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
Ep. 185— AICA’s John Cole Scott: Expect the weak to get stronger in 2023
Ep. 184— 2022 Year in Review: Promising opportunities arise from tough times
Ep. 183— VettaFi’s Morris: For investors playing defense, midstream companies make sense
Ep. 182— RiverNorth’s O’Neill: ‘Tis the season to go discount and bargain hunting
Ep. 181— Saratoga’s Oberbeck: The Fed’s moves have put BDCs in a good spot
Ep. 180— John Cole Scott goes discount shopping for Black Friday
Ep. 179— First Trust’s Grayson: Interval funds are a way to zig against the market’s zag
Ep. 178— Oppenheimer’s Penn: BDC payouts have improved, but credit risk is up too
Ep. 177— CEFA’s Scott: Rate uncertainty creates values in muni bonds
Ep. 176— Parametric’s Milner: Closed-end funds are reaching a point of ‘great opportunity’
Ep. 175— Octagon’s Lam: Rising rates are creating an opportunity in the loan market
Ep. 174— BlueBay’s Farley: Event-driven investing ‘should get a lot easier’
Ep. 173— Calamos’ Bush: Convertibles haven’t delivered on their promise, yet
Ep. 172— Choose your weapons: Arming yourself against rising rates and recession
Ep. 171— Validus’ Mark Scalzo discusses ‘direct listing’ alternatives and a massive discount
Ep. 170— Trinity Capital’s Brown on double-digit yields and venture-backed growth
Ep. 169— Angel Oak’s Pate: Aggressive Fed actions puts community banks in a sweet spot