This podcast episode covers various topics including Adobe's first quarter earnings report, Meta and Salesforce's decision to initiate dividend payments, the implications of these dividend payments, the relationship between mega cap tech stocks and dividend investing, and the Federal Reserve's decision on interest rates. Morningstar remains confident in Adobe's long-term prospects despite confusing guidance. Meta and Salesforce's initiation of dividends signals maturity and confidence in consistent cash flow. The dividend rate is relatively small, resulting in a low yield. Mega cap tech stocks may diversify the pool of dividend payers but are unlikely to be a major source of yield for income-seeking investors. The Federal Reserve is keeping a close eye on inflation and expects to cut rates in 2024, with further cuts in 2025 based on optimism about inflation coming down.