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(3332)

Regional Banks, CLOs, and ETFs

Regional Banks, CLOs, and ETFs

Frank Sorrentino, CEO of ConnectOne Bank, joins to discuss his outlook for the economy and Fed, what ConnectOne is seeing in construction lending, as well as other pressures on regional banks. Thomas ...

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Introducing: Bloomberg Hot Pursuit!

Introducing: Bloomberg Hot Pursuit!

Matt Miller and Hannah Elliott have a new podcast focused on cars. Listen for drive reviews, news updates and dealership details from auto industry insiders.     If you like this episode, download mor...

4 Nov 202324min

Enbridge, Fed, BMW, and SBF

Enbridge, Fed, BMW, and SBF

Greg Ebel, CEO at Enbridge (NYSE: ENB), joins to discuss earnings, the oil industry, and how it’s being impacted by mergers as well as geopolitical conflicts. Jay Hatfield, CEO at Infrastructure Capit...

3 Nov 202337min

Six Flags, Meta, and Markets

Six Flags, Meta, and Markets

Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, joins to discuss the FOMC decision. Jody Lurie, Credit Analyst with Bloomberg Intelligence, joins to discuss the merger between Six F...

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The Fed, Interest Rates, and JetBlue

The Fed, Interest Rates, and JetBlue

Cam Harvey, Professor at Duke University Faqua School of Business, joins to discuss the FOMC meeting, the Treasury auction, and outlook for a hard landing. Jen Rie, Senior Antitrust Analyst with Bloom...

1 Nov 202336min

Yields, Caterpillar, Euro,   and the Fed

Yields, Caterpillar, Euro, and the Fed

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses yields, the Fed, and the US Treasury. Chris Ciolino, with Bloomberg Intelligence, joins to break down Caterpillar ea...

31 Okt 202354min

Israel, UAW, Apple, and a   Soft Landing

Israel, UAW, Apple, and a Soft Landing

Mick Mulroy, co-founder of the Lobo Institute, joins to discuss the latest on the “second phase” of the Israel-Hamas war and what the ground invasion of Gaza currently looks like. Gabi Coppola, auto i...

30 Okt 202356min

Markets, Big Oil, Intel, and Jeep

Markets, Big Oil, Intel, and Jeep

Stuart Paul, US Economist with Bloomberg Economics, joins to discuss PCE data, University of Michigan sentiment, and the outlook for consumer spending. Alix Steel and Guy Johnson interview Exxon Chair...

27 Okt 20231h 3min

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