Podcast Episodes
Back to SearchTortoise'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 n…
21 hours ago
How rising Treasury rates (and relief) impact closed-end investors
Treasury rates hit their highest level in nearly 20 years this week; in response, the Treasury announced it was doubling its long-end buyback capacit…
1 week ago
John Cole Scott breaks down recent media recommendations on CEFs
When closed-end funds catch mentions in the mainstream media, the recommendations often focus on yield without digging deeper. In this episode of The…
2 weeks ago
How the market's recent rally created 'a good widening' of closed-end discounts
Discount-capture investor Rob Shaker, Portfolio Manager at Shaker Financial Services, says that while closed-end fund discounts have widened through …
3 weeks ago
Nuveen's Caraher on why senior loans are in a sweet spot now
Scott Caraher, Head of Senior Loans at Nuveen, says that the higher-for-longer interest rate environment has created "one of the most interesting and…
4 weeks ago
John Cole Scott on Q2 and the rest of '26 for closed-end funds, BDCs
John Cole Scott, President of CEF Advisors, provides takeaways from the second quarter for closed-end funds and business-development companies, notin…
1 month ago
XA's DiBernardo on why worried investors should consider covered calls now
Ray DiBernardo, Portfolio Manager for the XAI Madison Equity Premium Income fund, says he's concerned about the market's valuation levels — noting th…
1 month, 1 week ago
Gold fund manager Merk on ASA's fight with activist investors
Axel Merk, President and Chief Investment Officer at Merk Investments, discusses Saba Capital's activist campaign that got him ousted as portfolio ma…
1 month, 2 weeks ago
Gabelli's Dreyer on why sports and value picks are an antidote to A.I. obsession
Kevin Dreyer, Co-Chief Investment Officer for value at Gabelli Asset Management, says that there are plenty of values left in a market that has retur…
1 month, 3 weeks ago
CEF Data's Scott on the takeaways from Dechert's Private Credit Summit
John Cole Scott, President of CEF Advisors, attended the Private Credit Summit hosted this week in New York City by Dechert LLP, and came away with a…
2 months ago