Show overview
The NAVigator has been publishing since 2020, and across the 6 years since has built a catalogue of 319 episodes. That works out to roughly 65 hours of audio in total. Releases follow a weekly cadence.
Episodes typically run ten to twenty minutes — most land between 11 min and 14 min — and the run-time is fairly consistent across the catalogue. None of the episodes are flagged explicit by the publisher. It is catalogued as a EN-language Business show.
The show is actively publishing — the most recent episode landed 4 days ago, with 34 episodes already out so far this year. Published by Active Investment Company Alliance.
From the publisher
The NAVigator, from the Active Investment Company Alliance (AICA), talks all-weather investing and "excellence beyond indexing" through the use of closed-end funds (CEFs) & business-development companies (BDCs). AICA – a new organization that includes a diverse constituency that runs from investors through fund sponsors – aims to help investors & advisors plot a new and different course to financial success, via the tactical use of securities that mix active management within listed & non-listed structures. Subscribe now to get regular updates on everything you need to know to succeed with CEFs & BDCs.
Latest Episodes
View all 319 episodesHow rising Treasury rates (and relief) impact closed-end investors
John Cole Scott breaks down recent media recommendations on CEFs
How the market's recent rally created 'a good widening' of closed-end discounts
Nuveen's Caraher on why senior loans are in a sweet spot now
John Cole Scott on Q2 and the rest of '26 for closed-end funds, BDCs
XA's DiBernardo on why worried investors should consider covered calls now
Gold fund manager Merk on ASA's fight with activist investors
Gabelli's Dreyer on why sports and value picks are an antidote to A.I. obsession
CEF Data's Scott on the takeaways from Dechert's Private Credit Summit
Landmark Supreme Court decision is a game-changer for investor activism
In a tight-spread, higher-for-longer rate market, discounts matter again
Bluerock's Baffico says private credit will benefit from the HALO trade
Kayne's Hamilton: 'Historic' oil drawdowns create energy infrastructure opportunities
Sit's Doty says rates will rise, peak and shift downward by year's end
CEF Advisors' Scott breaks down how bad news has impacted BDCs
Calamos' Freund: Concerns are 'distractions,' not market impediments
Enduring investment lessons from the legendary Mark Mobius
Liberty Street's Gutierrez on private investment trends in A.I.
Veteran manager says that for all the headline risks, this is a 'generic widening'
Despite scary headlines, low-A.I.-risk BDCs are worth a new look now
With the market kicking business-development companies in the teeth, John Cole Scott , President of CEF Advisors, digs into his firm's data looking at "artificial-intelligence risk scoring" to find BDCs that have been hurt by headlines without holding tainted portfolios. BDCs relied heavily on software companies, due to the tech sector's blend of strong fundamentals, innovation and ability to resist economic fluctuations, but have suffered as investors fear for the future of software in the face of challenges from artificial-intelligence companies. Scott, who also serves as chairman of the Active Investment Company Alliance, went looking for BDC's with "low AI risk, clean credit and sensible leverage and costs," and came away from the analysis convinced that investors should lean into the troubles. Specifically, he mentions funds from Nuveen and Kayne Anderson as worth watching now.