Ep. 224— Angel Oak’s McBurnette on opportunities in housing, mortgages
Ep. 223— Oppenheimer’s Penn: BDCs have adjusted to higher default risks
Ep. 222— Four classic closed-end funds that remain relevant and vibrant today
Ep. 221— 40 closed-end funds, a million ways to build a portfolio
Ep. 220— NAVigator bonus: Discounts are at widest levels in years, hunker down and buy
Ep. 219— Liberty Street’s Munafo says opportunity is knocking for private shares
Ep. 218— Nuveen’s Caraher: High-rates-for-longer puts emphasis on credit selection
Ep. 217— Economic conditions have given private credit lenders more power
Ep. 216— Abrdn’s Duitz says private infrastructure values ‘make no sense’ right now
Ep. 215— NAVigator bonus: As market nears record highs, Boughton still finds lots to buy
Ep. 214— In high-rate environment, don’t replace individual bonds with bond funds
Ep. 213— New SEC liquidity rules could spawn a boom in interval funds
Ep. 212— XA Investments’ Flynn sees rapid growth in interval funds using alternatives
Ep. 211— Closed-End Fund Advisors’ Scott on the funds he is using most for clients now
Ep. 210— BDCs are well-positioned to handle Fed policies and recession
Ep. 209— Gabelli’s Marangi expects market is about to widen its opportunity set
Ep. 208— Nuveen’s Baker: Look beyond yield to find opportunity in preferreds
Ep. 207— A ‘Wall of Meh’ in sentiment is an opportunity for closed-end fund investors
Ep. 206— BlueBay’s Farley on zagging while the credit market zigs