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DC Foibles and Difficult Market Calls

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Manage episode 459130451 series 2524881
Konten disediakan oleh The Dividend Cafe - The Bahnsen Group and The Bahnsen Group. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh The Dividend Cafe - The Bahnsen Group and The Bahnsen Group atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Today's Post - https://bahnsen.co/4fEhs76

Navigating Market Dynamics and Political Impacts: A 2025 Kickoff

In this inaugural 2025 episode of Dividend Cafe, David Bahnsen, Managing Partner at The Bahnsen Group, discusses several key topics, including the challenges posed by macro-driven market calls and the complexities of the U.S. House Speaker situation with a potential market impact. David also critiques the bipartisan opposition to the Nippon Steel–U.S. Steel deal, reflecting on the broader implications for American capital markets. The episode sets the stage for the upcoming Year Behind, Year Ahead White Paper, highlighting past themes and future forecasts.

00:00 Welcome to Dividend Cafe 2025

03:34 The Speaker of the House and Market Implications

07:56 Challenges of Market Calls and Investment Themes

14:36 Bipartisan Criticism on U.S. Steel Deal

17:33 Conclusion and Upcoming Content

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com

  continue reading

1009 episode

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DC Foibles and Difficult Market Calls

The Dividend Cafe

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published

iconBagikan
 
Manage episode 459130451 series 2524881
Konten disediakan oleh The Dividend Cafe - The Bahnsen Group and The Bahnsen Group. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh The Dividend Cafe - The Bahnsen Group and The Bahnsen Group atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Today's Post - https://bahnsen.co/4fEhs76

Navigating Market Dynamics and Political Impacts: A 2025 Kickoff

In this inaugural 2025 episode of Dividend Cafe, David Bahnsen, Managing Partner at The Bahnsen Group, discusses several key topics, including the challenges posed by macro-driven market calls and the complexities of the U.S. House Speaker situation with a potential market impact. David also critiques the bipartisan opposition to the Nippon Steel–U.S. Steel deal, reflecting on the broader implications for American capital markets. The episode sets the stage for the upcoming Year Behind, Year Ahead White Paper, highlighting past themes and future forecasts.

00:00 Welcome to Dividend Cafe 2025

03:34 The Speaker of the House and Market Implications

07:56 Challenges of Market Calls and Investment Themes

14:36 Bipartisan Criticism on U.S. Steel Deal

17:33 Conclusion and Upcoming Content

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com

  continue reading

1009 episode

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