Research Analyst, Carolina Jolly, discusses the aftermarket distributors and why they are outperforming the S&P 500 by nearly 20% YTD.
Published: September 9, 2022
Portfolio Manager, Sergey Dluzhevskiy, provides an update on T-Mobile, the second-largest mobile operator in the US, serving over 110 million branded customers, and a top holding o...
Published: September 8, 2022
Charlie LaRosa, a member of the Value team at Gabelli discusses our take "On the Markets" for August 2022.
Published: September 6, 2022
Medical Device Analyst, Jennie Tsai, discusses the FDA final rule announcement on Over-The-Counter hearing aids allowing patients to purchase hearing aids without a prescription be...
Published: August 24, 2022
Laurissa Martire, Senior Vice President and Investor Relations for Gabelli Funds, discusses the closed-end funds Gabelli has to offer as well as the resources available to investor...
Published: August 24, 2022
Portfolio Manager, Macrae Sykes, discusses the actions of Berkshire Hathaway and its investment team led by Warren Buffett and other managers Todd Combs and Ted Weschler.
Published: August 23, 2022
Gabelli Funds research analyst, Simon Wong, discusses Berkshire Hathaway’s FERC approval to buy up to 50% of Occidental Petroleum.
Published: August 22, 2022
Caesar Bryan, portfolio manager of The Gabelli Gold Fund, discusses gold prices and gold equities.
Published: August 11, 2022
Judith Raneri, senior portfolio manager of the Gabelli US Treasury MMF, discusses the Federal Reserve’s recent actions at their July FOMC meeting. She goes over the impact on the o...
Published: August 5, 2022
Sarah Donnelly, consumer staples research analyst, discusses expenditures for at-home–food, recent food inflation and TreeHouse Foods.
Published: August 4, 2022
Charlie LaRosa, a member of the Value team at Gabelli discusses our take "On the Markets" for July 2022.
Published: August 3, 2022
Brett Kearney, research analyst and portfolio manager at Gabelli Funds, provided an update on the Gabelli Automation ETF, which was launched earlier this year. The ETF trades on t...
Published: August 2, 2022
Chris Matthiessen, a member of the merger arbitrage investment team, discusses the uncertainty surrounding the current state of the global macroeconomic environment and the global ...
Published: August 1, 2022
Kevin Dreyer discusses inflation and one of the industries with the best pricing power - distilled spirits.
Published: July 29, 2022
Analyst Hanna Howard discusses the increasingly negative sentiment towards plastics, which is helping to drive the shift towards more sustainable products and packaging.
Published: July 27, 2022
Tony Bancroft discusses his key takeaways from the 2022 Farnborough International Airshow which took place from July 18th to July 22nd this year.
Published: July 26, 2022
Gabelli Funds co-CIO, Chris Marangi, discusses live entertainment and sports. He goes over the relative scarcity of sports assets and the limited accessibility to the public market...
Published: July 25, 2022
Portfolio Manager Justin Bergner discusses the electric metering market and the opportunity for distribution automation to drive revenue growth and margin expansion in what has bee...
Published: July 22, 2022
As the S&P crosses the bear market threshold, Charlie LaRosa discusses commodity prices, rate hikes and the rise of a post-COVID economy in this June episode of On The Markets.
Published: July 6, 2022
Interview with Precidian Founder, Stuart Thomas
Published: June 30, 2022
Financials Panel - Professor James Barth and Macrae Sykes (06.15.2022)
Published: June 16, 2022
Charlie LaRosa discusses volatility, ongoing fallout from geopolitics in East Europe, and a recent Fed rate hike on this episode of On the Markets.
Published: June 6, 2022
Join GAMCO's Charlie LaRosa as he goes over the ongoing war in Ukraine, recent actions by the Federal Reserve, and more.
Published: May 6, 2022
In this episode, Judith Raneri provides an update on the fixed income space as it relates to recent Federal Reserve actions.
Published: April 14, 2022
In this episode, portfolio manager Sergey Dluzhevskiy provides an in-depth update on T-Mobile, a top 3 holding of The Gabelli Global Content and Connectivity Fund.
Published: April 5, 2022
Join us for Charlie LaRosa's market update for the month of March, 2022. In this episode, Charlie explains the Fed's efforts to combat inflation, changes in COVID trends, the confl...
Published: April 5, 2022
In this episode, Brett Kearney reviews his recent Pump, Valve, and Water Systems Symposium, recent changes (such as digitization and supply chain issues) in the industry, and more....
Published: April 1, 2022
On the Markets with Gabelli's Charlie LaRosa, for the Month of February 2022
Published: March 18, 2022
In this episode, Theresa Pope sits down with Chris Ward to discuss trends his growth team is seeing—from inflation to new investment opportunities and the status of big COVID mover...
Published: March 9, 2022
In this episode, Tony Bancroft joins us to discuss recent trends in defense spending--especially considering the recent recession and ongoing events in Ukraine.
Published: March 2, 2022
In this episode, Simon Wong explains how recent tensions between Russia, Ukraine, and the West have affected the oil markets, the possible impact of sanctions, Iran's role, and mor...
Published: March 2, 2022
In this episode, Ceasar Bryan and Chris Mancini discuss how recent developments in Ukraine are affecting the gold sector, and what we can expect for this space in the future.
Published: February 24, 2022
Hi, I’m Charlie LaRosa, and here is our take “On The Markets” for January 2022. US equities came under pressure in January as the S&P 500 suffered its biggest monthly pullback ...
Published: February 9, 2022
In this episode, Paul Fanelli joins us to discuss the changing streaming environment, the upcoming Warner Discovery merger, sports broadcasting rights, and more.
Published: January 28, 2022
In this episode, Gustavo Pifano joins us to discuss the recent gambling regulatory landscape, the status of the European market, stock picks, and more.
Published: January 8, 2022
In this episode, Gustavo Pifano joins us to discuss the rise of online sports betting and iGaming in the US, parallels to the European market, stock picks, and more.
Published: January 8, 2022
Hear Brett Kearney discuss the newest Gabelli ETF: The Gabelli Asset ETF (symbol: GAST)!
Published: January 8, 2022
In this episode, Ashish Sinha discusses COVID in Europe, how he finds opportunities in this setting, stock picks and more.
Published: December 17, 2021
In this episode, Jennie Tsai joins us to speak about how COVID has affected the medical device sector, the lack of current mergers and acquisitions in the industry, stock picks, an...
Published: December 10, 2021
Steve Comery joins us to discuss how he evaluates depository banks, how COVID has changed the depository landscape, the effect of interest rates on the industry, and more.
Published: November 30, 2021
In this episode, Matt Brooklier discusses issues facing the commercial vehicles industry today, such as supply chain shortages, the efforts to make zero-emission commercial trucks,...
Published: November 19, 2021
Join us on November 19th for Gabelli’s Third Annual Healthcare Conference, in tandem with Columbia Business School. The Gabelli healthcare team will be hosting a line-up of speaker...
Published: November 12, 2021
Chris Ward, our Growth Team Portfolio Manager, provides insight as to current trends in the economy, such as inflation, the semiconductor shortage, and an outlook for 2022, and doe...
Published: November 12, 2021
Chris Mancini joins us to discuss the gold industry: what makes gold a great store of value, the reasons to invest in gold mining companies, recent changes in gold’s value and more...
Published: November 10, 2021
Bart Rekucki returns, this time to discuss the elevator industry. Tune in for his stock picks, an explanation of technological changes in the industry, how the sector is structured...
Published: October 29, 2021
In this episode, Co-CIOs and portfolio managers Chris Marangi and Kevin Dreyer discuss changes to the mergers and acquisitions landscape, inflation and its effects on value investi...
Published: October 22, 2021
In this episode, Kathryn Welling (co-author of Merger Masters with Mario Gabelli and author of Welling on Wall Street) discusses her experiences with merger arbitrage, the history ...
Published: October 18, 2021
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 shorta...
Published: October 13, 2021
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 separation...
Published: October 8, 2021
In this episode, Macrae Sykes discusses updates on the asset management industry, industry consolidation, Interactive Brokers and Berkshire Hathaway, and more.
Published: October 4, 2021
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-of...
Published: September 29, 2021
In this episode, healthcare analyst and portfolio manager Sara Wojda discusses COVID-related changes to the healthcare sector, initial constraints affecting the industry, future de...
Published: September 24, 2021
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 no...
Published: September 20, 2021
In this episode, Judy Raneri discusses the current interest rate environment and the impact on Money Market Funds.
Published: September 9, 2021
In this episode, Brett Kearney discusses proprietary recycling technology, the effect of COVID on the industry, major players, and more
Published: September 3, 2021
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."
Published: August 27, 2021
In this episode, analyst and portfolio manager Sergey Dluzhevskiy speaks about the adoption of 5G technology, who benefits from it, it's capabilities, and more.
Published: August 25, 2021
In this episode, Jing He speaks about her background as a chemist and analyst for the healthcare and biotech sectors, the effectiveness of the COVID vaccine, exciting new scientifi...
Published: August 20, 2021
James Dinsmore discusses the convertibles market, asymmetric returns, the effect of inflation on convertibles, and much, much more
Published: August 18, 2021
In this episode, Jeffrey Jonas speaks about the effect of COVID and the Delta Variant on the healthcare industry, as well as how the sector is evolving to meet these threats. He al...
Published: August 13, 2021
Brian Sponheimer, senior research analyst following the auto industry, discusses the evolution of electric vehicles and shares insights on recent supply chain disruptions. Brian a...
Published: August 12, 2021
In this episode, Tommy McKenna sits down with Timothy Winter to discuss major trends in the energy sector, as well as what makes it attractive to investors and the role of activism...
Published: August 10, 2021
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. Ia...
Published: August 7, 2021
Christopher Ward, Associate Portfolio Manager for the Gabelli Global Growth Fund and GAMCO Large Cap Growth strategy, recaps the GAMCO Growth team’s mid-year outlook with a focus o...
Published: July 16, 2021
In today’s episode, we hear the framework behind one of the best stock pickers over the last 50 years! Mario walks us through what he thinks about when analyzing both industries an...
Published: July 7, 2021
The legendary investor joins the show to talk about this market cycle, where he spots opportunities, and his process for picking great companies. Plus, we are living in the land of...
Published: June 14, 2021
In our latest 'Under the Strap' podcast, we enjoy a chat with billionaire investor Mario Gabelli. Gabelli, founder, chairman, and CEO of Gabelli Asset Management Company Investors,...
Published: March 15, 2021
Advisor Perspectives Minisode: Gaining Perspective, featuring Chris Marangi of Gabelli Funds, 3/3/21
Published: March 3, 2021
A highlight from the 5th Annual Waste & Environmental Symposium put on by G.Research on March 26th, 2019 in New York City. This research meeting featured presentations and one...
Published: April 2, 2019
A highlight from the 5th Annual Waste & Environmental Symposium put on by G.Research on March 26th, 2019 in New York City. This research meeting featured presentations and on...
Published: April 1, 2019
A highlight from the 10th Annual Specialty Chemical's Conference put on by G.Research on March 13th, 2019 in New York City. This research meeting featured presentations and one-on-...
Published: March 27, 2019
A highlight from the 10th Annual Specialty Chemical's Conference put on by G.Research on March 13th, 2019 in New York City. This research meeting featured presentations and one-on-...
Published: March 27, 2019
