Ep. 385 — Tortoise’s Thummel on why natural gas will help the U.S. win the global A.I. race
Rob Thummel, Senior Portfolio Manager at Tortoise Capital, says that for all of the power needs created by artificial intelligence, producers still need their power costs to be reasonable, and he expects...
Liberty Street Advisors: Private Shares Fund PM, co-creator reveals where private capital is moving ahead of IPO wave
Liberty Street Advisors: Private Shares Fund PM, co-creator reveals where private capital is moving ahead of IPO wave Jun 4th, 2026
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...
Kayne Anderson Real Estate Announces Oversubscribed Final Close of Opportunistic Equity Fund with $5.12 Billion in Commitments
Kayne Anderson Real Estate Announces Oversubscribed Final Close of Opportunistic Equity Fund with $5.12 Billion in Commitments May 22nd, 2026
VettaFi: NAHB Housing Market Index: Affordability Challenges Pull Down Builder Sentiment
VettaFi: NAHB Housing Market Index: Affordability Challenges Pull Down Builder Sentiment July 16th, 2026
Nuveen: A generational opportunity in infrastructure debt
Nuveen: A generational opportunity in infrastructure debt July 16th, 2026

