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Why Dividend Stocks Outperform When Bonds Yield 4.48 Percent
Season 2
Episode 88
Published 1 month, 2 weeks ago
Description
The ten-year Treasury hit 4.48 percent on July 1, 2026, yet dividend stocks like Johnson & Johnson and Coca-Cola are rallying. Lucas and Luna explore the paradox: why investors are paying up for yield in equities when risk-free income looks competitive. They dig into the math of dividend growth versus bond coupon stagnation, using JNJ's 3.3% weekly gain and KO's 1.8% move as real-time examples. The hosts also break down the yield curve spread widening to 35 basis points and what it means for dividend sustainability. A practical look at how total return thinking flips the old 'bonds versus stocks' debate. Plus, a quick word on what keeps this podcast ad-free.