Podcast

Jason Akus, Head of Healthcare Investing for Aberdeen Investments, says that current conditions for healthcare and biotech investing are making for "one of the most challenging, difficult and dislocated environments I've seen." While trades in technology, artificial intelligence and...

Rob Shaker, Portfolio Manager of Shaker Financial Services, discusses "discount-capture investing," and how the market's wild moves around tariff announcements this year made the strategy particularly sensitive to the emotional changes of investors. Shaker says the overall trend for...

John Cole Scott, President of CEF Advisors, discusses how three areas that lagged during a strong first half of 2025 — municipal bonds, senior loans and master limited partnerships — are poised to be leading categories among closed-end funds for...

Kyle Brown, chief executive officer at Trinity Capital, sees the private-credit boom continuing, in part fueled by government efforts to generate business gains in the United States. That has created a new wave of capital expenditures — and...

Mike Schueller, Co-Manager of the Allspring Income Opportunities fund, says that high-yield bonds are poised to be steady performers through the current wave of headline risks and market uncertainty because the economy is solid enough...

John Cole Scott, President of Closed-End Fund Advisors — the Chairman of the Active Investment Company Alliance — answers listener questions about whether premiums and returns of capital are as bad for investors as they are often...

Bob Marcotte, President at Gladstone Capital Corp., says that government policies which encourage business investment and capital expenditures are creating outstanding conditions for the private credit market. In an interview at the Active Investment Company Alliance BDC Forum in New York City, Marcotte said...

Mitchel Penn, Managing Director at Oppenheimer & Co. — interviewed at the Active Investment Company Alliance BDC Forum in New York on Wednesday — says that credit losses for business development companies during the first quarter of 2025 were more than...

Tonnie Wybensinger, Head of Government Relations for the Small Business Investor Alliance — interviewed at the AICA BDC Forum in New York on June 11 — discusses the role that lobbyists play in the legislative process and how current efforts to...

Michael Grant, Co-Chief Investment Officer at Calamos Investments — Co-Manager of the Calamos Long/Short Equity & Dynamic Income Trust — says that current market conditions have made it that bonds are no longer...