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How Dividend Stocks Hold Up When Rates Rise Again
Season 2
Episode 65
Published 1 month, 3 weeks ago
Description
The 10-year Treasury yield ticked back up to 4.49 percent in mid-June 2026, and dividend stocks like Verizon, Johnson & Johnson, and Realty Income took a hit. In this episode, Lucas and Luna examine why the dividend rotation looks different this time—with mid-caps and covered-call strategies gaining traction—and what the recent Fed regime under Kevin Warsh means for income portfolios. They discuss Verizon's 5.7 percent weekly drop, Realty Income's 4 percent decline, and why Procter & Gamble bucked the trend. Tune in for a grounded look at how to position dividend holdings when the yield curve steepens and the 'higher for longer' narrative gets a new twist.