Ep. 267 — CION’s Gatto: Money rushing into BDCs creates middle-market opportunities
Ep. 266 — Picking between funds is about much more than big yields
Ep. 265 — John Cole Scott on BDCs vs. private credit funds, AI impacting money management, and more
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Ep. 264 — VettaFi’s Islam on the highs and lows of applying rules to CEF investing
Ep. 263 — When the industry tries to narrow discounts, ‘that’s good for all of us’
Ep. 262 — Nuveen’s Dave Lamb on how fund firms are reacting to increased activism
Ep. 261 — John Cole Scott on new trends reshaping closed-end funds
Ep. 260 — BlackRock’s Minar on how the firm is changing discount plays
Ep. 259 — Sizemore: “The Fed’s actions have changed, but the discounts remain”
Ep. 258 — Angel Oak’s Triick says mortgages are in a fixed-income sweet spot now
Ep. 257 — Liberty Street’s Munafo on opportunities in late-stage private venture
Ep. 256 — abrdn’s Mondillo says record discounts plus solid yields should pay off for muni investors
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Ep. 255 — John Cole Scott gives his first take on 2024
Ep. 254 — Sit’s Doty says meaningful rate cuts aren’t coming until 2025
Ep. 253 — Allspring’s de Silva says U.S. still has the world’s best income opportunities
Ep. 252 — What struggles in the BDC market portend in a changing rate cycle
Ep. 251 — Axel Merk on the broader impact of an activist investor’s approach
Ep. 250 — abrdn’s Omstead says the recent healthcare rally is just a start
Ep. 249 — Tough times for commercial real estate are making debt deals attractive