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(3353)

Weak Dollar To Continue As Central Banks Reallocate: Borthwick

Weak Dollar To Continue As Central Banks Reallocate: Borthwick

Doug Borthwick, Managing Director/Head:FX at Chapdelaine & Co, on currency strategy, dollar weakness, and why the Canadian dollar will rebound. Satish Jindel, President of SJ Consulting, dispels Trump...

4 Apr 201829min

Trump Government Muddies Economics With Politics: Alan Blinder

Trump Government Muddies Economics With Politics: Alan Blinder

Alan Blinder, economist and former Vice-Chair of the Federal Reserve, on his new book, "Advice and Dissent: Why America Suffers When Economics and Politics Collide." Jordyn Holman, Bloomberg reporter,...

3 Apr 201828min

Hold On To Tesla, As Management Tackles Balance Sheet: Houchois

Hold On To Tesla, As Management Tackles Balance Sheet: Houchois

Guests:Philippe Houchois, equity analyst at Jefferies, on why he thinks investors should hold onto Tesla, as the stock comes under pressure amidst production concerns.Banker to the world Bill Rhodes, ...

2 Apr 201826min

Anything Over 3% On 10-Year UST Is Overreaction: PGIM’s Collins

Anything Over 3% On 10-Year UST Is Overreaction: PGIM’s Collins

Mike Collins, Senior Investment Officer, Portfolio Manager and at PGIM Fixed Income, on current investment strategy, the yield curve and rate hike outlook. Shira Ovide, Bloomberg Gadfly technology col...

29 Mar 201828min

Tesla Will Burn Through Cash By First Half Of 2019: Levington

Tesla Will Burn Through Cash By First Half Of 2019: Levington

Joel Levington, Senior credit analyst for Bloomberg Intelligence, on Moody’s downgrade of Tesla’s bonds to Caa1, which may slice about 3 points of value off the notes and create a dilemma in raising m...

29 Mar 201830min

How Facebook Enabled Scam Advertisers Via Affiliate Marketers

How Facebook Enabled Scam Advertisers Via Affiliate Marketers

Robert Friedman, Senior Editor, Projects & Investigations for Bloomberg, on how Facebook helps shady advertisers. Jack Devine, former Acting Director of the CIA and founding partner and President of s...

27 Mar 201827min

US Trade Threats To China Are More Bark Than Bite: McDonough Samara Lenga

US Trade Threats To China Are More Bark Than Bite: McDonough Samara Lenga

Mike McDonough, Chief Economist: Financial Products for Bloomberg, on China’s reaction to Trump’s tariffs, and the possibility they will reduce US Treasury purchases as bargaining leverage. Dr. Garth ...

26 Mar 201828min

Increasing Longevity Is Putting Strain On Global Pensions: Yik

Increasing Longevity Is Putting Strain On Global Pensions: Yik

Guests: Han Yik, Head of Institutional Investors at the World Economic Forum, discusses the global pension crisis.David Ourlicht, Commissioner & Chair of the Investment Committee, New York State Insur...

23 Mar 201827min

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