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)

GeoQuant Model Predicts Trump Wins In Bernie Matchup

GeoQuant Model Predicts Trump Wins In Bernie Matchup

Mark Rosenberg, founder and CEO of GeoQuant, discusses political risk and what their model says about the 2020 election. Ben Emons, Managing Director: Global Macro Strategy at Medley Global Advisors, ...

21 Feb 202029min

Facebook Had Profound Role In Enabling Trump: McNamee

Facebook Had Profound Role In Enabling Trump: McNamee

Tech venture capitalist Roger McNamee, Founder of Elevation Partners and author of "ZUCKED: Waking Up to the Facebook Catastrophe," discusses Facebook's political ad policy. Laura Davison, Bloomberg c...

19 Feb 202030min

Markets Expect Mid-Year Snapback From Coronavirus

Markets Expect Mid-Year Snapback From Coronavirus

Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Investors, on why markets seem so complacent about the coronavirus. Burt Flickinger, Managing Director...

18 Feb 202026min

We Actually Can't Afford To Have Higher Rates: Axel Merk

We Actually Can't Afford To Have Higher Rates: Axel Merk

Axel Merk, President and Chief Investment Officer of Merk Investments, on whether markets are underestimating risks in the market. Tara Lachapelle, Entertainment, Telecom & Deals Columnist for Bloombe...

14 Feb 202026min

We're Arming The Rebels Of Amazon: Shopify COO

We're Arming The Rebels Of Amazon: Shopify COO

Harley Finkelstein, Chief Operating Officer at Shopify, on earnings and outlook. Tuna Amobi, Industry Analyst at CFRA Research, discusses downgrading the view on several major casino and cruise line n...

13 Feb 202025min

Why Bernie Sanders May Be Best For Stock Market: Kaissar

Why Bernie Sanders May Be Best For Stock Market: Kaissar

Nir Kaissar, Founder of Unison Advisors and Bloomberg Opinion columnist, on why Bernie Sanders would be the best candidate for the U.S. stock market. Paul Brain, Head of Fixed Income for Newton Invest...

12 Feb 202024min

Apple's Low-Cost iPhone Rollout At Risk From Virus

Apple's Low-Cost iPhone Rollout At Risk From Virus

John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on the "coronavirus nightmare" for Apple and global electronics. Scott Clemons, Chief Investment Strategist at Brow...

10 Feb 202029min

The World Isn’t Ready For The Next Global Virus Outbreak (Podcast)

The World Isn’t Ready For The Next Global Virus Outbreak (Podcast)

Robert Langreth, Bloomberg health care reporter, on Man vs. Microbe. Elisa Martinuzzi, Bloomberg Opinion finance columnist, on Credit Suisse ousting CEO Thiam in a boardroom clash. Tom Gimbel, CEO of ...

7 Feb 202028min

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