Gabelli Radio

Join GAMCO's Charlie LaRosa as he goes over the ongoing war in Ukraine, recent actions by the Federal Reserve, and more. 

In this episode, Judith Raneri provides an update on the fixed income space as it relates to recent Federal Reserve actions.

Join us for Charlie LaRosa's market update for the month of March, 2022. In this episode, Charlie explains the Fed's efforts to combat inflation, changes in COVID trends, the conflict in Ukraine, and more. 

In this episode, portfolio manager Sergey Dluzhevskiy provides an in-depth update on T-Mobile, a top 3 holding of The Gabelli Global Content and Connectivity Fund. 

In this episode, Brett Kearney reviews his recent Pump, Valve, and Water Systems Symposium, recent changes (such as digitization and supply chain issues) in the industry, and more. 

On the Markets with Gabelli's Charlie LaRosa, for the Month of February 2022

In this episode, Theresa Pope sits down with Chris Ward to discuss trends his growth team is seeing—from inflation to new investment opportunities and the status of big COVID movers.

In this episode, Simon Wong explains how recent tensions between Russia, Ukraine, and the West have affected the oil markets, the possible impact of sanctions, Iran's role, and more.

In this episode, Tony Bancroft joins us to discuss recent trends in defense spending--especially considering the recent recession and ongoing events in Ukraine.

In this episode, Ceasar Bryan and Chris Mancini discuss how recent developments in Ukraine are affecting the gold sector, and what we can expect for this space in the future.

Hi, I’m Charlie LaRosa, and here is our take “On The Markets” for January 2022. US equities came under pressure in January as the S&P 500 suffered its biggest monthly pullback since the start of the pandemic in March 2020. Historically, a weak first month hasn’t necessarily led to a year of negative returns. In the past 20 years, the S&P 500 has fallen 3% or more in January on six occasions. Five of those occasions, the S&P 500 was back in positive territory before year-end – the only exception was 2008. Much of the volatility during the month can be attributed to the Fed embarking on a plan to raise interest rates, with a policy statement from the central bank that it could start to do so as soon as March 2022.  Fed Chair Powell’s press conference comments were widely perceived as hawkish, implying that we may see more rate hikes this year than originally anticipated by the markets. The Fed is also in the process of shrinking its record balance sheet at a faster pace through quantitative tig

In this episode, Paul Fanelli joins us to discuss the changing streaming environment, the upcoming Warner Discovery merger, sports broadcasting rights, and more.

Hear Brett Kearney discuss the newest Gabelli ETF: The Gabelli Asset ETF (symbol: GAST)!

In this episode, Gustavo Pifano joins us to discuss the recent gambling regulatory landscape, the status of the European market, stock picks, and more.

In this episode, Ashish Sinha discusses COVID in Europe, how he finds opportunities in this setting, stock picks and more.

In this episode, Jennie Tsai joins us to speak about how COVID has affected the medical device sector, the lack of current M&A in the industry, stock picks, and more.

Steve Comery joins us to discuss how he evaluates depository banks, how COVID has changed the depository landscape, the effect of interest rates on the industry, and more.

In this episode, Matt Brooklier discusses issues facing the commercial vehicles industry today, such as supply chain shortages, the efforts to make zero-emission commercial trucks, some insight into Traton, and more.

Join us on November 19th for Gabelli’s Third Annual Healthcare Conference, in tandem with Columbia Business School. The Gabelli healthcare team will be hosting a line-up of speakers including healthcare providers, payers, pharmaceutical companies, and academics. The conference will focus on some key areas, including Alzheimer’s care and treatment, new biopharma technologies, and data mining and AI in patient care. Click here (the ‘here’ should hyperlink to the event registration page) if you are interested.  Gabelli Funds, LLC is a registered investment adviser with the Securities and Exchange Commission and is a wholly owned subsidiary of GAMCO Investors, Inc. (NYSE: GBL).

Chris Ward, our Growth Team Portfolio Manager, provides insight as to current trends in the economy, such as inflation, the semiconductor shortage, and an outlook for 2022, and does a deep dive on select companies including Nvidia and Cloudflare.