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(3347)

Pandemic Could Create Industries We're Not Yet Aware Of

Pandemic Could Create Industries We're Not Yet Aware Of

Dan Black, Senior Fellow at NORC and Professor at the Harris School of Public Policy at the University of Chicago, discussees the future of the U.S. workforce. Andy Browne, Editorial Director for Bloo...

14 Mai 202026min

Powell’s Dark Tone Designed To Pressure Fiscal Policy: Dutta

Powell’s Dark Tone Designed To Pressure Fiscal Policy: Dutta

Neil Dutta, Head of U.S. Economics at Renaissance Macro Research, on Jay Powell and negative rates. Fran Kinniry, Principal and Global Head of Private Investment at Vanguard, on the benefits of privat...

13 Mai 202027min

Global Default Rate Hit Could Hit 10% By Year-End: TwentyFour Asset

Global Default Rate Hit Could Hit 10% By Year-End: TwentyFour Asset

Mark Holman, CEO Of TwentyFour Asset Management, discusses growing volatility in the fixed income market. "Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the...

11 Mai 202033min

Airline Traffic May Not Recover 2019 Levels Until 2025

Airline Traffic May Not Recover 2019 Levels Until 2025

George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on why airline traffic may not recover. Logan Mohtashami, Senior Loan Officer at AMC Lending and contributor t...

8 Mai 202033min

Papa John's Just Hired Over 12,000 People: CEO Lynch

Papa John's Just Hired Over 12,000 People: CEO Lynch

Papa John's CEO Rob Lynch discusses earnings, outlook, and how covid-19 has impacted the food delivery business. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, Bloomber...

7 Mai 202032min

Why Stocks Are Rising While Economy Crashes: Paul Krugman

Why Stocks Are Rising While Economy Crashes: Paul Krugman

Nobel Laureate economist Paul Krugman discusses his column on the disconnect between markets and the economy: "Crashing Economy, Rising Stocks: What’s Going On?" Terry Kawaja, CEO and Founder of LUMA ...

6 Mai 202029min

JPM's Kelly: Expect Another Wave Down In Stock Market

JPM's Kelly: Expect Another Wave Down In Stock Market

David Kelly, Chief Global Strategist for J.P. Morgan Asset Management, on when the economy will return, and his current investment strategy. Sonali Basak, Bloomberg Wall Street correspondent, on her i...

5 Mai 202026min

China Can't Recover Economy Until Rest Of World Recovers

China Can't Recover Economy Until Rest Of World Recovers

Leland Miller, CEO of China Beige Book International, discusses their April 2020 special survey gauging the state of China’s economic recovery. Tara Lachapelle, Bloomberg Opinion media and deals colum...

4 Mai 202022min

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