{"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":"Stress Testing Your Dividend Portfolio: What Would a Market Crash Do to Your Income?","slug":"stress-testing-your-dividend-portfolio-what-would-a-market-crash-do-to-your-income","published_at":"2026-05-16T11:14:19+00:00","page_url":"https://stenobird.com/podcast/dividend-talk-939974/stress-testing-your-dividend-portfolio-what-would-a-market-crash-do-to-your-income","show_page_url":"https://stenobird.com/podcast/dividend-talk-939974","url":"https://podcasters.spotify.com/pod/show/dividend-talk/episodes/Stress-Testing-Your-Dividend-Portfolio-What-Would-a-Market-Crash-Do-to-Your-Income-e3jevcb","audio_url":"https://traffic.megaphone.fm/APO3364666775.mp3","summary":"With earnings season fading and geopolitics heating up, we take a hard look at what could go wrong — and how a well-structured dividend portfolio holds up under pressure. We walk through their full stress-testing framework: concentration limits, sector exposure (no more than 20%), currency risk, payout ratios, credit ratings, and how to scenario-test your top 10 positions against events like the 2008 financial crisis or a 50% earnings collapse. Plus, Berkshire Hathaway's 13F reveals mass exits from Visa (V), Mastercard (MA), Diageo (DEO), and Amazon (AMZN) — and the guys break down what it means.Listener Q&A covers Munich RE (MUV2.DE) after its earnings miss, Wolters Kluwer (WKL.AS), Broadridge Financial Solutions (BR), Union Pacific (UNP), Nemetschek (NEM.DE), and the Iberdrola (IBE.MC) DRIP dilemma on Trading 212. Paychex (PAYX) hiked its dividend 10.2% and Apple (AAPL) raised by 3.8%.Episode 300 is just weeks away — sign up for the live show via https://docs.google.com/forms/d/e/1FAIpQLScSyGjwjj1cl1iAIIp87bJb5u3pq3Ez6yynchPzmxaz0sSLWw/viewform?usp=header⁠Nothing on Dividend Talk is financial advice. Always do your own research. | dividendtalk.eu | Twitter: @DividendTalk @EuropeanDGI","meta_description":"With earnings season fading and geopolitics heating up, we take a hard look at what could go wrong — and how a well-structured dividend portfolio holds up…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3917,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/dividend-talk-939974/episodes/stress-testing-your-dividend-portfolio-what-would-a-market-crash-do-to-your-income/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/stress-testing-your-dividend-portfolio-what-would-a-market-crash-do-to-your-income.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}