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(3342)

Investing In Space

Investing In Space

John Wensveen, Executive Director at the Alan B. Levan | NSU Broward Center of Innovation, discusses investing in the space sector. Kevin Near, Equity Research Associate for Bloomberg Intelligence, ta...

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OPEC Unlikely To Entertain White House's Output Request: Ellen Wald

OPEC Unlikely To Entertain White House's Output Request: Ellen Wald

Ellen Wald, President of Transversal Consulting and Senior Fellow at the Atlantic Council, on oil markets and the White House seeking an OPEC output hike. Akshat Rathi, climate and energy reporter for...

11 Aug 202126min

TeraWulf CEO on Sustainable BItcoin Mining and New Regulation

TeraWulf CEO on Sustainable BItcoin Mining and New Regulation

Paul Prager, CEO and Founder of bitcoin mining company TeraWulf, on how they are generating environmentally sustainable bitcoin and crypto mining practices. Meltem Demirors, Chief Strategy Officer at ...

10 Aug 202130min

Impact of Infrastructure on Copper, Gold and Crypto

Impact of Infrastructure on Copper, Gold and Crypto

Everett Millman, Precious Metals Specialist with Gainesville Coins, on the outlook for gold, metals and crypto. Ibrahim AlHusseini, Founder & Managing Partner of PE firm FullCycle, on climate investin...

9 Aug 202127min

The Outlook On Real Estate

The Outlook On Real Estate

Hessam Nadji, CEO of Marcus & Millichap, discusses company earnings and the real estate market. Sarah House, Director and Senior Economist for Wells Fargo Corporate and Investment Bank, talks jobs, re...

6 Aug 202129min

A Look Ahead To Monterey Car Week

A Look Ahead To Monterey Car Week

Dave Magers, CEO of Mecum Auctions, discusses the record-setting collector car market. Nick Frelinghuysen, Managing Director and Portfolio Manager of Equities at Chilton Trust, talks markets and inves...

5 Aug 202124min

Lyft Reports Earnings, Looking Ahead To Uber

Lyft Reports Earnings, Looking Ahead To Uber

Mandeep Singh, Senior Tech Industry Analyst for Bloomberg Intelligence, discusses Lyft and Uber earnings. Jennifer Epstein, Political Reporter for Bloomberg News, talks about President Biden's new evi...

4 Aug 202127min

Outlook For Semiconductors, Domestic Chip Production

Outlook For Semiconductors, Domestic Chip Production

Hans Albrecht, VP, Portfolio Manager and Options Strategist at Horizons ETF Management, talks semiconductors. Kara Murphy, CIO of Kestra Holdings, discusses markets and ESG investing. Robert Schmidt, ...

3 Aug 202126min

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