Tuesday - October 6, 2026

Podcast: The Dividend Cafe · The Bahnsen Group

Opublikowano: 2026-10-06

David Bahnsen delivers the Daily Recap from New York City while Brian Szytel meets with a manager, noting that he, Brian, and Kenny Molina are in their annual week of meetings with many money managers, having completed 16 meetings in two days and not yet halfway through. He says early takeaways include the biggest area of disagreement among managers being differing views on AI, while the common concern is the impact of higher bond yields across asset classes, with the 10-year yield (5.28% after falling three basis points) highlighted as especially important. Markets rose: Dow +250, S&P +45, Nasdaq +122; the bond market...