{"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":302,"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":"2026-06-14T12:17:12.311423+00:00","page_url":"https://stenobird.com/podcast/dividend-talk-939974"},"episode":{"title":"EPS 280 |Dividend Earnings Season Begins: Johnson & Johnson, Fastenal & Investor AB","slug":"eps-280-dividend-earnings-season-begins-johnson-johnson-fastenal-investor-ab","published_at":"2026-01-24T12:19:36+00:00","page_url":"https://stenobird.com/podcast/dividend-talk-939974/eps-280-dividend-earnings-season-begins-johnson-johnson-fastenal-investor-ab","show_page_url":"https://stenobird.com/podcast/dividend-talk-939974","url":"https://podcasters.spotify.com/pod/show/dividend-talk/episodes/EPS-280-Dividend-Earnings-Season-Begins-Johnson--Johnson--Fastenal--Investor-AB-e3e470g","audio_url":"https://anchor.fm/s/2755d9a4/podcast/play/114481616/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-0-24%2Fd2750fdf-a645-3744-e589-f1f3ff898f1e.mp3","summary":"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 dive into why its business model may be far more durable than “nuts and bolts” suggests, plus a closer look at the Swedish powerhouse Investor AB and its long-term compounding track record. Along the way, we also discuss: Recent dividend hikes from Essity, Tryg, Investor AB, L3Harris, and Valero Energy Whether Europe’s proposed wealth and unrealised gains taxes threaten long-term compounding What Davos, Ray Dalio, gold, and shifting globalpower structures mean for dividend investors The role of gold, Bitcoin, and defensive assets in adividend-focused portfolio ETF-based global dividend strategies vs.individual stock selection How we personally size positions and manageportfolio risk Whether owning highly profitable dividend payersraises ethical questions Listener Q&A on SaaS stocks, Evolution AB,airports, and portfolio construction 🔥 Want a safer, more reliable dividend portfolio? Go here: (free stock card & deep dive samples)https://dividendtalk.eu/download-your-free-samples/ Stay Updated: Twitter - ⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠ Twitter - ⁠⁠ ⁠⁠@European_DGI⁠⁠ ⁠⁠ Join ourFacebook Community - ⁠⁠⁠⁠Dividend Talk FacebookGroup⁠⁠⁠⁠ Join our Discord group - https://discord.gg/nJyt9KWAB5 Disclaimer: Educational content only. Not financial advice.","meta_description":"In this episode of Dividend Talk , we break down fresh warnings, dividend hikes, and the big stories in EuropeDividend growth investors need to understand…","key_points":[],"chapters":[],"topics":[],"duration_seconds":4036,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/dividend-talk-939974/episodes/eps-280-dividend-earnings-season-begins-johnson-johnson-fastenal-investor-ab/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/eps-280-dividend-earnings-season-begins-johnson-johnson-fastenal-investor-ab.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}