Episode
Ep. 148: Fed Day and the Great Dividend Rotation
- Podcast
- Informed Investing
- Published
- Sep 16, 2026
- Duration seconds
- 1443
- Processing state
not_requested
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Summary
Fed Day (expected first hike since 2023) + record $446B bond-ETF inflows; where income money is rotating: SGOV vs BND duration trap, Amphenol quality compounder, Big Food Dividend Kings on sale (PEP/KDP/MDLZ/SJM), 5 income names (O/AGNC/VZ/EPD/ET), Dividend Diplomats buying PEP+MCD, and ADR diversification.