Gabelli Radio

In this episode, healthcare analyst and portfolio manager Sara Wojda discusses COVID-related changes to the healthcare sector, initial constraints affecting the industry, future demand for COVID testing and availability, and more.

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.

In this episode, Judy Raneri discusses the current interest rate environment and the impact on Money Market Funds.

In this episode, Brett Kearney discusses proprietary recycling technology, the effect of COVID on the industry, major players, and more

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."

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.

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 scientific and financial developments, and more.

James Dinsmore discusses the convertibles market, asymmetric returns, the effect of inflation on convertibles, and much, much more

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 also discusses political risk, exciting new technologies, why he likes the industry, and more.

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.

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 in the industry.

Ian Lapey, Portfolio Manager of the Gabelli Global Financial Services Fund, discusses the impressive recent business performance of many global banks and the current compelling value investing opportunities in their common stocks.

Join Christopher Ward, Portfolio Manager of the Gabelli Growth Team, and Theresa Pope discuss the current dynamics with the Fed, inflation and a review of the economy during the first half as well as provide an outlook for the markets for the balance of 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-on-one meetings with senior management of several leading waste management and environmental companies. In episode 4, you will hear a presentation by Darling Ingredients Inc. [NYSE:DAR]   Please listen to important disclosures at the end of this podcast.

 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-on-one meetings with senior management of several leading waste management and environmental companies. In episode 3, you will hear a presentation by Casella Waste Systems Inc. [NASDAQ:CWST]  Please listen to important disclosures at the end of this podcast. 

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-one meetings with senior management of several leading specialty chemicals companies. In this first podcast episode, you will hear a presentation by Trecora Resources CEO, Patrick Quarles. Disclosure:  Please listen to important disclosures at the end of this podcast.  

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-one meetings with senior management of several leading specialty chemicals companies. In this first podcast episode, you will hear a presentation by Omnova Solutions CEO Anne Noonan.   Disclosure:  Please listen to important disclosures at the end of this podcast.