Dividend Talk

In episode 302 we review our Q2 2026 dividend portfolios during a quarter where the market quietly rotated out of tech and back into dividend growth. EDGI is now 99.6% of the way to his FIRE number with +14.4% dividend income growth for the quarter, while Derek crossed €7,000 in trailing dividend income, up 14% year over year. On the news desk: why the US Dividend Aristocrats (NOBL) are outrunning...

We're kicking off Season 7! This week we cover Bayer's (BAYN.DE, BAYRY) Supreme Court win in the Roundup case and the reopened Strait of Hormuz, then break down five bank dividend increases: Morgan Stanley (MS) +15%, Citigroup (C) +11.6%, Goldman Sachs (GS) +11.1%, Wells Fargo (WFC) +11.1% and JPMorgan Chase (JPM) +10%. Our main topic: the dividend growth investing mindset in "the bor...

Episode 300. We made it 🎉 This one was recorded live on our Discord Server, and it felt exactly like it should – a little chaotic, a lot of fun, and genuinely reflective at times. We were joined by two special guests: Nelson from Canadian Dividend Investing and Luke from the Wall Street Wildlife Investing Podcast (links below). Both appeared in listener surveys as all-time favourite episodes, so...

In Episode 299, We lay out their worst stock picks, the dividend cuts they didn't see coming, and the companies they were completely wrong about. Walgreens Boots Alliance (WBA), Tupperware (bankrupt), Canopy Growth (CGC), Intel (INTC), AT&T (T), Evolution Gaming (EVO.ST), Tanger Properties (SKT), WP Carey (WPC), VF Corp (VFC), Medtronic (MDT) , they're all here. Plus: Derek has a crypt...

May and June are peak dividend season for Europeaninvestors—we get that magical "kaching kaching" as companies distribute annual earnings after shareholder meetings. But this year, everything feels expensive. So what's an Dividend  investor to do when valuations are stretchedand the market seems to have priced in perfection?   Episode 300 is just weeks away — sign up for the live sho...

This week we break down five real estate investment trustswe like for dividend growth investors — from the Las Vegas strip to German retail parks. VICI Properties (VICI), Big Yellow Group (BYG.L), Healthpeak Properties (DOC), Defama (DEF.DE), and Agree Realty (ADC) each offer a different flavour of income and growth.  We also talk about NVIDIA's (NVDA) staggering $870 million annual dividend p...

With earnings season fading and geopolitics heating up, we take a hard look at what could go wrong — and how a well-structured dividend portfolio holds up under pressure. We walk through their full stress-testing framework: concentration limits, sector exposure (no more than 20%), currency risk, payout ratios, credit ratings, and how to scenario-test your top 10 positions against events like the 2...

Join us at episode 300 for a live episode. Sign up here: https://docs.google.com/forms/d/e/1FAIpQLScSyGjwjj1cl1iAIIp87bJb5u3pq3Ez6yynchPzmxaz0sSLWw/viewform?usp=header Episode 295 is a packed one. Shell (SHEL) caps a strong Q1 with its second dividend hike of the year, bringing the annualised increase to 9.1% — Edgi explains the working capital mechanics behind the headline cash flow dip and why t...

We break down a "full-packed session" of earnings and acquisitions. Brookfield Infrastructure (BIPC): A double-digit drop post-earnings. Derek explains the "paper loss" on hedges and the potential BIP/BIPC merger complexities. The Starbucks Turnaround: Comparable store sales are up 7.1% in the US. Is Brian Nichol the "fox" the company needed?. Energy Shifts: Shell acq...

Earnings season is open. We work through Intel's (INTC) bizarre tripling in share price, Tim Cook's exit from Apple (AAPL), Texas Instruments' (TXN) 18% single-day surge, and European earnings from Mensch und Maschine (MUM.DE), L'Oréal (OR.PA), VOPAK (VPK.AS), and Procter & Gamble (PG). Dividend hikes covered: Parker Hannifin (PH) +11%, Nasdaq Inc. (NDAQ) +15%, Otis Worldwide (OTIS) +4.8%, Qua...

Hugo shares his inspiring journey from a casual interest in boats to building a multi-million NOK shipping investment portfolio. He discusses industry cycles, strategic investing in shipping and oil, and how to navigate volatility and black swan events. Join us for an discussion with Hugo from Utbyttereisen as he shares his expertise on shipping industry dynamics, investment strategies, and person...

This week we welcome Jussi Askola – Finnish-born REIT specialist, founder of Lundberg Capital, and author of The REIT Advantage – to Dividend Talk. Jussi runs one of the largest paid REIT investor communities online, High Yield Landlord, and advises family offices and institutional investors on REIT strategy. We dig into the current wave of private equity M&A sweeping the REIT sector, why mana...

It's Easter weekend and we're reviewing our Q1 2026 dividend portfolios. Derek's portfolio hit €130K, with projected annual dividend income of €25.2K, while EDGI saw 18.7% quarter-over-quarter dividend income growth and a portfolio that's doubled in just three and a half years. We kick things off with some market news as billionaire Kenneth Dart's stake in Evolution AB crossing...

Consumer staples are in defensive mode and this week's news explains why. We dig into the M&A wave reshaping the food sector: the failed Unilever/Kraft Heinz merger talks, Unilever's potential sale of its food assets to McCormick, and Danone's acquisition of Huel. Is traditional food still a reliable source of growing dividends? Also in the news: the proposed Pernod Ricard/Brown-Fo...

This podcast episode of Dividend Talk features an in-depth interview with Florian, a seasoned engineer and investor who has lived and worked in Asia for 15 years. The discussion explores the shifting global economic landscape, specifically the rise of the "Global South" and why investors should consider exposure to Asian markets. Florian shares his personal journey from building a compan...

Portfolio spring cleaning time. In Episode 287, we break down exactly how to identify and remove deadwood from your dividend portfolio, the companies quietly dragging you down while you're not looking. We also react to $100 oil, debate whether Shell should stop its buyback programme at the current yields, run through the latest dividend hikes (Hannover Re +39%, Swiss Life, General Dynamics, Re...

Is it fair that investors earn more than workers? In Episode 286, we tackle a listener comment that sparked a real debate about capitalism, wages, and the power of ownership. We also cover the latest dividend hikes from American Express (+16%), Munich RE (+20%), and the Cheesecake Factory (+11%), share thoughts on the new L&G Global Quality Dividend ETF, and answer questions on Petrobras, Fron...

How do you consistently find high-quality US and European dividend growth stocks? In Episode 285, we revisit our original stock screening framework and update it for today’s market environment including AI disruption, insurance sector tailwinds, and dividend safety. Join us Follow Dividend Talk for weekly dividend investing discussions. Join our community on Discord and Facebook , and exploreour p...

Most household names with global brands are not the dividend growth stocks you think they are. They’re thriving at selling products, but many struggle to pay shareholders, and some are closer to dividend cuts than you realise. In this episode, we peel back the curtain on giants likeBayer, Lyondell Basel, and Diageo. We reveal the red flags lurking behind their glossy veneer — from debt overreach a...

Are European dividend stocks becoming the ultimate safety net in a volatile market? In Episode 283 of the Dividend Talk podcast, we break down the latest European earnings Season , including massive dividend hikes from companies like NN Group and Ahold Delhaize , while also tackling the controversial Dutch Box 3 tax on unrealised gains . We discuss: What this means for dividend investors Why this...

Bitcoin is crashing, tech and SaaS stocks are under pressure, and social media is full of panic but dividend investors are staying calm. In this episode, Derek and European DGI explain why this sell-off is sector-specific, not a market crash, and how dividend growth portfolios are holding up surprisingly well during volatility. We discuss: • Why Bitcoin’s drop doesn’t worry dividend investors• Sec...

Earnings season is in full swing, and this week on Dividend Talk it’s all about what recent earnings and dividend announcements really mean for long-term dividend investing. The conversation covers major earnings from companies likeMicrosoft, SAP, LVMH, Apple, Texas Instruments, Visa, Starbucks, UnitedHealth, and Altria, alongside a wave of European dividend increases from ASML, Deutsche Bank, San...

In this episode of Dividend Talk , we break down fresh warnings, dividend hikes, and the big stories in EuropeDividend growth investors need to understand right now. We start with the first earnings of the season, led by Johnson & Johnson , and dig into what its latest results tell us about dividend reliability, pipeline strength, and long-term growth. From there, we cover Fastenal and a mini...

How do you get kids interested in money, saving, and investing without boring them? In this episode of the Dividend Talk Podcast , we discuss how parents and long-term investors can teach kids about finances, investing, and the value of money in a practical, relatable way. We share real experiences on saving habits, stock gifting, compound interest, ETFs, avoiding debt traps, and making investing...

In this episode of the Dividend Talk podcast, we review the performance of their Community Dividend Growth Portfolio , discuss Novo Nordisk's news, the Rio Tinto & Glencore Merger, Terry Smiths Fundsmith annual shareholder letter, and much more. And as always, they answer many questions from the community. 🔥 Want a safer, more reliable dividend portfolio? Go here: (free stock card & d...