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The NAVigator The NAVigator Active Investment Company Alliance Repossible Repossible Bradley Charbonneau Omni Talk Retail Omni Talk Retail Omni Talk Retail Student Loan Planner Student Loan Planner Travis Hornsby Financial Planner Life Podcast Financial Planner Life Podcast Sam Oakes Kinesis Money Kinesis Money Kinesis Money Imperium Podcast w/ Charlie Morgan Imperium Podcast w/ Charlie Morgan Charlie Morgan Travel Trends with Dan Christian Travel Trends with Dan Christian Dan Christian Market Enthusiast powered by Good Life Market Enthusiast powered by Good Life Noah Brooks Making Cents Making Cents Frances Cook Rock Solid Conversations Rock Solid Conversations Eric Zwigart The #WhatsNext Podcast The #WhatsNext Podcast nextAdvisory The Electrical Show The Electrical Show Fix Radio Inside Strategic Coach: Connecting Entrepreneurs With What Really Matters Inside Strategic Coach: Connecting Entrepreneurs With What Really Matters Dan Sullivan and Shannon Waller Let´s Rock your Business Let´s Rock your Business Judith Hoffmann Becker’s Healthcare Podcast Becker’s Healthcare Podcast Becker's Healthcare 【音声配信】パワーポッドキャストの作り方🎙️ -オーディオWebコンテンツマーケティングの始め方- 【音声配信】パワーポッドキャストの作り方🎙️ -オーディオWebコンテンツマーケティングの始め方- アポロ-Bluepoint Info Marketing🇨🇦 eCommerce Fastlane: Shopify Growth Strategies—Where AI Efficiency Meets Human Connection eCommerce Fastlane: Shopify Growth Strategies—Where AI Efficiency Meets Human Connection Steve Hutt | Shopify and eCommerce Expert Multiplier Mindset® with Dan Sullivan Multiplier Mindset® with Dan Sullivan Dan Sullivan and Strategic Coach Vermont Viewpoint Vermont Viewpoint Vermont Viewpoint Bloomberg News Now Bloomberg News Now Samejo (La)Chance Encounters (La)Chance Encounters Alex LaChance The AllinCrypto Podcast The AllinCrypto Podcast AllinCrypto KGCI: Real Estate on Air KGCI: Real Estate on Air KGCI: Real Estate on Air Le journal d'Europe 1 Le journal d'Europe 1 Europe 1 The GrowOrtho Podcast The GrowOrtho Podcast HIP Creative وين ماتكون وين ماتكون عبدالرحمن الخميس The High Court Report The High Court Report SCOTUS Oral Arguments Spotcast Spotcast Melanoma Canada Notary Knowledge by Derrick Spruill Notary Knowledge by Derrick Spruill Derrick Spruill Chat GPT Infinite Intelligence Chat GPT Infinite Intelligence Sol Good Network All In with Allie All In with Allie Allie Reeves The Marketing Architects The Marketing Architects Marketing Architects My Veterinary Life My Veterinary Life American Veterinary Medical Association (AVMA) Loner To Leader: Your Path To Power, Passion & Prosperity Loner To Leader: Your Path To Power, Passion & Prosperity Eric Mortimer 雷老闆-董事長聊投資 雷老闆-董事長聊投資 雷老闆|金玉峰證劵投資顧問股份有限公司 天下文化‧相信閱讀 天下文化‧相信閱讀 天下文化
The NAVigator

Business

The NAVigator

Active Investment Company Alliance

Gabelli's Dreyer on why sports and value picks are an antidote to A.I. obsession

July 02, 2026 9:37am 13 min

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 returned to record levels, particularly when valuing stocks based on "what a...

CEF Data's Scott on the takeaways from Dechert's Private Credit Summit

June 26, 2026 11:04am 13 min

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 sense that private-credit markets have not yet gotten to the overheate...

Landmark Supreme Court decision is a game-changer for investor activism

June 18, 2026 10:46am 16 min

Ken Burdon, Partner in the registered fund practice at Simpson Thacher & Bartlett, discusses the Supreme Court's recent ruling against activist investor Saba Capital, a decision that could have a chilling effect on share...

In a tight-spread, higher-for-longer rate market, discounts matter again

June 12, 2026 9:40am 14 min

John Cole Scott, President of CEF Advisors, says that index discounts are wide when compared to their three-year history, which makes it important for investors to find names where wide discounts are supported by improvi...

Bluerock's Baffico says HALO trades will benefit from Private Credit Redemptions

June 05, 2026 7:36am 14 min

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 , business-d...

Kayne's Hamilton: 'Historic' oil drawdowns create energy infrastructure opportunities

May 29, 2026 10:23am 14 min

Gordon Hamilton, Senior Managing Director for Kayne Anderson, Portfolio Manager for the Kayne Anderson Energy Infrastructure fund, says that there will be a big call on U.S. energy infrastructure companies to meet global...

Sit's Doty says rates will rise, peak and shift downward by year's end

May 22, 2026 11:15am 17 min

Bryce Doty, Senior Portfolio Manager at Sit Investment Associates, says that "the worst is over as far as yields going up," noting that the next shift could be down, but he calls the conditions "tricky" and emphasizes th...

CEF Advisors' Scott breaks down how bad news has impacted BDCs

May 15, 2026 8:14am 12 min

John Cole Scott, President of CEF Advisors and the Chairman of the Active Investment Company Alliance, looks at the recent issues in business-development companies, which got hammered in March as the market punished soft...

Calamos' Freund: Concerns are 'distractions,' not market impediments

May 08, 2026 9:12am 16 min

Matt Freund, Co-Chief Investment Officer at Calamos Investments, says that productivity, GDP growth and earnings are "what matters," and that the headline risks that are driving consumer sentiment are "distractions" from...

Enduring investment lessons from the legendary Mark Mobius

May 01, 2026 8:59am 17 min

Dr. Mark Mobius, widely considered the father of emerging markets investor and a man who helped put the world into everyone's grasp during his long career running funds at Templeton, passed away in mid-April. John Cole S...

Liberty Street's Gutierrez on private investment trends in A.I.

April 24, 2026 10:08am 15 min

David Gutierrez, Vice President at Liberty Street Advisors and part of the team running the Private Shares Fund, says that private markets are similar enough to public markets that artificial intelligence is now one of t...

Veteran manager says that for all the headline risks, this is a 'generic widening'

April 17, 2026 10:06am 12 min

Rob Shaker, Portfolio Manager at Shaker Financial Services, says that while the headlines may have investors on edge, the fear-based selling that gripped the market around the start of war in Iran created a "generic wide...

Despite scary headlines, low-A.I.-risk BDCs are worth a new look now

April 10, 2026 7:47am 13 min

With the market kicking business-development companies in the teeth, John Cole Scott , President of CEF Advisors, digs into his firm's data looking at "artificial-intelligence risk scoring" to find BDCs that have been hu...

Nuveen's Weyandt on why current events make listed real assets look good

April 02, 2026 11:11am 16 min

Matt Weyandt, a client Portfolio Manager on the listed real assets team at Nuveen, discusses how buying "location-specific hard assets" in essential industries that deliver to a "Halo theme" — heavy asset, low obsolescen...

XA's Flynn on how private credit market is challenging BDCs, interval funds

March 27, 2026 8:03am 15 min

Kim Flynn, president at XA Investments, a firm that specializes in alternative investments, says recent private-credit bad news events have widened discounts and raised concerns over business-development companies and in...

John Cole Scott on how headline risks are impacting closed-end funds

March 20, 2026 10:21am 14 min

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 Iran impacting net asset values and anchored interest rates impacting leve...

Aberdeen's Gilhooly says oil could quickly reach $175 per barrel

March 13, 2026 10:13am 14 min

Robert Gilhooly, Senior Emerging Markets Economist at Aberdeen Investments, says that the continuing war in Iran has put pressure on oil prices, but he expects them to stabilize short-term while the market determines wha...

Bluerock's MacDonald says 'uniquely boring' private real estate is value-priced now

March 06, 2026 10:58am 17 min

Ryan MacDonald, Portfolio Manager for the Bluerock Private Real Estate Fund, says that in a world teeming with market worries and broad geopolitical concerns, private real estate is "uniquely boring, in a good way." He s...

John Cole Scott: BDC worries are creating headlines, opportunities

February 27, 2026 10:11am 16 min

The stock market has been beating up business-development companies, with the sell-off largely being blamed on the artificial intelligence boom and the high number of loans that BDCs make to software firms. Behind the th...

John Cole Scott evaluates Robinhood's new private-stock closed-end fund

February 20, 2026 11:36am 16 min

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 four years and John Cole Scott, President of CEF Advisors, sizes up the ...

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