Best The Trinity Forum Podcasts (2025)

1
Calamos' Freund expects 4 rate cuts in a year, creating wider discounts 15:52

10h ago15:52

15:52

Matt Freund, Co-Chief Investment Officer at Calamos Investments, expects the Federal Reserve to make "a couple of cuts this year, followed by two or three cuts next year," and that those moves will be made while inflation stays at current levels or rise slightly. With those cuts, Freund thinks there will be a steepening yield curve, around 3 percen…

1
Words Against Despair with Christian Wiman 32:41

5d ago32:41

32:41

Our Summer 2025 series, Beside Still Waters, focuses on the places where creativity brings life into a world fatigued by brokenness and division. From jazz to Jane Austen and in between, this season we’ll focus on the ways literature and the arts can refresh and challenge our inner lives—and connect us with the Creator of the good, the true, and th…

1
A battle over closed-end activism is now awaiting a Supreme Court decision 14:18

8d ago14:18

14:18

Kenneth Burdon, an attorney with Simpson Thacher and Bartlett, discusses the court case between Saba Capital and four closed-end fund sponsors that has wound its way to the U.S. Supreme Court and that is expected to force a change in the tactics of the industry's most prominent activist investor or in the way management companies protect themselves…

1
Spiritual Formation Through our Imaginations 53:06

12d ago53:06

53:06

In this Trinity Forum Conversation, author Lanta Davis, along with special guest host and Trinity Forum Senior Fellow Jessica Hooten Wilson, delve into the power of imagination and its role in our spiritual formation. The discussion centers on Davis's book Becoming by Beholding, which explores Christian imagination through art, literature, and hist…

1
CEF Advisors' Scott on the realities and mirages of double-digit yields 14:34

15d ago14:34

14:34

John Cole Scott, President of CEF Advisors and Chairman of the Active Investment Company Alliance, digs into his firm's data to look at how many categories of closed-end funds are delivering double-digit yields now, in some cases doubling the average payouts in the underlying asset class. He talks about judging how real the big payouts are, and whi…

1
Beauty, Music, and Spiritual Formation with Keith and Kristyn Getty 44:49

19d ago44:49

44:49

Our Summer 2025 series, Beside Still Waters, focuses on the places where creativity brings life into a world fatigued by brokenness and division. From jazz to Jane Austen and in between, this season we’ll focus on the ways literature and the arts can refresh and challenge our inner lives—and connect us with the Creator of the good, the true, and th…

1
Aberdeen's Akus on the struggles facing healthcare, biotech investors 18:17

22d ago18:17

18:17

Jason Akus, Head of Healthcare Investing for Aberdeen Investments, says that current conditions for healthcare and biotech investing are making for "one of the most challenging, difficult and dislocated environments I've seen." While trades in technology, artificial intelligence and the Magnificent Seven stocks have driven the stock market back to …

1
Reading Jane Austen: A Novel Approach to Virtue 41:08

26d ago41:08

41:08

Our Summer 2025 series, Beside Still Waters, focuses on the places where creativity brings life into a world fatigued by brokenness and division. From jazz to Jane Austen and in between, this season we’ll focus on the ways literature and the arts can refresh and challenge our inner lives—and connect us with the Creator of the good, the true, and th…

1
Veteran manager says volatile market has stress-tested 'discount-capture investing' 12:42

29d ago12:42

12:42

Rob Shaker, Portfolio Manager of Shaker Financial Services, discusses "discount-capture investing," and how the market's wild moves around tariff announcements this year made the strategy particularly sensitive to the emotional changes of investors. Shaker says the overall trend for 2025 has been a "generic narrowing" of discounts — by roughly 2 pe…

1
The Inklings, Creativity, and Community with Diana Glyer 49:25

1M ago49:25

49:25

Our Summer 2025 series, Beside Still Waters, focuses on the places where creativity brings life into a world fatigued by brokenness and division. From jazz to Jane Austen and in between, this season we’ll focus on the ways literature and the arts can refresh and challenge our inner lives—and connect us with the Creator of the good, the true, and th…

1
John Cole Scott on the assets he expects to thrive for the rest of '25 13:27

1M ago13:27

13:27

John Cole Scott, President of CEF Advisors, discusses how three areas that lagged during a strong first half of 2025 — municipal bonds, senior loans and master limited partnerships — are poised to be leading categories among closed-end funds for the remainder of the year. Scott, the chairman of the Active Investment Company Alliance, picks out fund…

1
Music, Creativity & Justice with Ruth Naomi Floyd 30:28

1M ago30:28

30:28

Our Summer 2025 series, Beside Still Waters, focuses on the places where creativity brings life into a world fatigued by brokenness and division. From jazz to Jane Austen and in between, this season we’ll focus on the ways literature and the arts can refresh and challenge our inner lives—and connect us with the Creator of the good, the true, and th…

1
Trinity's Brown: Near-shoring, interest rates and more are boons for private credit 15:16

1M ago15:16

15:16

Kyle Brown, chief executive officer at Trinity Capital, sees the private-credit boom continuing, in part fueled by government efforts to generate business gains in the United States. That has created a new wave of capital expenditures — and a 20 percent year-to-date increase in demand for private credit — that is likely to power the private lenders…

1
Allspring's Schueller says this 'muddle-through economy' is good for junk bonds 11:45

2M ago11:45

11:45

Mike Schueller, Co-Manager of the Allspring Income Opportunities fund, says that high-yield bonds are poised to be steady performers through the current wave of headline risks and market uncertainty because the economy is solid enough that there's no reason to expect a spike in defaults. With the potential for recession "having receded into the bac…

1
The Cost of Ambition with Miroslav Volf 59:22

2M ago59:22

59:22

In this episode we’re joined by theologian and bestselling author Miroslav Volf of Yale Divinity School. His latest book is The Cost of Ambition: How Striving to Be Better Than Others is Making Us Worse. The question he explores is one that relates to all of us: how can we find a way to strive for excellence, rather than for superiority over those …

1
Your questions answered with John Cole Scott of Closed-End Fund Advisors 14:37

2M ago14:37

14:37

John Cole Scott, President of Closed-End Fund Advisors — the Chairman of the Active Investment Company Alliance — answers listener questions about whether premiums and returns of capital are as bad for investors as they are often cracked up to be, on whether interval funds are worth the illiquidity risk and if the reasons why individuals buy closed…

1
Bonus NAVigator: Gladstone's Bob Marcotte at the AICA BDC Forum 12:17

2M ago12:17

12:17

Bob Marcotte, President at Gladstone Capital Corp., says that government policies which encourage business investment and capital expenditures are creating outstanding conditions for the private credit market. In an interview at the Active Investment Company Alliance BDC Forum in New York City, Marcotte said that Gladstone is "very bullish" on the …

1
Devotion to the Trinity 11:51

2M ago11:51

11:51

Today I want to take some time to reflect on the Trinity and Trinity Sunday. Topics: Augustine, Thomas Aquinas, Devotion, Send us a text Support the showBy The collective members of the Catholic Plebs

1
Bonus NAVigator: Oppenheimer's Penn is watching how credit losses weigh on BDCs 11:32

2M ago11:32

11:32

Mitchel Penn, Managing Director at Oppenheimer & Co. — interviewed at the Active Investment Company Alliance BDC Forum in New York on Wednesday — says that credit losses for business development companies during the first quarter of 2025 were more than double the level they have been at for the last few years. Penn says some of that increase could …

1
How a BDC industry advocate shapes policies in Washington 12:06

2M ago12:06

12:06

Tonnie Wybensinger, Head of Government Relations for the Small Business Investors Association — interviewed at the AICA BDC Forum in New York on June 11 — discusses the role that lobbyists play in the legislative process and how current efforts to improve the tax treatment of business-development companies, as well as to level the playing field wit…

1
Living Well and Dying Well with Lydia Dugdale 57:53

2M ago57:53

57:53

This conversation is on the practical wisdom the Christian tradition offers for something that affects all of us: matters of life and death. Dr. Lydia Dugdale will be our guide. Lydia has applied practices from this faith tradition in her daily work with patients and families as a physician, professor and medical ethicist in New York City. She draw…

1
Calamos' Grant on getting equity-like returns without market correlation 15:51

2M ago15:51

15:51

Michael Grant, Co-Chief Investment Officer at Calamos Investments — Co-Manager of the Calamos Long/Short Equity & Dynamic Income Trust — says that current market conditions have made it that bonds are no longer a natural working hedge for equities downturns, and the downside risk in terms of capital return can be greater in the bond market than in …

1
John Cole Scott on whether "the best funds" live up to their billing 16:47

3M ago16:47

16:47

John Cole Scott, president of Closed-End Fund Advisors — the chairman of the Active Investment Company Alliance — discusses two mainstream media articles that purported to name "the best closed-end funds" and that were published right around the times when he appeared on The NAVigator and gave out his own investment suggestions; he digs into the da…

1
Reason and Belief with Ross Douthat 58:38

3M ago58:38

58:38

In this conversation, author Ross Douthat draws from the tradition to tackle a foundational question: Why believe? Amid evidence that America’s long trend of secularization has leveled off, a perception of the limits of a strictly materialist worldview, and growing dissatisfaction with “do it yourself” approaches to spirituality, what does traditio…

1
Nuveen's Griggs: In turbulent markets, small portfolio tweaks have big impacts 15:10

3M ago15:10

15:10

Brian Griggs, head of portfolio strategy and solutions at Nuveen, says that investors have long had too much dependence on large-cap domestic stocks and an over-reliance on duration in fixed-income allocations, and he says that investors should address those pain points today to address macro-sensitivity caused by today's headlines. Using Nuveen's …

1
CION's Gatto on how private markets have weathered tumultuous markets 13:27

3M ago13:27

13:27

Mark Gatto, co-founder and co-chief executive officer at CION Investment Group, says that private investments have been weathering current storms better than public companies because illiquidity translates to stability in times when the market is volatile. Gatto says these markets have highlighted what private investments do well, which should boos…

1
Our Souls on Technology with Andy Crouch and Jonathan Haidt 43:12

3M ago43:12

43:12

We were made for relationship — to be seen, loved, known, and committed to others. And yet we increasingly find ourselves, in the words of sociologist Jonathan Haidt, “disoriented, unable to speak the same language or recognize the same truth. We are cut off from one another and from the past.” On our podcast Haidt and bestselling author Andy Crouc…

1
Aberdeen's Kohl: Dividends offer some certainty amid tariff uncertainty 11:45

3M ago11:45

11:45

Andrew Kohl, a Portfolio Manager with Aberdeen Investments — part of the team running the firm's Total Dynamic Dividend and Global Dynamic Dividend funds — says dividend-paying stocks are not immune from tariff concerns, and while investors often pick them for the income and don't want to make too many changes, it's important to to watch how the un…

1
Oaktree's Poli: Amid concerns over stocks and bonds, credit is the place to be 16:22

4M ago16:22

16:22

Danielle Poli, Portfolio Manager at Oaktree Capital Management, says the credit market is delivering returns that are close to the historic gains for equities, noting that the current set-up is reminiscent of times in the early 2000s when credit "smoked" equities. With high-yield bonds earning around 8 percent and private credit showing significant…

1
Faith and Foreign Aid 1:01:38

4M ago1:01:38

1:01:38

US foreign aid is unexpectedly in the news in 2025 as never before. What do Christians need to know, to help us be part of the dialogue? America's history of foreign aid dates back at least to the Marshall Plan that followed World War II. Many Christians have been involved. How have these believers thought about the appropriate roles of government …

1
Sit's Doty is trading up and still expecting double-digit gains this year 14:45

4M ago14:45

14:45

Bryce Doty, Senior Portfolio Manager at Sit Investment Associates, says that current market conditions have changed the opportunity set for investors, who now want to be trading up by unloading closed-end funds that have hardly moved in favor of issues that have swung more wildly, even if that means "holding your nose" on the quality of the funds y…

1
Finding God in the Garden with Andrew Peterson 32:42

4M ago32:42

32:42

As we emerge from the Lenten season, freshly renewed by the triumph of the Resurrection, beauty and wonder are particularly present for Christians. In this episode, author and songwriter Andrew Peterson shares his insights about the importance of location and living responsibly and attentively in whatever specific place you inhabit. He discusses ho…

1
John Cole Scott on closed-end funds that can weather this storm 12:40

4M ago12:40

12:40

John Cole Scott, President of Closed-End Fund Advisors — The Chairman of the Active Investment Company Alliance — is back with funds that can fit the bill of giving investors confidence amid the current stock market chaos. After answering audience questions last week, he supplements those answers with three investment ideas, discussing the details …

1
Waiting for Good News with N.T. Wright 22:02

4M ago22:02

22:02

Throughout Lent, we've been releasing weekly episodes focused on spiritual practices. In the final episode of the series, this Holy Week we're considering the discipline of waiting: how we can prepare ourselves to receive good news. Our guide today is N.T. Wright, the Anglican Bishop and New Testament scholar. He describes how Jesus invited his hea…

1
John Cole Scott on how the wild market action is impacting closed-end funds 12:49

4M ago12:49

12:49

John Cole Scott, President of Closed-End Fund Advisors — the Chairman of the Active Investment Company Alliance — checks in on how closed-end funds have performed since the government's tariff announcement, particularly in bond funds, where the outlook for yields has put fixed-income markets under pressure; he also discusses discount levels, strate…

1
Making as a Spiritual Practice with Makoto Fujimura 41:48

4M ago41:48

41:48

Throughout the season of Lent, we're releasing weekly episodes focused on spiritual practices. If at the center of reality is a God whose love is a generative, creative force, how do humans made in God’s image begin to reflect this beauty and love in a world rent by brokenness and ugliness? As Makoto Fujimura argues on our latest podcast, it’s in t…

1
John Cole Scott on finding 'the best' funds and more 11:54

4M ago11:54

11:54

John Cole Scott, Chief Investment Officer at Closed-End Fund Advisors — Chairman of the Active Investment Company Alliance — continues The NAVigator's ongoing effort to answer audience questions, this week digging into nuts-and-bolts issues like how to find the best closed-end fund in any sector, how to judge if a fund might reduce its distribution…

1
The Blessing of Limitations with Kelly Kapic 31:19

5M ago31:19

31:19

Throughout the season of Lent, we're releasing weekly episodes focused on spiritual practices. We live in an age of speed and overwhelm, where we often feel we are expected to do more, move faster, work harder, brush past boundaries and limits, and shave margins. When we inevitably fail to meet all demands, we are left feeling not only exhausted, b…

1
Third Week of Lent 14:25

5M ago14:25

14:25

In this Third Week of Lent, I go over a reading from Theophilus focusing on God's love and his ability to heal us. There is truly no sin He cannot heal except those we do not bring to him. Send us a text Support the showBy The collective members of the Catholic Plebs

1
Aberdeen Purington: Middle-market infrastructure will be a sweet spot for years 11:39

5M ago11:39

11:39

Eric Purington, Portfolio Manager for the aberdeen Global Income Infrastructure fund says that large-scale infrastructure investors have raised billions to pump into the big names in the sector, the smaller private-equity firms and the middle-market opportunities have struggled to bring in capital. That has created an opportunity that Purington has…

1
Pursuing Humility with Richard Foster and Brenda Quinn 36:52

5M ago36:52

36:52

Pursuing Humility, with Richard Foster and Brenda Quinn Throughout the season of Lent, we're releasing weekly episodes focused on spiritual practices. In an age when self-promotion is often celebrated as a sign of leadership and strength, humility may seem a lost virtue. In his work Learning Humility, theologian Richard Foster argues that humility …

1
The NAVigator at FutureProof: Nuveen's Rodriguez on what wins with rate cuts 13:09

5M ago13:09

13:09

Tony Rodriguez, head of fixed income strategy at Nuveen, expects the Federal Reserve to make two interest-rate cuts this year — he calls them "recalibration cuts," made to stabilize the economy but not in response to a hard landing — which will boost floating-rate assets like leveraged loans, collateralized loan obligations and more. Speaking at Fu…

1
Second Week of Lent 2025 30:45

5M ago30:45

30:45

In this second week of Lent I want to share with you a reflection on prayer by reflecting on a homily from St. Chrysostom. Send us a text Support the showBy The collective members of the Catholic Plebs

1
Reading as a Spiritual Practice with Jessica Hooten Wilson 28:45

5M ago28:45

28:45

Throughout the season of Lent, we'll be releasing weekly episodes focused on themes of reflection, prayer, and contemplation. As you listen to this episode, we invite you to take a moment to slow down, quiet your heart, and hear what God may be saying to you. What if we viewed reading as not just a personal hobby or a pleasurable indulgence but as …

1
VettaFi's Islam: Now 15, the 'S&P 500 of closed-end funds' has a big impact 10:25

5M ago10:25

10:25

Roxanna Islam, Head of Sector and Industry Research at VettaFi, discusses PCEF — the Invesco Closed-End Fund Income Composite ETF — which she considers the bellwether measure of the closed-end fund industry, a parallel to the Standard & Poor's 500 but for a closed-end space that is rapidly changing. Islam talks about how the ETF — which recently ce…

1
First Week of Lent 2025 23:17

5M ago23:17

23:17

Hello everyone! As we begin Lent, I want to share with you a reflection on Romans and commentary from St. Bede on the Gospel of Mark. Scripture passage Romans 12: 1-2 Brothers, I beg you through the mercy of God to offer your bodies as a living sacrifice holy and acceptable to God, your spiritual worship. Do not conform yourselves to this age but b…

1
Silence and Solitude with Ruth Haley Barton 50:03

5M ago50:03

50:03

In the first episode of our weekly Lenten series, we invite you to take a moment to slow down, quiet your heart, and hear what God may be saying to you. Throughout the season of Lent, we'll be releasing weekly episodes focused on themes of reflection, prayer, and contemplation. On March 19, 2021 we were delighted to host Christian author, leader, a…

1
XA's Flynn: Healthy borrowers should keep CLO space humming 13:33

5M ago13:33

13:33

Kimberly Flynn, President of XA Investments — which runs the XAI Octagon Floating Rate & Alternative Income Trust — discusses the development, growth and heightened demand in alternative investments, as well as how current market conditions around rates, tariffs and uncertainty are hitting the loan markets. She notes that the current picture for le…

1
How Christianity Remade the World with Tom Holland 51:53

6M ago51:53

51:53

How Christianity Remade the World In the context of the pagan classical world, the Christian faith was a shocking, even unfathomable inversion of the values systems and structures of the time. In that embattled context, its explosive growth was unimaginable. Today, however, Christianity is often considered boring or backwards. How might we better d…

1
Starting a Year of Hope 17:37

6M ago17:37

17:37

Hello my friends! Welcome to the beautiful year of hope. I am happy to kick this year off with you all and dive into scripture staring with Isiah 6:5 and Luke 5:8. You are beautiful, and thank you for listening! https://podcast.feedspot.com/catholic_mens_podcasts/ Send us a text Support the showBy The collective members of the Catholic Plebs

Podcasts Worth a Listen

The Trinity Forum Podcasts

Podcasts Worth a Listen

Quick Reference Guide