{"podcast":{"title":"Dividend Talk","slug":"dividend-talk-939974","podcast_index_feed_id":939974,"rss_url":"https://anchor.fm/s/2755d9a4/podcast/rss","website_url":"https://dividendtalkpodcast.com","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/6499377/6499377-1755853124449-b310e299a6343.jpg","author":"Dividend Talk","episode_count":306,"summary":"Join hosts Derek from Ireland & Edgi from the Netherlands on the Dividend Talk podcast, your number one source for all things Dividend Growth with a European perspective. With a shared passion for Dividend Growth investing, they provide personal insights, strategies, & experiences, while featuring guests from around the world to inspire and educate investors. Join their discussions designed to empower you with knowledge, keep you informed on market news, and equip you with valuable tools to maximize your investments. Tune in to learn and grow with us.","last_synced_at":"2026-07-26T06:17:28.208914+00:00","page_url":"https://stenobird.com/podcast/dividend-talk-939974"},"episode":{"title":"Ep. 301 | Big Bank Dividend Hikes (JPM, GS, MS, C, WFC) + The Boring Middle Mindset","slug":"ep-301-big-bank-dividend-hikes-jpm-gs-ms-c-wfc-the-boring-middle-mindset","published_at":"2026-06-27T02:04:00+00:00","page_url":"https://stenobird.com/podcast/dividend-talk-939974/ep-301-big-bank-dividend-hikes-jpm-gs-ms-c-wfc-the-boring-middle-mindset","show_page_url":"https://stenobird.com/podcast/dividend-talk-939974","url":"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_url":"https://traffic.megaphone.fm/APO7553933378.mp3","summary":"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.","meta_description":"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 brea…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3724,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"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","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/dividend-talk-939974/ep-301-big-bank-dividend-hikes-jpm-gs-ms-c-wfc-the-boring-middle-mindset.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}