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(3335)

Energy, Market, and Housing Outlooks

Energy, Market, and Housing Outlooks

Rob Barnett, Senior Analyst – Team Lead EMEA Energy Research with Bloomberg Intelligence, joins the show to discuss BI’s solar energy and overall energy outlooks for 2023. Anneka Treon, Chief Economis...

9 Des 202234min

Politics, Private Credit, Markets and China (Podcast)

Politics, Private Credit, Markets and China (Podcast)

Nathan Dean, Senior Policy Analyst with Bloomberg Intelligence, joins the show to discuss last night’s Georgia runoff, outlook for Donald Trump and the GOP, and potential crypto legislation. Tim Lyne,...

8 Des 202231min

Markets, Banks, Bioscience, and Tech (Podcast)

Markets, Banks, Bioscience, and Tech (Podcast)

Natalie Wolfsen, CEO at AssetMark, joins the show to talk about market trends as well as how AssetMark is supporting/growing financial advisors. Josh Joseph, CEO of Big Plan Holdings, discusses outloo...

7 Des 202238min

Supply Chain, Markets, and Muni Bonds (Podcast)

Supply Chain, Markets, and Muni Bonds (Podcast)

Gene Seroka, CEO at the Port of LA, joins us in studio to discuss the latest developments on the supply chain. Build America Mutual CEO Sean McCarthy joins us on site to discuss BAM’s services and out...

7 Des 202242min

Cars, Inflation, Credit Suisse, and Georgia Runoff (Podcast)

Cars, Inflation, Credit Suisse, and Georgia Runoff (Podcast)

Kevin Tynan, with Bloomberg Intelligence, and Elisabeth Behrmann, with Bloomberg News, join the show to discuss 2022 outlook for US automakers and overseas carmakers. Ben Emons, Head of Fixed Income/M...

5 Des 202240min

Banks, FTX, and Jobs (Podcast)

Banks, FTX, and Jobs (Podcast)

Sri Natarajan, Senior Reporter with Bloomberg News, discusses warning signs on Wall Street about a slowing economy. Marion Halftermeyer, finance reporter with Bloomberg News, discusses the latest on C...

2 Des 202241min

Corporate Leadership, Markets, and Nonprofits (Podcast)

Corporate Leadership, Markets, and Nonprofits (Podcast)

Nissan CEO Makoto Uchida joins the show to talk about his company and outlook for electric vehicle production. Bloomberg Intelligence Tech Analysts Anurag Rana and Mandeep Singh join us for an in-stud...

1 Des 202242min

Infrastructure, Ukraine, Tech, and Lamborghini (Podcast)

Infrastructure, Ukraine, Tech, and Lamborghini (Podcast)

Machelle Baker Sanders, North Carolina Secretary of Commerce, and Mike Fox, President and CEO of Piedmont Triad Partnership, join the show in studio to discuss the state’s recent manufacturing and sem...

30 Nov 202238min

Populært innen Business og økonomi

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