Ep. 359 — John Cole Scott: BDC worries are creating headlines, opportunities
The stock market has been beating up business-development companies, with the sell-off largely being blamed on the artificial intelligence boom and the high number of loans that BDCs make to software ...
Ep. 198— Angel Oak’s Pate sees ‘a once-in-a-decade opportunity for the banking space’
Cheryl Pate, senior portfolio manager at Angel Oak Capital -- co-manager of the Angel Oak Financial Strategies Income Term Trust -- says that current problems in the banking sector are setting up a recovery, noting that 'opportunities like this are fairly rare...
Ep. 197— RiverNorth’s O’Neill: Muni funds are ‘in the 99th percentile of cheapness’
Steve O’Neill, portfolio manager at RiverNorth, says the average municipal-bond closed-end fund has a discount of 10.5 percent, which over the last 25 years would be in 'the 99th percentile of cheapness'.

