Podcast Episodes
Back to SearchEp. 117: Real Yield vs. Manufactured Yield — Which Dividend Checks Actually Last
Episode 117
6 sources on one throughline — real yield vs manufactured yield, and which dividend checks actually last. (1) II's own PZZA teardown: Papa John's 6.1…
1 month, 3 weeks ago
Ep. 116: The Yield Trap — Is That Dividend Real, or Is It Your Own Money Coming Back?
Episode 116
6 sources walking the income spectrum with one question at every rung: is the payout coming from the business, or is it your own capital and option p…
1 month, 4 weeks ago
Ep. 115: The Yield Spectrum — From Bulletproof Dividends to 12% Yields the Market Dares You to Trust
Episode 115
6 sources walking UP the yield spectrum with one question at every rung: is the income real and durable, or is the market pricing in trouble the head…
1 month, 4 weeks ago
Ep. 114: The Income Ladder — From Safe Cash to Fat Covered-Call Yields, and How to Tell Real Income From Manufactured
Episode 114
5 sources on one throughline — climbing the income ladder from safe cash up to fat covered-call yields, and how TOTAL RETURN (not the headline distri…
2 months ago
Ep. 113: The Rotation Widens — Value, REITs, and the International Dividend Trade of 2026
Episode 113
6 sources on one throughline — the 2026 rotation has WIDENED beyond 'tech sold off': value stocks, high-dividend funds, the Dividend Kings, and REITs…
2 months ago
Ep. 112: Beyond the Yield — The Rotation, and How to Spot Real Income vs. a Manufactured 15%
Episode 112
7 sources on one throughline — July 2026's rotation OUT of the AI/semiconductor trade INTO dividends, REITs, and defensives, and how to tell a DURABL…
2 months ago
Ep. 111: Two Ways to Get Paid — Owning Dividend Growth vs. Renting High Yield
Episode 111
8 sources on one throughline — two ways to get paid: owning dividend GROWTH vs. renting high YIELD. Durable side: (1) JNJ dividend-quality (2.10% yie…
2 months ago
Ep. 110: Real Income vs. Manufactured Yield — The Durable Dividend Lens
Episode 110
5 sources on one throughline — real income vs. manufactured yield; how to tell a durable, cash-covered dividend from a headline number that's really …
2 months ago
Ep. 109: Beyond the AI Trade — Where Dividend Money Is Actually Working
Episode 109
6 sources on one throughline — beyond the AI trade, where dividend money is actually working and how to tell a real yield from a value trap. (1) Our …
2 months, 1 week ago
Ep. 108: A High Yield Is a Promise — Which Funds Can Actually Keep It?
Episode 108
6 sources on one throughline — a high yield is a promise; the job is figuring out which funds/stocks can actually keep it. (1) Our own survival analy…
2 months, 1 week ago