In short: Desai (keep, core income holding): one of the longest uninterrupted dividend track records in the business — 75 years; ~5.5% yield from a blend of fixed income, convertibles, equity-linked notes and dividend-paying equities: high income plus equity upside.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.