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The Dividend Cafe Monday - October 28, 2024

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Manage episode 447322938 series 2524881
Innhold levert av The Dividend Cafe - The Bahnsen Group and The Bahnsen Group. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av The Dividend Cafe - The Bahnsen Group and The Bahnsen Group eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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

In this episode, David Bahnsen, Chief Investment Officer at The Bahnsen Group, provides a detailed market recap, highlighting the recent rise in the Dow, S&P, and NASDAQ, and increases in bond yields. He mentions NVIDIA's impressive market cap and sector performances, noting financials' gains amid declines in energy. Bahnsen also shares insights into the upcoming U.S. election, drawing parallels with Japan's parliamentary changes, and discusses global public policy, economic data, and energy production. Additionally, the episode covers significant health advancements, including malaria eradication in Egypt, and discusses the broader economic implications of past budget deficits, especially during Ronald Reagan's presidency. The episode concludes by touching on the current earnings season and hinting at a forthcoming significant event.1

00:00 Welcome to Monday Dividend Cafe

01:03 Market Overview and Key Highlights

01:43 Tech Sector Insights and Trivia

02:15 Bond Yields and Market Reactions

03:31 Sector Performance and Oil Price Dynamics

04:18 U.S. Election and Voter Sentiments

04:51 Turnout vs. Persuasion in Elections

05:12 Japan's Political Shift

05:45 Election Polls and Predictions

06:42 Economic Indicators and Market Trends

07:18 Energy Production Insights

07:55 Electricity Demand and Data Centers

09:06 Global Health Milestones

09:35 Historical Budget Deficits

10:22 Final Thoughts

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com

  continue reading

979 episoder

Artwork
iconDel
 
Manage episode 447322938 series 2524881
Innhold levert av The Dividend Cafe - The Bahnsen Group and The Bahnsen Group. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av The Dividend Cafe - The Bahnsen Group and The Bahnsen Group eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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

In this episode, David Bahnsen, Chief Investment Officer at The Bahnsen Group, provides a detailed market recap, highlighting the recent rise in the Dow, S&P, and NASDAQ, and increases in bond yields. He mentions NVIDIA's impressive market cap and sector performances, noting financials' gains amid declines in energy. Bahnsen also shares insights into the upcoming U.S. election, drawing parallels with Japan's parliamentary changes, and discusses global public policy, economic data, and energy production. Additionally, the episode covers significant health advancements, including malaria eradication in Egypt, and discusses the broader economic implications of past budget deficits, especially during Ronald Reagan's presidency. The episode concludes by touching on the current earnings season and hinting at a forthcoming significant event.1

00:00 Welcome to Monday Dividend Cafe

01:03 Market Overview and Key Highlights

01:43 Tech Sector Insights and Trivia

02:15 Bond Yields and Market Reactions

03:31 Sector Performance and Oil Price Dynamics

04:18 U.S. Election and Voter Sentiments

04:51 Turnout vs. Persuasion in Elections

05:12 Japan's Political Shift

05:45 Election Polls and Predictions

06:42 Economic Indicators and Market Trends

07:18 Energy Production Insights

07:55 Electricity Demand and Data Centers

09:06 Global Health Milestones

09:35 Historical Budget Deficits

10:22 Final Thoughts

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com

  continue reading

979 episoder

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