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.

Play

Open in

23 episodes
daily
Avg 22 min
English

Episodes 23

Newest Oldest Longest

All20 Unplayed20 In progress0 Played0

Counted on this page — what you have heard stays on this device, so it is not something the list can be paged by.

#159
Today · 23 min
Ep. 159: Three Funds, One Bet, $7,950 a Month at 62 & Where JEPI and O Belong
II 'Three Funds, Same Big Tech Stocks' (VOO+QQQM+VGT = 42% in big 8 vs 36% VOO; +566% vs +317% 10yr, -31% vs -24.5% 2022), Dividend Prince on the dividends-vs-growth argument, 24/7 Wall St VYM vs S&P 500 yield, $7,950/mo at 62 (SCHD/DGRO/JEPI/VICI/MAI
- Transcript
#158
Yesterday · 20 min
Ep. 158: MCD & PEP Scorecard, $7,350 a Month Without Bonds & What Covered Calls Really Cost
II MCD & PEP Revisited scorecard (2 held/3 slipping/1 broke; MCD smaller 50th raise + $8.5B NEXT plan; PEP partial price-hike reversal, Q3 Oct 8), 247 Wall St no-bond $7,350/mo portfolio (SCHD/JEPQ/SPYI/NNN/OBDC/VZ), 247 Wall St XYLD/SPYI/QYLD per-sha
- Transcript
#157
Tuesday · 22 min
Ep. 157: SEPI Beat JEPI and the S&P 500, SCHD vs SPYI in Retirement & Dividend Kings That Keep Raising
II SEPI teardown (beat JEPI/SPYI/GPIX/SPY over first year, +25.82% TR, stock picks + calls on ~half the book), 4 YouTube videos (Retirement Income Investor SCHD vs SPYI in retirement, Viktoriya M Finance on dumping EGGY, Ryne Williams cheap high-yield sta
- Transcript
#156
Monday · 22 min
Ep. 156: EGGY's 33% Payout, a 20% XPAY Target & Value-or-Trap at Dot-Com CAPE Levels
II EGGY teardown (33% payout, paid out more than earned, -33.7% largest drop vs SMH), 4 YouTube videos (PTBW x NEOS CSHI vs SGOV, Doug the Retirement Guy XPAY 20% target, VICI deep dive, Dividend Data 5 dividend stocks at 52-week lows pt.2), Motley Fool C
- Transcript
#155
Friday · 23 min
Ep. 155: The Fourth Fund Decides the Fall — Crash-Buy ETFs, 13% Preferreds & Dividends at 52-Week Lows
II #186 SCHD-anchored 7.8% income portfolio (fourth-fund selloff test), Motley Fool 4 crash-buy ETFs (SPYG/SOXX/SCHD/VT), Vanguard ETF Report VFH down 7%, Dividend Prince 5 ETFs vs S&P 500, Dividends Paradise 14 3%+ yielders, 3 YouTube videos (Kyle Li
- Transcript
#154
September 24 · 26 min
Ep. 154: SCHD Is Not a Bond — Our Crash Test, Nvidia's 2,400% Dividend Hike & Undervalued Utilities
II #185 SCHD bond-replacement crash test, Morningstar Nvidia dividend hike/dividend growth, Quality At A Fair Price 5 dividend-growth utilities, 5 YouTube videos (SCHD Q3 dividend, Nasdaq monthly income vs covered calls, ADX market-beating income fund, 9-
- Transcript
#153
September 23 · 24 min
Ep. 153: A Streak Is Not Safety — GIS's Frozen Dividend, 5-Star Sell-Off Bargains & Where to Hold SCHD vs. JEPI
II GIS #177 article, Morningstar 12 new 5-star stocks, ETF Trends international income (NIHI), 247wallst Realty Income, 2 YouTube videos, 247wallst SCHD/JEPI taxable vs IRA, Fool SCHD $32K for $1K/yr
- Transcript
#152
September 22 · 23 min
Ep. 152: Informed Investing: The Dividend Paradox — Growth Streaks vs. High-Yield Traps
VIG article (Content Shelf) + 247wallst retirement dividend stocks + Kiplinger best dividend stocks + 5 YouTube videos on dividend/option-income funds
- Transcript
#151
September 21 · 20 min
Ep. 151: The Size of the Check Tells You Nothing
Eight sources on the gap between what a fund pays and what it actually returns: our own IWMW/IWMI teardown (41% paid out, dead last; three tests — capture, rate persistence, cycle behavior), Morningstar's Gold-rated VIG and its deliberate exclusion of the
- Transcript
#150
September 18 · 22 min
Ep. 150: The Headline Yield Is the Least Reliable Number on the Page
Eight sources on what actually backs a dividend versus what the headline yield advertises: our own GLPI teardown (8% yield, lease-by-lease coverage), Morningstar's case that low yields are good news for income investors, 247wallst's five high-yielders scr
- Transcript
#149
September 17 · 25 min
Ep. 149: Yield vs. Return After the Fed's First Hike
First Fed hike since July 2023 (3.75%-4.00%, 12-0, no cuts projected through 2027) as the backdrop for income investing: our own PFFA preferred-ETF teardown (10% yield, 2.11% ER, 25% leverage, ROC estimate doubled in February), JNJ vs Realty Income on mon
- Transcript
#148
September 16 · 24 min
Ep. 148: Fed Day and the Great Dividend Rotation
Fed Day (expected first hike since 2023) + record $446B bond-ETF inflows; where income money is rotating: SGOV vs BND duration trap, Amphenol quality compounder, Big Food Dividend Kings on sale (PEP/KDP/MDLZ/SJM), 5 income names (O/AGNC/VZ/EPD/ET), Divide
- Transcript
#147
September 15 · 22 min
Ep. 147: Beyond the AI Trade — Where Dividend Money Is Actually Working
6 of 8 sources, throughline 'Beyond the AI Trade — where dividend money is actually working: real, cash-funded yield & durable growth vs. valuation traps and manufactured yield': (1) OUR OWN AVGO — the cash-funded dividend behind a 44x trailing P/E (F
- Transcript
#146
September 14 · 24 min
Ep. 146: Yield Is the Bait — What Your Income Is Actually Made Of
6 sources, throughline 'real structure-backed income vs manufactured yield — what a payout is made of, whether it's covered, and what it costs you in NAV/taxes/total return': (1) OUR OWN #162 CSWC internally-managed BDC (NII not GAAP, premium-to-NAV flywh
- Transcript
#145
September 11 · 20 min
Ep. 145: The Bait and the Keep — Yield, Structure, and What You Actually Take Home
6 sources, throughline 'the headline yield/price is the bait — what you keep is total return, dividend durability, NAV preservation, and valuation discipline': (1) OUR OWN #164 '$50k -> ~$800/mo in 5 years' honest plan (reinvest-then-harvest; NAV-flat
- Transcript
#144
September 10 · 21 min
Ep. 144: The Paycheck Illusion — The Wrapper, the Coverage, and What You Actually Keep
6 sources, throughline 'the paycheck illusion — a dividend/yield is only as good as the structure that produces it': (1) OUR OWN XLE vs XOP/AMLP/USO energy-wrapper piece (backwardation made USO +105% vs ~55% spot; XOP barely beat XLE; AMLP 1.01% all-in C-
- Transcript
#143
September 9 · 21 min
Ep. 143: Yield Is the Bait — Total Return, Coverage, and Durability
6 sources, throughline 'yield is the bait; what you keep is total return, coverage, and durability': (1) OUR OWN SCHD/JEPI/Barbell piece — same $1.5M pays $2,362-$17,475/mo, no free lunch + the RoC nuance (SEC yield excludes premium; test = total return c
- Transcript
#142
September 8 · 24 min
Ep. 142: Income That Lasts vs. Yield That Lures
6 sources under one throughline — income that lasts vs. yield that lures. (1) OUR OWN SCHD rally autopsy (up ~30% in 2026 but a record-low ~2.9% yield + 41.7% top-10 concentration = paying up; DGRO dividend-growth foil); (2) Moose 'who invests at 2% when
- Transcript
#141
September 4 · 23 min
Ep. 141: Yield Is the Bait, Not the Prize
6 sources under one throughline — the advertised distribution yield is the bait, not the prize; what you keep is total return, downside resilience, NAV preservation, and dividend GROWTH. (1) OUR OWN SPYI/QQQI two-axis scorecard (bull-market total return w
- Transcript
#140
September 3 · 23 min
Ep. 140: Trust the Raise, Not the Headline
5 sources under one throughline — trust the raise, not the headline: a growing, cash-covered dividend is a signal you can verify; reported earnings and engineered yields can lie. (1) AngelOne types-of-dividends (cash/stock/scrip/liquidating — the form tel
- Transcript

Showing 1–20 of 23 episodes