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(3338)

Tesla, REITs, Regionals, and Markets

Tesla, REITs, Regionals, and Markets

Dan Ives, Senior Equity Analyst with WedBush Securities, joins to break down Tesla earnings, Elon Musk, Twitter, and other tech stories. David Auerbach, Managing Director at Armada ETF Advisors, discu...

20 Apr 202344min

Netflix, UK CPI, Bank Earnings, and Fox News

Netflix, UK CPI, Bank Earnings, and Fox News

Geetha Ranganathan, US Media Analyst with Bloomberg Intelligence, joins to discuss Disney layoffs and Netflix earnings. David Mann, Franklin Templeton head of global ETF product and capital markets, j...

19 Apr 202358min

Banks, ChatGPT, Apple, Fox News, and Cybersecurity

Banks, ChatGPT, Apple, Fox News, and Cybersecurity

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, join to break down bank earnings. Matt Schettenhelm, Senior Litigation Analyst with Bloomberg Intelligence,...

18 Apr 202355min

Merck, AI, Earnings, and First Republic

Merck, AI, Earnings, and First Republic

John Murphy, Pharmaceutical Analyst with Bloomberg Intelligence, joins to discuss the Merck-Prometheus Biosciences deal. Austin Graff, founder and CIO at Opal Capital, joins to discuss segments he lik...

17 Apr 202356min

Bank Earnings, Retail Sales, Dollar Weakness, and Airlines

Bank Earnings, Retail Sales, Dollar Weakness, and Airlines

Sonali Basak, Bloomberg Wall Street Reporter, and Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, join the show for the weekly Friday wall street roundup, ...

14 Apr 202352min

Inflation, Regional Bank Earnings, Cannabis, & Nickel

Inflation, Regional Bank Earnings, Cannabis, & Nickel

Danielle DiMartino Booth, CEO and Chief Strategist at Quill Intelligence, joins the program to break down the latest Fed Minutes. Phil Toews, CEO at Toews Asset Management, joins us in studio to talk ...

13 Apr 202358min

CPI, Cruises, Industrials, ETFs, and Cannabis

CPI, Cruises, Industrials, ETFs, and Cannabis

Alyce Andres, US interest rates and FX reporter with Bloomberg News, joins the program to discuss the latest CPI reading and outlook for rate hikes and cuts. Jody Lurie, Credit Analyst with Bloomberg ...

12 Apr 202346min

Earnings, IMF, ETFs, and Autos (Podcast)

Earnings, IMF, ETFs, and Autos (Podcast)

Gina Martin Adams, Senior Equity Analyst with Bloomberg Intelligence, joins to discuss her grim preview of earnings season. David Auerbach, Managing Director at Armada ETF Advisors, discusses ETFs, RE...

12 Apr 202353min

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