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(3339)

Markets, Currencies, And The Dollar (Podcast)

Markets, Currencies, And The Dollar (Podcast)

Loreen Gilbert, CEO of WealthWise, discusses how markets are reacting to rising interest rates and the war in Ukraine. Damian Sassower, Chief EM Fixed Income Strategist with Bloomberg Intelligence, ta...

28 Apr 202233min

Russian Oil, Markets, And The US Economy (Podcast)

Russian Oil, Markets, And The US Economy (Podcast)

Fernando Valle, Senior Analyst for Bloomberg Intelligence, discusses Russia cutting off gas from Bulgaria and Poland. Anurag Rana, Senior Software analyst with Bloomberg Intelligence, discusses the la...

27 Apr 202227min

Elon Musk, Stocks, And Ukraine (Podcast)

Elon Musk, Stocks, And Ukraine (Podcast)

Bloomberg News correspondent Ed Ludlow and Wall Street reporter Sonali Basak discuss Elon Musk buying Twitter. Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist, discusses markets and ...

26 Apr 202225min

Twitter, China, And Crypto (Podcast)

Twitter, China, And Crypto (Podcast)

Dan Ives, Managing Director and Senior Equity Analyst at WedBush Securities, previews Big Tech earnings and discusses Elon Musk’s Twitter bid. Andy Marsh, President and CEO of Plug Power (NASDAQ: PLUG...

25 Apr 202226min

The Economy, EVs, And Markets (Podcast)

The Economy, EVs, And Markets (Podcast)

Ellen Zentner, Morgan Stanley Chief US Economist, talks about the Fed, inflation, and the US economy. Joy Falotico, President of the Lincoln Motor Company, joins the show to discuss the global debut o...

21 Apr 202220min

Netflix, China, And Real Estate (Podcast)

Netflix, China, And Real Estate (Podcast)

Michael Nathanson, Founding Partner and Senior Research Analyst at Moffettnathanson, discusses Netflix’s shocking Q1 earnings and outlook for the company and other streaming services. Leland Miller, C...

20 Apr 202223min

Housing, Return-To-Work, And Travel (Podcast)

Housing, Return-To-Work, And Travel (Podcast)

Erica Adelberg, MBS Strategist for Bloomberg Intelligence, discusses Fed minutes, US mortgage rates, and the outlook for home buying in 2022. Mark Smith, Senior Vice President-Investments at Wells Far...

19 Apr 202223min

Markets, Elon Musk, And Bank Earnings (Podcast)

Markets, Elon Musk, And Bank Earnings (Podcast)

Adam Gold, Founder and CIO at Katam Hill, LLC, talks about investing in 2022. Matt Winkler, Editor-in-Chief Emeritus at Bloomberg News, discusses Elon Musk and Tesla management. Tom Wheelwright, CPA a...

18 Apr 202223min

Populært innen Business og økonomi

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