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(3352)

Wall Street’s Shale Mania Is Like The First Dotcom Bubble

Wall Street’s Shale Mania Is Like The First Dotcom Bubble

GUESTS: Bethany McLean, co-author of the bestseller "The Smartest Guys In The Room: The Amazing Rise and Scandalous Fall of Enron," discusses her new book, "Saudi America SAUDI AMERICA: The Truth Abou...

13 Sep 201826min

Drug Prices Increased 35 to 435%, Despite Trump Pledge

Drug Prices Increased 35 to 435%, Despite Trump Pledge

Michael Rea, Founder and CEO of RX Savings Solutions, discusses how drug companies are ignoring Trump and raising prices, and the increase in spread pricing from PBMs. Hosted by Pimm Fox and Lisa Abra...

12 Sep 201827min

CalSTR's Ailman: Market Shifting To Private Companies

CalSTR's Ailman: Market Shifting To Private Companies

Chris Ailman, Chief Investment Officer for CalSTRS, on his investment strategy, trade wars, and hedging the portfolio. Jim Anderson, CEO of SocialFlow, on creating a new blockchain-enabled digital adv...

11 Sep 201838min

Argentina Has ’Passed The EM Test’ While Turkey Fails

Argentina Has ’Passed The EM Test’ While Turkey Fails

Eric Fine, Portfolio Manager:Emerging Markets Fixed Income Strategy for Van Eck Global, on emerging market strategy, and why he still likes Argentina. Porter Bibb, Managing Partner for MediaTech Capit...

10 Sep 201828min

See Tesla At $88 By End of 2019: Vertical's Johnson

See Tesla At $88 By End of 2019: Vertical's Johnson

Gordon Johnson, Analyst and Managing Director at Vertical Group, on Tesla shares tanking after two top executives announced their departures, a day after CEO Elon Musk smoked a joint during an intervi...

7 Sep 201826min

We Have All The Elements Of EM Contagion: Bill Rhodes

We Have All The Elements Of EM Contagion: Bill Rhodes

"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisor on the emerging markets meltdown, Argentina, and trade negotiations. Bloomberg Opinion columnist Al Hunt discusses...

6 Sep 201828min

Former Apple Engineer Unveils Jobs' Creative Process

Former Apple Engineer Unveils Jobs' Creative Process

Ken Kocienda, former Principal Engineer of iPhone software at Apple, discusses his new book, "Creative Selection: Inside Apple’s Design Process During the Golden Age of Steve Jobs." Mark Douglas, CEO ...

6 Sep 201827min

Expect Kavanaugh To Deflect With 'Settled Law' Jargon

Expect Kavanaugh To Deflect With 'Settled Law' Jargon

June Grasso, legal analyst and Bloomberg Law host, on what to expect from the Brett Kavanaugh Senate hearings. Burt Flickinger, Managing Director for Strategic Resource Group, on Nike's new ad campaig...

4 Sep 201827min

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