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(3326)

Axiom's Johnson Sees Oil Price Lower, More Supply Coming(Audio)

Axiom's Johnson Sees Oil Price Lower, More Supply Coming(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Gordon Johnson, Head of Alternative Energy, Metals & Mining & Equip and Managing Director at Axiom Capital Management, on oil and wh...

20 Jul 201611min

Tupperware's Goings: 92% of Business Is Outside the U.S.(Audio)

Tupperware's Goings: 92% of Business Is Outside the U.S.(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Rick Goings, Chairman and CEO of Tupperware Brands, on the company's robust Q2 earnings driven by international sales, and strategie...

20 Jul 20168min

Author Spencer Jakab on Book: 'Heads I Win, Tails I Win'(Audio)

Author Spencer Jakab on Book: 'Heads I Win, Tails I Win'(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Author Spencer Jakab on his new book, "Heads I Win, Tails I Win: Why Smart Investors Fail and How to Tilt the Odds in Your Favor," a...

20 Jul 201611min

Bloomberg's Porzecanski on Visium, Kapur on the RNC (Audio)

Bloomberg's Porzecanski on Visium, Kapur on the RNC (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUESTS: Katia Porzecanski, Hedge Fund reporter for Bloomberg News, on the red flags that presaged the downfall of $8 billion hedge fund Vis...

20 Jul 201611min

BNY's Loh: Need To Get Used to Lower Yield Environment (Audio)

BNY's Loh: Need To Get Used to Lower Yield Environment (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: FED IN FOCUS: Marvin Loh, Senior Global Markets Strategist at BNY Mellon, on the bond markets, the Eurozone, and his outlook for inv...

20 Jul 201611min

Stuart Frankel's Guilfoyle Expects The ECB To Hold Still(Audio)

Stuart Frankel's Guilfoyle Expects The ECB To Hold Still(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: FED IN FOCUS: Stephen Guilfoyle, Chief Market Economist at Stuart Frankel & Co., on banks, the ECB meeting, and the Fed.See omnystud...

20 Jul 20168min

Bloomberg's Rana on Microsoft Boosted By Cloud Revenue (Audio)

Bloomberg's Rana on Microsoft Boosted By Cloud Revenue (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Anurag Rana, Bloomberg Intelligence's Senior Software and IT Analyst, on Microsoft exceeding earnings estimates, boosted by cloud re...

19 Jul 20168min

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: Guess? (GES).See omnystudio.com/listen...

19 Jul 201612min

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