![Thoughts On Money [TOM]](https://podcdn.zencast.fm/download/Podcast%2Fartworks%2F3134%2Fmedium%2F58bc5b2df18ca14a85d770f78757aff41555f6792317ed188395236a06b27ec7%2Fc70d8c0d6aa6b1b7.jpg)
David Bahnsen
David is the Founder, Managing Partner, and the Chief Investment Officer of The Bahnsen Group.
David is the Founder, Managing Partner, and the Chief Investment Officer of The Bahnsen Group.
Oct 12, 2026 • 18 minutes
Holiday-Thinned Markets, Narrow S&P Breadth, and AI CapEx Risks Heading into Earnings Season
Oct 16, 2026 • 24 minutes
Money Manager Week Takeaways—AI Crowding, Conviction, and Process
Oct 19, 2026 • 15 minutes
Market Breadth, AI Repricing Risks, and Fed October Pause Expectations
Oct 23, 2026 • 29 minutes
Range-Bound Markets, AI Valuations, and the Case for Dividend Growth
Oct 26, 2026 • 15 minutes
Markets Bounce, Yields Fall, and AI Deal Mania Ahead of a Fed Week
Oct 30, 2026 • 27 minutes
AI Credit Risk: CDS Spreads, Debt Issuance, and the Feedback Loop in the AI CapEx Boom
Nov 2, 2026 • 23 minutes
Market Rotation, AI Credit Risk, and Key Macro Updates Ahead of the Election
Nov 6, 2026 • 33 minutes
Dividend Cafe: Midterm Blue Tsunami, Market Volatility, and What Matters for Investors
Nov 9, 2026 • 17 minutes
Markets Rally Amid Post-Election Volatility, Nvidia Scandal, and Fed Uncertainty
Get new episodes of On the Hook automatically
