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The Dividend Cafe - The Bahnsen Group and The Bahnsen Group에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 The Dividend Cafe - The Bahnsen Group and The Bahnsen Group 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Bipartisan is Not Always Good For Markets

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Manage episode 448033602 series 2524881
The Dividend Cafe - The Bahnsen Group and The Bahnsen Group에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 The Dividend Cafe - The Bahnsen Group and The Bahnsen Group 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Today's Post - https://bahnsen.co/3UxOxda

Election and Economic Insights: November Dividend Cafe with David Bahnsen

In this episode of Dividend Cafe, David Bahnsen, Managing Partner at The Bahnsen Group, discusses key topics as the U.S. approaches the 2024 election. From his New York City office, David addresses the outlook of the election, the future role of tariffs, and the influence of the Federal Trade Commission and its Commissioner, Lina Khan. He explores potential impacts on monetary policy and the Federal Reserve's actions, commercial real estate loans, and the implications of a Trump or Harris administration on market dynamics. David also touches on the volatility of the yen and concludes with insights on the proportion of the S&P 500 represented by a small number of companies. Stay tuned for Monday's Dividend Cafe episode on economic data and housing updates.

00:00 Introduction and Setting the Scene

00:30 Election and Tariff Talk

04:04 Federal Trade Commission and Regulatory Insights

06:47 Federal Reserve and Monetary Policy Speculations

10:35 Commercial Real Estate and Corporate Credit Outlook

15:28 Currency Dynamics and Market Volatility

18:24 Conclusion and Final Thoughts

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com

  continue reading

962 에피소드

Artwork
icon공유
 
Manage episode 448033602 series 2524881
The Dividend Cafe - The Bahnsen Group and The Bahnsen Group에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 The Dividend Cafe - The Bahnsen Group and The Bahnsen Group 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Today's Post - https://bahnsen.co/3UxOxda

Election and Economic Insights: November Dividend Cafe with David Bahnsen

In this episode of Dividend Cafe, David Bahnsen, Managing Partner at The Bahnsen Group, discusses key topics as the U.S. approaches the 2024 election. From his New York City office, David addresses the outlook of the election, the future role of tariffs, and the influence of the Federal Trade Commission and its Commissioner, Lina Khan. He explores potential impacts on monetary policy and the Federal Reserve's actions, commercial real estate loans, and the implications of a Trump or Harris administration on market dynamics. David also touches on the volatility of the yen and concludes with insights on the proportion of the S&P 500 represented by a small number of companies. Stay tuned for Monday's Dividend Cafe episode on economic data and housing updates.

00:00 Introduction and Setting the Scene

00:30 Election and Tariff Talk

04:04 Federal Trade Commission and Regulatory Insights

06:47 Federal Reserve and Monetary Policy Speculations

10:35 Commercial Real Estate and Corporate Credit Outlook

15:28 Currency Dynamics and Market Volatility

18:24 Conclusion and Final Thoughts

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com

  continue reading

962 에피소드

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