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.

See omnystudio.com/listener for privacy information.

Episoder(3328)

Bloomberg's Srinivasan on HP: Printing Dragging Down EPS(Audio)

Bloomberg's Srinivasan on HP: Printing Dragging Down EPS(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on HP Inc.'s earnings and guidance.See omnys...

24 Aug 20168min

Point View's Dietze Likes: Financials, Energy, Lat Am (Audio)

Point View's Dietze Likes: Financials, Energy, Lat Am (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: David G. Dietze, Founder, President and Chief Investment Strategist at Point View Wealth Management, with a market outlook and his t...

24 Aug 201611min

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Lannett (LCI).See omnystudio.com/liste...

24 Aug 201612min

Macom's Croteau: Company Benefits From Expanding Cloud (Audio)

Macom's Croteau: Company Benefits From Expanding Cloud (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: John Croteau, CEO of semiconductor company Macom, on their 5G wireless technologies, and powering the fiber optic networks for the "...

24 Aug 201611min

KeyBanc's Gibbs Advises Broader Caution on Steel Demand (Audio)

KeyBanc's Gibbs Advises Broader Caution on Steel Demand (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Phil Gibbs, Metals and Mining Analyst with KeyBanc Capital Markets, on Glencore's earnings, and a macro look at the steel sector.See...

24 Aug 20168min

Bloomberg's Orr on Viacom Debt, Nizza on Nigel Farage (Audio)

Bloomberg's Orr on Viacom Debt, Nizza on Nigel Farage (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUESTS: Emma Orr, Corporate Finance reporter for Bloomberg News, on Viacom facing a decision to let ratings drop on its debt -- or take dra...

24 Aug 201611min

Cambridge Payments' Casey Sees Lower Euro-Dollar Rate (Audio)

Cambridge Payments' Casey Sees Lower Euro-Dollar Rate (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: FED IN FOCUS: Steve Casey, FX Trader and Senior Market Analyst at Cambridge Global Payments, on policy makers' approach to monetary ...

24 Aug 201611min

Rx Savings' Rea on Mylan Under Scrutiny for EpiPen Price(Audio)

Rx Savings' Rea on Mylan Under Scrutiny for EpiPen Price(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Michael Rea, CEO of Rx Savings Solutions, to discuss Mylan's EpiPen price hike, currently under scrutiny.See omnystudio.com/listener...

24 Aug 20168min

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