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(3346)

Palantir Is Bad-Mouthing Big Tech While Taking Its Tech Public: Chafkin

Palantir Is Bad-Mouthing Big Tech While Taking Its Tech Public: Chafkin

Max Chafkin, Features Editor for Bloomberg Businessweek, discusses his story: "Palantir Is Bad-Mouthing Big Tech While Taking Its Tech Public." Yousef Abbasi, Global Market Strategist at StoneX Group,...

18 Sep 202028min

Trump's Crony Capitalism Fouls TikTok-Oracle Deal: Nocera

Trump's Crony Capitalism Fouls TikTok-Oracle Deal: Nocera

Joe Nocera, Bloomberg Opinion columnist, discusses his column, "Oracle-TikTok Deal Pours Trump Toxin Into Capitalism." Frank Sorrentino, CEO of ConnectOne Bank, on New Jersey's new millionaire tax, an...

17 Sep 202028min

SPACs Capitalize on Private Market Boom: Evercore's Schlosstein

SPACs Capitalize on Private Market Boom: Evercore's Schlosstein

Ralph Schlosstein, Co-Chairman and Co-CEO of Evercore, on the spate of new deals and use of SPACs. Claudia Sahm, former Federal Reserve economist and creator of the recession indicator, Sahm rule, dis...

16 Sep 202029min

We Need To Feel Each Other's Pain: Northern Trust's Thomas

We Need To Feel Each Other's Pain: Northern Trust's Thomas

Shundrawn Thomas, President of Northern Trust Asset Management, discusses his letter to Corporate America, “I Can’t Feel My Pain,” a reflection on race relations and combating systemic racism. Ellen W...

15 Sep 202028min

Bonus: Game Changers, Part 1

Bonus: Game Changers, Part 1

As the earth is facing an increasingly consequential climate crisis, inquisitive minds all over the globe are hard at work trying to find solutions. Many of them have been able to translate their eure...

15 Sep 202012min

Why TikTok May Prefer A Weaker U.S. Partner: Howard Yu

Why TikTok May Prefer A Weaker U.S. Partner: Howard Yu

Howard Yu, LEGO professor of management and innovation at the IMD Business School in Switzerland, discusses why the Oracle-TikTok deal spotlights the challenge for multinationals to appease government...

14 Sep 202027min

"We're Halfway There" to 10-15% Correction: Jim Bianco

"We're Halfway There" to 10-15% Correction: Jim Bianco

Jim Bianco, Founder and President of Bianco Research, on his current market outlook. Crystal Tse, Bloomberg IPO reporter, on the new SPAC barons, from Bill Ackman to Billy Beane. Timothy O'Brien, Seni...

11 Sep 202033min

Weak Oil Demand May Push Price Back Near $30: Schork

Weak Oil Demand May Push Price Back Near $30: Schork

Stephen Schork, President of the Schork Group, on why oil is a demand story right now. Michelle Davis, Bloomberg finance reporter, on JP Morgan employees pocketing covid-relief funds for themselves. S...

10 Sep 202025min

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