We're kicking off Season 7! This week we cover Bayer's (BAYN.DE, BAYRY) Supreme Court win in the Roundup case and the reopened Strait of Hormuz, then break down five bank dividend increases: Morgan Stanley (MS) +15%, Citigroup (C) +11.6%, Goldman Sachs (GS) +11.1%, Wells Fargo (WFC) +11.1% and JPMorgan Chase (JPM) +10%. Our main topic: the dividend growth investing mindset in "the boring middle" — staying motivated through years of slow compounding, why higher-yield names like Intel (INTC) and HP (HPQ) start looking tempting, and why we still buy growers like Accenture (ACN) and PepsiCo (PEP) even though the Magnificent Seven could have beaten our returns. Plus listener questions on diversification, rebalancing, the LDEG Europe dividend ETF, WACC/ROIC, cash-secured puts and more. Join us :
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