Dividend Talk

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 consider exposure to Asian markets.
Florian shares his personal journey from building a company in China to achieving financial freedom, while also offering a nuanced perspective on the competition between Western and Chinese industries.
Ticker Symbols mentioned:
J36.SI – Jardine Cycle & Carriage
TS0U.SI – Keppel Infrastructure Trust
5109.KL – IHH Healthcare
3188.HK – CSOP Hang Seng TECH ETF
3032.HK – CSOP Hang Seng China Enterprises ETF

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Disclaimer: Educational content only. Not financial advice.

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 current yields, run through the latest dividend hikes (Hannover Re +39%, Swiss Life, General Dynamics, Realty Income & more), and answer listener questions on LVMH, Legal & General results, Oracle, T. Rowe Price, and non-US monthly dividend payers.
📌 Topics this week:

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EDGI Annual Report - 2025 Dividend Portfolio Review: The Good, The Bad and The Dollar

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%), share thoughts on the new L&G Global Quality Dividend ETF, and answer questions on Petrobras, Frontline, T. Rowe Price, and more.
 
Topics covered:
 Why dividend growth often outpaces salary increases
Texas Instruments & Nvidia humanoid robot collaboration
L&G Global Quality Dividend ETF breakdown
Using AI tools in investment research
Listener Q&A: Petrobras, Frontline, HIKMA, T. Rowe Price, BRAVIDIA & more
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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.
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Disclaimer: Educational content only. Not financial advice.
Chapters
00:00 – Intro & Market Context
03:00 – Diageo Dividend Cut
07:00 – Dividend Hikes: Munich Re, Allianz & More
14:00 – Why European Insurers Are Performing
20:00 – How to Find Dividend Growth Stocks
30:00 – Screening Tools for US & European Stocks
40:00 – AI, SaaS & Financial Data Debate
49:00 – NN Group vs ASR Nederland
55:00 – Listener Q&A & Wrap-Up

A few links mentioned in this show:
The famous CCC-list - US Dividend Aristocrats
30 European Dividend Stocks
FinViz screener
Dividend Talk Premium - 150 US & EU dividend stocks assessed for dividend safety
Another great source is our communities:
Dividend Talk @ Discord
Dividend Talk @ Facebook

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, Lyondell Basel, and Diageo. We reveal the red flags lurking behind their glossy veneer — from debt overreach and cyclical downturns to reckless acquisitions and questionable dividend sustainability.
You’ll discover why Bayer’s disastrous Monsanto mergerturned into a debt nightmare, how cyclical industries can turn dividend darlings into ticking time bombs, and what the real danger signs are that a household name might cut its Dividend next year.

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Disclaimer: Educational content only. Not financial advice.