Podcast Episodes

When Is It Time to Sell?

Long-time readers of Dividend Cafe know that the real intent of this weekly commentary is to delve into the macroeconomic – the big picture – the hig…

3 years, 10 months ago

Top Five Questions of Summer 2022

We have a fun Dividend Cafe for you this week, with by far the most important things on my mind in the summer of 2022 getting all of the attention. …

3 years, 10 months ago

A Natural Way of Seeing Things

I kind of like this week's Dividend Cafe.  We are going to do a very quick look into how the Fed fuels Japanification, but more specifically, how low…

3 years, 10 months ago

Economic Truth-Telling in an Age of Narratives

One of the hardest things about being an economic commentator in this day and age is that economic commentary requires nuance, and this day and age r…

3 years, 11 months ago

Inflating Clarification on Inflation

I really did mean to write this entire piece last week but simply ran out of time and space. I will give you a recap today of last week’s takeaways …

3 years, 11 months ago

Inflating Clarification on Inflation Part 1

It has been a year and a half since I first took up the inflation/deflation debate as a matter of contemporary debate (a part 1 and a part 2). As mu…

3 years, 11 months ago

A Fool's Game

I send this week’s Dividend Cafe at the end of a 24-hour trip to Las Vegas, where I spoke at a conference yesterday. 2,600 people have come to the 1…

3 years, 11 months ago

Inflation vs. Recession vs. Investing Common Sense

The fundamental tension in the economy today, and less directly so, in markets themselves, is really simple: Is a recession coming that slows down pr…

4 years ago

Independence, Economics, and Markets

Happy Independence Day weekend to you and yours. Or for those without much historical interest, Happy Fourth of July.

Today’s Dividend Cafe is not g…

4 years ago

Chewing on the Four E's

I’ll be very honest with you – I prefer single-topic Dividend Café issues. I wrote a multi-topic weekly commentary for many years before moving to a…

4 years ago