We're Pretty Late In The Credit Cycle: TCW's Rivelle

We're Pretty Late In The Credit Cycle: TCW's Rivelle

Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the credit market and current investment strategy. Shira Ovide, Bloomberg Opinion technology columnist, discusses why the business of Lyft and Uber are getting muddier to model. Bill Smead, CEO and CIO of Smead Capital Management, on how Kroger is investing in the customer of the future. Hosted by Abramowicz and Paul Sweeney. Amy Webb, professor of strategic foresight at the NYU Stern School of Business and the Founder of the Future Today Institute, discusses her new book, "THE BIG NINE: How the Tech Titans and Their Thinking Machines Could Warp Humanity."

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Episoder(3335)

Israel, Geopolitical Risks, and Market Response

Israel, Geopolitical Risks, and Market Response

Galit Altstein, Israel economy and government reporter with Bloomberg News based in Tel Aviv, gives us the latest updates on the ground in Israel as well as currency and eco impacts of the war. Ros Ma...

9 Okt 202356min

Jobs, Hiring, Tech, and Real Estate

Jobs, Hiring, Tech, and Real Estate

Dan Ives, Senior Equity Analyst at WedBush Securities, joins to discuss tech, outlook for Apple and Tesla, and other tech trends. Julia Pollak, Chief Economist at ZipRecruiter, joins to discuss the la...

6 Okt 202343min

Fed, Labor, and Real Estate

Fed, Labor, and Real Estate

Abigail Ross Hooper, President and CEO of the Solar Energy Industries Association talks renewable energy. Selma Hepp, chief economist at CoreLogic, joins to talk real estate and the housing market. Ho...

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Markets, Real Estate, and Homebuilding (Podcast)

Markets, Real Estate, and Homebuilding (Podcast)

Phil Toews, CEO at Toews Asset Management, discusses his outlook for markets, defensiveness, and how he’s playing the rest of 2023. Huw Roberts, Head of Analytics at Quant Insight, joins to talk about...

4 Okt 202341min

Stocks, Markets, and the Bond Market

Stocks, Markets, and the Bond Market

David Dietze, Managing Principal and Senior Portfolio Strategist at Peapack Private Wealth Management, joins to discuss markets and gives some of his stock picks. Megan Horneman, Chief Investment Offi...

3 Okt 202331min

Markets, Ukraine, and Higher Ed

Markets, Ukraine, and Higher Ed

Phil Orlando, Chief Equity Strategist at Federated Hermes, joins to discuss the outlook for markets and the Fed and gives his recession call. Nancy Curtin, Partner and Global CIO/Head of Investment Ad...

2 Okt 202357min

Markets, Digital Assets, and Goldilocks

Markets, Digital Assets, and Goldilocks

Jon Hirtle, Executive Chariman at Hirtle Callaghan & Co, joins to discuss markets and investing strategies. Tom Farley, CEO of Bullish and former president of NYSE, joins to talk about crypto, the dig...

29 Sep 202329min

Banking, Cybersecurity, and Green Investing

Banking, Cybersecurity, and Green Investing

Rob Holmes, CEO of Texas Capital Bank, joins to discuss his business and state of the banking industry. Liz Young, Head of Investment Strategies at SoFi, joins to talk about market strategies and give...

28 Sep 202334min

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