Gabelli Radio

Gabelli Media

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)

  1. Jul 15

    Gold Mining Down Under: The Australian Advantage

    ▷ Read about Chris' trip to Western Australia: https://gabelli.com/research/unearthing-value-gold-cash-flow-and-opportunity-in-western-australia/ ▷ Learn more about gold equities through our research: https://www.youtube.com/playlist?list=PLv8JUCrxryp1y0EZi7KLBDr6Nj4WnxIIE Discover the benefits and opportunities of the exploration and development of gold mines in Western Australia with Managing Director & CEO of Westgold Resources Wayne Bramwell and Associate Portfolio Manager of the Gabelli Gold Fund Chris Mancini. This interview was recorded on June 12th, 2026. To learn more about the Gabelli Gold Fund, visit our website: https://gabelli.com/ticker/gldix/ 0:00 Intro, Wayne’s bio 4:21 Wayne’s start in Westgold 8:11 Benefit to operating in W. Australia 13:21 Benefit to operating in Kalgoorlie 18:31 Labor shortage in WA 24:51 “Capital light” WA model 29:11 Westgold’s capital advantage 33:31 Hub and spoke model 35:51 Westgold’s value proposition 38:09 Important Disclosures 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)

  2. May 21

    Defense and Demand: Investing in Aerospace & Defense with GCAD - Webinar

    Learn more about GCAD here: https://gabelli.com/ticker/gcad/ Global defense budgets are rising at a pace not seen since the Cold War. With a record $1.5 trillion U.S. defense budget request on the table, NATO allies accelerating procurement to 3.5% of GDP, and ongoing conflict demanding urgent replenishment, the investment case for aerospace & defense has rarely been more compelling. Join us for an expert conversation with the portfolio manager of The Gabelli Commercial Aerospace and Defense ETF, GCAD, Lieutenant Colonel G. Anthony Bancroft, USMCR, a decorated F/A-18 fighter pilot who brings rare operational perspective to defense investing. Moderated by Daniel Gleim, Gabelli Aerospace & Defense Research Analyst based in Zurich. This webinar was recorded live on May 20th, 2026 at 11am ET. Topics Covered: • Why defense spending remains historically low relative to GDP and history • The Iran conflict and its impact on air defense demand and drone economics • Missile production surge: LMT, RTX, LHX, and the supplier ecosystem • How GCAD differs from passive defense ETFs and broad market indexes • Record industry backlogs and what they signal for multi-year revenue visibility • NATO allies’ accelerating budgets: a $400B+ incremental spending opportunity • Defense sector correlation to markets and role in portfolio construction 0:00 Tony Bancroft's Background 2:20 GCAD ETF Overview 4:30 Aerospace Industry 12:27 Defense Industry 19:40 Current Conflicts 26:44 How to invest in Aerospace & Defense: GCAD ETF 29:38 Albany International (AIN) - Stock Idea 34:35 RENK - Euro Stock Idea 36:27 Audience Q&A 43:47 Contact Us 44:33 Important Disclosures 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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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)

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