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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Disastrous Scenario If Turkey Exited NATO: Stavridis

Disastrous Scenario If Turkey Exited NATO: Stavridis

Retired Navy Admiral Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, on Trump revoking security clearances, and the situation in Turkey and impact to NATO. David Garrit...

21 Elo 201826min

Loomis' Fuss Sees Two More Fed Hikes, But Uncertainty Prevails

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Dan Fuss, Vice Chairman of Loomis Sayles, on fixed income markets, bond yields, central bank policy and trade concerns. Burt Flickinger, Managing Director for Strategic Resource Group, on the aftermat...

20 Elo 201830min

Ex-SEC Chair Levitt: It’s A Bad Idea to Reduce EPS Reporting

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GUESTS:Former SEC Chairman Arthur Levitt weighs in on President Trump’s seeking an SEC study to move companies to six-month reporting cycles from the current quarterlies. Hans Olsen, Fiduciary Trust C...

17 Elo 201830min

Saudi’s PIF May Not Have Cash To Take Big Tesla Stake

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Dr. Ellen Wald, energy analyst and President of Transversal Consulting, to discuss Saudi Arabia’s potential deal to invest in a Tesla privatization, and what it means for their future oil strategy. Mi...

16 Elo 201830min

Markets May Have To Adjust To Getting Info Via Twitter

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Jill Fisch, Business Law Professor at the University of Penn Law School, discusses the legality surrounding Elon Musk's tweets regarding a potential buyout. Robert Lawrence, Professor of International...

15 Elo 201825min

Cash And De-Risking Look Good As We Enter Late Cycle: Kennedy

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Tom Kennedy, Head of Fixed Income Strategy at J.P. Morgan Private Bank, discusses why cash and de-risking look good right now.  Ben Hunt, Co-founder and Chief Investment Officer of Second Foundation P...

14 Elo 201829min

White House Lax Protocol Opens Window For More Security Breaches

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Clint Watts, a former FBI special agent and Senior Fellow at the Foreign Policy Research Institute, discusses Russia’s continued hacking into U.S. elections, and eroding White House security.Win Thin,...

13 Elo 201827min

Why The U.S. Wouldn’t Want The IMF To Bail Out Turkey: Rhodes

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Guests:Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the global macro issues surrounding China trade, and a look at the situation in Turkey.Porter Bibb, Mana...

10 Elo 201833min

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