TCW's Rivelle: Cautious on EM Debt This Late In Cycle

TCW's Rivelle: Cautious on EM Debt This Late In Cycle

Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the credit markets, the Fed, and current investment strategy. Frank Sorrentino, CEO of ConnectOne Bank, on why the U.S. economy and housing market remains strong. David Welch, Detroit Bureau Chief for Bloomberg, on BMW's profit warning, and how Ford Explorer owners are saying their SUVs are making them sick. Michael Rea, RX Savings Solutions, on the Senate hearings on drug prices, and a new partnership with Louisiana Blue Cross Blue Shield. Hosted by Lisa Abramowicz and Paul Sweeney.

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Episoder(3351)

Microsoft, First Republic, the Debt Ceiling, and Watches

Microsoft, First Republic, the Debt Ceiling, and Watches

Bloomberg Intelligence Senior Tech Analysts Anurag Rana and Mandeep Singh join for a tech roundtable, discussing Microsoft earnings and the Activision setback and previewing Meta earnings. Bloomberg I...

26 Apr 202353min

Consumer Health Amid Continued Rate Hikes

Consumer Health Amid Continued Rate Hikes

Dana Telsey, CEO and Chief Research Officer for Telsey Advisory Group, discusses consumer strength, the state of retail and inflation, and how it will all impact next week’s FOMC meeting. Hosted by Pa...

26 Apr 20238min

Tucker Carlson, Derivatives, Airline Investing, and GE

Tucker Carlson, Derivatives, Airline Investing, and GE

Wendy Schiller, Brown University professor of Politics, joins to talk about President Biden’s re-election campaign and the political fallout of the firing of Tucker Carlson. Mark Douglas, CEO at MNTN,...

25 Apr 202354min

Crypto, Geopolitical Risks and Motorcycles

Crypto, Geopolitical Risks and Motorcycles

Nicholas Bohnsack, CEO of Strategas Asset Management, discusses markets and gives his eco outlook.  Matt Sigel, Head of Digital Asset Research at Van Eck Associates, joins us in studio to discuss mark...

24 Apr 202345min

Earnings, Mergers, Buy American, and Formula 1

Earnings, Mergers, Buy American, and Formula 1

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins the show for our weekly Friday wall street roundup. Nancy Tengler, CEO and CIO at Laffer Tengler Inve...

21 Apr 202357min

Tesla, REITs, Regionals, and Markets

Tesla, REITs, Regionals, and Markets

Dan Ives, Senior Equity Analyst with WedBush Securities, joins to break down Tesla earnings, Elon Musk, Twitter, and other tech stories. David Auerbach, Managing Director at Armada ETF Advisors, discu...

20 Apr 202344min

Netflix, UK CPI, Bank Earnings, and Fox News

Netflix, UK CPI, Bank Earnings, and Fox News

Geetha Ranganathan, US Media Analyst with Bloomberg Intelligence, joins to discuss Disney layoffs and Netflix earnings. David Mann, Franklin Templeton head of global ETF product and capital markets, j...

19 Apr 202358min

Banks, ChatGPT, Apple, Fox News, and Cybersecurity

Banks, ChatGPT, Apple, Fox News, and Cybersecurity

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, join to break down bank earnings. Matt Schettenhelm, Senior Litigation Analyst with Bloomberg Intelligence,...

18 Apr 202355min

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