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(3336)

Bank Earnings, Stocks, China, And Media Stocks (Podcast)

Bank Earnings, Stocks, China, And Media Stocks (Podcast)

Alison Williams, Senior Global Banks and Asset Managers Analyst, discusses Bank of America earnings and Goldman Sachs’ organizational shakeup. Sameer Samana, Senior Global Market Strategist at Wells F...

17 Okt 202239min

Banks, Kroger, and Retail Sales (Podcast)

Banks, Kroger, and Retail Sales (Podcast)

Alison Williams, Senior Global Banks & Asset Managers Analyst with Bloomberg Intelligence, joins the show to talk about the latest bank earnings. Sam Fazeli, Senior Pharmaceutical Analyst/Head of EMEA...

14 Okt 202226min

Inflation, COVID Boosters, And Walgreens (Podcast)

Inflation, COVID Boosters, And Walgreens (Podcast)

Vince Cignarella, Bloomberg News macro strategist, and Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, join the show to discuss the latest CPI and PPI data. Mona Mahajan, ...

13 Okt 202232min

Inflation, Israel, And Intel Job Cuts (Podcast)

Inflation, Israel, And Intel Job Cuts (Podcast)

Mandeep Singh, Senior Technology Analyst with Bloomberg Intelligence, joins the show to talk about the huge job cuts coming to Intel and Uber and Lyft shares sliding yesterday following Labor Departme...

12 Okt 202242min

Yields, Web3, Credit Suisse, Retail, And Cruises (Podcast)

Yields, Web3, Credit Suisse, Retail, And Cruises (Podcast)

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses Treasury yields and auctions. Cole Smead, President & Portfolio Manager at Smead Capital Management, gives his stock...

11 Okt 202234min

Equities, Cannabis, Chips, And Geopolitics (Podcast)

Equities, Cannabis, Chips, And Geopolitics (Podcast)

Gina Martin Adams, Chief Equity Strategist at Bloomberg Intelligence, and Cameron Crise, Macro Strategist with Bloomberg News, discuss the equity market ahead of inflation data and bank earnings this ...

10 Okt 202236min

DraftKings, Tech, Marijuana, and Steve Cohen (Podcast)

DraftKings, Tech, Marijuana, and Steve Cohen (Podcast)

Alison Williams, Senior Global Banks & Asset Managers Analyst with Bloomberg Intelligence, discusses Credit Suisse offering to buy back debt. Geetha Ranganathan, Bloomberg Intelligence Analyst of US M...

7 Okt 202235min

Energy, Equities, and Tech (Podcast)

Energy, Equities, and Tech (Podcast)

Tim Craighead, Director of Research and Senior European Strategist with Bloomberg Intelligence, joins the show to discuss European equities. Amena Bakr, Chief OPEC correspondent with Energy Intelligen...

6 Okt 202232min

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