James Dinsmore on Convertibles
James Dinsmore discusses the convertibles market, asymmetric returns, the effect of inflation on convertibles, and much, much more
Airplane fleets, the recovery of commercial flying, and defense
In this episode, research analyst and associate portfolio manager Tony Bancroft talks about the commercial aerospace sector, including a history of the industry and major trends now and in the near future. He also goes into detail about Boeing and the future of defense spending.
New Technologies and Trends in the Automobile Industry
Brian Sponheimer, senior research analyst following the auto industry, discusses the evolution of electric vehicles and shares insights on recent supply chain disruptions. Brian also serves as co-Portfolio Manager for the Gabelli Asset Fund and Gabelli Dividend and Income Trust.
Industrial Stock Considerations and Beneficiaries of the Infrastructure Bill
Justin Bergner explores who stands to gain from the infrastructure bill, does a deep dive on companies he finds interesting, and speaks about his thoughts on valuation.”
Sustainable Packaging, Aluminum, and Spin-offs
In this episode, Hanna Howard discusses trends in the packaging industry; especially the problems with PET plastic bottles, the rise of aluminum, the Ardagh Metal Packaging spin-off, and more.
Financial engineering, M&A, and more in the pharmaceutical and healthcare spaces
In this episode, Kevin Kedra discusses financial engineering in the healthcare and pharmaceutical sectors, current and upcoming trends in M&A, upcoming spin-offs and separations to watch, and more
Attractive Value Opportunities in Global Banks
Ian Lapey, Portfolio Manager for the Gabelli Global Financial Services Fund, shares investing insights and observations of U.S. and global bank performance through the pandemic. Ian also serves as co-Portfolio Manager of the Gabelli ESG Fund.
The changing asset management industry, commission less trading, and company outlooks
In this episode, Macrae Sykes discusses updates on the asset management industry, industry consolidation, Interactive Brokers and Berkshire Hathaway, and more.
Cybersecurity, Supply Shortages, and more with Hendi Susanto
In this episode, analyst and portfolio manager Hendi Susanto goes over funds he manages, select companies he is interested in, provides an overview of Cybersecurity and chip shortages, and more