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Podcast: The Dividend Cafe
Episode: Tuesday - February 24, 2026
Description: Brian Szytel from The Bahnsen Group’s Newport Beach office recaps Tuesday’s market rebound: Dow +370, S&P +0.7%, Nasdaq +1%+, with the 10-year Treasury at 4.03%. He discusses reports of possible tax relief in the State of the Union as potentially positive for productivity and growth, while noting broader political concerns around tariffs and government involvement in private companies. He reviews the finalized broad-based tariff rate of 10% (down from a floated 15%), calling it a meaningful reduction—about $140B less in tariff revenue—supportive of economic growth. Szytel addresses media attention on private credit, saying delinquencies are only modestly higher, spreads remain tight, a...