Podcast Episodes
Back to SearchEp. 147: Beyond the AI Trade — Where Dividend Money Is Actually Working
Episode 147
6 of 8 sources, throughline 'Beyond the AI Trade — where dividend money is actually working: real, cash-funded yield & durable growth vs. valuation t…
2 weeks ago
Ep. 146: Yield Is the Bait — What Your Income Is Actually Made Of
Episode 146
6 sources, throughline 'real structure-backed income vs manufactured yield — what a payout is made of, whether it's covered, and what it costs you in…
2 weeks, 1 day ago
Ep. 145: The Bait and the Keep — Yield, Structure, and What You Actually Take Home
Episode 145
6 sources, throughline 'the headline yield/price is the bait — what you keep is total return, dividend durability, NAV preservation, and valuation di…
2 weeks, 4 days ago
Ep. 144: The Paycheck Illusion — The Wrapper, the Coverage, and What You Actually Keep
Episode 144
6 sources, throughline 'the paycheck illusion — a dividend/yield is only as good as the structure that produces it': (1) OUR OWN XLE vs XOP/AMLP/USO …
2 weeks, 5 days ago
Ep. 143: Yield Is the Bait — Total Return, Coverage, and Durability
Episode 143
6 sources, throughline 'yield is the bait; what you keep is total return, coverage, and durability': (1) OUR OWN SCHD/JEPI/Barbell piece — same $1.5M…
2 weeks, 6 days ago
Ep. 142: Income That Lasts vs. Yield That Lures
Episode 142
6 sources under one throughline — income that lasts vs. yield that lures. (1) OUR OWN SCHD rally autopsy (up ~30% in 2026 but a record-low ~2.9% yiel…
3 weeks ago
Ep. 141: Yield Is the Bait, Not the Prize
Episode 141
6 sources under one throughline — the advertised distribution yield is the bait, not the prize; what you keep is total return, downside resilience, N…
3 weeks, 4 days ago
Ep. 140: Trust the Raise, Not the Headline
Episode 140
5 sources under one throughline — trust the raise, not the headline: a growing, cash-covered dividend is a signal you can verify; reported earnings a…
3 weeks, 5 days ago
Ep. 139: Beyond the Yield — Rate, Coverage, and the Income You Actually Keep
Episode 139
6 sources under one throughline — the headline dividend YIELD is the wrong number to start with; what determines the income you keep is the dividend …
3 weeks, 6 days ago
Ep. 138: Crash-Tested Income — Yields That Last vs. Yields That Only Look Like Income
Episode 138
8 sources under one throughline — judge every yield by what actually backs it: (1) our BTCI Forge piece — 33% Bitcoin distribution that's really ~1.6…
4 weeks ago