Podcast

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Ep. 328 — Calamos’ Freund expects 4 rate cuts in a year, creating wider discounts

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Ep. 328 — Calamos’ Freund expects 4 rate cuts in a year, creating wider discounts

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Ep. 327 — A battle over closed-end activism is now awaiting a Supreme Court decision

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Ep. 327 — A battle over closed-end activism is now awaiting a Supreme Court decision

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Ep. 326 — CEF Advisors’ Scott on the realities and mirages of double-digit yields

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Ep. 326 — CEF Advisors’ Scott on the realities and mirages of double-digit yields

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Ep. 325 — Aberdeen’s Akus on the struggles facing healthcare, biotech investors

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Ep. 325 — Aberdeen’s Akus on the struggles facing healthcare, biotech investors

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Ep. 324 — Veteran manager says volatile market has stress-tested ‘discount-capture investing’

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Ep. 324 — Veteran manager says volatile market has stress-tested ‘discount-capture investing’

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Ep. 323 — John Cole Scott on the assets he expects to thrive for the rest of ’25

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Ep. 323 — John Cole Scott on the assets he expects to thrive for the rest of ’25

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Ep. 322 — Trinity’s Brown: Near-shoring, interest rates and more are boons for private credit

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Ep. 322 — Trinity’s Brown: Near-shoring, interest rates and more are boons for private credit

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Ep. 321 — Allspring’s Schueller says this ‘muddle-through economy’ is good for junk bonds

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Ep. 321 — Allspring’s Schueller says this ‘muddle-through economy’ is good for junk bonds

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Ep. 320 — Your questions answered with John Cole Scott of Closed-End Fund Advisors

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Ep. 320 — Your questions answered with John Cole Scott of Closed-End Fund Advisors

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Ep. 319 — Bonus NAVigator: Gladstone’s Bob Marcotte at the AICA BDC Forum

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Ep. 319 — Bonus NAVigator: Gladstone’s Bob Marcotte at the AICA BDC Forum

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Ep. 318 — Bonus NAVigator: Oppenheimer’s Penn is watching how credit losses weigh on BDCs

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Ep. 318 — Bonus NAVigator: Oppenheimer’s Penn is watching how credit losses weigh on BDCs

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Ep. 317 — How a BDC industry advocate shapes policies in Washington

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Ep. 317 — How a BDC industry advocate shapes policies in Washington

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Ep. 316 — Calamos’ Grant on getting equity-like returns without market correlation

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Ep. 316 — Calamos’ Grant on getting equity-like returns without market correlation

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Ep. 315 — John Cole Scott on whether “the best funds” live up to their billing

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Ep. 315 — John Cole Scott on whether “the best funds” live up to their billing

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Ep. 314 — Nuveen’s Griggs: In turbulent markets, small portfolio tweaks have big impacts

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Ep. 314 — Nuveen’s Griggs: In turbulent markets, small portfolio tweaks have big impacts

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Ep. 313 — CION’s Gatto on how private markets have weathered tumultuous markets

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Ep. 313 — CION’s Gatto on how private markets have weathered tumultuous markets

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Ep. 312 — Aberdeen’s Kohl: Dividends offer some certainty amid tariff uncertainty

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Ep. 312 — Aberdeen’s Kohl: Dividends offer some certainty amid tariff uncertainty

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Ep. 311 — Oaktree’s Poli: Amid concerns over stocks and bonds, credit is the place to be

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Ep. 311 — Oaktree’s Poli: Amid concerns over stocks and bonds, credit is the place to be

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Ep. 310 — Sit’s Doty is trading up and still expecting double-digit gains this year

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Ep. 310 — Sit’s Doty is trading up and still expecting double-digit gains this year

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Ep. 309 — John Cole Scott on closed-end funds that can weather this storm

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Ep. 309 — John Cole Scott on closed-end funds that can weather this storm