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)

Not Much Strategic Sense To An AstraZeneca-Gilead Deal

Not Much Strategic Sense To An AstraZeneca-Gilead Deal

Bloomberg Opinion's Max Nisen, biotech and health care columnist, and Chris Hughes, deals columnist, on AstraZeneca mulling a bid for Gilead. Bill Smead, CEO and CIO of Smead Capital Management, on bu...

8 Jun 202028min

Troubling Signs Lurk Within Shocking Job Gains: LaSalle CEO

Troubling Signs Lurk Within Shocking Job Gains: LaSalle CEO

Tom Gimbel, CEO of global staffing company LaSalle Network, dissects the unexpectedly strong jobs report. Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence LLC, Bloomberg Opinio...

5 Jun 202034min

A Real Leader Is Needed To Deliver Vital Changes: David McCourt

A Real Leader Is Needed To Deliver Vital Changes: David McCourt

David McCourt, Founder and CEO of Granahan McCourt Capital and Chairman of National Broadband Ireland, discusses the need for a great leader in times of crisis. Mary Schlangenstein, U.S. Airlines Repo...

4 Jun 202029min

Yes, Trump Can Send In The Military But Probably Won't: Feldman

Yes, Trump Can Send In The Military But Probably Won't: Feldman

Noah Feldman, Harvard Law professor and Bloomberg Opinion columnist, discusses his column: "Can Trump Send In the Military? Probably, Yes." Yelena Shulyatyeva, Senior U.S. Economist for Bloomberg Econ...

3 Jun 202029min

It's A Borrower's Bond Market, As Amazon Scores Record Low Rates.

It's A Borrower's Bond Market, As Amazon Scores Record Low Rates.

Molly Smith, corporate finance reporter for Bloomberg, on why it's a borrower's bond market. John Streur, CEO of Calvert Research and Management, discusses why ending racism in America is a responsibi...

2 Jun 202029min

Very Worried About 'Powder Keg' Brewing In US: Terrorism Expert Watts

Very Worried About 'Powder Keg' Brewing In US: Terrorism Expert Watts

Clint Watts, Distinguished Research Fellow at the Foreign Policy Research Institute and former FBI agent specializing in terrorism, discusses the protests and civil unrest across the U.S. Win Thin, Gl...

1 Jun 202029min

Why Fed Yield Curve Control Is Price Fixing: Jim Bianco

Why Fed Yield Curve Control Is Price Fixing: Jim Bianco

Jim Bianco, Founder of Bianco Research, on why markets are more hope than reality. Nathan Sheets, Chief Economist for PGIM Fixed Income, on why he's cautiously optimistic the U.S will avoid long-term ...

29 Mai 202021min

Forty Percent of Bars In U.S. May Not Make It: Ritholtz

Forty Percent of Bars In U.S. May Not Make It: Ritholtz

Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, discusses the grim future for the U.S. bar scene. Cass Sunstein, Bloomberg Opinion ...

28 Mai 202028min

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