# Thursday - July 30, 2026

Page: https://stenobird.com/podcast/the-dividend-cafe-743128/thursday-july-30-2026
Text version: https://stenobird.com/podcast/the-dividend-cafe-743128/thursday-july-30-2026.md
Podcast: [The Dividend Cafe](https://stenobird.com/podcast/the-dividend-cafe-743128)
Published: 2026-07-30T21:30:00+00:00
Episode link: https://podcast.dividendcafe.com/episodes/thursday-july-30-2026
Audio file: https://dts.podtrac.com/redirect.mp3/media.zencast.fm/the-dividend-cafe-1/1d061702-0e7b-4d7c-a627-3b183f30b0fc.mp3?source=feed
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JSON: https://stenobird.com/v1/public/podcasts/the-dividend-cafe-743128/episodes/thursday-july-30-2026
Duration seconds: 459

## Resource

Brian Szytel recaps a sharp market reversal day as prior rotation out of semiconductors flipped into a strong tech rebound, with semis up about 7% and several large names rising 10–15%. The Dow gained 613 points (+1.2%), the S&P 500 rose 1.7%, and the Nasdaq climbed 2.8%. A major software company posted blowout earnings and surged 16%—adding roughly $490B in market cap—though the broader software sector was down, making it an outlier. Despite escalations in the Iran war, WTI oil fell about 1%. He addresses an inflation question, distinguishing relative price shocks (tariffs/supply disruptions) from inflation as a broader monetary phenomenon, noting demand-pull, cost-push, and money-supply dynamics. Economic data included Q2 GDP at 1.5% (below expectations), jobless claims at 197K, PCE in line (headline 3.7% y/y; core 3.3% y/y), personal income +0.2%, and consumer spending +0.3%. 00:00 Market Reversal Recap 00:59 Tech and Earnings Surge 01:49 Oil and Geopolitics Oddities 02:03 What Inflation Really Means 03:16 Three Types of Inflation 03:30 Economic Data Rundown 04:41 Fed Outlook and Wrap Up 05:27 Closing and Tomorrow Preview Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

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## Transcript

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