{"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. 140: Trust the Raise, Not the Headline","slug":"ep-140-trust-the-raise-not-the-headline","published_at":"2026-09-03T12:26:53+00:00","page_url":"https://stenobird.com/podcast/informed-investing-7720447/ep-140-trust-the-raise-not-the-headline","show_page_url":"https://stenobird.com/podcast/informed-investing-7720447","url":"https://investing.transistor.fm/episodes/ep-140-trust-the-raise-not-the-headline","audio_url":"https://media.transistor.fm/15fd77c9/c3dce10f.mp3","summary":"5 sources under one throughline — trust the raise, not the headline: a growing, cash-covered dividend is a signal you can verify; reported earnings and engineered yields can lie. (1) AngelOne types-of-dividends (cash/stock/scrip/liquidating — the form tells you something); (2) Russ's POOL (Poolcorp ~$330->under $200, still raising, 64% recurring, Berkshire exited Q1'26) + Hershey (never cut in ~100yrs) — both raised into 40%+ drawdowns; (3) our own Realty Income (O) piece — raising the monthly dividend through a rate re-rating, judged on AFFO/operating cash flow (low-70s% covered) not GAAP payout; (4) TipRanks HWC/ESEA/WMB fresh dividend growers w/ Sept ex-div dates; (5) Dividend Informer 'AI earnings mirage' — capitalize-vs-expense inflates S&P 500 profits, so verify the cash. Trimmed 3 of 8 JMc URLs: 2 covered-call/structured-ETF issuer interviews (Canadian TECI + XFunds VOY) and the Doug $500k-retirement call (off-spine).","meta_description":"5 sources under one throughline — trust the raise, not the headline: a growing, cash-covered dividend is a signal you can verify; reported earnings and en…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1395,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/informed-investing-7720447/episodes/ep-140-trust-the-raise-not-the-headline/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-140-trust-the-raise-not-the-headline.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}