Let me introduce you to the DividendTalk podcast series that I started together with my buddy Engineer My Freedom (Ireland).

It is a weekly podcast where we discuss dividend growth investing in a pub-style manner, nice light and easy. In case this triggers your curiosity, the structure of the show is typically something like this:

  • a brief reflection on the news from last week
  • discuss a certain Dividend Growth Investing related topic
  • answer questions from the community
  • sharing our stock pick of the week

All this with a European flavor!

To be honest, this is actually the podcast that we were searching for ourselves.

Most of the podcasts that we know are US-based and they hardly address specific topics in the minds of European investors (i.e. allocation EU vs US, Tax, European stocks).

Having said that, we aim to record our show every Friday night and publish it on Saturday before noon. In case you would like to submit one of your questions then just reach out to me via Twitter or join the DividendTalk Facebook face and publish your question there.

Having said that, you can follow us via one of the popular podcast channels if you want to be notified about any upcoming shows 👇

Did I make you curious?

Have a look at our pilot episode and take it from there to listen to the next in sequence 👌

And as always, I’m curious for your feedback 🙏

EPS 140 – how we decide what to buy when the market is under stress. Dividend Talk

In this episode, we share our thoughts on how we decide what to buy when the market is under stress. At the beginning of the episode, we discuss the news of the week surrounding ECB rate hike and how this has caused some fear for Irish residents due to the eviction ban being lifted at the end of the month. We also discuss Pfizer ($PFE) and their decision to spend $43 billion to acquire Seagen.  Is this cash-rich company squandering money?   Dividend Updates this week include Inditex, WP Carey and Vonovia. In the main topic, we discuss how the current situation in the financial sector is influencing what we buy. EDGI key takeaways include:  Avoid the blast zone at all times! You don’t need to be a hero  Look for high-quality stocks unrelated to the blast zone. However, often they hardly correct. Point in case: Texas Instruments, LVMH  However, insurance companies might still be worth considering. However, why are they dropping so much then? Ideally, I would buy for instance Pharma stocks right now, or consumer staples Energy is usually neither really a good idea because it’s very sensitive to consumer demand and expectations around that. This is your time to gobble up some high-quality stocks. As an example, JNJ doesn’t look too bad at these prices.   Derek’s key takeaways include: Try and stick to your core holdings Forget about price and yield. Focus on fundamentals and what can change them         Feels like a candy store but blocking out all the noise is important   As always we finish the episode with listener questions. Tickers discussed in this Podcast are NN.AS, TROW, AD.AS , WU, GEBN Join the conversation: https://www.facebook.com/groups/dividendtalk
  1. EPS 140 – how we decide what to buy when the market is under stress.
  2. EP #139 | 5 Dividend Growth Stocks we Buy on the Dip | Reflections on $SIVB and a ton of Bankers Jokes
  3. EP #138 | Special Guest: Ian Lopuch – A conversation about Dividend Growth Investing. #HighYield #DividendSafety #Crypto
5 3 votes
Article Rating
Notify of
Most Voted
Newest Oldest
Inline Feedbacks
View all comments