High Yield, EM Most Vulnerable To Asset Collapse: TCW's Rivelle

High Yield, EM Most Vulnerable To Asset Collapse: TCW's Rivelle

Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the disconnect between asset prices and income, and current investment strategy. Tom Russo, Managing Partner at Gardner Russo & Gardner LLC, on why Philip Morris is poised to benefit from investment in smoke-free products. Brandon Kochkodin, Managing Editor for Bloomberg News, on how Apple and other big companies are no longer disclosing offshore cash positions, making it difficult to gauge whether tax changes are stoking federal investment.Sandy Miller, Partner at Institutional Venture Partners (IVP) on why Silicon Valley will see IPOs as well as more M&A, and how tech companies have been shutting out Wall Street.

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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

PineBridge Sees Worsening Value in CCC, BBB Rated Bonds

PineBridge Sees Worsening Value in CCC, BBB Rated Bonds

Steven Oh, Global Head of Credit and Fixed Income and Co-Head of Leveraged Finance for PineBridge Investments, discusses his outlook for the second half of 2018 and early 2019. Brian Wieser, Senior Re...

1 Aug 201831min

BOJ Allows Japan To Keep QE In Place For Another Three Years

BOJ Allows Japan To Keep QE In Place For Another Three Years

Jeff Uscher, Head of Research at Japan Insider, on the BOJ monetary policy decision and investing in Japan. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, preview...

1 Aug 201830min

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