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Why Dividends Beat Bonds in May 2026
Season 1
Episode 4
Published 2 months, 3 weeks ago
Description
With the 10-year Treasury yield falling from 4.67% to 4.57% and the yield curve flattening, Lucas and Luna explain why high-quality dividend stocks like Verizon and Johnson & Johnson are offering a meaningful yield premium over bonds. They break down the dividend growth story versus bond coupon stability, using real market data from May 22, 2026. If you're wondering whether to allocate to equities or fixed income right now, this episode gives you a framework.