We're Pretty Late In The Credit Cycle: TCW's Rivelle

We're Pretty Late In The Credit Cycle: TCW's Rivelle

Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the credit market and current investment strategy. Shira Ovide, Bloomberg Opinion technology columnist, discusses why the business of Lyft and Uber are getting muddier to model. Bill Smead, CEO and CIO of Smead Capital Management, on how Kroger is investing in the customer of the future. Hosted by Abramowicz and Paul Sweeney. Amy Webb, professor of strategic foresight at the NYU Stern School of Business and the Founder of the Future Today Institute, discusses her new book, "THE BIG NINE: How the Tech Titans and Their Thinking Machines Could Warp Humanity."

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Retail Sales, Global Inflation and Biopharma Investing

Retail Sales, Global Inflation and Biopharma Investing

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the day's latest eco data. Kara Murphy, CIO at Kestra Investment Management, joins us in studio to talk stocks and i...

18 Heinä 202342min

Earnings, Disney, Janet Yellen, and Fenway Sports Group

Earnings, Disney, Janet Yellen, and Fenway Sports Group

Alison Williams, Senior Global Banks & Asset Managers analyst with Bloomberg Intelligence, and Herman Chan, Senior Regional Banks analyst with Bloomberg Intelligence, join for an earnings breakdown of...

17 Heinä 202353min

Bank Earnings, Student Loans, Metals, Genpact, and James Bullard (Podcast)

Bank Earnings, Student Loans, Metals, Genpact, and James Bullard (Podcast)

Steve Matthews, US Economy Reporter for Bloomberg News, joins to talk about inflation data, including today’s UMich survey, earnings season’s market impact, the Fed, and James Bullard leaving the St. ...

14 Heinä 202350min

Inflation, Private Credit, Bob Iger, and Earnings (Podcast)

Inflation, Private Credit, Bob Iger, and Earnings (Podcast)

Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins to discuss CPI, PPI, and the outlook for a recession in the US. Steve Geiszler, US Chief Intellectual Property Counse...

13 Heinä 20231h

CPI, Euro Equities, The Fed, and Real Estate (Podcast)

CPI, Euro Equities, The Fed, and Real Estate (Podcast)

Anna Wong, Chief US Economist with Bloomberg Economics, joins to break down the June CPI reading and outlook for the Fed’s next move. Tim Craighead, Director of Research and Senior European Strategist...

12 Heinä 20231h 1min

Microsoft, Inflation, Banks, TMT, and Prime Day

Microsoft, Inflation, Banks, TMT, and Prime Day

Jen Rie, Senior Litigation Analyst with Bloomberg Intelligence, joins to discuss Microsoft winning a court nod to buy Activision in a loss for the FTC. David Schassler, Portfolio Manager and Head of Q...

11 Heinä 202356min

China, QT, Threads, Earnings, and ETFs (Audio)

China, QT, Threads, Earnings, and ETFs (Audio)

Eddie Van Der Walt, Deputy Managing Editor of the Markets Live team with Bloomberg News, and Chris Condon, US Treasury Reporter with Bloomberg News, also joins to discuss Janet Yellen’s four-day visit...

10 Heinä 202340min

BONUS EPISODE: Student Loan Supreme Court Fallout

BONUS EPISODE: Student Loan Supreme Court Fallout

After the Supreme Court threw out President Biden's plan to cut student loan debt, more than 40 million people are preparing to resume payments on their debt. And it's not just former students who cou...

9 Heinä 20236min

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