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(3348)

China Mostly Views Trump's Latest Salvo As Empty Rhetoric

China Mostly Views Trump's Latest Salvo As Empty Rhetoric

Leland Miller, CEO of China Beige Book, discusses renewed China tensions. Jonathan Miller, President and CEO of Miller Samuel, on how coronavirus is impacting coastal, residential real estate. Andreas...

15 Mai 202025min

Pandemic Could Create Industries We're Not Yet Aware Of

Pandemic Could Create Industries We're Not Yet Aware Of

Dan Black, Senior Fellow at NORC and Professor at the Harris School of Public Policy at the University of Chicago, discussees the future of the U.S. workforce. Andy Browne, Editorial Director for Bloo...

14 Mai 202026min

Powell’s Dark Tone Designed To Pressure Fiscal Policy: Dutta

Powell’s Dark Tone Designed To Pressure Fiscal Policy: Dutta

Neil Dutta, Head of U.S. Economics at Renaissance Macro Research, on Jay Powell and negative rates. Fran Kinniry, Principal and Global Head of Private Investment at Vanguard, on the benefits of privat...

13 Mai 202027min

Global Default Rate Hit Could Hit 10% By Year-End: TwentyFour Asset

Global Default Rate Hit Could Hit 10% By Year-End: TwentyFour Asset

Mark Holman, CEO Of TwentyFour Asset Management, discusses growing volatility in the fixed income market. "Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the...

11 Mai 202033min

Airline Traffic May Not Recover 2019 Levels Until 2025

Airline Traffic May Not Recover 2019 Levels Until 2025

George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on why airline traffic may not recover. Logan Mohtashami, Senior Loan Officer at AMC Lending and contributor t...

8 Mai 202033min

Papa John's Just Hired Over 12,000 People: CEO Lynch

Papa John's Just Hired Over 12,000 People: CEO Lynch

Papa John's CEO Rob Lynch discusses earnings, outlook, and how covid-19 has impacted the food delivery business. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, Bloomber...

7 Mai 202032min

Why Stocks Are Rising While Economy Crashes: Paul Krugman

Why Stocks Are Rising While Economy Crashes: Paul Krugman

Nobel Laureate economist Paul Krugman discusses his column on the disconnect between markets and the economy: "Crashing Economy, Rising Stocks: What’s Going On?" Terry Kawaja, CEO and Founder of LUMA ...

6 Mai 202029min

JPM's Kelly: Expect Another Wave Down In Stock Market

JPM's Kelly: Expect Another Wave Down In Stock Market

David Kelly, Chief Global Strategist for J.P. Morgan Asset Management, on when the economy will return, and his current investment strategy. Sonali Basak, Bloomberg Wall Street correspondent, on her i...

5 Mai 202026min

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