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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Episoder(3334)

Fed Day, Jay Powell, Banks, and Crypto

Fed Day, Jay Powell, Banks, and Crypto

Alison Williams, Senior Global Banks & Asset Managers Analyst with Bloomberg Intelligence, and Ira Jersey, Chief US Interest Rates Strategist with BI, join for a roundtable on Fed day to discuss inter...

22 Mar 202353min

The Fed, Banks, and Credit Suisse

The Fed, Banks, and Credit Suisse

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed and interest rate hike. Anna Wong, Chief US Economist with Bloomberg Economics, joins the program to discuss...

21 Mar 202339min

Credit Suisse, Regional Banks, and Iraq Veterans

Credit Suisse, Regional Banks, and Iraq Veterans

Alison Williams, Senior Global Banks & Asset Managers Analyst, and Tim Craighead, Director of Research and Senior European Strategist with Bloomberg Intelligence, join to discuss banking turmoil in Eu...

20 Mar 202357min

Banks, Markets, Connecticut, and FedEx

Banks, Markets, Connecticut, and FedEx

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins the show for (new) weekly Friday wall street roundup. She discusses the week in banking turmoil, incl...

17 Mar 202347min

Credit Suisse, Financial Instability, the ECB, and Rate Hikes

Credit Suisse, Financial Instability, the ECB, and Rate Hikes

Jay Hatfield, CEO at Infrastructure Capital Management, joins the show to talk about the turmoil equities are pricing in amid banking instability in the US and Europe. Dr. Vania Stavrakena, professor ...

16 Mar 202345min

Credit Suisse, Inflation, and the latest on SVB

Credit Suisse, Inflation, and the latest on SVB

Allison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins us to give us the latest on Credit Suisse and how a collapse could impact US and global markets/bank...

15 Mar 202351min

Silicon Valley Bank, Treasuries, and CPI

Silicon Valley Bank, Treasuries, and CPI

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the Fed and SVB, Treasuries, and CPI. Dan Ives, Senior Equity Analyst at WedBush Securities, joins the program to di...

14 Mar 202349min

Silicon Valley Bank and a Possible Fed Pivot

Silicon Valley Bank and a Possible Fed Pivot

Herman Chan, Senior Analyst: US Regional Banks with Bloomberg Intelligence, joins the program to discuss Silicon Valley Bank, a potential bank run, and what it all means for regional banks and the bro...

13 Mar 202353min

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