PODCAST · business
Dividend Talk
by Dividend Talk
Join hosts Derek from Ireland & Edgi from the Netherlands on the Dividend Talk podcast, your number one source for all things Dividend Growth with a European perspective. With a shared passion for Dividend Growth investing, they provide personal insights, strategies, & experiences, while featuring guests from around the world to inspire and educate investors. Join their discussions designed to empower you with knowledge, keep you informed on market news, and equip you with valuable tools to maximize your investments. Tune in to learn and grow with us.
Episodes
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The Art of the Turnaround and What We Learned Along the Way
This week on Dividend Talk, we get into the art of the turnaround investment .What worked, what didn't, and what we've learned the hard way. We share real stories from Walgreens, Intel, and Texas Instruments, then turn to Nike, Vici Properties, and ASR to figure out which stocks are genuine...
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Ep. 305: Should Cyclical Stocks Be in Your Dividend Portfolio? (BHP, Exxon, Rio Tinto)
We're back after our first-ever summer break! This week: should cyclical stocks have a place in a dividend growth portfolio built for financial independence? We use BHP, Rio Tinto, and ExxonMobil as real examples of the trade-offs. Also covered: a Guinness heist making headlines, the Netherlands...
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Quick Update
Hey Everyone! We're taking a quick 4-week break from releasing new episodes due to some personal stuff on our end. We will be back in September Thank you for understanding while we step away for a moment. In the meantime, it's a great chance to catch up on any past episodes you might have missed!...
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Q2 2026 Earnings Season: IBM Crashes, TotalEnergies Shines | EP 304
Q2 2026 earnings season has started, and it opened with a bang: IBM (IBM) dropped 25% in a single day. We dig into why, and land on an uncomfortable answer — it isn't the technology that keeps failing this company, it's the culture. From there we work through the reports that matter for dividend...
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EP 303: Dividend Investing with Belle Dividends | How to deal with a major cash windfall
This week we welcome our first Belgian guest to the show: Belle Dividends (Kim). Kim's story starts almost by accident. In January 2022, after a failed attempt to become a crypto trader, he opened an account with Belgian broker Bolero and bought his first three stocks: AB InBev, Kinepolis and...
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Q2 2026 Portfolio Review: Dividend Aristocrats Beat Big Tech | Ep 302
In episode 302 we review our Q2 2026 dividend portfolios during a quarter where the market quietly rotated out of tech and back into dividend growth. EDGI is now 99.6% of the way to his FIRE number with +14.4% dividend income growth for the quarter, while Derek crossed €7,000 in trailing dividend...
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Ep. 301 | Big Bank Dividend Hikes (JPM, GS, MS, C, WFC) + The Boring Middle Mindset
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...
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EPS #300 🎉 Live Show, Special Guests & a Toast to the Journey 🥂
Episode 300. We made it 🎉 This one was recorded live on our Discord Server, and it felt exactly like it should – a little chaotic, a lot of fun, and genuinely reflective at times. We were joined by two special guests: Nelson from Canadian Dividend Investing and Luke from the Wall Street Wildlife...
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Dividend Talk Confessions: Our Dumbest Stock Picks & Biggest Investing Regrets | Ep. 299
In Episode 299, We lay out their worst stock picks, the dividend cuts they didn't see coming, and the companies they were completely wrong about. Walgreens Boots Alliance (WBA), Tupperware (bankrupt), Canopy Growth (CGC), Intel (INTC), AT&T (T), Evolution Gaming (EVO.ST), Tanger Properties (SKT),...
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Dividend Investing When Market Valuations Are High | Eps 298
May and June are peak dividend season for Europeaninvestors—we get that magical "kaching kaching" as companies distribute annual earnings after shareholder meetings. But this year, everything feels expensive. So what's an Dividend investor to do when valuations are stretchedand the market seems…
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5 Real Estate Stocks Paying 2%–6% Yields — Are They Worth It? | Ep. 297
This week we break down five real estate investment trustswe like for dividend growth investors — from the Las Vegas strip to German retail parks. VICI Properties (VICI), Big Yellow Group (BYG.L), Healthpeak Properties (DOC), Defama (DEF.DE), and Agree Realty (ADC) each offer a different flavour…
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Stress Testing Your Dividend Portfolio: What Would a Market Crash Do to Your Income?
With earnings season fading and geopolitics heating up, we take a hard look at what could go wrong — and how a well-structured dividend portfolio holds up under pressure. We walk through their full stress-testing framework: concentration limits, sector exposure (no more than 20%), currency risk,...
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Why Zoetis (ZTS) Dropped 30% — And Shell Hiked Its Dividend Twice | Ep. 295
Join us at episode 300 for a live episode. Sign up here: https://docs.google.com/forms/d/e/1FAIpQLScSyGjwjj1cl1iAIIp87bJb5u3pq3Ez6yynchPzmxaz0sSLWw/viewform?usp=headerEpisode 295 is a packed one. Shell (SHEL) caps a strong Q1 with its second dividend hike of the year, bringing the annualised...
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Brookfield’s Big Drop, Starbucks' Return & Shell’s Strategy | Dividend Talk Ep. 294
We break down a "full-packed session" of earnings and acquisitions. Brookfield Infrastructure (BIPC):A double-digit drop post-earnings. Derek explains the "paper loss" on hedges and the potential BIP/BIPC merger complexities.The Starbucks Turnaround:Comparable store sales are up 7.1% in the US.…
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Earnings Season Kicks Off: Intel Triples, Texas Instruments Surges 18% & Tim Cook Steps Down | Ep. 293
Earnings season is open. We work through Intel's (INTC) bizarre tripling in share price, Tim Cook's exit from Apple (AAPL), Texas Instruments' (TXN) 18% single-day surge, and European earnings from Mensch und Maschine (MUM.DE), L'Oréal (OR.PA), VOPAK (VPK.AS), and Procter & Gamble (PG). Dividend...
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From 30K to 6M: Hugo's Shipping Investment Journey | Eps 292
Hugo shares his inspiring journey from a casual interest in boats to building a multi-million NOK shipping investment portfolio. He discusses industry cycles, strategic investing in shipping and oil, and how to navigate volatility and black swan events. Join us for an discussion with Hugo from...
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REITs, M&A Waves & the Management Test: Jussi Askola on Investing in Real Estate Investment Trusts
This week we welcome Jussi Askola – Finnish-born REIT specialist, founder of Lundberg Capital, and author of The REIT Advantage – to Dividend Talk. Jussi runs one of the largest paid REIT investor communities online, High Yield Landlord, and advises family offices and institutional investors on...
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Our Q1 2026 Dividend Portfolio Review | Nike's Dividend Risk & Evolution AB Drama | Ep. 290
It's Easter weekend and we're reviewing our Q1 2026 dividend portfolios. Derek's portfolio hit €130K, with projected annual dividend income of €25.2K, while EDGI saw 18.7% quarter-over-quarter dividend income growth and a portfolio that's doubled in just three and a half years. We kick things off...
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Eps 289: Is the Food Business Still Going to Pay Growing Dividends?
Consumer staples are in defensive mode and this week's news explains why. We dig into the M&A wave reshaping the food sector: the failed Unilever/Kraft Heinz merger talks, Unilever's potential sale of its food assets to McCormick, and Danone's acquisition of Huel. Is traditional food still a...
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EP 288: Dividend Investing in Asia - Why & How to Get Started with special guest Florian
This podcast episode of Dividend Talk features an in-depth interview with Florian, a seasoned engineer and investor who has lived and worked in Asia for 15 years. The discussion explores the shifting global economic landscape, specifically the rise of the "Global South" and why investors should...
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How to Spot & Remove Deadwood From Your Portfolio | Dividend Talk Ep. 287
Portfolio spring cleaning time. In Episode 287, we break down exactly how to identify and remove deadwood from your dividend portfolio, the companies quietly dragging you down while you're not looking. We also react to $100 oil, debate whether Shell should stop its buyback programme at the…
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Why Owners Get Paid More Than Employees | Dividend Talk Ep. 286
Is it fair that investors earn more than workers? In Episode 286, we tackle a listener comment that sparked a real debate about capitalism, wages, and the power of ownership. We also cover the latest dividend hikes from American Express (+16%), Munich RE (+20%), and the Cheesecake Factory (+11%),...
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How to Find US & European Dividend Growth Stocks | Insurance Dividend Boom, Novo Nordisk & AI Risks | EPS 285
How do you consistently find high-quality US and European dividend growth stocks? In Episode 285, we revisit our original stock screening framework and update it for today’s market environment including AI disruption, insurance sector tailwinds, and dividend safety. Join us Follow Dividend Talk…
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A Great Business Does Not Mean A Great Dividend Growth Stock | EPS 284
Most household names with global brands are not the dividend growth stocks you think they are. They’re thriving at selling products, but many struggle to pay shareholders, and some are closer to dividend cuts than you realise. In this episode, we peel back the curtain on giants likeBayer…
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EPS 283 | European Earnings and why Dutch Investors are Screwed!
Are European dividend stocks becoming the ultimate safety net in a volatile market? In Episode 283 of the Dividend Talk podcast, we break down the latest European earnings Season, including massive dividend hikes from companies like NN Group and Ahold Delhaize, while also tackling the…
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Why Dividend Investors Aren’t Panicking During the Bitcoin Crash
Bitcoin is crashing, tech and SaaS stocks are under pressure, and social media is full of panic but dividend investors are staying calm. In this episode, Derek and European DGI explain why this sell-off is sector-specific, not a market crash, and how dividend growth portfolios are holding up...
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EPS 281 | Dividend Earnings Season is still on fire | UNH, MO, SAP and LVMH
Earnings season is in full swing, and this week on Dividend Talk it’s all about what recent earnings and dividend announcements really mean for long-term dividend investing. The conversation covers major earnings from companies likeMicrosoft, SAP, LVMH, Apple, Texas Instruments, Visa, Starbucks,...
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EPS 280 |Dividend Earnings Season Begins: Johnson & Johnson, Fastenal & Investor AB
In this episode of Dividend Talk, we break down fresh warnings, dividend hikes, and the big stories in EuropeDividend growth investors need to understand right now. We start with the first earnings of the season, led by Johnson & Johnson, and dig into what its latest results tell us about…
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EPS279 | Dividend Investing for Kids: How to Spark Financial Curiosity
How do you get kids interested in money, saving, and investing without boring them? In this episode of the Dividend Talk Podcast, we discuss how parents and long-term investors can teach kids about finances, investing, and the value of money in a practical, relatable way. We share real…
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EPS #278 | Building Wealth Together: Our Community Portfolio Review | + Novo Nordisk News, Rio Tinto & Glencore Merger, Terry Smith's Annual Shareholder Letter,
In this episode of the Dividend Talk podcast, we review the performance of their Community Dividend Growth Portfolio, discuss Novo Nordisk's news, the Rio Tinto & Glencore Merger, Terry Smiths Fundsmith annual shareholder letter, and much more. And as always, they answer many questions from the...
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Eps 277 | 2025 Q4 Portfolio Review & Year in Dividends
In this episode of the Dividend Talk Podcast, we review our 2025 dividend portfolio performance, break down dividend income growth, and reflect on what worked (and what didn’t) for long-term dividend growth investors in Europe. We cover: 2025 portfolio returns & dividend income growth Currency...
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EPS 276| 2025 Year in Review & Crazy Predictions for 2026
We wrap up 2025 with a full Dividend Talk year-in-review, reflecting on the biggest investing lessons, most discussed stocks, and the questions that mattered most to dividend growth investors. In this episode, we cover: • What worked (and didn’t) in 2025• The most talked-about stocks, including...
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Eps 275 | Dividend Withholding Tax: How Much Income Are You Losing?
In this episode of the Dividend Talk, we discuss dividend withholding tax, after-tax dividend yield, and dividend income for European investors. We explain how dividend taxes work across Europe, why tax treaties often fail in practice, and how broker choice impacts dividend compounding. Using…
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EPS 274 | Small & Mid Cap Investing with Heavy Moat Investments
In this episode of Dividend Talk, we’re joined by Niklas from Heavy Moat Investments for a deep dive into European small- and mid-cap investing, moats, portfolio concentration, and how to think about quality businesses when valuations get stretched. We kick things off with a packed dividend...
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EPS 273 | Our Christmas Dividend Stock list for 2025!
This week, we’re getting into the Christmas spirit… dividend investor style. 🎄 Instead of toys under the tree, we’re talking 5 dividend growth stocks under the Christmas tree . And unlike the usual suspects we always seem to mention, this episode brings a fresh mix of companies we don’t discuss...
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EPS 272 | 2026 Dividend Strategy: What Dividend Investors MUST Do Before Year-End
This week on Dividend Talk, we sit down together to look ahead to 2026 and ask a big question: is now the perfect moment to review and refine our dividend growth investing strategy? Every Friday, we chat about dividend stocks, and in this episode, we’re diving deep into planning, discipline, and...
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EPS 271 |European Dividends with an AI Edge: 5 EU Stocks Getting a Tech Boost
Join us in Malmo for a real-life #DividendTalk meetup. Signup here: 🔗 https://docs.google.com/forms/d/e/1FAIpQLScSSOtk8LjBL80RLgfDjA1ITL16q89IlvbErgRUsdA0KG5ahw/viewform?usp=header 📍 Location: Malmö, Sweden📅Date: Friday, 17 January 2025 Welcome to Episode 271! This week, we look past the US...
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EPS #270 | 3 Safe Dividend Stocks in the Nordics & Merck's $9.2 Billion Acquisition
Join us in Malmo for a real-life #DividendTalk meetup. Sign up here: 🔗 https://docs.google.com/forms/d/e/1FAIpQLScSSOtk8LjBL80RLgfDjA1ITL16q89IlvbErgRUsdA0KG5ahw/viewform?usp=header 📍 Location: Malmö, Sweden 📅 Date: Saturday, 17 January 2026 Welcome to Episode 270! This week, we dive into a...
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EPS #269 | Novo Nordisk Earnings, Kimberly-Clark Buys Kenvue, & Our Update on monthly dividend portfolio
In this week’s episode of Dividend Talk we kick off with Kimberly-Clark’s surprise move to buy Kenvue, asking if it’s a smart acquisition or a future balance-sheet headache. Then we review Q3 earnings from Novo Nordisk, Wolters Kluwer, and Ahold Delhaize, three European dividend powerhouses…
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EP #268 | PayPal’s First Dividend! | Schneider Data-Center Surge, UNH & Shell Earnings + Listener Qs
In this week’s episode of Dividend Talk, we’re back with a jam-packed Dividend Announcements & Earnings deep dive. We kick things off with PayPal initiating its first-ever dividend (welcome to the club, Monkey!), Hershey holding flat to stay off the aristocrat chopping block, and a wild stat on...
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EPS 267 | Q3 Earnings and should we be worried about Evolution Gaming
In this week’s episode of Dividend Talk, we’re back with Q3 Earnings Roundup. We kick things off with Novo Nordisk shaking up half its board of directors, before covering two big dividend announcements from McDonald’s and Amphenol. Then it’s over to earnings, where we break down results from...
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EPS 266 | Q3 Portfolio Review and Some Earnings
In this week’s episode of Dividend Talk, we’re back with our Q3 Portfolio Review, covering earnings, market news, and plenty of dividend insights. We start with France’s credit downgrade and what rising debt could mean for European investors, before diving into results from Johnson & Johnson…
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EP #265 | How to Prepare for a Market Crash as a Dividend Growth Investor | Co-hosted by Dividend Wave 🌊
Market crashes are part of investing, but how do dividend growth investors navigate them without losing sight of their long-term goals? In this episode, eDGI and Dividend Wave discuss the practical steps you can take to strengthen your portfolio, manage emotions, and keep your dividend income…
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Eps 264| How We Handle Drawdowns in Dividend Growth Investing
In this episode, we dive into the realities of dealing with portfolio drawdowns as dividend growth investors. From personal examples to strategies for averaging down, price anchoring, and knowing when to hold or sell, we share how we manage the emotions that come with falling share prices. We…
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EPS 263 | Position Sizing and Portfolio Management in Investing
In this episode of the Dividend Talk, we dive into the art ofportfolio management thanks to a couple of listener questions. We talk about how to size positions, when to trim, and how to maintain balance without falling into emotional traps. The episode covers trimming winners vs. letting them…
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Eps 262 | 4 Reliable Dividend Stocks for September 2025
Derek and Edgi share four safe dividend stocks for September ,Accenture, Fuchs Petrolub, Canadian Natural Resources, and Munich Re. They also cover market news on Sanofi, Novo Nordisk, and T. Rowe Price, discuss dividend hikes, and tackle listener questions on gifting stocks, building a…
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EPS 261 | High Yield Dividends, AI, and Emotional Investing
🔥 Want a safer, more reliable dividend portfolio? Go here: (free stock card & deep dive samples) https://dividendtalk.eu/download-your-free-samples/ In this episode of the Dividend Talk Podcast, Edgi puts Derek on the spot and quizzes him about his portfolio. We explore the implications of...
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EPS 260 | Roasting European DGI's portfolio and are we in an AI bubble
🔥 Want a safer, more reliable dividend portfolio? Go here: (free stock card & deep dive samples) https://dividendtalk.eu/download-your-free-samples/ In this episode of the Dividend Talk Podcast, we engage in a lively discussion about EDGI’s portfolio. We explore the recent developments…
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EPS 259 | Megatrends in Dividend Investing: Infrastructure, Clean Energy, Technology, & More
This week on Dividend Talk, Derek is joined by Jeremy from Dividend Stockpile to explore some of the biggest Megatrends shaping our investing future. We cover the opportunities and risks in infrastructure, clean energy, technology, and healthcare, and how dividend investors can position…
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EP 258 | Q2 Performance Review | & our thoughts on Wolters kluwer, Novo Nordisk and UnitedHealth
In this week’s episode of Dividend Talk, we kick off with our Q2 performance review , looking at how our dividend portfolios fared, what we bought, sold, and learned over the past quarter. We also dive into three big names making headlines: Wolters Kluwer’s sharp share price drop and the fear of…
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ABOUT THIS SHOW
Join hosts Derek from Ireland & Edgi from the Netherlands on the Dividend Talk podcast, your number one source for all things Dividend Growth with a European perspective. With a shared passion for Dividend Growth investing, they provide personal insights, strategies, & experiences, while featuring guests from around the world to inspire and educate investors. Join their discussions designed to empower you with knowledge, keep you informed on market news, and equip you with valuable tools to maximize your investments. Tune in to learn and grow with us.
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Frequently Asked Questions
How many episodes does Dividend Talk have?
Dividend Talk currently has 312 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Dividend Talk about?
Join hosts Derek from Ireland & Edgi from the Netherlands on the Dividend Talk podcast, your number one source for all things Dividend Growth with a European perspective. With a shared passion for Dividend Growth investing, they provide personal insights, strategies, & experiences, while featuring...
How often does Dividend Talk release new episodes?
Dividend Talk publishes regularly with 312 episodes available. Check the episode list for the typical release schedule.
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You can listen to Dividend Talk on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Dividend Talk?
Dividend Talk is created and hosted by Dividend Talk.
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