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(3323)

Modern Farmer's Miller on Waste of Cold Pressed Juices (Audio)

Modern Farmer's Miller on Waste of Cold Pressed Juices (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Sarah Gray Miller, Editor-in-Chief of Modern Farmer Magazine, on the "dirty secret" of the cold pressed juice industry.See omnystudi...

7 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: Energizer Holdings (ENR).See omnystudio...

7 Jul 201612min

BlackRock's Koesterich: Fed Doesn't Feel A Need to Rush (Audio)

BlackRock's Koesterich: Fed Doesn't Feel A Need to Rush (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Russ Koesterich, Head of Asset Allocation for BlackRock’s Global Allocation Fund, on global markets, and outlook on the Fed and Brex...

7 Jul 201611min

Havens-Hasty: Prospects Are Good For WhiteWave-Danone (Audio)

Havens-Hasty: Prospects Are Good For WhiteWave-Danone (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Nancy Havens-Hasty, President and CIO for Havens Advisors, on Danone’s $10 billion takeover of WhiteWave Foods Co.See omnystudio.com...

7 Jul 201611min

Bloomberg's Rye on Drug Price Battle Shifting to States (Audio)

Bloomberg's Rye on Drug Price Battle Shifting to States (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Brian Rye, Senior Healthcare Policy Analyst for Bloomberg Intelligence's Government Team, on how the battle over rising drug prices ...

7 Jul 20168min

Bloomberg's Syeed on Comey, Jacobs on Trump's Campaign (Audio)

Bloomberg's Syeed on Comey, Jacobs on Trump's Campaign (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Nafeesa Syeed, National Security reporter for Bloomberg News, on FBI Chief James Comey's testimony before the House, regarding his r...

7 Jul 201611min

S&P's Agnese on PepsiCo: New Products Will Boost Revenue(Audio)

S&P's Agnese on PepsiCo: New Products Will Boost Revenue(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Joe Agnese, Consumer Staples Equities Analyst at S&P Global Market Intelligence, on PepsiCo earnings.See omnystudio.com/listener for...

7 Jul 201611min

Oppenheimer's Jersey on US Treasuries: Limit Not Too Far(Audio)

Oppenheimer's Jersey on US Treasuries: Limit Not Too Far(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Ira Jersey, Fixed Income Strategist & Client Portfolio Manager at OppenheimerFunds, on post-Brexit opportunities in fixed income.See...

7 Jul 20168min

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