# Monday - June 8, 2026

Page: https://stenobird.com/podcast/the-dividend-cafe-743128/monday-june-8-2026
Text version: https://stenobird.com/podcast/the-dividend-cafe-743128/monday-june-8-2026.md
Podcast: [The Dividend Cafe](https://stenobird.com/podcast/the-dividend-cafe-743128)
Published: 2026-06-08T21:13:00+00:00
Episode link: https://podcast.dividendcafe.com/episodes/monday-june-8-2026
Audio file: https://dts.podtrac.com/redirect.mp3/media.zencast.fm/the-dividend-cafe-1/937cf21e-8c84-4129-b7c1-bdb26da9af47.mp3?source=feed
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/the-dividend-cafe-743128/episodes/monday-june-8-2026
Duration seconds: 633

## Resource

Today's Post - https://bahnsen.co/4fE0HN7 Brian Szytel fills in for David on Dividend Cafe, recapping a mixed market day: the Dow fell about 80 points while the S&P 500 rose ~0.3% and Nasdaq ~0.8%, reflecting a rebound in tech after Friday’s sharp chip-led selloff following a nine-week, 47% tech rally. A much-stronger-than-expected May jobs report (172,000) pushed bond yields higher (10-year ~4.57%) and shifted Fed futures toward pricing possible rate hikes, with inflation still elevated and employment resilient, though labor participation remains low at 61.8% and small business hiring plans are weak. He reviews Middle East escalation and oil around $91, notes pullbacks in silver, gold, and Bitcoin, and argues their lack of cash-flow tether increases volatility. He highlights data-center capex and a bullish natural gas/pipeline thesis, and previews a coming episode on IPO mania and extreme revenue multiples. 00:00 Welcome and Setup 00:15 Market Recap and Tech Rebound 01:11 Rates Inflation and IPO Rules 02:51 Metals and Bitcoin Volatility 04:31 Middle East Tensions and Oil 05:21 Jobs Report and Fed Outlook 07:13 Energy Demand and Natural Gas Thesis 08:05 Wrap Up Knicks and Next Episode Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

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## Transcript

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