Carlyle: Five Questions for 2026
Carlyle: Five Questions for 2026 January 13th, 2026
Ep. 71— The good, bad and ugly of closed-end investing from 2020
John Cole Scott of Closed-End Fund Advisors, the founding chairman of the Active Investment Company Alliance, compares 2020 to unusual years from the past, looks at the best and worst performing investment areas for...
Ep. 70— Angel Oak’s Pate: Financials are at a good point ‘for valuations to take off from here’
Cheryl Pate, portfolio manager for Angel Oak Capital, says that banks took steps to shore up their balance sheets and now are sitting on excess reserves, which should boost earnings in the latter half of 2021. Coupled with a positive picture on interest rates...

