{"podcast":{"title":"The Dividend Cafe","slug":"the-dividend-cafe-743128","podcast_index_feed_id":743128,"rss_url":"https://media.zencast.fm/the-dividend-cafe-1/rss","website_url":"https://podcast.dividendcafe.com","image_url":"https://podcdn.zencast.fm/download/Podcast%2Fartworks%2F1619%2Flarge%2F48af26beb80f0b14f33670336b3deb3b55b7d8f7eb33709596c6174394661034%2F2xdKc0oYUrFiUt2IWrXaU2NeDeDB07Lb6zeLd7u4.jpg","author":"The Dividend Cafe - The Bahnsen Group","episode_count":1373,"summary":"The Dividend Cafe is your portal for market perspective that is virtually conflict-free, rooted in deep philosophical commitments about how capital should be managed, and understandable for all sorts of investors. Host David L. Bahnsen is a frequent guest on CNBC, Bloomberg, and Fox Business. He is the author of the books, Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It (Post Hill Press), The Case for Dividend Growth: Investing in a Post-Crisis World (Post Hill Press), and Full-Time: Work and the Meaning of Life (Post Hill Press).","last_synced_at":"2026-08-01T02:18:06.946592+00:00","page_url":"https://stenobird.com/podcast/the-dividend-cafe-743128"},"episode":{"title":"Monday - July 13, 2026","slug":"monday-july-13-2026","published_at":"2026-07-13T21:24:00+00:00","page_url":"https://stenobird.com/podcast/the-dividend-cafe-743128/monday-july-13-2026","show_page_url":"https://stenobird.com/podcast/the-dividend-cafe-743128","url":"https://podcast.dividendcafe.com/episodes/monday-july-13-2026","audio_url":"https://dts.podtrac.com/redirect.mp3/media.zencast.fm/the-dividend-cafe-1/430c284b-eaf4-4fb1-8926-3a4ee4efcf52.mp3?source=feed","summary":"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","meta_description":"Today's Post - https://bahnsen.co/4bF0WEu The Monday Dividend Cafe recaps a volatile market day that resembled prior Iran-tension selloffs: oil surged nea…","key_points":[],"chapters":[],"topics":[],"duration_seconds":805,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-dividend-cafe-743128/episodes/monday-july-13-2026/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-dividend-cafe-743128/monday-july-13-2026.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}