The Dividend Cafe

• Thursday - December 11, 2025

  Market Overview and Insights on Private Credit – December 11, 2025 In this episode of Dividend Cafe, Brian Szytel provides an update on the financial markets from the Newport Beach office of The Bahnsen Group. The DOW closed up by 646 points, while the S&P had modest gains and NASDAQ saw a slight decline. Szytel discusses the rotation from growth to value sectors, the recent actions of the Federal Reserve, and their impacts on the market. He also covers upcoming deregulatory changes and tax cuts, a weakening labor market, and concerns about overstated employment numbers. Additionally, he answers a listener question about payment-in-kind (PIK) in private credit, explaining the risks and how such loans are typically managed. He concludes by emphasizing the past three years' market performance and the potential for slower growth ahead. 00:00 Introduction and Market Overview 00:14 Stock Market Performance 01:13 Bond Market Insights 01:35 Federal Reserve Actions and Economic Impact 03:15 Corporate Profits and Economic Outlook 04:10 Private Credit and Payment in Kind (PIK) 06:18 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

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• Wednesday - December 10, 2025

  Post-FOMC Meeting Market Reaction and Economic Outlook - December 10, 2023 In this episode of Dividend Cafe, Brian Szytel from The Bahnsen Group in Newport Beach discusses the market's reactions to the Federal Reserve's recent actions. On December 10th, 2023, the Federal Reserve concluded its FOMC meeting, cutting rates by 25 basis points and adding to its balance sheet, which boosted both the stock and bond markets. The Dow closed up 497 points, with the S&P and Nasdaq also showing gains. Szytel explains the significance of the steepening yield curve, which signals positive economic growth, and reviews the Federal Reserve's future interest rate expectations, unemployment, inflation, and GDP projections. The episode also addresses an op-ed by Muhammad Al Arian regarding the restructuring of The Fed. Overall, the episode provides an optimistic outlook on short-term risk assets and the economy. 00:00 Welcome to Dividend Cafe 00:16 Federal Reserve Meeting Insights 00:48 Market Reactions and Performance 01:25 Understanding Yield Curves 03:28 Economic Projections and Fed Actions 04:30 Op-Ed Discussion and Final Thoughts 05:17 Conclusion and Upcoming Topics Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

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• Tuesday - December 9, 2025

  Market Recap and Insights on Upcoming Fed Decisions In this episode of Dividend Cafe, Brian Szytel from The Bahnsen Group discusses the market activity on December 9th, highlighting slight declines in both the stock and bond markets. He reviews the latest economic indicators, including the NFIB Small Business Optimism Index and the JOLTS job openings report. Szytel also provides insights into the upcoming Federal Reserve FOMC meeting, the potential interest rate changes, and the implications for the labor market. Additionally, he touches on the investment potential in the utility sector and the importance of selecting the right companies within high-growth sectors like AI, using historical examples from the natural gas fracking industry and fiber optics. The episode concludes with a reminder of the importance of bottom-up investment fundamentals and dividend reliability. 00:00 Welcome to Dividend Cafe 00:16 Market Overview: Stocks and Bonds 00:48 Fed's Interest Rate Decision 01:51 Economic Data Insights 03:10 Labor Market Analysis 04:17 Interest Rates and Balance Sheet 04:50 Investment in Utilities 06:16 Investment Risks and Strategies 08:16 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

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• Monday - December 8, 2025

  Today's Post - https://bahnsen.co/44NZ88R Market Volatility, Small Cap Performance, and Corporate Takeovers: A Comprehensive Market Update In this episode, we cover the Fed's anticipated rate cut, the current state of credit spreads, and the mixed performance of sectors with a focus on semiconductors. We analyze the significant increase in negative earnings within the Russell 2000 Small Cap Index post-financial crisis and highlight the importance of selectivity in small cap investing. We also discuss President Zelensky's visit to London, Netflix's bid to acquire Warner Brothers Discovery, and the White House's concerns about the deal. Other topics include the executive order on AI regulation, China's compliance with new trade agreements, and the state of the U.S. labor market. We provide insights into New York City's office vacancy rates, the Bank of Japan's expected rate hike, and recent fluctuations in oil prices and infrastructure stocks. Additional information is available on DivaidendCafe.com, including a discussion on the yen carry trade and its potential future impact on stocks. 00:00 Market Overview and Rate Cuts 00:30 Equity Volatility and Sector Rotation 01:07 Small Cap Index Performance 02:10 Global News Highlights 02:38 Corporate News and Mergers 03:42 Public Policy and AI Regulation 04:43 Economic Indicators and Trade 05:04 Labor Market Analysis 07:07 Commercial Real Estate Insights 08:00 Global Financial Movements 08:57 Weekly Recap and Closing Remarks Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

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• Why We Do Not Own Bitcoin (and never will)

  Today's Post - https://bahnsen.co/48ZY57l Bitcoin Analysis: The Bahnsen Group's Perspective on Cryptocurrency Investing David Bahnsen hosts the latest episode of Dividend Cafe, where he takes a deep dive into Bitcoin and cryptocurrency investments. Bahnsen discusses the historical volatility of Bitcoin, citing various significant drops over the past decade and its speculative nature. He argues that Bitcoin's extreme fluctuations make it unsuitable as a medium of exchange or a stable store of value. Bahnsen compares Bitcoin to productive assets, explaining why The Bahnsen Group focuses on investments rooted in inherent productivity and usefulness. He emphasizes that while Bitcoin may serve as a trading and speculative vehicle for some, it does not align with The Bahnsen Group’s investment philosophy aimed at long-term wealth creation. 00:00 Introduction to Today's Topic: Bitcoin 01:18 Historical Context and Stability Issues 02:54 Bitcoin's Volatility and Market Behavior 04:27 Comparing Bitcoin to Traditional Investments 07:18 The Sociological Phenomenon of Bitcoin 17:50 Blockchain Technology vs. Bitcoin 19:16 Government Regulation and Bitcoin's Future 22:21 The Bahnsen Group's Investment Philosophy 26:54 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

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