Informed Investing

By 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 invest... more

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FAQs about Informed Investing:

How many episodes does Informed Investing have?

The podcast currently has 71 episodes available.

Informed Investing episodes:

April 14, 2026 Ep. 39: Income ETF Stress Tests, Undervalued Dividend Picks & Buy-and-Hold Forever Portfolios
Income ETF stress testing (QQQY/YBTC traps vs DIVP/MLPD quality), undervalued stocks (Mastercard, Williams Companies, AbbVie), EPRT net lease REIT, Nike at 5-year lows, buy-and-hold-forever ETFs from $1.8M portfolio, Treasury ladder alternatives, covered call ETF expansion, Franklin Resources dividend
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21min
April 13, 2026 Ep. 38: Covered Call ETF Truth, DDDD Doubles SCHD & Undervalued Dividend Picks
Covered call ETF debate (JEPI/SPYI/XYLD/NAV erosion), YieldMax DDDD doubling SCHD yield, doubling dividend income with covered calls on TROW/PRU, undervalued picks (ARES down 50%, Colgate-Palmolive), 10 bad dividend habits, starter portfolio basics, VTI during selloffs, dividend aristocrat passive income
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24min
April 10, 2026 Ep. 37: Comeback Stocks, Beginner Portfolios & the Dividend Risk Spectrum
We break down comeback stories from Target and Moderna, build a $50K beginner income portfolio with STK/SPYI/IDVO, honestly assess YieldMax high-yield ETFs, explore disruptor options strategies on SoFi and Reddit, and evaluate whether CVS is a value play or a trap.
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22min
April 09, 2026Ep. 36: ETF Rotation, Yield Trap Warnings & Kimberly-Clark Merger Deep Dive
Today's episode covers the great rotation as wealthy investors shift from tech into gold, international equities, and small-cap funds. We break down the JEPI vs SCHD debate, expose yield traps like QYLD and PDI, and dig into the Kimberly-Clark/Kenview merger opportunity. Plus: REIT picks STAG Industrial and NNN, Brompton's Cash Flow Kings strategy, and why DIVO's selective covered call approach beats the competition on risk-adjusted returns.
Topics covered:
The great rotation: rich investors moving from tech to gold, international & small-caps
JEPI vs SCHD: why higher yield doesn't mean higher returns
Dividend Kings: 5 highest-yielding 50+ year streak stocks (MO, FRT, HRL, KMB, SWK)
Kimberly-Clark/Kenview merger: 5.3% yield, PE of 12, $2B cost synergies
REIT opportunities: STAG Industrial and NNN REIT
Brompton Cash Flow Kings: free cash flow value strategy
DIVO quality: Sharpe ratio 0.91 beats S&P with selective covered calls
Yield trap warning: QYLD lost 42% NAV, PDI uses 28% leverage
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20min
April 08, 2026 Ep. 35: De-Risking Playbook, BDC Yield Pressure & Auto-Callable Income Innovation
In this episode, we break down 9 institutional analyses covering:
• **De-Risking Playbook** — 5 scenarios: AI bubble fears, job insecurity, retirement danger zone, risk tolerance reassessment, recession fears. Buffered ETFs (PMAY, BALT), defensive sectors, quality bonds
• **BIZD Yield Under Pressure** — 9.3% yield but rate cuts compressing BDC floating-rate loan income. ARCC yield dropped 11.1% to 10.3%. BIZD down 15% in price, offsetting income
• **International Outperformance** — VEA returned 30.4% in past year, 3 bps fees. JPM projects 7.5% annual returns vs 6.7% for S&P 500. Currency tailwind with euro at $1.15
• **Trinity Capital Deep Dive** — TRIN 14.3% yield, 106% coverage, interest rate floors, sub-1% non-accruals. Internally managed, low software exposure. But thin margin if rates keep falling
• **OVL Overlay ETF** — 10.41% monthly distribution, outperformed S&P 500 (167% vs 155% since inception). Option premium overlay on large cap equities
• **CAIQ Auto-Callables** — 17.7% coupon, -30% barrier, 97% historical coupon reliability, ~90% return of capital tax treatment. New income structure vs covered calls
• **JPI/DIVO/PDI Showdown** — PDI's 15.2% yield is 25% return of capital. JPI best drawdown protection (13.7%). DIVO best Sharpe ratio (0.94). You can only pick 2 of 3: yield, total return, protection
• **Morningstar Dividend Picks** — APD (44-yr streak, $309 FV), FIS (10% dividend raise, $85 FV), RHHBY (wide moat healthcare, $57 FV)
• **Q1 2026 Winners** — Energy dominated: XLE +31%, XOP +41%, USO +83%. Utilities +10% on AI/data center demand. SCHD +9.4%, gold recovered +7%
Sources compiled from Kiplinger, Morningstar, 247 Wall St, Dividend Collection Agency, ETF Investments, and YouTube deep dives.
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1h 11min
April 08, 2026 Ep. 35: De-Risking Playbook, BDC Yield Pressure & Auto-Callable Income Innovation
Portfolio de-risking in 5 scenarios, BIZD 9% yield under rate cut pressure, international developed markets outperforming US (VEA), Trinity Capital 14.3% BDC yield, OVL overlay ETF beating S&P, CAIQ auto-callable income ETFs, JPI/DIVO/PDI comparison (PDI return-of-capital problem), Morningstar 3 dividend picks (APD/FIS/RHHBY), Q1 2026 ETF winners led by energy
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1h 11min
April 07, 2026 Ep. 34: REIT Dividend Dynamos, SPHD's Breakout Q1 & the Salary Replacement Math
In this episode, we dig into a massive stack of April 2026 market research covering the paradigm shift in passive investing.
Topics covered:
- REIT Dividend Quality: The ALPS Active REIT ETF Elite Eight (CUBE, GLPI, VICI, SPG, Realty Income) and why only 28 of 72 REITs maintained dividends over 15+ years
- SPHD's Breakout Quarter: 6.5% surge in Q1, outpacing the S&P 500 by its largest margin since March 2021
- Valuation Reset Opportunities: S&P 500 worst quarter since Q3 2022, forward P/E compressed 17%
- Salary Replacement Math: How much you actually need at 3%, 4%, and 7-8% yields to replace a $60K paycheck
- International ETFs Crushing VOO: EWJ, VGK, VXUS outperforming while US tech concentration becomes a vulnerability
- Income ETF Stress Test: NAV erosion analysis of 40 ETFs — who passed, who failed
- TROW at a Discount: 40-year dividend streak, 5.77% forward yield vs historical 3.2-3.5%
- Verizon Recession Play: 5.63% yield, DCF intrinsic value $62.86 vs $50 price
Tickers discussed: SPHD, REIT, CUBE, GLPI, VICI, SPG, O, SCHD, VYM, JEPI, QQQI, EWJ, VGK, VXUS, VOO, EIPI, TYLG, RYLG, TROW, VZ
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20min
April 06, 2026 Ep. 33: SCHD's Breakout Year, Crisis-Proof Dividends & the Yield Chasing Reality Check
SCHD up 11-13% YTD dominating indexes, dividend growth stocks at discount (Nike/Starbucks/P&G/General Mills), 7 crisis-proof dividend stocks since 2008, high-income ETFs without NAV decay (DIVO/GPIX/SPYI), OMAH Berkshire income ETF total return reality check, BondBlocks fixed income alternatives (PCMM/XEMD), Dividend Kings for retirement portfolios
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20min
April 03, 2026 Ep. 32: Income ETF Surge, $100/Day Dividend Machines & Holding the Line
Q1 income ETF flows surge 50%, NEOS covered call strategies for $7200/month income, $100/day dividend machine blueprint (SPYI+EPR+DIVO), InfraCap small cap and MLP income funds, VYMI international dividend exposure, Chevron vs ExxonMobil energy debate, Kimberly-Clark Dividend Aristocrat analysis, 5 facts for holding through market panic
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21min
April 02, 2026 Ep 31: Goldman Energy Picks, Realty Income Debate, 12% CEFs & Sanofi Bargain
Goldman Sachs 5 energy dividend picks, Realty Income REIT analysis, 12% yielding CEFs with perfect streaks, Sanofi pharma deep dive, P&G Dividend King under pressure, 1973 bear market retirement lessons, VOO compounding math
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23min

FAQs about Informed Investing:

How many episodes does Informed Investing have?

The podcast currently has 71 episodes available.