Episode Details

Topics Covered

1. Peter Lynch's Wisdom — There's always something to worry about, but dividend investors have an edge
2. High-Yield ETFs That Work — JEPQ, SPYI, and GPIQ delivering 10%+ without price decay
3. No Price Decay Filter — The most important metric when evaluating income ETFs
4. Dividend Investing vs Dividend Growth — Why the distinction matters more than most think
5. ARCC & Blue Owl at Rock Bottom — Truist says buy these 10%+ yielders
6. Medical Properties Trust (MPT) — Turnaround in progress but leverage at 9.6x is scary
7. Home Depot's 17-Year Streak — A modest 1.3% raise keeps the dividend aristocrat machine going
8. The Real World Moat — Why physical infrastructure stocks are the best AI hedge