# Ep. 148: Fed Day and the Great Dividend Rotation

Page: https://stenobird.com/podcast/informed-investing-7720447/ep-148-fed-day-and-the-great-dividend-rotation
Text version: https://stenobird.com/podcast/informed-investing-7720447/ep-148-fed-day-and-the-great-dividend-rotation.md
Podcast: [Informed Investing](https://stenobird.com/podcast/informed-investing-7720447)
Published: 2026-09-16T11:57:18+00:00
Episode link: https://investing.transistor.fm/episodes/ep-148-fed-day-and-the-great-dividend-rotation
Audio file: https://media.transistor.fm/79172fdc/e28515db.mp3
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JSON: https://stenobird.com/v1/public/podcasts/informed-investing-7720447/episodes/ep-148-fed-day-and-the-great-dividend-rotation
Duration seconds: 1443

## Resource

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.

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## Transcript

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