Episode Details

This week we dig into SCHD's massive 2026 outperformance driven by energy and defense sectors, compare the after-tax income from Section 1256 funds like SPYI and QQQI versus ELN-based JEPI and JEPQ, explore recession-resistant consumer staples picks including KMB, GIS, and MDLZ, review the Vanguard income trifecta of VYM, VDE, and VNQ, debate the split analyst sentiment on Realty Income, and tackle the age-old question of whether individual stock picking can beat a quality dividend ETF.