{"podcast":{"title":"Informed Investing","slug":"informed-investing-7720447","podcast_index_feed_id":7720447,"rss_url":"https://feeds.transistor.fm/informed-investing","website_url":"https://investing.transistor.fm/","image_url":"https://img.transistorcdn.com/sC07jhqz7OvwgY7BLg7nefoEPN58nuTR1odGEooFEm8/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS83OTk1/YjVjOTI3Nzc0NGM1/ZmRmYzEwYzc3MTVm/NzA4ZC5qcGc.jpg","author":"Informed Investing","episode_count":154,"summary":"The Informed Investing podcast distills the most relevant financial news and market articles into concise, structured insight. Each episode highlights what matters, filters out noise, and helps investors process information quickly and clearly.","last_synced_at":"2026-09-25T00:20:21.218025+00:00","page_url":"https://stenobird.com/podcast/informed-investing-7720447"},"episode":{"title":"Ep. 132: The Check Behind the Yield — PFE's Frozen Dividend, KO's 64-Year Dividend King Crown, VICI & Verizon's High Yields, Target's Turnaround, and MLPI's Manufactured Income","slug":"ep-132-the-check-behind-the-yield-pfe-s-frozen-dividend-ko-s-64-year-dividend-king-crown-vici-verizon-s-high-yields-target-s-turnaround-and-mlpi-s-manufactured-income","published_at":"2026-08-24T13:44:57+00:00","page_url":"https://stenobird.com/podcast/informed-investing-7720447/ep-132-the-check-behind-the-yield-pfe-s-frozen-dividend-ko-s-64-year-dividend-king-crown-vici-verizon-s-high-yields-target-s-turnaround-and-mlpi-s-manufactured-income","show_page_url":"https://stenobird.com/podcast/informed-investing-7720447","url":"https://investing.transistor.fm/episodes/ep-132-the-check-behind-the-yield-pfes-frozen-dividend-kos-64-year-dividend-king-crown-vici-verizons-high-yields-targets-turnaround-and-mlpis-manufactured-income","audio_url":"https://media.transistor.fm/e7bff42f/d5d0e39f.mp3","summary":"6 curated sources (2 of 8 set aside: the Dividend Diplomats pharma-trio video, redundant with our PFE piece; and the OVL/SPYI/IVVW covered-call video, redundant with MLPI) under one throughline 'THE CHECK BEHIND THE YIELD — coverage, dividend growth, and business quality decide which dividends are real': (1) OUR shipped PFE piece (frozen $0.43 x7 quarters, dividend ate 108% of FY2025 FCF/0.93x coverage, Dec-declaration streak math, vs GSK-reset/ABBV-intact); (2) TheStreet KO — 64-year Dividend King, $2.12/yr payout ~2.3% yield, pays Buffett/Berkshire ~$848M/yr at >60% yield-on-cost, 'don't buy just for high yield'; (3) Fool VICI — 6.8% gaming net-lease REIT, 100% occupancy, triple-net, 9.2x fwd P/E, high-yield-done-right; (4) Dividends4Me VZ — 5.53% yield but only 1.94% 5yr div growth, 73.4% payout, high debt/deleverage-2027, FCF +24% YoY; (5) Fool TGT — Dividend King turnaround, Q2 comps +2.7%/digital +8.7%, EPS doubled to $4.11, 2.77% yield; (6) YouTube MLPI — covered-call MLP fund, ~15% monthly yield, non-correlated toll-road income but heavy ROC/NAV-erosion caveat.","meta_description":"6 curated sources (2 of 8 set aside: the Dividend Diplomats pharma-trio video, redundant with our PFE piece; and the OVL/SPYI/IVVW covered-call video, red…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1418,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/informed-investing-7720447/episodes/ep-132-the-check-behind-the-yield-pfe-s-frozen-dividend-ko-s-64-year-dividend-king-crown-vici-verizon-s-high-yields-target-s-turnaround-and-mlpi-s-manufactured-income/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/informed-investing-7720447/ep-132-the-check-behind-the-yield-pfe-s-frozen-dividend-ko-s-64-year-dividend-king-crown-vici-verizon-s-high-yields-target-s-turnaround-and-mlpi-s-manufactured-income.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}