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(3349)

China Trade Ceasefire Expected Soon, Punting To 2020

China Trade Ceasefire Expected Soon, Punting To 2020

Michael McDonough, Chief Economist for Financial Products at Bloomberg LP, on why he expects an interim, cosmetic trade deal with China. Harold Edwards, CEO of Limoneira (Nasdaq: LMNR), on the global ...

20 Sep 201928min

Fed Injects Cash for Third Day as Calm Returns

Fed Injects Cash for Third Day as Calm Returns

Tom Kennedy, Global Head of Macro & Fixed Income Strategy at J.P. Morgan Private Bank, discusses the Fed injecting cash for a third day and the latest interest rate cut. Bob Ryan, Chief Strategist, Co...

19 Sep 201919min

Wishes For Big Rate Cuts Foiled By Strong Consumer

Wishes For Big Rate Cuts Foiled By Strong Consumer

Bob Burgess, Bloomberg Opinion editor, on his column, "Markets Have Three Wishes. One May Come True." Melissa Reagen, Head of U.S. Research at Nuveen Real Estate, discusses the latest market trends in...

18 Sep 201928min

New York Fed Conducts Repo Operation; Oil Plunges

New York Fed Conducts Repo Operation; Oil Plunges

Bloomberg Intelligence U.S. Rates Strategist Ira Jersey on the New York Fed conducting its first overnight system repurchase agreement in a decade. Doug Duncan, Fannie Mae Senior Vice President and Ch...

17 Sep 201920min

Good Time To Sell Oil Into Rally: Cantor's Cecchini

Good Time To Sell Oil Into Rally: Cantor's Cecchini

Peter Cecchini, Cantor Fitzgerald Global Chief Market Strategist, on the oil markets and signs of pure froth emerging in credit markets. David Welch, Bloomberg's Detroit Bureau Chief, on the GM worker...

16 Sep 201926min

Retail Sales Optimism & Central Bank Stimulus

Retail Sales Optimism & Central Bank Stimulus

Retail Sales Optimism & Central Bank Stimulus (Podcast)Constance Hunter, Chief Economist at KPMG, on retail sales and how the Fed could react to the ECB and Draghi's QE. Kelly Steckleberg, CFO of Zoom...

13 Sep 201921min

Slow-Walking Regulation On Vaping Is Being Challenged

Slow-Walking Regulation On Vaping Is Being Challenged

Max Nisen, Bloomberg Opinion health care columnist, on the need for aggressive FDA regulation and oversight of e-cigarettes. Kit Juckes, Global Fixed Income Strategist for Societe Generale, on the ECB...

12 Sep 201929min

Bond Selloff Leading the Rotation on Equity Front

Bond Selloff Leading the Rotation on Equity Front

Anwiti Bahuguna, Senior Portfolio Manager and Head of Multi-Asset Strategy for Columbia Threadneedle Investments, on the current investment outlook and the US-China trade saga, Ken Fisher, Founder and...

11 Sep 201933min

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