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(3320)

Wells Fargo's Wren is 'Leaning Cyclical' Through 2016 (Audio)

Wells Fargo's Wren is 'Leaning Cyclical' Through 2016 (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Scott Wren, Senior Global Equity Strategist at Wells Fargo Investment Institute, on the markets, the weak jobs report, and what it m...

3 Jun 201611min

Bloomberg's Pettypiece on Walmart, Clark on Tony Fadell (Audio)

Bloomberg's Pettypiece on Walmart, Clark on Tony Fadell (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Shannon Pettypiece, US Consumer reporter for Bloomberg News, on Walmart using Uber and Lyft for deliveries, and highlights from the ...

3 Jun 20168min

Bloomberg's Regan on Winners, Losers, Stock of the Day (Audio)

Bloomberg's Regan on Winners, Losers, Stock of the Day (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Bloomberg Gadly Columnist Mike Regan on today's market winners, losers, and Stock of the Day: Signet Jewelers (SIG).See omnystudio.c...

3 Jun 201612min

Nomura's Goncalves: Jobs Report Boosts Bullish Bond Run (Audio)

Nomura's Goncalves: Jobs Report Boosts Bullish Bond Run (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: George Goncalves, Head of U.S. Interest Rates Strategy at Nomura Securities, on the outlook for bond markets after the dismal jobs r...

3 Jun 201611min

Bloomberg's Nicholson, Heilemann, on Trump Rhetoric (Audio)

Bloomberg's Nicholson, Heilemann, on Trump Rhetoric (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Jonathan Nicholson, Capitol Hill Budget Reporter, on why Wall Street seems unconcerned by Trump rhetoric on bondholders and a trade ...

3 Jun 201611min

CohnReznick's O'Keefe: Fed Won't Move Before Election (Audio)

CohnReznick's O'Keefe: Fed Won't Move Before Election (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Patrick O'Keefe, Director of Economic Research at CohnReznick and Former DOL Deputy Assistant Secretary, weighs in on the jobs repor...

3 Jun 201611min

DOL's Shierholz: Labor Market Fundamentals Still Strong (Audio)

DOL's Shierholz: Labor Market Fundamentals Still Strong (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Heidi Shierholz, Labor Secretary Tom Perez's Chief Economist, on today's weak jobs report.See omnystudio.com/listener for privacy in...

3 Jun 20168min

Trinity's Chopra on Uber: I Would Sell Some Shares Now (Audio)

Trinity's Chopra on Uber: I Would Sell Some Shares Now (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Ajay Chopra, General Partner at Trinity Ventures, on the Saudi $3 billion investment in Uber, what the June 2 settlement means for d...

2 Jun 20168min

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