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.

See omnystudio.com/listener for privacy information.

Episoder(3333)

Banks, Israel, Retail, and Choice Hotels

Banks, Israel, Retail, and Choice Hotels

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to discuss Goldman Sachs and Bank of America earnings. Russell Price, Chief Economist at Ameriprise F...

17 Okt 202354min

Israel, the Fed, IPOs, and Fintech

Israel, the Fed, IPOs, and Fintech

Mick Mulroy, former CIA paramilitary officer and co-founder of the Lobo Institute, joins to discuss the latest on the war in Israel and what a potential ground invasion could look like, and also discu...

16 Okt 202350min

Markets, Banks, and M&A

Markets, Banks, and M&A

Matthew Jessup CEO and Managing Partner with Jessup Wealth Management, joins us from the Commonwealth Financial Network 2023 National Conference to discuss markets and investing. Brad McMillan, CIO at...

13 Okt 202353min

CPI, Financial Advising, and DC Latest

CPI, Financial Advising, and DC Latest

Trap Kloman, President and COO at Commonwealth, joins us from the Commonwealth Financial Network 2023 National Conference to discuss the Commonwealth Conference in Denver and other investing topics. V...

12 Okt 202354min

Israel, Exxon, and House Speaker

Israel, Exxon, and House Speaker

Khaled Elgindy, Senior Fellow at the Middle East Institute, joins to discuss the war in Israel, offering perspective on Palestinian politics and contextualizing the conflict from various angles. Ferna...

11 Okt 202348min

Israel Latest, Bond Market, Pepsi Earnings, and SBF

Israel Latest, Bond Market, Pepsi Earnings, and SBF

Ethan Bronner, Israel Bureau Chief with Bloomberg News, joins us from Tel Aviv to discuss  the latest on the Israel-Hamas war. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence,...

10 Okt 202346min

Israel, Geopolitical Risks, and Market Response

Israel, Geopolitical Risks, and Market Response

Galit Altstein, Israel economy and government reporter with Bloomberg News based in Tel Aviv, gives us the latest updates on the ground in Israel as well as currency and eco impacts of the war. Ros Ma...

9 Okt 202356min

Jobs, Hiring, Tech, and Real Estate

Jobs, Hiring, Tech, and Real Estate

Dan Ives, Senior Equity Analyst at WedBush Securities, joins to discuss tech, outlook for Apple and Tesla, and other tech trends. Julia Pollak, Chief Economist at ZipRecruiter, joins to discuss the la...

6 Okt 202343min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
finansredaksjonen
pengepodden-2
pengesnakk
tid-er-penger-en-podcast-med-peter-warren
livet-pa-veien-med-jan-erik-larssen
rss-sunn-okonomi
utbytte
stormkast-med-valebrokk-stordalen
morgenkaffen-med-finansavisen
lederpodden
okonomiamatorene
rss-markedspuls-2
rss-fa-makro
flypodden