Ep. 373 — Bluerock’s Baffico says HALO trades will benefit from Private Credit Redemptions
Steve Baffico, Executive Vice President and head of listed products at Bluerock, which runs the Bluerock Private Real Estate fund, expects the real estate market to benefit as money moves from private credit...
Ep. 188— Nuveen’s Nate Jones: Upward sloping muni yield curve creates opportunities
Nate Jones, head of fund finance and Treasury at Nuveen, says that conditions and 'market nuances' from late in 2022 have carried into the new year, noting that the yield curve for municipal bonds is sloping upward even more than the plot on taxable bonds...
Ep. 187— ASA Gold’s Merk: The market is already pricing in a recession
Axel Merk, chief investment officer of the ASA Gold and Precious Metals fund, says that the market is pricing in a recession and the start of rate cuts down the road, and the gold market is already reacting because it tends to lead in these cycles...
Saratoga Investment Corp. Declares Dividend of $0.75 Per Share for the Fourth Quarter of Fiscal 2026; Paid in Monthly Dividends of $0.25 Per Share
Saratoga Investment Corp. Declares Dividend of $0.75 Per Share for the Fourth Quarter of Fiscal 2026; Paid in Monthly Dividends of $0.25 Per Share December 11th, 2025
Ep. 348 — Sit’s Doty sees opportunities in the next Fed ‘mess’
Bryce Doty, senior portfolio manager at Sit Investment Associates, says that "every time a new Fed chair comes in, they do something dumb," and with Jerome Powell on his way out as the chairman of the Federal Reserve, he expects some ...