Dividend Talk
Join hosts Derek from Ireland & Edgi from the Netherlands on the Dividend Talk podcast, your number one source for all things Dividend Growth with a European perspective. With a shared passion for Dividend Growth investing, they provide personal insights, strategies, & experiences, while featuring guests from around the world to inspire and educate investors. Join their discussions designed to empower you with knowledge, keep you informed on market news, and equip you with valuable tools to maximize your investments. Tune in to learn and grow with us.
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Ep. 305: Should Cyclical Stocks Be in Your Dividend Portfolio? (BHP, Exxon, Rio Tinto)
<p>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 real examples of the trade-offs.</p><p>Also covered: a Guinness heist making headlines, the Netherlands moving its gold reserves home, fresh dividend hikes from Altria, NN Group, and Wolters Kluwer, plus listener questions on Nike, LVMH, Swiss stocks, Clorox, and Philips.</p><p>📩 premium research: https://dividendtalk.eu<br>💬 Got a question for next week? Join our community.</p><p>Facebook: https://www.facebook.com/groups/dividend...
Quick Update
<p>Hey Everyone! We're taking a quick 4-week break from releasing new episodes due to some personal stuff on our end.</p><p>We will be back in September</p><p>Thank you for understanding while we step away for a moment. </p><p>In the meantime, it's a great chance to catch up on any past episodes you might have missed! See you soon!</p><p></p>
Q2 2026 Earnings Season: IBM Crashes, TotalEnergies Shines | EP 304
<p>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 this company, it's the culture. From there we work through the reports that matter for dividend growth investors. RELX (RELX.L) and Wolters Kluwer (WKL.AS) keep growing while everyone insists AI will erase them. Texas Instruments (TXN) looks like its capex super-cycle is finally turning. TotalEnergies (TTE) delivers a masterclass in paying down debt. Nestlé (NESN.SW) drops 8%. CME Group (CME) shows what hap...
EP 303: Dividend Investing with Belle Dividends | How to deal with a major cash windfall
<p>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 account with Belgian broker Bolero and bought his first three stocks: AB InBev, Kinepolis and Umicore. A few years and a lot of YouTube and podcast listening later, he now runs a portfolio of 82 positions built around a simple goal: a 3% net dividend yield, even after Belgium's notoriously heavy dividend tax.</p><p>In this episode Kim walks us through his investing journey, why dividend...
Q2 2026 Portfolio Review: Dividend Aristocrats Beat Big Tech | Ep 302
<p>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 with +14.4% dividend income growth for the quarter, while Derek crossed €7,000 in trailing dividend income, up 14% year over year. On the news desk: why the US Dividend Aristocrats (NOBL) are outrunning software in 2026, Palantir (PLTR) CEO Alex Karp calling AI token pricing a "wealth tax" on business, and whether AI agents should be taxed after OpenAI's reported 5% equity offer to the US government. Stocks we get in...
Ep. 301 | Big Bank Dividend Hikes (JPM, GS, MS, C, WFC) + The Boring Middle Mindset
<p>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 Stanley (MS) +15%, Citigroup (C) +11.6%, Goldman Sachs (GS) +11.1%, Wells Fargo (WFC) +11.1% and JPMorgan Chase (JPM) +10%. Our main topic: the dividend growth investing mindset in "the boring middle" — staying motivated through years of slow compounding, why higher-yield names like Intel (INTC) and HP (HPQ) start looking tempting, and why we still buy growers like Accenture (ACN) and PepsiCo (PEP) even though the Magnificent Seven could have beaten our re...
EPS #300 🎉 Live Show, Special Guests & a Toast to the Journey 🥂
<p>Episode 300. We made it 🎉</p><p>This one was recorded live on our Discord Server, and it felt exactly like it should – a little chaotic, a lot of fun, and genuinely reflective at times.</p><p>We were joined by two special guests: Nelson from Canadian Dividend Investing and Luke from the Wall Street Wildlife Investing Podcast (links below). Both appeared in listener surveys as all-time favourite episodes, so having them back for this milestone felt right.</p><p>Here's what we covered:</p>Where we both are on the dividend and FIRE journey right nowOur top yield on cost...
Dividend Talk Confessions: Our Dumbest Stock Picks & Biggest Investing Regrets | Ep. 299
<p>In Episode 299, We lay out their worst stock picks, the dividend cuts they didn't see coming, and the companies they were completely wrong about. Walgreens Boots Alliance (WBA), Tupperware (bankrupt), Canopy Growth (CGC), Intel (INTC), AT&T (T), Evolution Gaming (EVO.ST), Tanger Properties (SKT), WP Carey (WPC), VF Corp (VFC), Medtronic (MDT) , they're all here. Plus: Derek has a crypto secret.</p><p>Also covered: United Health (UNH) and Medtronic (MDT) dividend hikes, listener Q&A on the Chowder Rule, EDGI's tier system, consumer staples accounting, Munich Re (MUV2.DE), Berkshire's TMHC deal, and most interesting stocks right...
Dividend Investing When Market Valuations Are High | Eps 298
<p>May and June are peak dividend season for Europeaninvestors—we get that magical "kaching kaching" as companies distribute annual earnings after shareholder meetings. But this year, everything feels expensive. So what's an Dividend investor to do when valuations are stretchedand the market seems to have priced in perfection?</p><p> </p><p>Episode 300 is just weeks away — sign up for the live show via https://docs.google.com/forms/d/e/1FAIpQLScSyGjwjj1cl1iAIIp87bJb5u3pq3Ez6yynchPzmxaz0sSLWw/viewform?usp=header</p><p><br></p><p>More at dividendtalk.eu </p><p>Follow us @dividendtalk and @europeandgi</p><p>Discl...
5 Real Estate Stocks Paying 2%–6% Yields — Are They Worth It? | Ep. 297
<p>This week we break down five real estate investment trustswe like for dividend growth investors — from the Las Vegas strip to German retail parks. VICI Properties (VICI), Big Yellow Group (BYG.L), Healthpeak Properties (DOC), Defama (DEF.DE), and Agree Realty (ADC) each offer a different flavour of income and growth.</p><p> We also talk about NVIDIA's (NVDA) staggering $870 million annual dividend payout to Jensen Huang, Evolution Gaming's (EVO.ST) $2 billion buyback, and Chubb's (CB) 33rd consecutive dividend hike. Plus, May dividends are rolling in and it feels good.</p><p> Listener questions cover anticyclical investing, German industrial job...
