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)

New China Tariffs Would Quickly Hurt Economy: Hufbauer

New China Tariffs Would Quickly Hurt Economy: Hufbauer

Gary Hufbauer, nonresident senior fellow at the Peterson Institute, on Trump's NAFTA renegotiation and how the Mexico agreement compares, and what Trump's goal is with trade for the US. Tad Rivelle, C...

4 Sep 201828min

Zero Tariffs Would Benefit EU Automakers More Than

Zero Tariffs Would Benefit EU Automakers More Than

Michael Dean, Senior Analyst: European Automotive for Bloomberg Intelligence, and Josh Wingrove, Canada government reporter for Bloomberg, on the EU offering zero tariffs on cars for the U.S., and the...

30 Aug 201833min

Investors Are Starting To Look At Argentinian Assets

Investors Are Starting To Look At Argentinian Assets

Damian Sassower, Chief Emerging Markets Credit Strategist for Bloomberg Intelligence, on Argentina outlook after President Macri asked the IMF to speed up payments from its $50 billion credit line. An...

30 Aug 201828min

Hard to See Trump's Google Attack Spurring Change

Hard to See Trump's Google Attack Spurring Change

Shira Ovide, Bloomberg Opinion technology columnist, on Trump tweeting that Google rigs its search results to display only negative stories about him. Jim Paulsen, Chief Investment Strategist at The L...

29 Aug 201830min

Trump's Desire For Bilateral Trade Is A Big Deal: Coy (Podcast)

Trump's Desire For Bilateral Trade Is A Big Deal: Coy (Podcast)

Peter Coy, Economics Editor for Bloomberg Businessweek, on economic impact of a new trade deal with Mexico. Liam Denning, Energy, Mining and Commodities Columnist for Bloomberg Opinion, on Elon Musk e...

27 Aug 201829min

Sharp Fall In The Yuan Is Big Risk To Global Growth (Podcast)

Sharp Fall In The Yuan Is Big Risk To Global Growth (Podcast)

Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on how US-China trade issues can impact global markets. Rick Helfenbein, American Apparel & Footwear Association president and CEO, ...

27 Aug 201829min

Why Saudi Aramco Is Pursuing Sabic In Place Of An IPO

Why Saudi Aramco Is Pursuing Sabic In Place Of An IPO

Dr. Ellen Wald, energy analyst and President of Transversal Consulting, to discuss why Saudi Aramco is pursuing the Sabic deal in place of an IPO, and what this means for the kingdom. Alan Bjerga, agr...

23 Aug 201830min

Michael Cohen Is A Much Bigger Risk To Trump Than Manafort

Michael Cohen Is A Much Bigger Risk To Trump Than Manafort

GUESTS: Joe Moreno, former federal prosecuter with the DOJ and Partner at Cadwalader, on the legal and criminal issues surrounding Paul Manafort, Michael Cohen and President Trump. Hugh Johnson, Chair...

22 Aug 201829min

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