Ep. 204— Kayne’s Baker: Energy industry is well set up for the next five years
Ep. 203— Liberty Street’s Munafo tells the two stories facing private equity now
Ep. 202— The NAVigator at Morningstar: Mario Gabelli on his long closed-end fund career
Ep. 201— VettaFi’s Islam: ETFs give closed-end investors easy, ready-made portfolios
Ep. 200— Abrdn’s Mondillo on the muni market’s year of wild swings
Ep. 199— John Cole Scott on private equity’s increasing role in closed-end investing
Ep. 198— Angel Oak’s Pate sees ‘a once-in-a-decade opportunity for the banking space’
Ep. 197— RiverNorth’s O’Neill: Muni funds are ‘in the 99th percentile of cheapness’
Ep. 196— Sit Funds’ Doty: Banking woes are creating closed-end opportunities
Ep. 195— CEF Advisors’ Scott: Upcoming rate, inflation headlines won’t rattle BDCs
Ep. 194— Reaves’ CEO Rhame: Despite high-rate, high-inflation market, utilities are worth a look
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Ep. 193— XA’s Perry says leverage in rising-rate world is a double-edged sword
Ep. 192— GraniteShares’ Rhind: Inflation’s peak improves prospects for BDCs and CEFs
Ep. 191— Wallach Beth’s trading director on CEF liquidity and execution
Ep. 190— CEF Advisors’ Scott on how the ’23 hot start changes the closed-end landscape
Ep. 189— Abrdn’s Purington: Middle-market infrastructure has some extra pop right now
Ep. 188— Nuveen’s Nate Jones: Upward sloping muni yield curve creates opportunities
Ep. 187— ASA Gold’s Merk: The market is already pricing in a recession
Ep. 186— Angel Oak’s Pate: End of the rate-hike cycle will pay off for banks in ’23