Cover art for Dividend Talk

EPS 266 | Q3 Portfolio Review and Some Earnings

Dividend Talk

Published
October 18, 2025
Duration
1h 39m
Summary source
description
Last updated
Oct 4, 2026

Discusses openai, investing.

Summary

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, ASML, Snap-on, and Pernod Ricard. We also chat about AI’s impact…

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Show notes

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, ASML, Snap-on, and Pernod Ricard. We also chat about AI’s impact on research firms like FactSet, how to use tools like ChatGPT without outsourcing your thinking, and share a few laughs about zero-alcohol vod

Themes

  • openai
  • investing