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(3321)

SailPoint IPO, Deere Earnings

SailPoint IPO, Deere Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mark McClain, CEO of Sailpoint Technologies, discusses SailPoint’s IPO. Christopher Ciolino, Bloomberg Intelligence Senior US ...

13 Feb 202525min

More Trump Tariffs, McDonald's Strong Report

More Trump Tariffs, McDonald's Strong Report

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Enda Curran, Bloomberg Global Economy Reporter, on How Trump's Tariffs Could Undercut Growth. Marc Morial, CEO, National Urba...

10 Feb 202521min

BI Weekend: Disney, Alphabet Earnings, Energy Outlook

BI Weekend: Disney, Alphabet Earnings, Energy Outlook

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Disney earnings. David Havens, Bloomberg I...

7 Feb 202523min

US Consumer Sentiment Drops to Seven Month Low

US Consumer Sentiment Drops to Seven Month Low

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich data. Lindsey Piegza, Chief Economi...

7 Feb 202523min

Roblox Shares Fall on Daily Active Users, Bookings Miss

Roblox Shares Fall on Daily Active Users, Bookings Miss

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, discusses the latest on Roblox earnings. Nancy Tengler, CE...

6 Feb 202518min

Disney Tops Estimates, Tariffs Latest

Disney Tops Estimates, Tariffs Latest

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Disney earnings. Henrietta Treyz, Managing Partner and ...

5 Feb 202522min

China Hits Back Against Trump Tariffs

China Hits Back Against Trump Tariffs

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Enda Curran, Bloomberg Global Economy Reporter, discusses China hitting back against President Donald Trump’s tariffs. RJ Gall...

4 Feb 202519min

US Tariffs on Mexico Delayed

US Tariffs on Mexico Delayed

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Nathan Dean, Bloomberg Intelligence Senior Policy Analyst, discusses the impact of Donald Trump’s tariffs. Carol Pepper, Found...

3 Feb 202521min

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