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(3351)

Why Bermuda Is At The Forefront Of Blockchain Tech (Podcast)

Why Bermuda Is At The Forefront Of Blockchain Tech (Podcast)

The Honorable David Burt, Premier of Bermuda, discusses the country’s growing crypto and blockchain business. Dr. Christopher Smart, Head of the Barings Investment Institute, on the trade war and emer...

15 Mai 201927min

Legal System Not Capable Of Regulating Tech: Gibney

Legal System Not Capable Of Regulating Tech: Gibney

Author and venture capitalist Bruce Gibney discusses his new book, "THE NONSENSE FACTORY: The Making and Breaking of the American Legal System," on how the legal system should be fixed to become less ...

14 Mai 201929min

Trump's Bashing of Intel Agencies A Big Concern: Sen. Angus King

Trump's Bashing of Intel Agencies A Big Concern: Sen. Angus King

Senator Angus King (I-Maine) discusses the Mueller report fallout and the cyber security task force he's launching. Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomb...

13 Mai 201926min

U.S. Is More Vulnerable Than Headline Numbers Suggest

U.S. Is More Vulnerable Than Headline Numbers Suggest

Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on how the collapse of China trade talks will impact markets and investment. Mike McKee, International Economics & Policy Correspond...

10 Mai 201927min

Anadarko Will Be Huge Stretch For Occidental's Coffers

Anadarko Will Be Huge Stretch For Occidental's Coffers

Simon Casey, Energy Americas Team Leader for Bloomberg, on an Occidental jet landing in Shell's hometown, amid a bidding war for Anadarko. Ed Al-Hussainy, Senior Interest Rates and Currencies Analyst ...

9 Mai 201927min

Streaming Could Kill Cable In 4-5 Years: Porter Bibb

Streaming Could Kill Cable In 4-5 Years: Porter Bibb

Porter Bibb, Managing Partner for MediaTech Capital Partners, on Disney and an overview of the digital media sector, which is in sustained transition. Randy Brown, CIO of Sun Life and Head of Investme...

8 Mai 201925min

EU Growth is OK for Credit, Not So Much For Stocks

EU Growth is OK for Credit, Not So Much For Stocks

Alberto Gallo, Partner and Portfolio Manager for the Algebris Macro Credit Fund and a Bloomberg Opinion columnist, on the European Commission cutting growth forecasts. Matt Maley, Chief Equity Strateg...

7 Mai 201928min

M&A Pipeline Is More Robust In 2020: Citizens' McCree

M&A Pipeline Is More Robust In 2020: Citizens' McCree

Don McCree, Vice Chairman and Head of Commercial Banking at Citizens Financial Group, discusses the robust M&A market for small and mid-sized companies. Dr. Ellen Wald, President of Transversal Consul...

6 Mai 201924min

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