VanEck’s Rodilosso & Sokol on Mitigating CLO Risk

VanEck’s Rodilosso & Sokol on Mitigating CLO ...

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Horizon’s Stahl on Letting Winners Run

In a market shaped by index concentration and short-term performance pressures, contrarian strategies are leaning into opportunities others may not have the patience or liquidity to own. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst ...  Afficher plus

Northern Trust’s Abner on Distributing Ladders

Active ETFs, especially in fixed income, are surging as 10,000 Americans retire each day and demand grows for predictable, outcome-oriented income solutions for the trillions of dollars held in retirement accounts. In this episode of Inside Active, host David Cohne, mutual fund a ...  Afficher plus

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RTW: Investing across Healthcare - [Business Breakdowns, EP.184]
Business Breakdowns

Today we are breaking down healthcare, one of the most impactful sectors in the world, yet one of the most unique for investors. My guests are Rod Wong, founder and CIO of RTW Investments, and Stephanie Sirota, chief business officer of RTW Investments. RTW was founded in 2009 an ...  Afficher plus

How to Get 15% Fixed Returns – Bond Investing Tips with Suresh Darak of Bondbazaar
Paisa Vaisa with Anupam Gupta

On this episode of PaisaVaisa, Anupam sits down with Suresh Darak, Founder of BondBazaar, for an engaging conversation about the world of bonds. They dive into the basics of bonds, how they differ from fixed deposits, and the unique role of Online Bond Platform Providers (OBPP ...

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Nelnet Stock: An Update On Our Baby Berkshire Investment (Ticker: NNI)
Chit Chat Stocks

On this episode of Chit Chat Stocks, Brett and Ryan give a comprehensive update on Nelnet after reading its 2024 annual report and shareholder letter. We discuss:



(03:31) Overview of Nelnet's Business Model

(08:43) Financial Services Segm ...

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David Breazzano - High Yields and Low Risk at Polen Capital (EP.405)
Capital Allocators – Inside the Institutional Investment Industry

Dave Breazzano is the head of the Credit Team at Polen Capital, where he oversees $8 billion of the firm's $65 billion in assets. Dave is one of the OGs in high yield, having started in the early 1980s and invested continuously through more than forty years since.

 

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