# Ep. 301 | Big Bank Dividend Hikes (JPM, GS, MS, C, WFC) + The Boring Middle Mindset

Page: https://stenobird.com/podcast/dividend-talk-939974/ep-301-big-bank-dividend-hikes-jpm-gs-ms-c-wfc-the-boring-middle-mindset
Text version: https://stenobird.com/podcast/dividend-talk-939974/ep-301-big-bank-dividend-hikes-jpm-gs-ms-c-wfc-the-boring-middle-mindset.md
Podcast: [Dividend Talk](https://stenobird.com/podcast/dividend-talk-939974)
Published: 2026-06-27T02:04:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/dividend-talk/episodes/Ep--301--Big-Bank-Dividend-Hikes-JPM--GS--MS--C--WFC--The-Boring-Middle-Mindset-e3laosi
Audio file: https://traffic.megaphone.fm/APO7553933378.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/dividend-talk-939974/episodes/ep-301-big-bank-dividend-hikes-jpm-gs-ms-c-wfc-the-boring-middle-mindset
Duration seconds: 3724

## Resource

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 boring middle" — staying motivated through years of slow compounding, why higher-yield names like Intel (INTC) and HP (HPQ) start looking tempting, and why we still buy growers like Accenture (ACN) and PepsiCo (PEP) even though the Magnificent Seven could have beaten our returns. Plus listener questions on diversification, rebalancing, the LDEG Europe dividend ETF, WACC/ROIC, cash-secured puts and more. ⁠ Join us : Discord group - ⁠⁠⁠⁠⁠⁠https://discord.gg/nJyt9KWAB5⁠⁠⁠⁠⁠⁠ Follow us: Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter - ⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠ Become a Premium Member for just 129 Euros a year: ⁠⁠⁠⁠⁠https://dividendtalk.eu⁠⁠⁠⁠⁠ Disclaimer: Educational content only. Not financial advice.

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/dividend-talk-939974/episodes/ep-301-big-bank-dividend-hikes-jpm-gs-ms-c-wfc-the-boring-middle-mindset/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/dividend-talk-939974/ep-301-big-bank-dividend-hikes-jpm-gs-ms-c-wfc-the-boring-middle-mindset.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.