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Welcome to the Compounders Podcast. On this show, Host and Investor, Ben Claremon, will explore the topic of compounding from various angles, including through interviews with public and private company executives, investors who focus on compounders, and newer investment firms that are building a business they hope will become more valuable over time.
Episodes
Thursday Mar 28, 2024
Thursday Mar 28, 2024
My guest on the show today is Mac Sykes, the Portfolio Manager of the Gabelli Financial Services Opportunities Fund. Mac has been with Gabelli for over 15 years and runs a portfolio that is focused on the financial services industry. We haven’t had many chances to discuss banks on this podcast. So, I was excited to speak with Mac about:
- The major tailwinds he and his team believer are supporting the companies in the portfolio;
- How technology is transforming and impacting the incumbents in the financial services industry;
- The future of Berkshire Hathaway as we approach an inevitable change in leadership;
- Portfolio construction and especially concentration; and
- How the big money centers banks are positioned to weather the next credit cycle
For more information about the Gabelli Financial Services Opportunities Fund, please visit: https://www.gabelli.com/funds/etfs/gabf
Listen to all Compounders Podcast episodes on either Apple or Spotify
iTunes: https://apple.co/3xlUvPY
Spotify: https://spoti.fi/3jxkxLl
All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.