growth Investing, Monetary Policy, Wealth Management, Retirement Planning

4.9572 Ratings

🗓️ 20 October 2025

⏱️ 14 minutes

🧾️ Download transcript

Summary

Today's Post - https://bahnsen.co/4htuMxK

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.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.

0:12.2

Well, hello and welcome to the Monday edition of the Dividing Cafe.

0:15.9

I am here at the Bonson Group's office in beautiful Nashville, Tennessee.

0:22.7

Wonderful weekend here in Nashville and a couple days working at this office. And we had a big rally day in markets today.

0:29.8

A little volatility here so far into fourth quarter, some down times and now some uptimes.

0:36.0

And today's up day catalyzed by a few different things,

0:40.9

some optimism around where this flexing and barking with U.S.-China trade is going,

0:48.5

early reports of good sales and news for the new Apple iPhone. I think it is Model 17 and, you know, a few other

0:59.1

sentiment-oriented things. But nevertheless, it put the Dow up 516 points today, which is 1.1%.

1:07.5

The S&P was only a little bit lower than that, up 1.07%. So right in the same range,

1:13.4

and the NASDAQ a tad higher at 1.3%. I do want to direct you if you didn't catch the Friday

1:21.7

Dividendin Cafe to our Friday edition Dividend Cafe about AI and the impact that I expect it to have on the labor

1:31.5

market. Assessing the lay of the land in that space is the topic that comes up all the time,

1:36.3

I think is tremendously important in terms of the macroeconomic picture. And it has been a wonderful

1:42.9

weekend of feedback about that particular Dividing Cafe.

1:46.8

So if you did miss that, I'd love to direct you either to that podcast episode, video,

1:52.4

or the Dividycafe.com article.

1:56.1

A few things I want to say quickly on the investment front, in addition to where the major market

2:04.0

indices went today, all in rally mode, all basically somewhere above 1% on the day.

2:09.7

The 10-year bond yield closed today at 3.98%.

2:14.7

So it's below 4%.

2:16.3

It's been teetering right at that 4% range for a while, and it was down,

...

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