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)

Digital Currencies Are Entering A Third Phase: CoinShares Chair

Digital Currencies Are Entering A Third Phase: CoinShares Chair

CoinShares Chairman Danny Masters discusses Fidelity’s new client offering, and the outlook for crypto currencies. Kathleen Gaffney, Co-Director of Diversified Fixed Income at Eaton Vance, discusses h...

17 Okt 201825min

The Saudis Need To Pick A Fall Guy: CIA Veteran Devine

The Saudis Need To Pick A Fall Guy: CIA Veteran Devine

Jack Devine, former chief of CIA’s worldwide operations, and founding partner and President of The Arkin Group, discusses the escalating crisis in Saudi Arabia.  Chris Whalen, Chairman of Whalen Globa...

16 Okt 201828min

Trump Steering Economy To An Outdated Model: Joe Stiglitz

Trump Steering Economy To An Outdated Model: Joe Stiglitz

Guests: Joe Stiglitz, Nobel Laureate in Economics and Professor at Columbia University, discusses the deficit, trade wars, and how America must be lead towards the new, service economy. Noel Hebert, D...

15 Okt 201830min

Avoid Banks, More Downside Coming: Charles Peabody (Podcast)

Avoid Banks, More Downside Coming: Charles Peabody (Podcast)

Charles Peabody, President of Portales Partners LLC, on bank earnings and why it’s not a good time to buy the sector. Nokia Chairman Risto Siilasmaa, discusses his new book, " Transforming NOKIA: The ...

12 Okt 201828min

The Fed Isn’t Crazy, Trump’s Trade War Is: David Kotok

The Fed Isn’t Crazy, Trump’s Trade War Is: David Kotok

David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, on the market selloff, Trump blaming the Fed, and his current economic outlook. Will Hares, European energy analyst for Bloombe...

11 Okt 201829min

China Must Decide On Growth Or Deleveraging: Magnus

China Must Decide On Growth Or Deleveraging: Magnus

George Magnus, associate at the China Centre at Oxford University and former chief economist of UBS, on his new book, "Red Flags: Why Xi’s China is in Jeopardy."Matt Chiodi, Vice President and Chief I...

10 Okt 201828min

Three Reasons Why U.S. Stocks Are Going Up: Orlando (Podcast)

Three Reasons Why U.S. Stocks Are Going Up: Orlando (Podcast)

Phil Orlando, Chief Equity Market Strategist at Federated Investros, on jobs, the stocks market and current investment strategy.   Carl Weinberg, Chief Economist at High Frequency Economics, on the IM...

9 Okt 201833min

Saudi Aramco IPO Will Happen When Pigs Fly: Kilduff

Saudi Aramco IPO Will Happen When Pigs Fly: Kilduff

John Kilduff, Founding Partner of Again Capital, on oil price outlook, and outlook for the revived Saudi Aramco IPO. Joel Stern, Chairman and CEO of Stern Value Management, to discuss the Fed, his cur...

8 Okt 201828min

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