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(3342)

Outlook For COVID-19, Taxes, Energy, And Real Estate

Outlook For COVID-19, Taxes, Energy, And Real Estate

Dr. Syra Madad, Infectious Disease Epidemiologist at Harvard’s Belfer Center for Science and International Affairs and the NYC Hospital System, talks about the CDC’s latest isolation guidance for peop...

5 Jan 202227min

Markets, Supply Chain, And Remote Work In 2022

Markets, Supply Chain, And Remote Work In 2022

Rebecca Felton, Senior Market Strategist at Riverfront Investment Group, discusses markets and investing in the New Year. Tim Fiore, the Chairman of the Institute of Supply Management (ISM) Business S...

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Market And Tech Outlook For 2022

Market And Tech Outlook For 2022

Phil Orlando, Chief Equity Strategist & Head of Client Portfolio Management at Federated Hermes, joins the show to discuss investing, inflation, and gives his market outlook for 2022. Priya Misra, Man...

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Markets, Hiring, Supply Chain, And The Ski Industry

Danielle DiMartino Booth, CEO and Chief Strategist at Quinn Intelligence, LLC, discusses Omicron’s effect on markets and gives her 2022 market outlook. Raul Villar, CEO of Paycor, talks about the Grea...

23 Des 202126min

Technology, Travel, And The Supply Chain

Technology, Travel, And The Supply Chain

Mark Gibson, U.S. Technology, Media and Telecommunications Leader at KPMG, discusses top technologies from the viewpoint of industry leaders. Peter McNally, Vice President at Third Bridge, discusses a...

22 Des 202126min

Markets, Hiring, And Retail Spending

Markets, Hiring, And Retail Spending

Dave Harden, Founder and President of Summit Global Investments, gives his market outlook for 2022. April Arnzen, Senior VP and Chief People Officer at Micron Technology Inc., talks about finding empl...

21 Des 202124min

The Supply Chain And Consumer Spending

The Supply Chain And Consumer Spending

Ataman Ozyildirim, Senior Director of Economic Research at the Conference Board, discusses the new Leading Economic Index (LEI) data, consumer behavior, and inflation. Dr. Lisa Williams, Chief Executi...

20 Des 202122min

Interest Rates, Energy, Housing, And Cybersecurity

Interest Rates, Energy, Housing, And Cybersecurity

Jennifer Lee, Managing Director and Senior Economist at BMO Financial, discusses global inflation, central bank policy in the US and across Europe, and gives her economic outlook for 2022. Brad Dillma...

17 Des 202122min

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