Podcast Episodes
Back to SearchDespite scary headlines, low-A.I.-risk BDCs are worth a new look now
With the market kicking business-development companies in the teeth, John Cole Scott , President of CEF Advisors, digs into his firm's data looking a…
4 months, 2 weeks ago
Nuveen's Weyandt on why current events make listed real assets look good
Matt Weyandt, a client Portfolio Manager on the listed real assets team at Nuveen, discusses how buying "location-specific hard assets" in essential …
4 months, 3 weeks ago
XA's Flynn on how private credit market is challenging BDCs, interval funds
Kim Flynn, president at XA Investments, a firm that specializes in alternative investments, says recent private-credit bad news events have widened d…
5 months ago
John Cole Scott on how headline risks are impacting closed-end funds
John Cole Scott, President of CEF Advisors, says that closed-end funds are being buffeted in two directions due to current headlines, with war in Ira…
5 months, 1 week ago
Aberdeen's Gilhooly says oil could quickly reach $175 per barrel
Robert Gilhooly, Senior Emerging Markets Economist at Aberdeen Investments, says that the continuing war in Iran has put pressure on oil prices, but …
5 months, 2 weeks ago
Bluerock's MacDonald says 'uniquely boring' private real estate is value-priced now
Ryan MacDonald, Portfolio Manager for the Bluerock Private Real Estate Fund, says that in a world teeming with market worries and broad geopolitical …
5 months, 3 weeks ago
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 t…
6 months ago
John Cole Scott evaluates Robinhood's new private-stock closed-end fund
Robinhood Markets is launching its first closed-end fund, Robinhood Ventures Fund I, with the first IPO the closed-end fund space has seen in about f…
6 months, 1 week ago
Saratoga's Oberbeck: Headline troubles aren't signalling systemic credit issues
Chris Oberbeck, chairman and chief executive officer at Saratoga Investment Corp., says that increases in default rates are more of a return to norm…
6 months, 2 weeks ago
Trinity Capital's Brown sees BDC opportunity amid investor frustration
Kyle Brown, Chief Executive Officer at Trinity Capital, gives his outlook for the private credit and lending space, and notes that there could be som…
6 months, 3 weeks ago