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(3352)

EM Optimism Has Been Overblown: Brown Brothers' Thin

EM Optimism Has Been Overblown: Brown Brothers' Thin

Dr. Win Thin, Global Head: Currency Strategy for Brown Brothers Harriman, on the U.S. push for a stable yuan, and his outlook for EM. Danielle DiMartino Booth, CEO of Quill Intelligence LLC, author of...

20 Feb 201926min

Sanders Announces Presidential Run: Greg Valliere

Sanders Announces Presidential Run: Greg Valliere

Greg Valliere, chief U.S. policy strategist, AGF Investments, on Senator Bernie Sanders announcing a second White House bid. Burt Flickinger, Managing Director at Strategic Resource Group, discusses W...

19 Feb 201925min

Amazon's Erstwhile NYC Site Will Lure In New Money

Amazon's Erstwhile NYC Site Will Lure In New Money

Ken Weissenberg, Partner-in-Charge: Real Estate, at EisnerAmper, on how real estate values will react to Amazon backing out of NYC HQ.  Anna Edgerton, congressional reporter for Bloomberg, on Trump in...

15 Feb 201929min

Retail Sales Numbers Are Just Wrong: Craig Johnson

Retail Sales Numbers Are Just Wrong: Craig Johnson

Craig Johnson, President of Customer Growth Partners, and Carl Riccadonna, Chief US Economist for Bloomberg Economics, on retail sales posting the worst drop in nine years. Ken DeCubellis, the current...

14 Feb 201925min

Teva's Future Lies In Branded Drugs As Generics Sink (Podcast)

Teva's Future Lies In Branded Drugs As Generics Sink (Podcast)

Teva Pharmaceutical’s CEO Kare Schultz discusses the earnings shortfall, product pipeline, and moving into biotech drugs.  Matt Rodrigue, Managing Director at Miller Buckfire, a Stifel company, repres...

13 Feb 201929min

China's Debt Poses Much Greater Threat Than Trade

China's Debt Poses Much Greater Threat Than Trade

John Authers, Senior Editor for Bloomberg Markets, on the China trade negotiations and impact to markets. Bloomberg Opinion columnists Tara Lachapelle and Sarah Halzack discuss how media companies are...

12 Feb 201927min

Home Values Will Decline In Coastal Cities: Mohtashami (Podcast)

Home Values Will Decline In Coastal Cities: Mohtashami (Podcast)

Logan Mohtashami, Senior Loan Officer for AMC Lending Group, on the slowdown in the housing market. Peter Tchir, Head of Macro Strategy at Academy Securities, on markets and current investment strateg...

11 Feb 201929min

Former CIA Ops Chief: In the Long Game, Maduro Goes

Former CIA Ops Chief: In the Long Game, Maduro Goes

Jack Devine, former chief of CIA’s worldwide operations, and founding partner and President of The Arkin Group, discusses North Korea, Venezuela and the mid-east. Burt Flickinger, Managing Director at...

8 Feb 201929min

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