Ep. 111: Two Ways to Get Paid — Owning Dividend Growth vs. Renting High Yield

8 sources on one throughline — two ways to get paid: owning dividend GROWTH vs. renting high YIELD. Durable side: (1) JNJ dividend-quality (2.10% yield, 7.68%/5yr growth, 59.52% payout, ROE 25.92%, never cut 10+yr); (2) Realty Income (O) 5.00% yield + 29yr raises, now a $6B+ hyperscale data-center JV bolting ~27%/yr secular growth onto a blue-chip REIT; (3) this week's dividend raises led by financials — Citi +11.7% ($0.60->$0.67), Synchrony +13.3%, Northern Trust +10%, plus ALB token raise & CRT/PBT royalty-trust bumps; (4) McDonald's Dividend King down 21% from highs — rev $19B->$26B, FCF +54%, buy-the-dip case. Manufactured side: (5) our own BTCI teardown — screener '40.42% yield' is really a ~27.13% run-rate; share price -42.21% since Oct-2024 inception but total return -3.83% (distributions are paid-out capital/ROC); IBIT is the clean uncapped benchmark; YBTC/YBIT/MAXI comps; (6) a 14%-monthly 'downside-protected' fund (no covered calls); (7) best/worst weekly-pay ETFs — cash flow vs. total return. Lead with coverage & the business, not the headline yield.