Episode
Thursday - June 18, 2026
- Podcast
- The Dividend Cafe
- Published
- Jun 18, 2026
- Duration seconds
- 323
- Processing state
not_requested- Canonical source
- https://podcast.dividendcafe.com/episodes/thursday-june-18-2026
Actions
POST https://stenobird.com/v1/public/podcasts/the-dividend-cafe-743128/episodes/thursday-june-18-2026/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/the-dividend-cafe-743128/thursday-june-18-2026.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
On Thursday, June 18, David Bahnsen recapped a strong market day led by the Nasdaq (up nearly 500 points, just under 2%), with the S&P 500 up just over 1% and the Dow up 72 points. Technology, consumer discretionary, and communication services led, while energy, financials, healthcare, and consumer staples lagged. He highlighted SpaceX’s roughly $2.5 trillion market cap (down from nearly $3 trillion days earlier after a 17–18% drop) and contrasted it with Amazon and Microsoft profitability versus SpaceX’s $19 billion in sales and a $9 billion loss. Economic data showed initial jobless claims at 226,000 (four-week average 223,000). Bond yields reflected further curve flattening: the 10-year fell to 4.45% while shorter maturities rose. 00:00 Welcome and Setup 00:23 Market Rally Snapshot 00:44 Sector Winners and Losers 01:07 SpaceX Valuation Reality Check 02:33 Jobless Claims Update 02:54 Yield Curve Flattening 03:28 Wrap Up and Tomorrow Preview Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com