First Fed Hike Since 2023: Are REITs Still Worth Buying? | Ep 307
The Fed has raised rates for the first time since 2023. So what does that mean for REITs like Realty Income, Agree Realty and VICI? We explain why real estate stocks are so sensitive to interest rates...
19 Syys 58min
The Art of the Turnaround and What We Learned Along the Way
This week on Dividend Talk, we get into the art of the turnaround investment .What worked, what didn't, and what we've learned the hard way. We share real stories from Walgreens, Intel, and Texas Inst...
12 Syys 1h 12min
Ep. 305: Should Cyclical Stocks Be in Your Dividend Portfolio? (BHP, Exxon, Rio Tinto)
We're back after our first-ever summer break! This week: should cyclical stocks have a place in a dividend growth portfolio built for financial independence? We use BHP, Rio Tinto, and ExxonMobil as r...
5 Syys 1h 12min
Quick Update
Hey Everyone! We're taking a quick 4-week break from releasing new episodes due to some personal stuff on our end.We will be back in SeptemberThank you for understanding while we step away for a momen...
1 Elo 29s
Q2 2026 Earnings Season: IBM Crashes, TotalEnergies Shines | EP 304
Q2 2026 earnings season has started, and it opened with a bang: IBM (IBM) dropped 25% in a single day. We dig into why, and land on an uncomfortable answer — it isn't the technology that keeps failing...
25 Heinä 1h 22min
EP 303: Dividend Investing with Belle Dividends | How to deal with a major cash windfall
This week we welcome our first Belgian guest to the show: Belle Dividends (Kim). Kim's story starts almost by accident. In January 2022, after a failed attempt to become a crypto trader, he opened an ...
11 Heinä 1h 11min
Q2 2026 Portfolio Review: Dividend Aristocrats Beat Big Tech | Ep 302
In episode 302 we review our Q2 2026 dividend portfolios during a quarter where the market quietly rotated out of tech and back into dividend growth. EDGI is now 99.6% of the way to his FIRE number wi...
4 Heinä 1h 5min
Ep. 301 | Big Bank Dividend Hikes (JPM, GS, MS, C, WFC) + The Boring Middle Mindset
We're kicking off Season 7! This week we cover Bayer's (BAYN.DE, BAYRY) Supreme Court win in the Roundup case and the reopened Strait of Hormuz, then break down five bank dividend increases: Morgan St...
27 Kesä 1h 2min
