Informed Investing
The Informed Investing podcast distills the most relevant financial news and market articles into concise, structured insight. Each episode highlights what matters, filters out noise, and helps investors process information quickly and clearly.
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Ep. 178: SATA's $100 Flatline Is a Ceiling, Not a Floor
8 sources: II Forge #11 (SATA's $100 flatline is engineered: a ceiling not a floor, three dumps tracked Bitcoin drawdowns, dip-buy 3 for 3 but lopsided, SATA +21.2% vs SCHD +35.8% vs SGOV +3.6%, Strategy's STRC daily-dividend vote today), TheStreet on PEP vs KO (KO +36% vs PEP -10% over the year), TipRanks on RBC's two high-yield picks up to 11%, 24/7 Wall St on Medtronic's small dividend raise, 24/7 Wall St on T-bills at up to 4.45% vs dividend stocks for retirees, Samuel Smith on 2 cheap AI dividend stocks yielding 6%+, Dividendology on 5 new dividend increases, Doug the Retirement Guy on TSPY for retirement
Ep. 177: FYEE Kept 89% of the Gains. JEPI Kept 43%.
8 sources: II Forge #214 (FYEE vs JEPI vs SPYI: FYEE kept 89% of SPY's total return, SPYI 86%, JEPI 43%; FYEE's drawdown -17.3% vs SPY -18.8%; quarterly payouts), Dividend Blasters on DIVB's buyback tilt alongside SCHD, Investor Intellect on SCHD's Q4 raises (11 raises, zero cuts), Doug the Retirement Guy's first look at OVQ's 12% income target, Dividends And Income on DTE as a high-yield utility, Motley Fool on Brookfield Renewable as an AI-power play, ChartMill on BMY dividend quality, Trading Fundamentals on Stryker valuation
Ep. 176: A 40% Yield Still Lost to Just Owning the Chips
8 sources: II Forge #62 (CHPY vs SMH: a ~40% yield trailed owning the chip stocks, +139% vs +170% since launch; payout shrank with NAV; return of capital; bull/bear), Viktoriya M Finance on high-income ETFs to dump, Dividend Growth Investing on 5 dividend stocks he'd never buy, Motley Fool on SCHD's record close without any Magnificent Seven stock, 24/7 Wall St on the $100B dividend ETF retirees are buying, Motley Fool's 5 dividend stocks yielding 5%+ (HRL/CLX/O/ENB/EPD), Dividends4Me on 3 industrial dividend-growth engines, ChartMill on General Dynamics as a quality dividend stock
Ep. 175: The Smallest Payout Won the Race
8 sources: II #183 (BALQ has the lowest payout rate of 5 Nasdaq income ETFs — GPIQ/ROCQ/TDAQ/QQQI — yet beat QQQ 3/19–10/22; 19a-1 shows 51% of 2026 payouts as return of capital), 24/7 Wall St on SCHD's 33% return vs 2% dividend growth, Investor Intellect on TCAL/GPIX/DIVO monthly payers, Doug the Retirement Guy on yield vs total return in S&P 500 funds, Morningstar on bond ETFs to own vs approach with caution, Morningstar's 2026 comeback ETFs led by SCHD, Dividend Diplomats on CAT/GWW/PM/AMNF, Quality At A Fair Price on 5 dividend-growth industrials via dividend yield theory
Ep. 174: The Checks Held. The Balance Didn't.
8 sources: II #196 crash test ($900K in VIG/DVY/O/EPD/MAIN/UTG/PFF/TLT from the Oct 2007 top paid ~$4,000/mo through 2008/2020/2022 while the balance fell 45%/41%/20%), 24/7 Wall St on a 67-year-old swapping JEPQ for SCHD in a $1.32M portfolio, TIKR on PEP vs PM for 20 years, ChartMill on Allegion's dividend quality, $100K Dividend on Enbridge's 5%+ yield, QQQY and GPIQ Nasdaq-100 income ETF videos, under-the-radar dividend stocks video
Ep. 173: The Yield Is the Billboard, Not the Engine
8 sources: II #142 OVL (beat the S&P since 2019 on a ~3% payout, now pays ~10%; put spread isn't a floor; fell harder in 2022), ETF Trends on FYEE and the derivative-income boom ($7B to $214B), Kiplinger on DIVB's dividend + buyback screen, Dividend Diplomats' 5 recession-proof dividend stocks, Darth Dividend on high-income ETFs without NAV erosion, Dividend Bull on the daily-dividend 15% yield war, Viktoriya M Finance on OVL, ETF Investments' three numbers to check on any income ETF
Ep. 172: The Yield Is the Pitch. Coverage Is the Answer.
8 sources: II #213 Reader Question on SCHD top-30 FCF dividend coverage (60%→47% since 2022, two-thirds from the companies), Motley Fool $10k in 5 high-yielders (MO, AGNC, ET, PFE, O), TIKR Verizon vs PepsiCo, TIKR Kinder Morgan vs Realty Income, 24/7 Wall St 7-9% forever-income stocks, 24/7 Wall St $50k from the 5 highest-yielding S&P 500 stocks, Doug the Retirement Guy's 5 Nasdaq-100 income ETFs ranked, Darth Dividend's dividend growth buys
Ep. 171: A 20% Yield Won't Fuel Your Dividend Growers
8 sources: II #208 Yield as Fuel backtest (EGGS/KQQQ/XQQI → MO/ENB vs direct vs SCHD), TIKR Chevron vs Realty Income, Trevor retired-on-dividends interview, Kelly Green dividend interview, Dividend Stockpile SPYD vs SPDG with State Street's Matt Bartolini, Dividend Diplomats five stocks and buy prices, Chartmill Dynatrace quality screen, Chartmill Evercore dividend-quality pick
Ep. 170: A Bigger Payout Isn't a Bigger Paycheck
8 sources: II #52 GPIX vs SPYI after-tax, TIKR Chevron vs BP, Morningstar durable dividends (20-stock list), Fool Kraft Heinz vs Monster, Darth Dividend high-yield ETFs to fund growers, growth vs value ETF portfolio, Dividendology $1M for $50K/yr, Doug the Retirement Guy three-bucket rebalancing
Ep. 169: RISR's Rate Hedge, Realty Income vs MPLX, a $750K Tax-Free Roth, Bond ETFs, $1K/mo from Pharma & Big Tech vs Dividends
8 sources: II #205 RISR rate-hedge fund review, TIKR Realty Income vs MPLX, 24/7 Wall St $750K Roth IRA dividend portfolio, Dividend Talks 7 stocks not buying, Dividends4Me Big Tech bubble vs dividend value, Dividend Collection Agency O & MAIN, 7 Figure Dividends top 3 bond ETFs, Fool 5 pharma stocks for $1,000/mo
