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Ep. 331 — Tortoise’s Thummel says it’s ‘the best time i’ve ever seen’ for energy investing

September 5th, 2025|Comments Off on Ep. 331 — Tortoise’s Thummel says it’s ‘the best time i’ve ever seen’ for energy investing

Rob Thummel, Senior Portfolio Manager at Tortoise Capital, says that this is "the best time I have ever seen" in a three-decade career to be investing in energy. Thummel, who manages Tortoise Energy Infrastructure, notes that the U.S. has grown into the largest...

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Ep. 330 — XA’s Flynn on how crypto, private equity will impact retirement-savings plans

August 29th, 2025|Comments Off on Ep. 330 — XA’s Flynn on how crypto, private equity will impact retirement-savings plans

Kimberly Flynn, President at XA Investments, discusses the recent executive order signed by President Trump that allows a dramatic expansion of alternative assets to be part of 401(k) and other retirement plans. While the headlines have made it seem like...

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Ep. 329 — Oppenheimer’s Penn: ‘Fairly valued’ BDCs

August 22nd, 2025|Comments Off on Ep. 329 — Oppenheimer’s Penn: ‘Fairly valued’ BDCs

Mitchel Penn, Managing Director of Equity Research for Oppenheimer & Co., says that business-development companies are now "fairly valued" by the market, which means that their biggest potential gains for the remainder of the year will come from simply capturing dividend payouts.

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