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 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.

In this episode, Tommy McKenna sits down with Research Analyst Bart Rekucki,  who covers the fintech and industrials sectors and Gabelli Funds.

This episode explores Bart's background, what daily life as an analyst is like, how to construct financial models, and more. There is also an inside look at developments in the fintech and HVAC industries, and an explanation as to fundamental research's critical role in investing. Also mentioned in this episode are:

Mario Gabelli: Chairman, Chief Executive Officer, and founder of GAMCO Investors.

Macrae Sykes: An analyst covering the global financial services sector.

Brett Kearney: An analyst covering the flow control and other niche manufacturing sectors.

Brian Sponheimer: Portfolio Manager of The Gabelli Dividend and Income Trust and an analyst for the infrastructure and industrial sectors.

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 on inflation and digital acceleration trends in the Technology sector.