Ep. 372 — Kayne’s Hamilton: ‘Historic’ oil drawdowns create energy infrastructure opportunities
Gordon Hamilton, Senior Managing Director for Kayne Anderson, Portfolio Manager for the Kayne Anderson Energy Infrastructure fund, says that there will be a big call on U.S. energy infrastructure companies...
Ep. 162— Private equity zags in market where everything is moving (down) together
Timothy Reick, chief executive officer at Liberty Street Advisors -- advisor to the Private Shares Fund -- says that private equity is an asset class that is not correlated to the broad stock market, and that individual investors largely overlook its potential role in their portfolios...
Ep. 161— John Cole Scott: Expect ‘upside surprises’ for BDCs during earnings season
John Cole Scott, chief investment officer at Closed-End Fund Advisors and the chairman of the Active Investment Company Alliance, says that business-development companies -- which are built to handle a four-year business cycle -- are looking at positive surprises as second-quarter earnings season arrives...
Closed-End Fund Discounts Widen Again in Q3
After the Fed's benchmark rate cut on September 17, 2025, investors moved quickly into municipal bond closed-end funds (CEFs), international bonds, and preferred equity: sectors that stood gain swift relief from the quarter-point rate reduction.
Ep. 339 — Year-end action – not bubble worries – will drive year-end CEF discounts
Discount-capture investor Rob Shaker, Portfolio Manager at Shaker Financial Services, says that he's "not seeing anything in the closed-end fund space that would point to any type of bubble conditions." He sees generic, slow widening of discounts happening now, mostly ...