{"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. 138: Crash-Tested Income — Yields That Last vs. Yields That Only Look Like Income","slug":"ep-138-crash-tested-income-yields-that-last-vs-yields-that-only-look-like-income","published_at":"2026-09-01T11:11:13+00:00","page_url":"https://stenobird.com/podcast/informed-investing-7720447/ep-138-crash-tested-income-yields-that-last-vs-yields-that-only-look-like-income","show_page_url":"https://stenobird.com/podcast/informed-investing-7720447","url":"https://investing.transistor.fm/episodes/ep-138-crash-tested-income-yields-that-last-vs-yields-that-only-look-like-income","audio_url":"https://media.transistor.fm/5c895e98/d5853585.mp3","summary":"8 sources under one throughline — judge every yield by what actually backs it: (1) our BTCI Forge piece — 33% Bitcoin distribution that's really ~1.62% SEC yield + ROC, ~56% T-bill collateral; (2) 247wallst 4 financials (CINF/TROW/ERIE/RLI) that RAISED dividends through both 2008 and 2020; (3) 247wallst 4 REITs (O/FRT/NNN/WPC) that grew payouts through both crises while most REITs cut; (4) YT CGDV+RSPA two-fund anchor (dividend-growth engine + covered-call income overlay, honest <14mo rally-dependent caveat); (5) YT Altria MO — ~6.3% yield genuinely FCF-covered at its stated 80% target, ROIC >30%, pricing power offsetting volume declines, 4.7% hike; (6) dividends4me 'you don't need to get rich quickly' — patience/strategy/automation mindset; (7) 247wallst SCHD-vs-MAIN asset location (qualified in taxable vs BDC ordinary income in a Roth — real dollar math); (8) highyieldroadmap QQQ-with-income CC ETFs (QQQI/TDAQ/JEPQ/GPIQ/QDTE — yield != total return, QDTE 44% masks price erosion).","meta_description":"8 sources under one throughline — judge every yield by what actually backs it: (1) our BTCI Forge piece — 33% Bitcoin distribution that's really ~1.62% SE…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1413,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/informed-investing-7720447/episodes/ep-138-crash-tested-income-yields-that-last-vs-yields-that-only-look-like-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-138-crash-tested-income-yields-that-last-vs-yields-that-only-look-like-income.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}