Podcast Episodes
Back to SearchThe NAVigator at FutureProof: Nuveen's Rodriguez on what wins with rate cuts
Tony Rodriguez, head of fixed income strategy at Nuveen, expects the Federal Reserve to make two interest-rate cuts this year — he calls them "recali…
1 year, 5 months ago
VettaFi's Islam: Now 15, the 'S&P 500 of closed-end funds' has a big impact
Roxanna Islam, Head of Sector and Industry Research at VettaFi, discusses PCEF — the Invesco Closed-End Fund Income Composite ETF — which she conside…
1 year, 5 months ago
XA's Flynn: Healthy borrowers should keep CLO space humming
Kimberly Flynn, President of XA Investments — which runs the XAI Octagon Floating Rate & Alternative Income Trust — discusses the development, growth…
1 year, 5 months ago
John Cole Scott on BDCs, how they stack up to closed-end funds and more
John Cole Scott, Chief Investment Officer at Closed-End Fund Advisors — the Chairman of the Active Investment Company Alliance — returns to The NAVig…
1 year, 6 months ago
How activism in Britain holds lessons for American closed-end investors
Richard Stone, Chief Executive Officer for The Association of Investment Companies — the British equivalent to the Active Investment Company Alliance…
1 year, 6 months ago
Kayne Anderson's Baker on the big potential of energy infrastructure
Jim Baker, Co-Head of Energy Infrastructure Strategies for Kayne Anderson Capital Advisors — President of the Kayne Anderson Energy Infrastructure Fu…
1 year, 6 months ago
Liberty Street's Munafo on hunting for unicorns in AI
Christian Munafo, chief investment officer at Liberty Street Advisors — the manager of the Private Shares Fund — discusses how there are plenty of op…
1 year, 6 months ago
CEF Advisors' Scott on discounts, wildfires, benchmarks and more
John Cole Scott, chief investment officer at Closed-End Fund Advisors — the chairman of the Active Investment Company Alliance — brings his data and …
1 year, 6 months ago
abrdn's Laranjeiro: Tax-exempt yields are an attractive option now
Miguel Laranjeiro, investment director for municipal debt at Abrdn, says the appetite for muni-bond assets has been growing at a point when "tax-exem…
1 year, 7 months ago
First Eagle's Holzenthaler says credit picture will get brighter with rate cuts
Larry Holzenthaler, Portfolio Manager for First Eagle Alternative Credit — part of the team running First Eagle Credit Opportunities fund — gives his…
1 year, 7 months ago