High Yield, EM Most Vulnerable To Asset Collapse: TCW's Rivelle

High Yield, EM Most Vulnerable To Asset Collapse: TCW's Rivelle

Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the disconnect between asset prices and income, and current investment strategy. Tom Russo, Managing Partner at Gardner Russo & Gardner LLC, on why Philip Morris is poised to benefit from investment in smoke-free products. Brandon Kochkodin, Managing Editor for Bloomberg News, on how Apple and other big companies are no longer disclosing offshore cash positions, making it difficult to gauge whether tax changes are stoking federal investment.Sandy Miller, Partner at Institutional Venture Partners (IVP) on why Silicon Valley will see IPOs as well as more M&A, and how tech companies have been shutting out Wall Street.

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The Markets And Economy Amid Rising Inflation

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Markets, 5G, And Supply Chain Bottlenecks

Markets, 5G, And Supply Chain Bottlenecks

Dave Ellison, Portfolio Manager of the Hennessy Large and Small Cap Financial Funds, gives his 2022 economic outlook amid inflation. Alex Chaloff, co-Head of Investment Strategies at Bernstein Private...

12 Tammi 202224min

The Supply Chain, Semiconductors, And Real Estate

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Sampath Sowmyanarayan, Chief Revenue Officer at Verizon, discusses the supply chain, 5G, and helping lead Verizon through pandemic. Nakul Duggal, Senior Vice President and General Manager of Automotiv...

10 Tammi 202224min

Jobs Day, Labor, And Real Estate Investment

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Dana Peterson, Chief Economist & Center Leader of Economy, Strategy, and Finance at The Conference Board, discusses the jobs report. Tom Gimbel, Founder & CEO of the LaSalle Network, talks about labor...

7 Tammi 202228min

Corporate Political Activity And Markets In 2022

Corporate Political Activity And Markets In 2022

Phil Palumbo, CEO, CIO, and founder of Palumbo Wealth Management, discusses investing and gives his market outlook for 2022. Katie Nixon, CIO of Northern Trust Wealth Management, discusses markets, in...

6 Tammi 202226min

Outlook For COVID-19, Taxes, Energy, And Real Estate

Outlook For COVID-19, Taxes, Energy, And Real Estate

Dr. Syra Madad, Infectious Disease Epidemiologist at Harvard’s Belfer Center for Science and International Affairs and the NYC Hospital System, talks about the CDC’s latest isolation guidance for peop...

5 Tammi 202227min

Markets, Supply Chain, And Remote Work In 2022

Markets, Supply Chain, And Remote Work In 2022

Rebecca Felton, Senior Market Strategist at Riverfront Investment Group, discusses markets and investing in the New Year. Tim Fiore, the Chairman of the Institute of Supply Management (ISM) Business S...

4 Tammi 202221min

Market And Tech Outlook For 2022

Market And Tech Outlook For 2022

Phil Orlando, Chief Equity Strategist & Head of Client Portfolio Management at Federated Hermes, joins the show to discuss investing, inflation, and gives his market outlook for 2022. Priya Misra, Man...

3 Tammi 202224min

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