The holidays are upon us, and we've got a seasonal treat. We're joined by Chuck Grom of Gordon-Haskett, who's been ranked as #1 in Institutional Investor's All-American Research Team. Chuck breaks down the findings of his team's retail survey of Black Friday shoppers, talks what to expect in the next month of gift buying, and names some favorite retail stock picks. He even describes some of the research methods his team uses, and explains to Adam how his cellphone knew to show him ads from the store he'd just left.
Chris Oberbeck, CEO of Saratoga Investment Corp, joins us to talk about direct lending, Saratoga's model, automation, and why he's optimistic about the next few years.