Thursday - June 11, 2026
In this episode of the Dividend Cafe, host Brian Seitel reviews a dramatic market reversal on June 11, 2026, driven by easing geopolitical tensions with Iran and mixed inflation data, including a hotter‑than‑expected PPI but a cooler core reading. He highlights the impact of falling oil prices on both the broader market and sector earnings, noting energy’s 117% earnings surge and tech’s 60% growth tied to AI, while consumer discretionary and financials lag in the low single digits. Seitel also addresses a listener’s question on AI’s effect on jobs, arguing that AI is a tool that complements—not replaces—human advisors, and expresses optimism about abundant opportunities for recent college graduates.
Wednesday - June 3, 2026
In this episode of the Dividend Cafe, host Brian Seitel reviews a market pullback on June 3, 2026, noting a 620‑point drop in the Dow after nine consecutive weeks of gains, while highlighting that the broader year‑to‑date performance remains strong...
Monday - June 1, 2026
In this Monday edition of Dividend Cafe, host Jason discusses the latest market moves, noting the S&P 500’s 10.7% YTD gain, a modest rally in the Dow and Nasdaq, and the Russell 2000’s 70% recovery from its 2025 low. He...
The Myth of an Independent Fed
In this episode of Dividend Cafe, host David Bonson examines the myth of an independent Federal Reserve, using the recent appointment of Kevin Warsh as a lens. He explains how the Fed’s legal framework—created by Congress in 1913 and shaped...
Tuesday - May 26, 2026
In this brief episode of the Dividend Cafe, host Brian Seitel reviews the market’s post‑Memorial Day performance, noting that despite geopolitical uncertainty between the U.S. and Iran, the S&P 500 and Nasdaq hit fresh record highs, up roughly 10% and 14.5%...
Thursday - May 14, 2026
In this mid‑week Dividend Cafe briefing, host Brian Seitel reviews a broadly positive market backdrop—Dow up 370 points, S&P 500 up 0.7%, Nasdaq up 0.9%—while noting modestly higher 10‑year Treasury yields hovering around 4.48%. He highlights the boost from $202 billion...
The Murdoch Dynasty - A Business Worth a Thousand Words
In this episode of The Dividend Cafe, host David Bonson dissects Disney’s 2019 $71.3 billion acquisition of Fox’s entertainment assets, focusing on why Rupert Murdoch sold the content portfolio but retained the news and sports properties. He highlights the divergent post‑deal performance:...
Wednesday - May 6, 2026
In this 7‑minute Dividend Café market commentary, host Brian Seitel reviews a strong market follow‑through driven by lower oil prices, positive earnings surprises, and better‑than‑expected private payroll data. He highlights that the Dow, S&P 500, and Nasdaq posted notable gains,...
Wednesday - April 29, 2026
In this episode of the Dividend Cafe, host Brian Seitel reviews a mixed market day marked by a dip in major indices, rising bond yields, and a surge in oil prices driven by Middle East tensions and the UAE’s exit...
Tuesday - April 21, 2026
In this episode of the Dividend Cafe, host Brian Seitel reviews a down day in the markets, noting the impact of the Iran‑U.S. tension on oil prices, inflation expectations, and rising Treasury yields. He highlights stronger‑than‑expected March retail sales, pending...
Tuesday - April 14, 2026
In this episode of the Dividend Cafe, host Brian Seitel reviews a strong market rally—Dow up 317 points, S&P 500 up 1.2%, Nasdaq up nearly 2%—driven by tech, software, and semiconductor gains as the Iran‑U.S. conflict eases. He explains how...
Tuesday - April 7, 2026
In this brief market commentary, host Brian Seitel reviews the low‑volume trading day, noting a 1% market decline driven by geopolitical tension over the Strait of Hormuz and modest rises in yields and oil prices. He shifts focus to corporate...
Monday - March 30, 2026
The Dividend Cafe episode dissected the recent market turbulence, highlighting a volatile day where the Dow barely rose while the S&P and Nasdaq fell, and noting the outsized losses in high‑valuation tech and AI stocks like NVIDIA and Palantir. Host...
Thursday - March 19, 2026
In this episode of the Dividend Cafe, host Brian Seitel reviews a volatile market environment driven by Middle East tensions, rising oil prices, and mixed economic data. He highlights short‑term positive factors such as $160 billion in Q1 tax refunds, the...
Wednesday - March 11, 2026
In this episode of the Dividend Cafe, host Brian Seitel reviews the latest market volatility driven by geopolitical tensions in Iran and rising energy prices, while noting that overall equity indices have been relatively flat. He breaks down the February...