We&#x27;re kicking off Season 7! This week we cover Bayer&#x27;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 JPMorgan Chase (JPM) +10%. Our main topic: the dividend growth investing mindset in &quot;the boring middle&quot; — staying motivated through years of slow compounding, why higher-yield names like Intel (INTC) and HP (HPQ) start looking tempting, and why we still buy growers like Accenture (ACN) and PepsiCo (PEP) even though the Magnificent Seven could have beaten our returns. Plus listener questions on diversification, rebalancing, the LDEG Europe dividend ETF, WACC/ROIC, cash-secured puts and more. ⁠Join us : Discord group - ⁠⁠⁠⁠⁠⁠https://discord.gg/nJyt9KWAB5⁠⁠⁠⁠⁠⁠ Follow us: Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Become a Premium Member for just 129 Euros a year: ⁠⁠⁠⁠⁠https://dividendtalk.eu⁠⁠⁠⁠⁠ Disclaimer: Educational content only. Not financial advice.

Ep. 301 | Big Bank Dividend Hikes (JPM, GS, MS, C, WFC) + The Boring Middle Mindset

Dividend Talk

# Full Transcript

**Podcast:** Dividend Talk

## Transcript

Iconic Vibes zum besten Preis. Wow geht mit Euphoria in die dritte Staffel. Ein paar Jahre nach der Highschool wusste ich nicht, ob das Leben so war, wie ich es wollte. Streame ab dem 13. April parallel zum US-Start. Wöchentlich eine neue Folge. Das Problem ist, wenn du einen Pakt mit dem Teufel schließt, gibt es kein Zurück mehr. Freu dich außerdem auf weitere Highlights wie House of the Dragon und Wicked. Alles ab nur 2,98 Euro im Monat. Streaming war noch nie so wow.

Spieren, Yoga, Joggen, nichts entspannt mich. Echt? Mich entspannt meine Steuer total. Steuer? Wie Finanzamt? Die Steuererklärung? Ja, ich habe ganz locker über 1000 Euro zurückbekommen. Hast du geheime Connections? Nö, nur die Visu-Steuer-App. Wow, und das ist einfach? Klar, die macht fast alles automatisch. Plötzlich fühle ich mich so entspannt. Hol dir dein Geld zurück. Tiefenentspannt mit Visu-Steuer.

Welcome to the Dividend Talk. Episode 301. Dividend-Growed Investing During the Boring Middle. Hey everyone, this week we are back for a light-hearted discussion about Dividend Growth Investing During the Boring Middle.

We also take a look at Bayer and some potential good news for Monsanto, as well as answer questions from our community. As always, if you want to join us on Facebook or Discord, we would be more than happy to welcome you there. And if you want to take a look at what we do for a newsletter, then please check out dividendtalk.eu. That's it for now. We will see you on the inside.

Hey European DJ, we're back for number 301, Season 7. We missed last week, so we have to apologize for everyone. It was a mix-up in our scheduling, let's say. So we both could make it on different days, but we are back this week. But what do you think on Episode 300? It's two weeks ago now. Who can believe two weeks ago? Yeah, it was amazing. We got so much nice feedback because it was a live show, right?

We had almost 45 people joining live, which was amazing. And I think we should do this much more often, maybe on a quarterly basis via Discord. Because the tooling is there for us, and why not do it live sometimes? The engagements are so cool. And for me, it's also nice to see the people. We are talking often to each other, having an imagination that a thousand people, a few thousands of people are listening. But then if you are in Discord, you actually see the people, which is so cool. Yeah, of course.

And they got to see you in the fits of laughing. You couldn't even speak for a couple of moments. Sometimes you miss those things when you're not here live with us. So it was quite nice. It's so lovely to see people we've obviously met. But then there's people that we talk to on a regular basis that we don't get to see often. So, yeah, it was quite nice. I have to say I really, really enjoyed it. We obviously had a few beers as well. Yes, or a few vodka shots in my case. But yeah, but look, apologies for last week.

I know w...

Ep. 301 | Big Bank Dividend Hikes (JPM, GS, MS, C, WFC) + The Boring Middle Mindset

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

Ep. 301 | Big Bank Dividend Hikes (JPM, GS, MS, C, WFC) + The Boring Middle Mindset

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.