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(3350)

Stocks at Records; Labor Chief Acosta to Quit

Stocks at Records; Labor Chief Acosta to Quit

Bloomberg News Washington Bureau Chief Craig Gordon on Alex Acosta Resigning as Labor Secretary. Bruce Bittles, Chief Investment Officer at Baird, on stocks at record Highs. Bloomberg Chief U.S. Econo...

12 Jul 201923min

Fed's Aim Is to Boost Asset Prices; Don't Fight It

Fed's Aim Is to Boost Asset Prices; Don't Fight It

Peter Tchir, Head of Macro Strategy at Academy Securities, discusses his outlook for markets, the Fed, and current investment strategy. Hosted by Lisa Abramowicz and Paul Sweeney. See omnystudio.com/l...

10 Jul 20197min

Richard Branson Is Taking Space-Tourism Unit Public

Richard Branson Is Taking Space-Tourism Unit Public

Virgin Atlantic CEO Richard Branson and Social Capital CEO Chamath Palihapitiya speak to Bloomberg's Vonnie Quinn and Guy Johnson to discuss taking space-tourism company Virgin Galactic public. Christ...

9 Jul 201932min

Analysts Sour On Apple As China Nationalism Hits iPhone

Analysts Sour On Apple As China Nationalism Hits iPhone

John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on Wall Street souring on Apple, and Google denying being in talks with Dish to create a 4th network. Joey Bergstei...

8 Jul 201925min

Jobs Print Takes 50bp July Rate Cut Off Table: Dudley

Jobs Print Takes 50bp July Rate Cut Off Table: Dudley

Bill Dudley, former New York Fed President and senior researcher at Princeton University’s Center for Economic Policy Studies, discusses the Fed, the economy, and his column: "The Fed Should Keep Its ...

5 Jul 201933min

Biggest Risk Is Downside Jobs Surprise: JPM's Kennedy

Biggest Risk Is Downside Jobs Surprise: JPM's Kennedy

Tom Kennedy, Global Head of Macro & Fixed Income Strategy, J.P. Morgan Private Bank, discusses his current outlook for fixed income markets and the Fed. Irene Finel-Honigman, Adjunct Professor of Inte...

3 Jul 201925min

Big EU-Mercosur Trade Deal Sends Message To Trump, UK

Big EU-Mercosur Trade Deal Sends Message To Trump, UK

Therese Raphael, Bloomberg Opinion editor, discusses Trump's new round of EU tariff threats and the EU-Mercosur trade deal. Michelle Krebs, Executive Analyst at AutoTrader, on auto sales and truck war...

2 Jul 201925min

Big Mistake To Not Enlist Europe Against China: Rhodes (Podcast)

Big Mistake To Not Enlist Europe Against China: Rhodes (Podcast)

"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the lack of a substantive China trade deal for the U.S. Jason Schenker, President of Prestige Economics and a...

1 Jul 201931min

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