# Monday - July 13, 2026

Page: https://stenobird.com/podcast/the-dividend-cafe-743128/monday-july-13-2026
Text version: https://stenobird.com/podcast/the-dividend-cafe-743128/monday-july-13-2026.md
Podcast: [The Dividend Cafe](https://stenobird.com/podcast/the-dividend-cafe-743128)
Published: 2026-07-13T21:24:00+00:00
Episode link: https://podcast.dividendcafe.com/episodes/monday-july-13-2026
Audio file: https://dts.podtrac.com/redirect.mp3/media.zencast.fm/the-dividend-cafe-1/430c284b-eaf4-4fb1-8926-3a4ee4efcf52.mp3?source=feed
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/the-dividend-cafe-743128/episodes/monday-july-13-2026
Duration seconds: 805

## Resource

Today's Post - https://bahnsen.co/4bF0WEu The Monday Dividend Cafe recaps a volatile market day that resembled prior Iran-tension selloffs: oil surged nearly 10%, energy rose over 3%, tech fell over 2%, semiconductors dropped about 4.77%, the Nasdaq fell over 1.5%, the S&P 500 was down 80 bps, and the Dow slipped 138 points, while the 10-year yield rose 6 bps to 4.63%. The host discusses an apparent market leadership rotation (equal-weight beating cap-weight, small cap beating large cap, value beating growth) alongside the paradox of momentum being the top year-to-date factor because “momentum” has shifted to new leaders. He adds new “More to Chew On” links to the written Dividend Cafe and previews a Friday piece on five market concerns and five non-concerns. Key news includes the reported death of Senator Lindsey Graham and escalating US-Iran strikes with renewed Strait of Hormuz closure and US blockade claims. He notes June existing home sales fell 2.4%, contrasts mortgage rates and home prices versus 10 years ago, summarizes new Fed task forces, and highlights differing views on rate hikes with futures implying a 90% chance of at least one hike by year-end. 00:00 Market Open Recap 01:11 New Links Section 02:20 Friday Feedback 02:52 Rotation Versus Momentum 05:45 Rates Oil And Sectors 06:09 IPO Mania Warning 07:35 Headlines And Iran 09:00 Housing And Fed Outlook 10:57 Wrap Up And Friday Preview Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-dividend-cafe-743128/episodes/monday-july-13-2026/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/the-dividend-cafe-743128/monday-july-13-2026.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.