All Episodes

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S1 E109 Jul 22, 2026

Ep. 109: Beyond the AI Trade — Where Dividend Money Is Actually Working

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 own PEP vs KO 'div...

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S1 E108 Jul 21, 2026

Ep. 108: A High Yield Is a Promise — Which Funds Can Actually Keep It?

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 analysis: 25 income ETF...

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S1 E107 Jul 20, 2026

Ep. 107: The Distribution Rate Is the Easy Part — What Actually Backs the Yield

7 sources on one throughline — the headline distribution rate is the easy part; what actually backs it (cash-flow coverage, NAV erosion, total return, risk fit) is the...

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S1 E106 Jul 17, 2026

Ep. 106: What Actually Backs a Dividend — KHC's 6% Test, Realty Income, and the Value Traps

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 trap. (1) KHC (our o...

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S1 E105 Jul 16, 2026

Ep. 105: Read What's Under the Yield — Coverage, Cuts & the 2026 Dividend Rotation

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 leaning on debt/r...

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S1 E104 Jul 15, 2026

Ep. 104: Read What's Under the Hood of the Yield — NAV Erosion, Return of Capital & What You Actually Keep

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?), the tax treatment (w...

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S1 E103 Jul 14, 2026

Ep. 103: The Yield Is Only Half the Story — Total Return, NAV Erosion & What You Actually Keep

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 taxes? (1) Our XOM ...

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S1 E102 Jul 13, 2026

Ep. 102: Where Dividend Money Is Actually Working — Total Return vs. Yield, the Value Rotation, and Durable Income

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 featured SCHD vs PLD/...

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S1 E101 Jul 10, 2026

Ep. 101: The Yield Is Only Half the Story — Total Return, Coverage, and What's Under the Hood (O, HDV, QQQI, CSHI, AMCR, Vanguard)

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 under the hood. (1) O...

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S1 E100 Jul 09, 2026

Ep. 100: Your Index Got Concentrated — The Income Playbook (OVL, CSHI, Tap Alpha, ABBV vs LLY, KMB)

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 investor do? (1) Our feat...

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S1 E99 Jul 08, 2026

Ep. 99: The Yield Truth — Is the Income Real? QQQI's 97% ROC, SCHD vs the S&P, Realty Income, and Pfizer's 7%

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 is return of capit...

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S1 E98 Jul 07, 2026

Ep. 98: Is the Payout Covered? 3M's Rising Ratio, JPMorgan's Buyback Tilt, SCHD vs Rates, and Where the Yield Risk Hides

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 — 2022 receipt sh...

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S1 E97 Jul 06, 2026

Ep. 97: Is the Yield Real? DDDD vs SCHD, Verizon's 20-Year Streak, CHPY's Semis, and the Payout-Ratio Question

5 dividend/income sources on one throughline (is the yield real / is the dividend safe / covered income vs financial engineering). (1) Our DDDD vs SCHD piece — same 10...

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S1 E96 Jul 03, 2026

Ep. 96: The Honest Math on Income — SCHD vs VIG, Covered-Call Yields, and Dividend Kings on Sale

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). (1) Our SCHD piece:...

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S1 E95 Jul 02, 2026

Ep. 95: Honest Math on Income — Covered Dividends, Real Yields, and the 20% Trap

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 piece: Postal Rea...

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S1 E94 Jul 01, 2026

Ep. 94: Durable Retiree Income — Real Bargains vs Yield Traps

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 $123.86, 5.18% yie...

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S1 E93 Jun 30, 2026

Ep. 93: Buying What Wall Street Abandoned — Dividend Bargains, Monthly Income, and a Media Breakup

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, 6.55% yield from a lo...

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S1 E92 Jun 29, 2026

Ep. 92: The Honest Math of Income — From 1% to 100% Yields, and What Actually Survives

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-center REIT as the in...

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S1 E91 Jun 26, 2026

Ep. 91: The Honest Math of Income — VOO's Hidden AI Bet, the Rotation Trade, Covered-Call Yield & Where Durable Income Hides

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 7.9/AAPL 7.0/MSFT ...

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S1 E90 Jun 25, 2026

Ep. 90: The Honest Math of Income — Thin Dividend Coverage, Bond Yields That Lie, Premium Compression & Where Income Is Hiding

6 distinct income sub-asset-classes framed by honest-math. (1) Dividendology on Morningstar's 10 best dividend stocks — defensive list with thin coverage: Pepsi FCF pa...