Informed Investing
Business & Finance
About
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.
Episodes
- Ep. 59: Weekly Income Machines, Founder-Led Growth & The Dividend Debate
This episode discusses weekly-pay ETFs, founder-led companies, and the debate around dividends during the accumulation phase. Strategies like Dividend Yield Theory, covered calls, and the wheel strategy are examined, along with a compariso…
- Ep. 58: Defensive Dividends, Congressional Buys & The Art of Doing Nothing
This episode covers defensive dividend ETFs, building income portfolios for expenses, and the risks of selling winners early. It also explores covered call ETFs, congressional stock activity, and monthly dividend payers, including a discus…
- Ep. 57: Dividend Kings, AI Picks-and-Shovels & Hybrid Income Strategies
This episode covers dividend investing, including AbbVie and other Aristocrats, AI stock opportunities, and hybrid income strategies for retirement. It also features a discussion on volatility as an income tool and a deep dive into Realty…
- Ep. 56: Dividend Dynamics: Balancing High Yield and Portfolio Stability
This episode covers dividend dynamics, including dividend timing risk, ETF stress tests, and income portfolios. It also discusses specific investments such as the CHPY semiconductor ETF, Allegion, IQQQ NASDAQ income, and Trinity Capital BD…
- Ep. 55: SCHD Reconstitution, Quality ETF Screening & Dividend Growers Deep Dive
This episode covers the SCHD 2026 reconstitution, quality ETF screening, including SPYI and QQQI, and NEOS Boosted products such as XQQI and XSPI. It also includes a deep dive into QQQI tax efficiency and discusses recent dividend increase…
- Ep. 54: Informed Investing: Dividend Kings, Discounted Growers & NASDAQ Income ETF Showdown
This episode of Informed Investing explores dividend kings, discounted growers, and a NASDAQ income ETF showdown. It also covers topics such as income portfolio construction, Enbridge SVA analysis, and strong-buy ex-dividend stocks.
- Ep. 53: Covered Call ETFs, Earnings Recap & BDC Deep Dive
This episode of Informed Investing covers high-yield ETFs, a Fed rate hold, and an analysis of new JP Morgan ETFs. It also reviews earnings for Visa, KRC, and WPC, and explores the state of BDCs including HTGC, RWAY, and ARCC.
- Ep. 52: Informed Investing: High Yield Strategies and Dividend Growth Analysis
This episode of Informed Investing discusses high yield strategies and dividend growth analysis, including an examination of ETFs and dividend-growing stocks. Topics include Ivy Portfolio moving averages, ultra high yield ETFs, and Morning…
- Ep. 51: Informed Investing: High-Yield Income and Dividend Growth Strategies
This episode, number 51, discusses high-yield income and dividend growth strategies. It is part of the podcast Informed Investing.
- Ep. 50: Informed Investing Ep 50: Earnings Season Highlights, Discounted Stocks & Income Strategies
This episode of Informed Investing covers earnings season highlights, discounted stocks, and various income strategies.
- Ep. 49: Dividend Growth vs High-Yield, Insider Buying & Morningstar Changes Mind
This episode discusses dividend growth versus high-yield investment strategies, including specific ETF comparisons and insider buying activity. It covers Morningstar's views on dividends for retirees and Value Line picks.
- Ep. 48: High-Yield Strategies and Risk-Hedged Income Plans
This episode of Informed Investing explores high-yield strategies and risk-hedged income plans.
- Ep. 47: High-Yield Investing Strategies for Dividend and Income Portfolios
This episode of Informed Investing discusses high-yield investing strategies. It focuses on dividend and income portfolios.
- Ep. 46: The Income Investor's Toolkit: Covered Calls, Dividend Compounders & Yield Traps
This episode of Informed Investing discusses covered calls, dividend compounders, and yield traps.
- Ep. 45: Sustainable Income: Finding Real Yield Without the Traps
This episode of Informed Investing focuses on sustainable income and how to find real yield while avoiding common traps.
- Ep. 44: Income ETF Stress Tests, Healthcare REIT IPO & Dividend King Bargains
This episode discusses income ETF stress tests and evaluations of Dividend Kings like Pentair and PepsiCo. It also includes an analysis of the NHP healthcare REIT IPO and a preview of 3M earnings.
- Ep. 43: Dividend Kings, True Passive Income ETFs & International Opportunities
This episode of Informed Investing explores dividend kings, passive income ETFs, and international opportunities. It covers tactical covered calls, key passive income concepts, REITs, and high-yield stock picks.
- Ep. 42: Monthly Dividend Safety, JNJ Slow Growth, Goldman Sachs Earnings, and Covered Call ETF Rankings
This episode of Informed Investing covers monthly dividend stocks, slow dividend growth for JNJ and PG, Goldman Sachs earnings, and rankings for covered call ETFs. It also touches on interest rate hedge ETFs, dividend pyramid portfolios, p…
- Ep. 41: International ETFs, Dogs of the Dow, SCHD vs Options, and Retiring on $500K
This episode of Informed Investing discusses various investment strategies, including international dividend ETFs, the Dogs of the Dow, comparing SCHD to options, and a retirement framework for $500K.
- Ep. 40: Energy Dividend Safety, 52-Week Low Bargains & YieldMax Reality Check
This episode of Informed Investing, titled "Ep. 40: Energy Dividend Safety, 52-Week Low Bargains & YieldMax Reality Check," covers various investment topics. It includes discussions on energy dividend safety, several dividend stocks at 52-…
- Ep. 39: Income ETF Stress Tests, Undervalued Dividend Picks & Buy-and-Hold Forever Portfolios
This episode covers income ETF stress tests, undervalued dividend stock picks, and buy-and-hold-forever portfolios. Topics include QQQY/YBTC vs DIVP/MLPD, Mastercard, Williams Companies, AbbVie, EPRT, Nike, and Treasury ladder alternatives.
- Ep. 38: Covered Call ETF Truth, DDDD Doubles SCHD & Undervalued Dividend Picks
This episode discusses covered call ETFs, including JEPI, SPYI, XYLD, and NAV erosion. It covers strategies for increasing dividend income, undervalued dividend picks such as ARES and Colgate-Palmolive, and common dividend investing habits.
- Ep. 37: Comeback Stocks, Beginner Portfolios & the Dividend Risk Spectrum
This episode discusses comeback stories from Target and Moderna, and how to build a beginner income portfolio. It also assesses YieldMax ETFs and evaluates CVS as an investment opportunity.
- Ep. 36: ETF Rotation, Yield Trap Warnings & Kimberly-Clark Merger Deep Dive
This episode covers the rotation of wealthy investors from tech into gold and small-cap funds. It also analyzes JEPI vs SCHD, discusses yield traps, and examines the Kimberly-Clark/Kenview merger.
- Ep. 35: De-Risking Playbook, BDC Yield Pressure & Auto-Callable Income Innovation
This episode discusses de-risking playbooks, including buffered ETFs and defensive sectors. It also covers BDC yield pressure, international market outperformance, and new income structures like auto-callable ETFs. Additional topics includ…
- Ep. 34: REIT Dividend Dynamos, SPHD's Breakout Q1 & the Salary Replacement Math
This episode of Informed Investing discusses REIT dividend quality and SPHD's Q1 performance. It also covers valuation reset opportunities, international ETFs, and analyses of TROW and Verizon, alongside salary replacement math and income…
- Ep. 33: SCHD's Breakout Year, Crisis-Proof Dividends & the Yield Chasing Reality Check
This episode discusses SCHD's performance, dividend growth stocks, and crisis-proof dividend stocks. It also covers high-income ETFs and fixed income alternatives.
- Ep. 32: Income ETF Surge, $100/Day Dividend Machines & Holding the Line
This episode discusses the surge in Q1 income ETF flows and strategies for generating dividend income. It analyzes various dividend-focused funds and stocks, including a look at holding through market panic.
- Ep 31: Goldman Energy Picks, Realty Income Debate, 12% CEFs & Sanofi Bargain
This episode covers Goldman Sachs energy dividend picks, a Realty Income REIT analysis, 12% yielding CEFs, a Sanofi pharma deep dive, and other investment-related discussions.
- Ep 30: CPG Food Crash, YieldMax Reckoning, VICI Deep Dive & Growth vs Dividends
This episode covers the decline in CPG food stocks, a look back at the YieldMax high-yield ETF, an analysis of VICI Properties REIT, and a comparison of growth and dividend investment strategies.
- Ep 29: SCHD Shakeup, Weekly Income ETFs, Nike's 71% Discount & Bear Market Income Playbook
This episode covers the SCHD 2026 reconstitution, weekly income ETFs, and a Nike investment opportunity. It also explores monthly dividend stocks, covered call ETF income mechanics, and a bear market retirement income strategy.
- Ep 28: Covered Call ETF Showdown, Bargain Dividend Kings & Bitcoin Income Plays
This episode of Informed Investing, titled "Ep 28: Covered Call ETF Showdown, Bargain Dividend Kings & Bitcoin Income Plays," discusses various investment topics. It covers covered call ETFs, high-yield stocks, Bitcoin dividends, and divid…
- Ep 27: Income ETF Stress Test, Defensive Dividends & High-Yield Hidden Gems
This episode covers income ETF sustainability, defensive dividend stocks, Western Midstream Partners insider buying, and covered call ETF strategies. Other topics include gaming REITs, VIG returns, RTX dividend analysis, and private credit…
- Ep. 26: SCHD Reconstitution Deep Dive, REIT Fundamentals & High-Yield Income ETFs
This episode of Informed Investing discusses the SCHD reconstitution, REIT fundamentals, and high-yield income ETFs.
- Ep 25: Realty Income Deep Dive, SCHD Q1 Hike & NEOS Income Portfolios
This episode of Informed Investing, titled "Ep 25: Realty Income Deep Dive, SCHD Q1 Hike & NEOS Income Portfolios," discusses Realty Income, the SCHD Q1 hike, and NEOS income portfolios.
- Ep 24: SCHD Reconstitution, Covered Call Income & Dividend King Safety
This episode discusses the SCHD reconstitution, covered call income strategies, and the safety of Dividend Kings such as PG and JNJ. It also covers analysis of high-yield S&P 500 stocks, covered call ETFs, and the financial implications of…
- Ep 23: Dividend King Bargains, Covered Call Rankings & BDC Showdown
This episode discusses potential bargains among Dividend Kings, compares VT and VOO for global diversification, and debates MAIN, ARCC, and Realty Income for retirement income. It also ranks covered call ETFs and outlines 3-ETF portfolio s…
- Ep. 22: Dividend Compounders, GPIX Strategy & Slowdown-Proof Screening
This episode discusses 18 companies raising dividends, a GPIX back-test, and a Reddit stress test for slowdown survivors. It also covers the bull case for ADP, defensive staples for oil shock protection, options income ETFs, and an outdoor…
- Ep. 21: Healthcare Dividends, Retirement Math & AI Infrastructure Plays
This episode discusses BlackRock retirement ETFs, healthcare dividend stocks, and the mathematics of dividend versus growth investing. It also covers AI infrastructure dividends and portfolio tax efficiency.
- Ep. 20: Income ETFs, Energy Dividends & The Covered Call Debate
This episode explores various income ETFs, energy dividends, and covered call strategies. It also touches on affordable dividend stocks and investor concerns about building income.
- Ep 19: Energy Dividends Surge, YieldMax Reality Check & Dividend Growth Playbook
This episode of Informed Investing discusses Goldman Sachs energy picks, a YieldMax reality check, and a SCHD deep dive. It also covers DRIP reinvestment math, 2026 dividend raises, and PAA pipeline analysis.
- Ep 18: SCHD Breakout, Zero-DTE Income & Dividend Workhorses
This episode discusses the 2026 dividend investing landscape, covering topics like SCHD's performance, zero-DTE covered calls, and the growth of JEPI/JEPQ. It also examines dividend workhorses such as Hormel and Kimberly-Clark, and explore…
- Ep 17: S&P 500 Fund Picking, Covered Call Showdown & NAV Erosion Solutions
This episode covers S&P 500 fund selection, a comparison of covered call ETFs, and solutions for NAV erosion. Additional topics include SCHD income, Pfizer, and preferred stocks.
- Ep 16: SCHD Reconstitution, BDC Screening & Dividend Growth Math
This episode discusses the SCHD reconstitution, BDC screening, and dividend growth math. It also covers Dividend Kings, retirement planning, and specific stock analyses like LyondellBasell and Flowers Foods.
- Ep 15: Crash-Proof Dividends, BDC Reality Check & Timberland Deep Dive
This episode explores dividend investing strategies, including crash-resistant portfolios and BDC analysis. It also features a deep dive into timberland REITs and discussions on various dividend-related topics from March 2026 sources.
- Ep 14: SCHD Dominance, Tax-Smart Income & Consumer Staples Revival
This episode explores SCHD's outperformance, methods for tax-smart income, and a revival in consumer staples. It also reviews Vanguard income ETFs and debates individual stock picking versus quality dividend ETFs.
- Ep 13: SCHD Overdrive, BDC Bargains & Covered Call Evolution
This episode of Informed Investing covers top dividend stories, including SCHD's performance, BDC valuations, and yields from energy shipping stocks. It also examines the evolution of covered call ETFs and clarifies ex-dividend dates and R…
- Ep 12: Covered Call ETF Showdown, Energy Midstream & BDC Bargains
This episode covers covered call ETFs, with an analysis of 19 ETFs including QQQI and TSPY. It also discusses opportunities in energy midstream and BDCs like Hercules Capital and BXSL, along with income portfolio strategies and specific di…
- Ep. 11: Energy Dividends, Realty Income Debate & YieldMax Controversy
This episode covers the Realty Income debate, energy dividends, covered call ETF portfolios, the YieldMax controversy, PepsiCo pricing power, and cash management strategies.
- Ep. 10: Income ETFs, Semiconductor Dividends & Retirement Income Machines
This episode discusses income ETFs, including a comparison of NASDAQ 100 income ETFs and an exploration of YieldMax semiconductor ETFs. It also examines Morningstar's top dividend growth picks, debates SPY vs VOO, and covers strategies for…