Gabelli Radio

American Tailwinds & Strategic Financial Services Investing


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Join us for an educational webinar featuring Macrae Sykes, Portfolio Manager of The Gabelli Financial Services Opportunities ETF (GABF); moderated by Audrey Melville, Director of Marketing. This session explores: - The long-term power of the American Tailwind, a concept championed by Warren Buffett. - How GABF has strategically positioned itself to capitalize on secular shifts in financial services, including digital transformation, wealth transfer, and regulatory catalysts. - What makes a “great business” and how GABF identifies them. - Why active management matters in today’s ETF landscape—and how GABF differentiates from passive peers. We also examine: - ABF’s compelling fundamentals: 3-year track record, competitive valuation, and attractive-growth portfolio. - Real-world examples of portfolio holdings with entrepreneurial leadership and durable economic moats. - How themes like AI in financial services, the Baby Boomer wealth transfer, and regulatory shifts may unlock growth opportunities. This is a recording of a live webinar that aired on October 7th, 2025. 0:00 Opening Remarks 2:53    Introduction by Macrae Sykes 3:36   "The American Tailwind" 5:58   Great Businesses 8:51   Bank Consolidation 9:58   Yield Curve and the Federal Reserve Rate Outlook 15:33  Aging of the Population 17:27  AI - Financial Services 22:54  Entrepreneurial Mindsets 31:50  American Express 43:02 Contact us 43:54 Disclaimers To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email [email protected]. Connect with Gabelli Funds: • X - https://x.com/InvestGabelli • Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

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Gabelli RadioBy Gabelli Media

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