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(3330)

Bloomberg Intelligence: Inflation Progress, Super Bowl Weekend

Bloomberg Intelligence: Inflation Progress, Super Bowl Weekend

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist joins to discuss today's economic data in the U.S, and what co...

9 Feb 202433min

Bloomberg Intelligence: Inflation Risk, Disney Surges, Einhorn on Markets

Bloomberg Intelligence: Inflation Risk, Disney Surges, Einhorn on Markets

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Ira Jersey, Bloomberg Intelligence Chief US Interest Rate Strategist joins to discuss Fed policy and inflation. Geetha Ranganathan,...

8 Feb 202440min

Bloomberg Intelligence: Tesla Stokes Layoff Fears, NYCB Talks

Bloomberg Intelligence: Tesla Stokes Layoff Fears, NYCB Talks

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses why Tesla staff are bracing for potentia...

7 Feb 202438min

UBS Earnings, Boeing Latest, Trump Denied Immunity

UBS Earnings, Boeing Latest, Trump Denied Immunity

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, joins to discuss UBS earnings. George Ferg...

6 Feb 202441min

U.S Earnings, ISM Services Data

U.S Earnings, ISM Services Data

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Michael Halen, Bloomberg Intelligence Senior Restaurant and Foodservice Analyst, talks McDonalds earnings. Deborah Aitken, Bloomber...

5 Feb 202440min

UPS, Boeing Earnings, Tesla Profit Margins

UPS, Boeing Earnings, Tesla Profit Margins

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast, we recap UPS earnings with Bloomberg Intelligence Senior Transport, Logistics and Shipping Analyst Lee Klas...

2 Feb 202436min

U.S Tech Earnings, Jobs Report

U.S Tech Earnings, Jobs Report

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst, and Poonam Goyal, Bloomberg Intelligence Senior Analyst for E-C...

2 Feb 202437min

U.S Tech, Jobs Preview, ISM Data, Peloton Earnings

U.S Tech, Jobs Preview, ISM Data, Peloton Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Poonam Goyal, Bloomberg Intelligence Senior Analyst for E-Commerce, Athleisure, Off-Price Retail, and Anurag Rana, Bloomberg Intell...

1 Feb 202445min

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