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Informed Investing

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.

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Episodes

190 episodes

  1. Ep. 190: REITs Look Cheap. The 10-Year Says Otherwise. 24:17
  2. Ep. 189: The Rental House Won Every Window. Today It Would Lose Money. 24:11
  3. Ep. 188: SCHD Owns Zero Mag 7. That's a Bet, Not a Free Lunch. 20:46
  4. Ep. 187: Leverage Won the Rebound. It Lost the Whole Year. 21:56
  5. Ep. 186: JEPQ Kept 62% of the Rally. It Took 77% of the Drop. 23:00
  6. Ep. 185: Tech Fell Hard. Income Held. It Doesn't Always. 14:48
  7. Ep. 184: GPIQ Paid 10%. The Index It Holds Still Won. 24:52
  8. Ep. 183: "No NAV Erosion" Only Works When the Market Goes Up 24:57
  9. Ep. 182: SCHD Yields 2.9%. A 6.8% Portfolio Built Around It Tied. 22:19
  10. Ep. 181: Utilities Now Pay Less Than Treasuries. Is AI Power Different? 24:45
  11. Ep. 180: The 'Uncapped' Fund Kept Less of the Upside 23:52
  12. Ep. 179: The Price-Above-Launch Test Is Asking the Wrong Question 26:27
  13. Ep. 178: SATA's $100 Flatline Is a Ceiling, Not a Floor 26:16
  14. Ep. 177: FYEE Kept 89% of the Gains. JEPI Kept 43%. 23:34
  15. Ep. 176: A 40% Yield Still Lost to Just Owning the Chips 26:28
  16. Ep. 175: The Smallest Payout Won the Race 24:24
  17. Ep. 174: The Checks Held. The Balance Didn't. 22:44
  18. Ep. 173: The Yield Is the Billboard, Not the Engine 22:31
  19. Ep. 172: The Yield Is the Pitch. Coverage Is the Answer. 24:33
  20. Ep. 171: A 20% Yield Won't Fuel Your Dividend Growers 21:20
  21. Ep. 170: A Bigger Payout Isn't a Bigger Paycheck 23:35
  22. Ep. 169: RISR's Rate Hedge, Realty Income vs MPLX, a $750K Tax-Free Roth, Bond ETFs, $1K/mo from Pharma & Big Tech vs Dividends 20:51
  23. Ep. 168: $3,800/mo in a Taxable Account, JEPQ vs QQQI, KO vs CVX, EIX vs CCI, SCHD vs VYM, OVL & Pipelines 22:25
  24. Ep. 167: AT&T After SpaceX, UPS vs EPD, J&J vs Pfizer, MCD at -30%, RISR, EGGY & CHPY 17:16
  25. Ep. 166: The 10-Year at 5.22% vs HD, ARES & VZ, Covered Calls in a Bear Market & SPYI vs GPIX 24:24
  26. Ep. 165: SCHD's Chip Problem, FELV Hype, HESM's Crash & KBDC's 12% Yield 24:06
  27. Ep. 164: OTF's 15% Yield at a 44% Discount, Stop Sorting by Yield & CVS vs UnitedHealth 22:32
  28. Ep. 163: $3,263/mo From 7 Monthly Payers, the 7% Dividend Trap & Dividends vs a Guaranteed Rate 25:45
  29. Ep. 162: XLU Fell, AMLP & BIZD Rose — One Rate Spike, Plus a $4,850/mo Tax-Free Roth & Dividend Doublers 21:26
  30. Ep. 161: MBOX Was the Value Tilt, $6,950/mo Without REITs & the Bond-Yield Dividend Sell-Off 24:40
  31. Ep. 160: O, VICI & ADC — Blame the 10-Year, 7% Yielders & Altria's 60 Raises 22:02
  32. Ep. 159: Three Funds, One Bet, $7,950 a Month at 62 & Where JEPI and O Belong 23:41
  33. Ep. 158: MCD & PEP Scorecard, $7,350 a Month Without Bonds & What Covered Calls Really Cost 20:47
  34. Ep. 157: SEPI Beat JEPI and the S&P 500, SCHD vs SPYI in Retirement & Dividend Kings That Keep Raising 22:12
  35. Ep. 156: EGGY's 33% Payout, a 20% XPAY Target & Value-or-Trap at Dot-Com CAPE Levels 22:37
  36. Ep. 155: The Fourth Fund Decides the Fall — Crash-Buy ETFs, 13% Preferreds & Dividends at 52-Week Lows 23:20
  37. Ep. 154: SCHD Is Not a Bond — Our Crash Test, Nvidia's 2,400% Dividend Hike & Undervalued Utilities 26:36
  38. Ep. 153: A Streak Is Not Safety — GIS's Frozen Dividend, 5-Star Sell-Off Bargains & Where to Hold SCHD vs. JEPI 24:49
  39. Ep. 152: Informed Investing: The Dividend Paradox — Growth Streaks vs. High-Yield Traps 23:13
  40. Ep. 151: The Size of the Check Tells You Nothing 20:49
  41. Ep. 150: The Headline Yield Is the Least Reliable Number on the Page 22:25
  42. Ep. 149: Yield vs. Return After the Fed's First Hike 25:50
  43. Ep. 148: Fed Day and the Great Dividend Rotation 24:03
  44. Ep. 147: Beyond the AI Trade — Where Dividend Money Is Actually Working 22:51
  45. Ep. 146: Yield Is the Bait — What Your Income Is Actually Made Of 24:10
  46. Ep. 145: The Bait and the Keep — Yield, Structure, and What You Actually Take Home 20:54
  47. Ep. 144: The Paycheck Illusion — The Wrapper, the Coverage, and What You Actually Keep 21:25
  48. Ep. 143: Yield Is the Bait — Total Return, Coverage, and Durability 21:45
  49. Ep. 142: Income That Lasts vs. Yield That Lures 24:17
  50. Ep. 141: Yield Is the Bait, Not the Prize 23:25