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)

Brooks' Weber: Olympic Sponsorship Ban Hurting Athletes (Audio)

Brooks' Weber: Olympic Sponsorship Ban Hurting Athletes (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Jim Weber, CEO of Brooks Running, the Seattle-based Berkshire Hathaway company, on issues surrounding the sponsorship ban on athlete...

17 Aug 20168min

Peter Kenny: Could See A 5% Correction Before Election (Audio)

Peter Kenny: Could See A 5% Correction Before Election (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Peter Kenny, Senior Market Strategist, Global Markets Advisory Group and Independent Strategist for Kenny & Co., on markets, stocks,...

17 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: SiteOne Landscape Supply (SITE).See om...

17 Aug 201612min

Wolfe's Mushkin: Leery of Anything in Food, Broadline Sectors

Wolfe's Mushkin: Leery of Anything in Food, Broadline Sectors

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Scott Mushkin, Senior Retail/Staples Analyst at Wolfe Research, on Target and Lowe's earnings, and his outlook for the sector.See om...

17 Aug 201611min

Bloomberg's Townsend on BKS: CEO Ouster, Company Outlook(Audio)

Bloomberg's Townsend on BKS: CEO Ouster, Company Outlook(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Matt Townsend, Retail Reporter for Bloomberg, on Barnes & Noble plunging after ousting CEO Ron Boire.See omnystudio.com/listener for...

17 Aug 20168min

Bloomberg's Adragna on Emissions, Wayne on Trump Staff (Audio)

Bloomberg's Adragna on Emissions, Wayne on Trump Staff (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUESTS: Anthony Adragna, Capitol Hill Environmental Reporter for Bloomberg BNA, on trucks having to meet tightened gas emissions and fuel s...

17 Aug 201611min

Kevin Giddis on Bonds: Shorten Duration, Ride It Out (Audio)

Kevin Giddis on Bonds: Shorten Duration, Ride It Out (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: FED IN FOCUS: Kevin Giddis, Head of Fixed Income at Raymond James, on the bond market reaction to the Fed minutes, and investment ou...

17 Aug 201611min

FTN's Low: Disagreement in Fed Continues Along Same Line(Audio)

FTN's Low: Disagreement in Fed Continues Along Same Line(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Chris Low, Chief Economist at FTN Financial, with analysis of the FOMC minutes and the economy.See omnystudio.com/listener for priva...

17 Aug 20168min

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