I'm interested in Closed End Funds that invest in high yield bonds and similar. The stock charts show the prices of shares in these funds have decreased substantially over many years, to relatively low prices in September 2024. Why have share prices come down to low values for these funds by late 2024? How are these share prices expected to trend with expected decreases in interest rates in late 2024 and 2025 ? Thx.
colin i have a question for you. You just posted you had invested in CEF for over 25 years. Has your CEF been out performing the inflation? I alot of new people like me who is just getting into CEF our worries is can it out perform the inflation environment.
@@craigcmu the CEFs I have owned the longest are ADX, GAM, TY, and CET. They have done very well over the last 20-25 years. The distributions will help mitigate inflation quite a bit, and I've stayed ahead of the game. Pay close attention to the discount levels of the CEFs and expenses before investing,
I wish you would stick to higher-quality interviewees. This guy doesn't understand why business development companies with sell above nav? Guessing you can't believe Google sells above Book value either.
I don't understand this guy - he said "I should have bought NFLX 5 years ago" but today the price is 10% higher and NFLX has 3x the revenue and the subscribers...
Wow. I have never listened to TIP on UA-cam before, and I have to say it is absolutely fascinating seeing the breadth of comments... So I guess I will throw in my wooden nickel. The insights on the Japanese market were fascinating.
I'm interested in Closed End Funds that invest in high yield bonds and similar. The stock charts show the prices of shares in these funds have decreased substantially over many years, to relatively low prices in September 2024. Why have share prices come down to low values for these funds by late 2024? How are these share prices expected to trend with expected decreases in interest rates in late 2024 and 2025 ? Thx.
Excellent interview with lots of good information. I've been investing in CEFs for over 25 years, and they are an overlooked instrument.
Glad it was helpful, Colin!
colin i have a question for you. You just posted you had invested in CEF for over 25 years. Has your CEF been out performing the inflation? I alot of new people like me who is just getting into CEF our worries is can it out perform the inflation environment.
@@craigcmu the CEFs I have owned the longest are ADX, GAM, TY, and CET. They have done very well over the last 20-25 years. The distributions will help mitigate inflation quite a bit, and I've stayed ahead of the game. Pay close attention to the discount levels of the CEFs and expenses before investing,
This was a great video, I learned a lot about CEF’s and ROC. Very informative and helpful!
Glad it was helpful!
Great information! I love CEF's
Glad you enjoyed the episode, Doug!
Great stuff here
Glad you think so, Simon!
It's not about the information edge, it's about the stronger stomach...
I wish you would stick to higher-quality interviewees. This guy doesn't understand why business development companies with sell above nav? Guessing you can't believe Google sells above Book value either.
I don't understand this guy - he said "I should have bought NFLX 5 years ago" but today the price is 10% higher and NFLX has 3x the revenue and the subscribers...
💎 Interpublic Group of Companies (IPG) 💎
Question for the host: is your analogy of the horse race for investment in debt instruments coming from Steven Bavaria's book?
Terrific Video very helpful -Thanks
Glad it was helpful!
Great ideas for contrarians!
Glad you like them!
Wow. I have never listened to TIP on UA-cam before, and I have to say it is absolutely fascinating seeing the breadth of comments... So I guess I will throw in my wooden nickel. The insights on the Japanese market were fascinating.
Glad you enjoyed it, David!