Podcast Episodes
Back to SearchEp. 99: The Yield Truth — Is the Income Real? QQQI's 97% ROC, SCHD vs the S&P, Realty Income, and Pfizer's 7%
Episode 99
6 dividend/income sources on one throughline (is the income real / what's under the hood of the yield). (1) Our QQQI piece — 97% of the distribution …
2 months, 3 weeks ago
Ep. 98: Is the Payout Covered? 3M's Rising Ratio, JPMorgan's Buyback Tilt, SCHD vs Rates, and Where the Yield Risk Hides
Episode 98
6 dividend/income sources on one throughline (is the payout covered / is the yield real / where does the risk hide). (1) Our SCHD-vs-rate-scare piece…
2 months, 3 weeks ago
Ep. 97: Is the Yield Real? DDDD vs SCHD, Verizon's 20-Year Streak, CHPY's Semis, and the Payout-Ratio Question
Episode 97
5 dividend/income sources on one throughline (is the yield real / is the dividend safe / covered income vs financial engineering). (1) Our DDDD vs SC…
2 months, 3 weeks ago
Ep. 96: The Honest Math on Income — SCHD vs VIG, Covered-Call Yields, and Dividend Kings on Sale
Episode 96
6 dividend/income sources under the honest-math lens (is the payout covered, is the yield real or ROC eroding NAV, paid from profits or principal). (…
2 months, 4 weeks ago
Ep. 95: Honest Math on Income — Covered Dividends, Real Yields, and the 20% Trap
Episode 95
6 dividend/income sources under the honest-math lens (is the payout covered, is the yield real, are you paid from profits or principal). (1) Our PSTL…
2 months, 4 weeks ago
Ep. 94: Durable Retiree Income — Real Bargains vs Yield Traps
Episode 94
6 dividend/retiree-income sources, honest-math lens on building a durable income core vs yield traps. (1) Our ACN piece: consulting name down 59% to …
3 months ago
Ep. 93: Buying What Wall Street Abandoned — Dividend Bargains, Monthly Income, and a Media Breakup
Episode 93
5 income/dividend sources on buying what Wall Street abandoned, value vs trap. (1) Our VICI piece: triple-net casino REIT, $27.18 near 52-wk low, 6.5…
3 months ago
Ep. 92: The Honest Math of Income — From 1% to 100% Yields, and What Actually Survives
Episode 92
6 income sources framed by honest-math (a distribution rate is not a total return; NAV erosion is the silent killer). (1) Our own DLR piece: data-cen…
3 months ago
Ep. 91: The Honest Math of Income — VOO's Hidden AI Bet, the Rotation Trade, Covered-Call Yield & Where Durable Income Hides
Episode 91
6 distinct income/diversification sources framed by honest-math. (1) II's own VOO piece: the S&P 500 is quietly ~39.2% top-10, AI-concentrated (NVDA …
3 months ago
Ep. 90: The Honest Math of Income — Thin Dividend Coverage, Bond Yields That Lie, Premium Compression & Where Income Is Hiding
Episode 90
6 distinct income sub-asset-classes framed by honest-math. (1) Dividendology on Morningstar's 10 best dividend stocks — defensive list with thin cove…
3 months ago