Monday - February 2, 2026
Monday - February 2, 2026  
Podcast: The Dividend Cafe
Published On: Mon Feb 02 2026
Description: Today's Post - https://bahnsen.co/4qULYQz In this edition of Dividend Cafe, David provides a market update from an unconventional setting at JFK airport. He discusses January's market rotation, with a spotlight on small cap and value stocks outperforming large cap and growth stocks. Key sectors such as energy, materials, and consumer staples are highlighted, alongside underperformers like technology and communication services. Bahnsen reviews Bitcoin's decline, diverging trends in gold and silver, and significant movements in major indices and the bond market. Additionally, it covers notable corporate news related to AI funding, Oracle's significant capital raise, potential shifts in Nvidia's investment in OpenAI, and positive developments in the ISM manufacturing index. David also touches on declining rent prices and previews an upcoming detailed analysis on Kevin Warsh's Federal Reserve Chair nomination in the next Dividend Cafe episode. 00:00 Introduction and Travel Update 00:46 January Market Highlights 01:29 Sector Performance and Market Rotation 02:47 Bitcoin and Gold Analysis 04:14 AI and Tech Industry News 05:49 Economic Indicators and Housing Market 06:52 Upcoming Federal Reserve Analysis 07:33 Oil Market and Closing Remarks Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com