Podcast Episodes
Back to SearchEp. 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
Ep. 107: The Distribution Rate Is the Easy Part — What Actually Backs the Yield
Episode 107
7 sources on one throughline — the headline distribution rate is the easy part; what actually backs it (cash-flow coverage, NAV erosion, total return…
2 months, 1 week ago
Ep. 106: What Actually Backs a Dividend — KHC's 6% Test, Realty Income, and the Value Traps
Episode 106
7 sources on one throughline — what actually backs a dividend (is the payout covered by real cash flow?) and is a beaten-down price opportunity or tr…
2 months, 1 week ago
Ep. 105: Read What's Under the Yield — Coverage, Cuts & the 2026 Dividend Rotation
Episode 105
6 sources on one throughline — the headline yield tells you nothing on its own; read what's underneath it (is the payout covered by real earnings, or…
2 months, 2 weeks ago
Ep. 104: Read What's Under the Hood of the Yield — NAV Erosion, Return of Capital & What You Actually Keep
Episode 104
6 sources on one throughline — a headline yield tells you nothing alone; read what's under the hood: the NAV path (is it eroding your principal?), th…
2 months, 2 weeks ago
Ep. 103: The Yield Is Only Half the Story — Total Return, NAV Erosion & What You Actually Keep
Episode 103
6 sources on one throughline — the headline yield is only half the story; what does the investor actually keep after total return, NAV erosion, and t…
2 months, 2 weeks ago
Ep. 102: Where Dividend Money Is Actually Working — Total Return vs. Yield, the Value Rotation, and Durable Income
Episode 102
6 sources on one throughline — where dividend money is actually working in mid-2026 and the gap between headline yield and what you keep. (1) Our fea…
2 months, 2 weeks ago
Ep. 101: The Yield Is Only Half the Story — Total Return, Coverage, and What's Under the Hood (O, HDV, QQQI, CSHI, AMCR, Vanguard)
Episode 101
6 sources on one throughline — the headline yield is only half the story; what matters is total return, whether the payout is covered, and what's und…
2 months, 2 weeks ago
Ep. 100: Your Index Got Concentrated — The Income Playbook (OVL, CSHI, Tap Alpha, ABBV vs LLY, KMB)
Episode 100
6 sources on one throughline — the S&P 500 became a concentrated, growth-led bet as the old tailwinds fade, so what does a disciplined income investo…
2 months, 3 weeks ago