Ep. 123: Mispriced — AI Panic Markdowns, All-Time Highs, and the 18% Yield That Lost Money

6 curated sources on what the market is mispricing: PAYX/FDS/TRI AI-panic markdowns (quality growers on sale, judged on FCF coverage), Chris D'Agnes/Hamlin Capital dividend-growth framework (balance sheet + coverage + yield traps + energy), Coca-Cola at an all-time high (26x on 5% growth), Target turnaround (55-yr raiser up 53% YTD, UBS $166 target), PIMCO PDX bond CEF (real covered 7.5%), Nicholas XFunds (18% yield / -22% capital = manufactured yield). Throughline: real yield is funded by cash flow, manufactured yield by your own principal. Set aside 2 of the 8 sent URLs for overlap: etftrends derivative-income ETFs (dups yesterday's covered-call/NEOS lane + JS-blocked) and dividends4me 15-hikes list (caution overlaps Hamlin).