Gabelli Radio

  • Author: Vários
  • Narrator: Vários
  • Publisher: Podcast
  • Duration: 95:23:51
  • More information

Informações:

Synopsis

Gabelli Funds welcomes you to Gabelli Radio, where you can meet our portfolio managers & analysts, hear highlights from industry conferences, gain market insights, and learn more about our investment approaches. http://www.gabelli.com Invest with us 1-800-GABELLI (800-422-3554)

Episodes

  • StandardAero Inc (SARO) Dan Satterfield, CFO; Alex Trapp, CSO; Gabelli Aerospace & Defense Symposium

    23/09/2025 Duration: 36min

    StandardAero Inc (SARO) Dan Satterfield, CFO; Alex Trapp, CSO, present at the Gabelli Aerospace & Defense Symposium. Moderated by Michael Burgio (Research Analyst). To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. 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)

  • Crane Company (CR) - Alex Alcala, COO; Jay Higgs, SVP - Gabelli 31st Aerospace & Defense Symposium

    23/09/2025 Duration: 31min

    Crane Company (CR) - Alex Alcala, COO; Jay Higgs, SVP Aero, present at the Gabelli 31st Aerospace & Defense Symposium. Moderated by LtCol Tony Bancroft, USMCR. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. 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)

  • HEICO Corporation (HEI) - Victor Mendelson, CEO - Gabelli 31st Aerospace & Defense Symposium

    23/09/2025 Duration: 37min

    HEICO Corporation (HEI) - Victor Mendelson, CEO, presents at the Gabelli 31st Annual Aerospace & Defense Symposium; introduced by LtCol Tony Bancroft, USMCR. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. 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)

  • Moog Inc. (MOG.A) - Pat Roche, CEO; Jennifer Walter - Gabelli 31st Aerospace & Defense Symposium

    23/09/2025 Duration: 36min

    Moog Inc. (MOG.A) - Pat Roche, CEO; Jennifer Walter present at the Gabelli 31st Aerospace & Defense Symposium; introduced by Michael Burgio (Research Analyst). To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. 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)

  • Textron Inc (TXT) - David Rosenberg, CFO - Gabelli 31st Aerospace & Defense Symposium

    23/09/2025 Duration: 37min

    Textron Inc (TXT) - David Rosenberg, CFO, presents at the Gabelli 31st Aerospace & Defense Symposium; introduced by LtCol Tony Bancroft, USMCR (Portfolio Manager). To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. 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)

  • Gabelli 31st Annual Aerospace & Defense Symposium - LtCol Tony Bancroft, USMCR & Daniel Gleim, CFA

    23/09/2025 Duration: 19min

    LtCol Tony Bancroft, USMCR (Portfolio Manager) and Daniel Gleim, CFA (Research Analyst) offer an introduction to the Gabelli 31st Annual Aerospace & Defense Symposium. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. 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)

  • The AI Gold Rush: A Growth Investor’s Playbook for the Next Decade - with John Belton, CFA

    15/09/2025 Duration: 43min

    The artificial intelligence revolution is fueling one of the largest infrastructure buildouts in modern history. With more than a trillion dollars already invested by the world’s biggest technology companies, and no signs of slowing, the AI economy is creating new winners across semiconductors, cloud computing, software, and beyond. Join John Belton, Growth Portfolio Manager at Gabelli, for an exclusive discussion exploring how this unprecedented capex cycle is shaping the investment landscape, where adoption curves are steepening, and how disciplined growth investors can position for the opportunities ahead. Along the way, John will share insights from decades of market cycles and how the Gabelli Growth Innovators ETF (GGRW) taps into these transformative trends. The live Q&A is moderated by Ben Pontious, Associate at Gabelli. Topics of discussion: • Sizing the AI infrastructure market: where are we in the gen AI investment cycle? • Assessing returns on invested capital: so far, the biggest spenders are

  • 5 Reasons to Invest in Aerospace and Defense

    02/09/2025 Duration: 06min

    LtCol Tony Bancroft, USMCR shares 5 reasons why the commercial aerospace and defense sector offers a compelling investment opportunity.

  • The M&A Environment and Gabelli Merger Arbitrage

    25/08/2025 Duration: 04min

    Portfolio Managers Willis Brucker, Ralph Rocco, and Paolo Vicinelli discuss the current landscape for M&A, our approach to Merger Arbitrage, and our literature on the subject. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. 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)

  • Inside the Cockpit: Navigating Aerospace & Defense Markets with LtCol Tony Bancroft, USMCR

    08/08/2025 Duration: 45min

    This webinar was recorded live on August 6, 2025 at 11am ET.Tune in for a dynamic conversation with Lieutenant Colonel Tony Bancroft, USMCR, former F/A-18 fighter pilot and Portfolio Manager of the Gabelli Commercial Aerospace and Defense ETF (GCAD), moderated by Miles McQuillen, Assistant Vice President at Gabelli. In this webinar, we explore the opportunities taking shape across the dynamic aerospace and defense landscape. From Tony’s unique journey as a former fighter pilot, to his perspective today managing investments in this critical sector, he covers:• Why Aerospace & Defense now? Tailwinds from global security dynamics and commercial aviation recovery.• Tony’s investment process: how ideas transition from research screens to portfolio positions.• Recent market moves: what’s driving returns, where risks may be underappreciated.• Case studies from current holdings — the business models, secular growth stories, and defense contracts underpinning the fund.• Behind the fund: lessons from the cockpit to

  • The Gold Standard Series: 2025 Gold Prices and Mining Dynamics with Lundin Gold CEO Ron Hochstein

    04/08/2025 Duration: 41min

    CEO Ron Hochstein joins Chris Mancini, CFA (Assistant Portfolio Manager, Gabelli Gold Fund) to discuss Lundin Gold, the development and impact of their Fruta del Norte mine in Ecuador, and the possibilities for investors in the gold industry. 0:00 - 2:20: Introduction 2:20 - 6:10: Ron’s Background and the Start of Lundin Gold 6:10 - 9:50: The Opportunity 9:50 - 14:30: Tax Regime and Why It Works 14:30 - 19:44: Community Relations 19:44 - 21:17: Lundin Foundation 21:17 - 24:50: Operating Culture 24:50 - 27:56: Exploration Upside 27:56 - 30:07: M&A Strategy 30:07 - 31:50: Other Lundin Companies 31:50 - : Q&A To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. 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.G

  • Commercial Aerospace & Defense - Gabelli Portfolio Manager Lt. Col. Tony Bancroft @morningstar ​

    04/08/2025 Duration: 10min

    Lt. Col. Tony Bancroft, Portfolio Manager of the Gabelli Commercial Aerospace & Defense ETF (GCAD), shares his outlook on opportunities in commercial aviation and defense spending. This presentation was recorded live on June 25th, 2025. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. 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)

  • Tracking the Trillion Dollar Gen AI Buildout - Gabelli Portfolio Manager John Belton @morningstar ​

    04/08/2025 Duration: 26min

    Join Gabelli's Director of Growth Equities, John Belton, for an overview of the Gen AI market, where we are in the cycle, who benefits, and a discussion of how to monetize opportunities in this space going forward. This presentation was recorded live on June 26th, 2025. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. 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)

  • Financial Services Opportunities - Gabelli Portfolio Manager Macrae Sykes @morningstar ​

    04/08/2025 Duration: 07min

    Macrae Sykes, Portfolio Manager of the Gabelli Financial Services Opportunities ETF (GABF), discusses current trends and investment prospects in the financial services sector. This presentation was recorded live on June 25th, 2025. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. 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)

  • Sports Investing Panel - Ways to Play - Jason Wright, Sal Galatioto, Arun Manikundalam

    04/08/2025 Duration: 44min

    Chris Marangi (Co-CIO, Value - Gabelli) moderates a discussion on opportunities to invest in the sports industry with Jason Wright (Managing Partner & Head of Investments, Project Level), Sal Galatioto (Galatioto Sports Partners), and Arun Manikundalam (Dynasty Equity) at the Gabelli Funds 17th Annual Media & Sports Symposium held on June 5th, 2025. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. 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)

  • Lionsgate Studios (LION) - CFO Jimmy Barge, Vice Chairman Michael Burns

    04/08/2025 Duration: 31min

    Hanna Howard (Portfolio Manager) moderates a discussion with Lionsgate's CFO Jimmy Barge and Vice Chairman Michael Burns at the Gabelli Funds 17th Annual Media & Sports Symposium held on June 5th, 2025. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. 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)

  • Reservoir Media (RSVR) - CEO & Founder Golnar Khosrowshahi, CFO Jim Heindlmeyer

    04/08/2025 Duration: 30min

    Hanna Howard (Portfolio Manager) moderates a discussion with Reservoir Media's CEO & Founder Golnar Khosrowshahi and CFO Jim Heindlmeyer at the Gabelli Funds 17th Annual Media & Sports Symposium held on June 5th, 2025. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. 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)

  • TEGNA (TGNA) - CFO Julie Heskett - Gabelli 17th Annual Media & Sports Symposium

    04/08/2025 Duration: 30min

    Hanna Howard (Portfolio Manager) moderates a discussion with TEGNA's CFO Julie Heskett at the Gabelli Funds 17th Annual Media & Sports Symposium held on June 5th, 2025. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. 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)

  • Ryman Hospitality Properties (RHP) - Executive Chairman Colin Reed, CEO (Opry) Patrick Moore

    04/08/2025 Duration: 35min

    Justin McAuliffe (Research Analyst) moderates a discussion with Ryman Hospitality Properties' Executive Chairman Colin Reed and CEO of Opry Entertainment Group Patrick Moore at the Gabelli Funds 17th Annual Media & Sports Symposium held on June 5th, 2025. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. 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)

  • Nexstar Media Group (NXST) - President & COO Michael Biard, CFO Lee Ann Gliha

    04/08/2025 Duration: 32min

    Hanna Howard (Portfolio Manager) moderates a discussion with Nexstar Media Group's President & COO Michael Biard and CFO Lee Ann Gliha at the Gabelli Funds 17th Annual Media & Sports Symposium held on June 5th, 2025. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. 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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