Podcast Episodes
Back to SearchEp. 127: Real Dividend Quality vs. Manufactured Yield — SCHD/DIVB Beat Tech, NNN & ITW Quality, REIT Earnings, the 5-Income-ETF Test & the Tax Layer
Episode 127
6 curated sources (2 of 8 set aside) on the throughline 'real dividend quality vs. manufactured yield in an AI-top-heavy 2026': (1) Benzinga — SCHD +…
1 month, 1 week ago
Ep. 126: Real Income vs. Manufactured Yield — Gold ETFs, S&P Option-Income, SCHD & Vanguard's Overlooked Funds
Episode 126
6 curated sources (2 set aside) under one throughline — real income vs. manufactured yield in an expensive, AI-top-heavy 2026: (1) OUR gold-income ET…
1 month, 2 weeks ago
Ep. 125: The Dividend Dilemma — Value Bargains vs. Yield Traps
Episode 125
6 curated sources under one throughline (dividends on sale vs. reaching for yield in a Big-Tech-driven 2026): (1) McCormick MKC Aristocrat at a multi…
1 month, 2 weeks ago
Ep. 124: Real Income vs. Manufactured Yield — What Actually Funds the Payout
Episode 124
6 curated sources under one throughline (real income vs. manufactured/fragile yield — what funds the payout): NEOS XQQI (~20% distribution from lever…
1 month, 2 weeks ago
Ep. 123: Mispriced — AI Panic Markdowns, All-Time Highs, and the 18% Yield That Lost Money
Episode 123
6 curated sources on what the market is mispricing: PAYX/FDS/TRI AI-panic markdowns (quality growers on sale, judged on FCF coverage), Chris D'Agnes/…
1 month, 2 weeks ago
Ep. 122: Quality on Sale — Real Dividends vs. Manufactured Yield
Episode 122
6 sources on real yield vs manufactured yield + quality on sale: HD vs LOW dividend duopoly (safety vs yield), McDonald's cheapest in 5 years (rare b…
1 month, 2 weeks ago
Ep. 121: Building Durable Income Through Strategic Dividend Growth
Episode 121
6 sources on where dividend money is working now: SCHD dividend-growth spread, tech dividend-growers (INTU/BMI/SAP/ACN), boomer income trio (PG/EPD/A…
1 month, 3 weeks ago
Ep. 120: The Yield Reality Check — Real Income vs. Manufactured Yield
Episode 120
6 curated sources under one throughline — the yield reality check: which fat yields are REAL funded income vs manufactured/eroding. (1) II's PDI piec…
1 month, 3 weeks ago
Ep. 119: Buy Once, Hold Forever — Real Income vs. Manufactured Yield
Episode 119
6 curated sources under one throughline — 'buy once, hold forever,' but which income actually survives the holding? Separating real funded income fro…
1 month, 3 weeks ago
Ep. 118: The Income That Lasts vs. The Income That Fades
Episode 118
6 curated sources under one throughline — durable dividends vs. yields about to break, across stocks, dividend-growth funds, and covered-call ETFs. (…
1 month, 3 weeks ago