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)

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 Jul 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 Jul 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 Jul 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 Jul 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 Jul 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 Jul 20236min

Jobs, ChatGPT, and Barbie (Podcast)

Jobs, ChatGPT, and Barbie (Podcast)

Tom Gimbel, CEO at LaSalle Network, joins to discuss jobs day and hiring in the US. Ben Emons, head of Fixed Income at NewEdge Wealth, joins to discuss jobs day, markets, and the economy. Mandeep Sing...

7 Jul 202340min

Fed Minutes, Meta, Rivian, and Student Loans (Podcast)

Fed Minutes, Meta, Rivian, and Student Loans (Podcast)

Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins to break down Fed Minutes, gives her outlook for rates, and talks her latest note on commercial real estate. Michael Green, por...

6 Jul 20231h 8min

Populært innen Business og økonomi

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