Charlie LaRosa, a member of the Value team at Gabelli discusses our take "On the Markets" for July 2022.

On The Markets with Gabelli Funds' Charlie LaRosa: July 2022

Judith Raneri, senior portfolio manager of the Gabelli US Treasury MMF, discusses the Federal Reserve’s recent actions at their July FOMC meeting. She goes over the impact on the overall bond market and where this leaves  the Fed in their fight against inflation.

Fed’s Rate Hike Impact on Treasury Yields with Judith Raneri

Sarah Donnelly, consumer staples research analyst,  discusses expenditures for at-home–food, recent food inflation and TreeHouse Foods.

Shopping for Value: Private Label Food with Sarah Donnelly

Brett Kearney, research analyst and portfolio manager at Gabelli Funds, provided an update on the Gabelli Automation ETF, which was launched earlier this year.  The ETF trades on the New York Stock Exchange under the ticker symbol: GAST and will not incur any fees or expenses for the first $25 million of the Fund’s assets under management.

Gabelli Automation ETF with Brett Kearney

Chris Matthiessen, a member of the merger arbitrage investment team, discusses the uncertainty surrounding the current state of the global macroeconomic environment and the global M&amp;A activity of the first half of 2022.

1st Half of 2022 Global Deal Recap with Chris Matthiessen

Kevin Dreyer discusses inflation and one of the industries with the best pricing power - distilled spirits.

Pricing Power - Distilled Spirits/Diageo with Kevin Dreyer

Analyst Hanna Howard discusses the increasingly negative sentiment towards plastics, which is helping to drive the shift towards more sustainable products and packaging.

The Elimination of Plastics & Shift to Cans with Hanna Howard

Tony Bancroft discusses his key takeaways from the 2022 Farnborough International Airshow which took place from July 18th to July 22nd this year.

Farnborough International Airshow 2022 Review with Tony Bancroft

Gabelli Funds co-CIO, Chris Marangi, discusses live entertainment and sports. He goes over the relative scarcity of sports assets and the limited accessibility to the public market investors mentioning –  The NY Knicks and Rangers at Madison Square Garden Sports and the Atlanta Braves baseball club at Liberty Braves.

Sports Investing in the Public Markets with Chris Marangi

Portfolio Manager Justin Bergner discusses the electric metering market and the opportunity for distribution automation to drive revenue growth and margin expansion in what has been a challenging market.

Electric Metering and Distribution Automation with Justin Bergner

As the S&amp;P crosses the bear market threshold, Charlie LaRosa discusses commodity prices, rate hikes and the rise of a post-COVID economy in this June episode of On The Markets.

On the Markets with Gabelli Funds' Charlie LaRosa: June 2022

Interview with Precidian Founder, Stuart Thomas

Financials Panel - Professor James Barth and Macrae Sykes (06.15.2022)

Charlie LaRosa discusses volatility, ongoing fallout from geopolitics in East Europe, and a recent Fed rate hike on this episode of On the Markets.

On the Markets with Gabelli Funds' Charlie LaRosa: May 2022

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

On the Markets with Gabelli Funds' Charlie LaRosa: April 2022

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

Fixed Income Update and the Fed with Judy Raneri

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. 

An Update on T-Mobile, from Sergey Dluzhevskiy

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. 

On the Markets with Gabelli's Charlie LaRosa: March 2022

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. 

Brett Kearney on the Pump, Valve, and Water Systems Ecosystem

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

"On The Markets" for 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.

Market Update with Chris Ward of Gabelli Growth 

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

Tony Bancroft on Trends in Defense Spending

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.

Simon Wong on Current Developments in the Oil Market

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.

Recent Geopolitical Effects on the Gold Industry

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&amp;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&amp;P 500 has fallen 3% or more in January on six occasions. Five of those occasions, the S&amp;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 tightening.
While the monetary policy shift was a main focus for the markets, dampened fiscal policy support was another overhang. Sen. Joe Manchin did not support President Joe Biden’s Build Back Better (BBB) plan, which has stalled the proposal, saying that the bill could further fuel inflation.
The spread of the Omicron variant played into the more persistent supply chain and input price pressure narrative. While the impacts of Omicron on economic life should diminish through the year, investors remain hopeful that a highly contagious/relatively mild Omicron is a clearing event that helps immunize the population. Health officials have noted that COVID-19 is reaching an endemic phase. While new variants are likely to emerge, society is learning to adapt and accept the possibility that COVID could become a seasonal virus.
After several false starts, a rotation from Growth to Value may finally gain traction and provide a tailwind for the appreciation of the undervalued, cash generative entities we favor. Our style should benefit from two themes. First, an inflationary environment favors companies possessing pricing power and significant sunk and/or fixed costs. Holdings including broadband providers, waste handling firms, sports franchises and branded goods companies fit that bill. Second, after years of reinvestment, many formerly disrupted incumbents are poised to innovate their own way to growth. As Value Investors, we continue to navigate the current market volatility as an opportunity to buy attractive companies, which have positive free cash flows, healthy balance sheets and are trading at discounted prices.
Please make sure you subscribe to our channel, for all GabelliTV updates. And for more information, visit us online at www.Gabelli.com.

"On The Markets" for January 2022

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

Paul Fanelli on the streaming landscape, Warner and Discovery, and more.

In this episode, Gustavo Pifano joins us to discuss the rise of online sports betting and iGaming in the US, parallels to the European market, stock picks, and more.

New Opportunities in US Online Sports Betting and iGaming 

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

New Opportunities in the Gambling Space

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

The New Gabelli Asset ETF

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

Ashish Sinha on COVID in Europe, scouting for investment ideas, and more.

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

Jennie Tsai on the Medical Device Sector

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.

Steve Comery on Depository Banking, Interest Rates, 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.

Matthew Brooklier on the Commercial Vehicles Sector

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.

Market Update & Outlook with Chris Ward

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).

The Gabelli Third Annual Healthcare Conference at Columbia (November 19th)

Chris Mancini joins us to discuss the gold industry: what makes gold a great store of value, the reasons to invest in gold mining companies, recent changes in gold’s value and more.

The Gold Industry with Chris Mancini

Bart Rekucki returns, this time to discuss the elevator industry. Tune in for his stock picks, an explanation of technological changes in the industry, how the sector is structured, and more.

Bart Rekucki on the Elevator Industry

In this episode, Co-CIOs and portfolio managers Chris Marangi and Kevin Dreyer discuss changes to the mergers and acquisitions landscape, inflation and its effects on value investing, stock picks, and more. 

DISCLOSURE STATEMENT

Several companies were mentioned in this episode. GAMCO owns the following percentages of each company:

-Liberty Braves – 24.31% Series A, 4.73% Series C
-Nestle – less than 1%
-Madison Square Garden Sports – 5.46%
-Madison Square Garden Entertainment – 5.82%
-Aerojet Rocketdyne – 6.22%
-Republic Services – less than 1%
-Evergrande – less than 1%
-Diageo – less than 1%
--Herc Holdings – 9.47%
-Sony – less than 1%
-Universal Music Group – less than 1%
-Vivendi – less than 1%
-Grupo Televisa – less than 1%
-Q-rate retail – less than 1%
-Edgewell Personal Care – 5.67%
-Netflix – less than 1%
-Comcast – less than 1%
-Charter Communications – less than 1%
-Liberty Broadband – less than 1%
-Liberty Global – less than 1%
-General Motors – less than 1%
-Marcus Corporation – 5.06%
-Flowserve – 2.19%


Market Update with Chris Marangi and Kevin Dreyer

In this episode, Kathryn Welling (co-author of Merger Masters with Mario Gabelli and author of Welling on Wall Street) discusses her experiences with merger arbitrage, the history and future of this space, and much more. Jeffrey Illustrato, Senior Vice President at Gabelli, interviews.

Kathryn Welling on Merger Arbitrage

In this episode, analyst and portfolio manager Hendi Susanto goes over funds he manages, select companies he is interested in, provides an overview of Cybersecurity and chip shortages, and more

Cybersecurity, Supply Shortages, and more with Hendi Susanto

In this episode, Kevin Kedra discusses financial engineering in the healthcare and pharmaceutical sectors, current and upcoming trends in M&amp;A, upcoming spin-offs and separations to watch, and more

Financial engineering, M&A, and more in the pharmaceutical and healthcare spaces

In this episode, Macrae Sykes discusses updates on the asset management industry, industry consolidation, Interactive Brokers and Berkshire Hathaway, and more.

The changing asset management industry, commission less trading, and company outlooks

In this episode, Hanna Howard discusses trends in the packaging industry; especially the problems with PET plastic bottles, the rise of aluminum, the Ardagh Metal Packaging spin-off, and more.

Sustainable Packaging, Aluminum, and Spin-offs

In this episode, healthcare analyst and portfolio manager Sara Wojda discusses COVID-related changes to the healthcare sector, initial constraints affecting the industry, future demand for COVID testing and availability, and more.

COVID Testing and Healthcare Providers over the Course of the Pandemic

In this episode, research analyst and associate portfolio manager Tony Bancroft talks about the commercial aerospace sector, including a history of the industry and major trends now and in the near future. He also goes into detail about Boeing and the future of defense spending.

Airplane fleets, the recovery of commercial flying, and defense

In this episode, Judy Raneri discusses the current interest rate environment and the impact on Money Market Funds.

Money Market Funds with Judy Raneri

In this episode, Brett Kearney discusses proprietary recycling technology, the effect of COVID on the industry, major players, and more

A deep dive into the outdoor decking industry

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."

Industrial Stock Considerations and Beneficiaries of the Infrastructure Bill

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.

5G: What is it and who are the main players?

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.

The Delta variant, a third shot, and upcoming developments in healthcare

James Dinsmore discusses the convertibles market, asymmetric returns, the effect of inflation on convertibles, and much, much more

James Dinsmore on Convertibles

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.

COVID, Political Risk, and more in the Healthcare Industry

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.

New Technologies and Trends in the Automobile Industry

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.

Emerging Trends in the Energy Sector

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.

Attractive Value Opportunities in Global Banks

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.

Market Perspectives with Gabelli Growth

In today’s episode, we hear the framework behind one of the best stock pickers over the last 50 years! Mario walks us through what he thinks about when analyzing both industries and companies. He touches on the impact of fiscal and monetary stimulus, labor costs, and supply chains. Then we walk through some different industries – media, autos, energy, and farmland and agriculture.

Episode #327: Mario Gabelli, GAMCO Investors, 'We Have Accumulated Compounded Knowledge of Certain Industries Over An Extended Period Of Time'

The legendary investor joins the show to talk about this market cycle, where he spots opportunities, and his process for picking great companies. Plus, we are living in the land of huge numbers. How rising deficits, debt and household income are combining to create bubbles across capital markets. And, what to expect from the Fed’s meeting on interest rates. All that and more on The Investopedia Express.

The World According to Mario Gabelli

In our latest 'Under the Strap' podcast, we enjoy a chat with billionaire investor Mario Gabelli. Gabelli, founder, chairman, and CEO of Gabelli Asset Management Company Investors, became interested in the market when he caddied for specialists from the floor of the New York Stock Exchange as a young boy. Gabelli told us about the lessons he learned on the course that he's been able to apply to life and business.

Billionaire investor Mario Gabelli on his childhood as a caddie

Advisor Perspectives Minisode: Gaining Perspective, featuring Chris Marangi of Gabelli Funds, 3/3/21

A New Actively Managed ETF - the Love Our Planet & People Fund (LOPP)

A highlight from the 5th Annual Waste &amp; Environmental Symposium  put on by G.Research on March 26th, 2019 in New York City. This research meeting featured presentations and one-on-one meetings with senior management of several leading waste management and environmental companies. In episode 4, you will hear a presentation by Darling Ingredients Inc. [NYSE:DAR]  

Please listen to important disclosures at the end of this podcast.

G.Research Conference: Waste &Environmental Services - Darling [DAR]

 A highlight from the 5th Annual Waste &amp; Environmental Symposium  put on by G.Research on March 26th, 2019 in New York City. This research meeting featured presentations and one-on-one meetings with senior management of several leading waste management and environmental companies. In episode 3, you will hear a presentation by Casella Waste Systems Inc. [NASDAQ:CWST] 

Please listen to important disclosures at the end of this podcast. 

G.Research Conference: Waste &Environmental Services - Casella [CWST]

A highlight from the 10th Annual Specialty Chemical's Conference put on by G.Research on March 13th, 2019 in New York City. This research meeting featured presentations and one-on-one meetings with senior management of several leading specialty chemicals companies. In this first podcast episode, you will hear a presentation by Trecora Resources CEO, Patrick Quarles.
Disclosure:  Please listen to important disclosures at the end of this podcast.  


G.research Conference: Specialty Chemicals - Trecora [TREC]

A highlight from the 10th Annual Specialty Chemical's Conference put on by G.Research on March 13th, 2019 in New York City. This research meeting featured presentations and one-on-one meetings with senior management of several leading specialty chemicals companies. In this first podcast episode, you will hear a presentation by Omnova Solutions CEO Anne Noonan. 
 Disclosure:  Please listen to important disclosures at the end of this podcast.   


