ABOUT THIS EPISODE
Discount-capture investor Rob Shaker, Portfolio Manager at Shaker Financial Services, says that he's "not seeing anything in the closed-end fund space that would point to any type of bubble conditions." He sees generic, slow widening of discounts happening now, mostly due to a mix of year-end tax-loss moves starting now and some fund-specific actions, rather than because investors have lost faith and courage in current market conditions. Still, Shaker does see potential market storms coming and he says investors should make sure they are comfortable that they can weather those flurries "and readjust to the better things that are on sale and then double-collect on the way up."
English
United States
TRANSCRIPT 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
OTHER EPISODES IN THIS PODCAST
Discount-capture investor Rob Shaker, Portfolio Manager at Shaker Financial Services, says that while closed-end fund discounts have widened through a strong season of earnings and a market returning to flirt with new highs, much of that action has been "good widenings," where a fund's net asset va…
Rob Thummel, Senior Portfolio Manager at Tortoise Capital, says that for all of the power needs created by artificial intelligence, producers still need their power costs to be reasonable, and he expects that natural gas will lead the way going forward. Thummel, who runs Tortoise Energy Infrastruct…
When closed-end funds catch mentions in the mainstream media, the recommendations often focus on yield without digging deeper. In this episode of The NAVigator, John Cole Scott, President of CEF Advisors, looks at some recent closed-end fund recommendations from articles on Forbes and Seeking Alpha…
Business-development companies saw their share prices get hammered early this year as the market worried about an overexposure to parts of the software industry that could be negatively impacted by artificial intelligence. John Cole Scott, President of CEF Advisors, looked at BDC data before and si…
Treasury rates hit their highest level in nearly 20 years this week; in response, the Treasury announced it was doubling its long-end buyback capacity. John Cole Scott, President of CEF Advisors, discusses what it all means for fixed-income markets and how it is impacting closed-end funds and their…
Disclaimer: The podcast and artwork embedded on this page are from Active Investment Company Alliance, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
EDIT
Thank you for helping to keep the podcast database up to date.
