Ep. 383 — John Cole Scott breaks down recent media recommendations on CEFs
Ep. 382 — How the market’s recent rally created ‘a good widening’ of closed-end discounts
Ep. 381 — Nuveen’s Caraher on why senior loans are in a sweet spot now
Ep. 380 — John Cole Scott on Q2 and the rest of ’26 for closed-end funds, BDCs
Ep. 379 — XA’s DiBernardo on why worried investors should consider covered calls now
Ep. 378 — Gold fund manager Merk on ASA’s fight with activist investors
Ep. 377 — Gabelli’s Dreyer on why sports and value picks are an antidote to A.I. obsession
Ep. 376 — CEF Data’s Scott on the takeaways from Dechert’s Private Credit Summit
Ep. 375 — Landmark Supreme Court decision is a game-changer for investor activism
Ep. 374 — In a tight-spread, higher-for-longer rate market, discounts matter again
Ep. 373 — Bluerock’s Baffico says HALO trades will benefit from Private Credit Redemptions
Ep. 372 — Kayne’s Hamilton: ‘Historic’ oil drawdowns create energy infrastructure opportunities
() -
Ep. 371 — Sit’s Doty says rates will rise, peak and shift downward by year’s end
Ep. 370 — CEF Advisors’ Scott breaks down how bad news has impacted BDCs
Ep. 369 — Calamos’ Freund: Concerns are ‘distractions’, not market impediments
Ep. 368 — Enduring investment lessons from the legendary Mark Mobius
Ep. 367 — Liberty Street’s Gutierrez on private investment trends in A.I.
Ep. 366 — Veteran manager says that for all the headline risks, this is a ‘generic widening’
Ep. 365 — Despite scary headlines, low-A.I.-risk BDCs are worth a new look now