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(3325)

KBW's Cannon: Banks Will All Be Focusing on Expenses (Audio)

KBW's Cannon: Banks Will All Be Focusing on Expenses (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Fred Cannon, Global Director of Research at KBW, on JPM and bank earnings.See omnystudio.com/listener for privacy information.

14 Jul 20168min

Bloomberg's Halperin on Trump/Pence, Mulvany on Monsanto(Audio)

Bloomberg's Halperin on Trump/Pence, Mulvany on Monsanto(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUESTS: Lydia Mulvany, Agriculture Americas reporter for Bloomberg News, on Bayer raising the bid for Monsanto to $125 a share. Mark Halper...

14 Jul 201611min

Locus' Welty Builds Warehouse Robots to Work With Humans(Audio)

Locus' Welty Builds Warehouse Robots to Work With Humans(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: SMALL BUSINESS: Bruce Welty, Founder of Locus Robotics, on the race to fill the e-commerce warehouse robotics void, and how is compa...

14 Jul 201611min

Danny Blanchflower on BOE: Big Mistake to Not Cut Rates (Audio)

Danny Blanchflower on BOE: Big Mistake to Not Cut Rates (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Leading labour economist Danny Blanchflower, Professor of Economics at Dartmouth College and Bloomberg Television Contributing edito...

14 Jul 20168min

BMO's Ablin on Corporate Bonds: I Don't See Much Value (Audio)

BMO's Ablin on Corporate Bonds: I Don't See Much Value (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Jack Ablin, Chief Investment Officer for BMO Private Bank, on global markets and US stocks and bonds.See omnystudio.com/listener for...

13 Jul 201611min

Alston & Bird's Shimp on South China Sea Ruling Impact  (Audio)

Alston & Bird's Shimp on South China Sea Ruling Impact (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Eric Shimp, policy advisor in Alston & Bird’s International Trade & Regulatory Group, on the trade impact of the South China Sea rul...

13 Jul 20168min

Bloomberg's Hutton on the UK Leadership Appointments (Audio)

Bloomberg's Hutton on the UK Leadership Appointments (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.\u0010\u0010Guest:\u0010Robert Hutton, UK government and politics reporter for Bloomberg, on the latest UK leadership appointments.See omnys...

13 Jul 20163min

Eurasia Advisors' Conn on Investing in Russia, Ukraine (Audio)

Eurasia Advisors' Conn on Investing in Russia, Ukraine (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Richard Conn, Managing Partner Eurasia Advisors, on investing in Russia, Ukraine and CIS markets, and how Brexit has impacted the re...

13 Jul 201619min

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