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(3349)

Industrial Recession In The U.S. Is Not Over: Booth

Industrial Recession In The U.S. Is Not Over: Booth

Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, former adviser to the Dallas Fed and a Bloomberg Opinion contributor, discusses the economy and what to expect from the F...

29 Jan 202028min

'Missing Inflation' Is Seen In Asset Prices: Shalett

'Missing Inflation' Is Seen In Asset Prices: Shalett

Lisa Shalett, Chief Investment Officer, Wealth Management for Morgan Stanley, discusses her investment outlook and strategy. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Inte...

28 Jan 202026min

Stock Buying Opportunity Isn't Here Yet: Hugh Johnson

Stock Buying Opportunity Isn't Here Yet: Hugh Johnson

Hugh Johnson, Chairman and CIO of Hugh Johnson Advisors, on how investors should react to the increasing risk-off sentiment. Drew Armstrong, Team Leader for U.S. Health Care at Bloomberg, on containin...

27 Jan 202028min

Penn Mutual Is Selling HY Bonds, Opting for IG: CIO

Penn Mutual Is Selling HY Bonds, Opting for IG: CIO

Mark Heppenstall, CIO of Penn Mutual Asset Management, discusses his current investment outlook and opportunities in the bond market. Tom Gearing, CEO of Cult Wines Asset Management, on how Trump's ta...

24 Jan 202027min

Minsky Moment Is Real Possibility: Economist Bob Barbera

Minsky Moment Is Real Possibility: Economist Bob Barbera

John Authers, Senior Editor for Bloomberg Markets, and economist Bob Barbera, Professor at Johns Hopkins University, discuss why a Minsky moment may be looming. Barry Ritholtz, Founder of Ritholtz Wea...

23 Jan 202025min

UN Draws Line Linking Khashoggi Murder To Bezos Hack

UN Draws Line Linking Khashoggi Murder To Bezos Hack

Greg Farrell, investigative legal reporter for Bloomberg, on the Saudi Crown Prince implicated in the hack of Jeff Bezos' phone. Tom Orlik, Chief Economist for Bloomberg Economics, on the economic ris...

22 Jan 202025min

Everyone Still Chasing Netflix For International Subs

Everyone Still Chasing Netflix For International Subs

Tara Lachapelle, Bloomberg Opinion media columnist, previews Netflix earnings and discusses Comcast's business model for its streaming service. Bob Mintz, Former Federal Prosecutor and Partner at McCa...

21 Jan 202027min

U.S. Shale Patch Is No Longer A Growth Market

U.S. Shale Patch Is No Longer A Growth Market

Simon Casey, Energy Americas Team Leader for Bloomberg, on Shlumberger shrinking its shale business, and what that says about peak shale. Charly Weinstein, CEO of Eisner Amper, on what business leader...

17 Jan 202027min

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