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.

See omnystudio.com/listener for privacy information.

Episoder(3347)

Stock Buying Opportunity Isn't Here Yet: Hugh Johnson

Stock Buying Opportunity Isn't Here Yet: Hugh Johnson

Hugh Johnson, Chairman and CIO of Hugh Johnson Advisors, on how investors should react to the increasing risk-off sentiment. Drew Armstrong, Team Leader for U.S. Health Care at Bloomberg, on containin...

27 Jan 202028min

Penn Mutual Is Selling HY Bonds, Opting for IG: CIO

Penn Mutual Is Selling HY Bonds, Opting for IG: CIO

Mark Heppenstall, CIO of Penn Mutual Asset Management, discusses his current investment outlook and opportunities in the bond market. Tom Gearing, CEO of Cult Wines Asset Management, on how Trump's ta...

24 Jan 202027min

Minsky Moment Is Real Possibility: Economist Bob Barbera

Minsky Moment Is Real Possibility: Economist Bob Barbera

John Authers, Senior Editor for Bloomberg Markets, and economist Bob Barbera, Professor at Johns Hopkins University, discuss why a Minsky moment may be looming. Barry Ritholtz, Founder of Ritholtz Wea...

23 Jan 202025min

UN Draws Line Linking Khashoggi Murder To Bezos Hack

UN Draws Line Linking Khashoggi Murder To Bezos Hack

Greg Farrell, investigative legal reporter for Bloomberg, on the Saudi Crown Prince implicated in the hack of Jeff Bezos' phone. Tom Orlik, Chief Economist for Bloomberg Economics, on the economic ris...

22 Jan 202025min

Everyone Still Chasing Netflix For International Subs

Everyone Still Chasing Netflix For International Subs

Tara Lachapelle, Bloomberg Opinion media columnist, previews Netflix earnings and discusses Comcast's business model for its streaming service. Bob Mintz, Former Federal Prosecutor and Partner at McCa...

21 Jan 202027min

U.S. Shale Patch Is No Longer A Growth Market

U.S. Shale Patch Is No Longer A Growth Market

Simon Casey, Energy Americas Team Leader for Bloomberg, on Shlumberger shrinking its shale business, and what that says about peak shale. Charly Weinstein, CEO of Eisner Amper, on what business leader...

17 Jan 202027min

Why Massive Growth In Private Markets Will Continue

Why Massive Growth In Private Markets Will Continue

Kelly Rodriques, CEO of Forge, on the growth of private markets and direct public offerings in 2020. Burt Flickinger, Managing Director for Strategic Resource Group, on retail sales and what this fore...

16 Jan 202026min

Phase 1 Trade Deal Is Just The Beginning: Leland Miller

Phase 1 Trade Deal Is Just The Beginning: Leland Miller

Leland Miller, CEO of China Beige Book International, and Andy Browne, editorial director of the New Economy Forum, on the signing of the Phase 1 China trade deal. Sal Gilbertie, President, CIO and co...

15 Jan 202039min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
e24-podden
rss-borsmorgen-okonominyhetene
rss-penger-polser-og-politikk
pengepodden-2
finansredaksjonen
utbytte
livet-pa-veien-med-jan-erik-larssen
rss-sunn-okonomi
morgenkaffen-med-finansavisen
okonomiamatorene
tid-er-penger-en-podcast-med-peter-warren
lederpodden
pengesnakk
liberal-halvtime
rss-investering-gjort-enkelt
rss-andelige-tanker-med-camillo
rss-markedspuls-2