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)

Tesla Won't Be Able To Paper Over Losses in 3Q: Gordon Johnson

Tesla Won't Be Able To Paper Over Losses in 3Q: Gordon Johnson

Gordon Johnson, CEO and Founder of GLJ Research, on why Tesla results are more paper than profit. Molly Smith, Bloomberg corporate finance reporter, on American Airlines using their brand as collatera...

24 Jul 202027min

The U.S. Housing Market Is Most Outperforming Sector In World

The U.S. Housing Market Is Most Outperforming Sector In World

Logan Mohtashami, columnist for HousingWire and housing data analyst, on the unstoppable U.S. housing market. Nick Wadhams, National Security reporter for Bloomberg, on the U.S. shutting down the Chin...

22 Jul 202027min

Pfizer May Have the Edge Over Moderna In Vaccine Race

Pfizer May Have the Edge Over Moderna In Vaccine Race

Sam Fazeli, Director of Research: EMEA at Bloomberg Intelligence, on the race for a covid vaccine. Brendan Ahern, Chief Investment Officer at KraneShares, on why U.S.-listed Chinese companies are re-l...

21 Jul 202026min

The Impact of COVID-19 on Business Travel

The Impact of COVID-19 on Business Travel

Katie Nixon, CIO of Northern Trust Wealth Management, discusses markets and her current investment outlook. Bloomberg News Industrial, Aerospace and Chemicals Team Leader Brendan Case talks about U.S....

20 Jul 202028min

Gen-Z Is Looking To Juice Gains With Stocks, Options Trading

Gen-Z Is Looking To Juice Gains With Stocks, Options Trading

Eric Balchunas, Senior ETF Analyst for Bloomberg Intelligence, on Gen-Z's adoption of volatility in stock trading. Laura Davison, Bloomberg Congressional tax reporter, on U.S. virus relief set to vani...

17 Jul 202028min

Vaccine Is 'Strategic Asset' That Hackers Will Target: Clint Watts

Vaccine Is 'Strategic Asset' That Hackers Will Target: Clint Watts

Clint Watts, Distinguished Research Fellow at the Foreign Policy Research Institute and former FBI agent, on the massive Twitter hack, and hackers trying to steal UK vaccine research. Barry Ritholtz, ...

16 Jul 202029min

America's $2 Trillion Rescue Leaves Black Neighborhoods Behind

America's $2 Trillion Rescue Leaves Black Neighborhoods Behind

Shawn Donnan, Senior Trade and Globalization reporter for Bloomberg, to discuss his story: A $2 Trillion Rescue Leaves America’s Black Neighborhoods Behind. Ellen Wald, President of Transversal Consul...

16 Jul 202028min

The Real Problem Facing Sports Is Weakened Sponsorship

The Real Problem Facing Sports Is Weakened Sponsorship

Sports veteran Neal Pilson, founder and president of Pilson Communications, and former President of CBS Sports, on the outlook for sports programming and advertising, as the sports shutdown takes a to...

14 Jul 202026min

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