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(3354)

Cash And De-Risking Look Good As We Enter Late Cycle: Kennedy

Cash And De-Risking Look Good As We Enter Late Cycle: Kennedy

Tom Kennedy, Head of Fixed Income Strategy at J.P. Morgan Private Bank, discusses why cash and de-risking look good right now.  Ben Hunt, Co-founder and Chief Investment Officer of Second Foundation P...

14 Aug 201829min

White House Lax Protocol Opens Window For More Security Breaches

White House Lax Protocol Opens Window For More Security Breaches

Clint Watts, a former FBI special agent and Senior Fellow at the Foreign Policy Research Institute, discusses Russia’s continued hacking into U.S. elections, and eroding White House security.Win Thin,...

13 Aug 201827min

Why The U.S. Wouldn’t Want The IMF To Bail Out Turkey: Rhodes

Why The U.S. Wouldn’t Want The IMF To Bail Out Turkey: Rhodes

Guests:Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the global macro issues surrounding China trade, and a look at the situation in Turkey.Porter Bibb, Mana...

10 Aug 201833min

Musk’s Proposal Creates Liquidity, Uncertainty, For Tesla Bonds

Musk’s Proposal Creates Liquidity, Uncertainty, For Tesla Bonds

Joel Levington, Senior Credit Analyst for Bloomberg Intelligence, on how Tesla credit is reacting to Musk's tweet on taking the company private. Gordon L. Johnson, Analyst and Managing Director at Ver...

8 Aug 201829min

It’s Only The Beginning Of The Decline From Trade Wars: Kotok

It’s Only The Beginning Of The Decline From Trade Wars: Kotok

David Kotok, Chairman and CIO of Cumberland Advisors, on his current investment outlook, impact from trade wars, and why investors should keep dry powder. Dr. Ellen Wald, President of Transversal Cons...

7 Aug 201827min

U.S. Oil Demand Is Peaking, Expect Lower Prices At Pump: Schork

U.S. Oil Demand Is Peaking, Expect Lower Prices At Pump: Schork

Stephen Schork, President of the Schork Group, on LNG producers at risk from tariffs, and how Iran sanctions could impact the oil market. Tuna Amobi, Senior media and entertainment analyst at CFRA Res...

6 Aug 201831min

Vanguard Sours on Riskier Credit, Likes International Equities

Vanguard Sours on Riskier Credit, Likes International Equities

Greg Davis, CIO of Vanguard, on no-fee funds, the economy, and current investment strategy. Steve Englander, Global Head of G-10 FX Research for Standard Charter Bank, and a Bloomberg Opinion columnis...

4 Aug 201837min

Forget Supply. Demand For Tesla Cars At $70,000+ Will Dry Up

Forget Supply. Demand For Tesla Cars At $70,000+ Will Dry Up

Gordon L. Johnson, Alt. Energy, Metals & Mining & Equip. Rental Research - Managing Director at Vertical Group, on Tesla earnings and outlook. Banker to the world Bill Rhodes, President and CEO of Wil...

3 Aug 201832min

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