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.
Filtered episodes(6)
- StandardSummaries onlyQ2 2026 Earnings Season: IBM Crashes, TotalEnergies Shines | EP 304
Published Jul 25, 2026
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 growth investors. RELX (RELX.L) and Wolters Kluwer (WKL.AS) keep growing while everyone insists AI will erase them. Texas Instruments (TXN) looks like its capex super-cycle is finally turning. TotalEnerg
- StandardSummaries onlyQ2 2026 Portfolio Review: Dividend Aristocrats Beat Big Tech | Ep 302
Published Jul 4, 2026
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 income, up 14% year over year. On the news desk: why the US Dividend Aristocrats (NOBL) are outrunning software in 2026, Palantir (PLTR) CEO Alex Karp calling AI token pricing a "wealth tax" on business
- StandardSummaries onlyHow to Find US & European Dividend Growth Stocks | Insurance Dividend Boom, Novo Nordisk & AI Risks | EPS 285
Published Mar 1, 2026
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 usFollow Dividend Talk for weekly dividend investing discussions.Join our community on Discord and Facebook, and exploreour premium research at dividendtalk.eu, where we share deep dives and our dividend safety framework.Disclaim
- StandardSummaries onlyEPS 271 |European Dividends with an AI Edge: 5 EU Stocks Getting a Tech Boost
Published Nov 22, 2025
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 techgiants to find five European dividend stocks with a legitimate AI edge. Here’s what you’ll hear:The AI Bubble Debate: We discuss whether the AI bubble is about to burst, analysing warnings from Micha
- StandardSummaries onlyEPS #269 | Novo Nordisk Earnings, Kimberly-Clark Buys Kenvue, & Our Update on monthly dividend portfolio
Published Nov 8, 2025
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 facing very different challenges.Novo Nordisk’s obesity drugs, valuation reset, and dividend safety dominate the discussion, while Wolters Kluwer’s high-PE sell-off and the impact of AI on research businesses
- StandardSummaries onlyEPS 261 | High Yield Dividends, AI, and Emotional Investing
Published Aug 29, 2025
🔥 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 government stakes in Intel, the latest dividend announcements, and the dynamics of high-yield stocks.The conversation dives into emotional investing, the role of AI and robotics in portfolio management, and th