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)

US-China Relations Are The Worst I've Ever Seen: Stephen Orlins

US-China Relations Are The Worst I've Ever Seen: Stephen Orlins

Stephen Orlins, President of the National Committee on U.S.-China Relations and former head of Carlyle Asia and Lehman Brothers Asia, discusses the current state of U.S.-China relations. Craig Johnson...

15 Aug 202027min

Apple Makes the Right Move at the Right Time: Wedbush's Ives

Apple Makes the Right Move at the Right Time: Wedbush's Ives

Dan Ives, Equity Analyst at Wedbush Securities, on Apple's new bundling service, and Uber warning it may shut down its app in California. Niall Ferguson, Senior Fellow at Hoover Institution and a Bloo...

13 Aug 202026min

Big 10 Defies Money, Politics to Protect Athletes: Nocera

Big 10 Defies Money, Politics to Protect Athletes: Nocera

Joe Nocera, Bloomberg Opinion columnist, on his column: "Big 10 Defies Money and Politics to Protect Athletes." Carl Weinberg, Founder and Chief International Economist of High Frequency Economics, on...

12 Aug 202027min

Biz Travel Downtrend Benefits Our Model: Booking CEO Fogel

Biz Travel Downtrend Benefits Our Model: Booking CEO Fogel

Glenn Fogel, President and CEO of Booking Holdings, on the status of their cost controls and outook for the travel industry. New PGA Champion Collin Murikawa discusses his historic win, and what's nex...

11 Aug 202030min

U.S. Oil Supply Glut Poised To Tighten in 6-9 Mos.: Canary CEO

U.S. Oil Supply Glut Poised To Tighten in 6-9 Mos.: Canary CEO

Dan Eberhart, private equity investor and CEO of oilfield services firm Canary, LLC, discusses an inflection point in the U.S. energy bloodbath. Danielle DiMartino Booth, CEO and Chief Strategist for ...

10 Aug 202027min

Monoclonal Antibody Treatment For Covid shows Promise: JHU's Sauer

Monoclonal Antibody Treatment For Covid shows Promise: JHU's Sauer

Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, on covid vaccine and treatments, and school re-openings. Marvin Loh, Senior Global Macro Strategist, State Street Glob...

7 Aug 202033min

Corporate Chieftains Should Talk Less, Pay More: Kaissar

Corporate Chieftains Should Talk Less, Pay More: Kaissar

Nir Kaissar, Bloomberg Opinion columnist and Founder of Unison Advisors, discusses his column: "Corporate Chieftains Can Talk Less, Pay More." Katherine Doherty, distressed reporter for Bloomberg, on ...

6 Aug 202028min

Trump Has No Plan To Open Schools Safely: AFL-CIO's Weingarten

Trump Has No Plan To Open Schools Safely: AFL-CIO's Weingarten

Randi Weingarten, President of American Federation of Teachers (AFL-CIO), discusses what teachers need for schools to reopen safely. Damian Sassower, Chief Emerging Markets Credit Strategist for Bloom...

5 Aug 202028min

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