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."

See omnystudio.com/listener for privacy information.

Avsnitt(3335)

Breaking Down Jackson Hole and Jay Powell (Podcast)

Breaking Down Jackson Hole and Jay Powell (Podcast)

Joe Weisenthal, host of the Bloomberg Odd Lots podcast, joins from Wyoming to talk about Jay Powell and Jackson Hole. Liz McCormick, Chief Correspondent: Macro Markets with Bloomberg News, joins for a...

25 Aug 202329min

GOP Debate, Nvidia, Russia, and Subway (Podcast)

GOP Debate, Nvidia, Russia, and Subway (Podcast)

Wendy Schiller, at Brown University, joins us to break down the GOP debate. Mick Mulroy, co-founder of the Lobo Institute, talks about the war in Ukraine, Republican responses to it, and the death of ...

25 Aug 20231h 5min

SEC, Mortgage Rates, Space, and CRE (Podcast)

SEC, Mortgage Rates, Space, and CRE (Podcast)

Nathan Dean, Senior US Policy Analyst with Bloomberg Intelligence, also joins to discuss the SEC rules. Erica Adelberg, MBS Strategist with Bloomberg Intelligence, joins to break down New Home Sales, ...

23 Aug 202347min

Arm IPO, Choice Hotels, Banks, and Microsoft (Podcast)

Arm IPO, Choice Hotels, Banks, and Microsoft (Podcast)

Bailey Lipschultz, markets reporter with Bloomberg News, joins to discuss the IPO of Arm Holdings. Anna Scozzafava, General Manager and VP at Choice Hotels (NYSE: CHH), joins the show to talk about he...

22 Aug 202354min

Markets, Apple and ESPN, and Mecum Auctions (Podcast)

Markets, Apple and ESPN, and Mecum Auctions (Podcast)

Phil Toews, CEO at Toews Asset Management, joins us in studio to talk defensive investing, his economic theories, and his market outlook in 2023. Claudia Sahm, founder of Sahm Consulting, former Fed e...

21 Aug 20231h 4min

Fed, Deere, US Steel, Vivek Ramaswamy, and Gambling.com Group

Fed, Deere, US Steel, Vivek Ramaswamy, and Gambling.com Group

Ira Jersey, Chief US Interest Rates Strategist at Bloomberg Intelligence, joins to discuss the Fed and global eco pressures. Brooke Sutherland, columnist with Bloomberg Opinion, joins to break down De...

18 Aug 202356min

China, Insurance and Hawaii, Walmart, and Banking

China, Insurance and Hawaii, Walmart, and Banking

Carl Riccadonna, Chief US Economist at BNP Paribas, joins to discuss the economy and how a China cold could affect the US. Regina Schleiger, director of Central Bank Policy Research at SGH Macro Advis...

17 Aug 20231h 3min

San Francisco on the Rebound?

San Francisco on the Rebound?

Matt Winkler, editor-in-chief emeritus at Bloomberg News, joins to discuss his Opinion column on San Francisco.  Hosted by Paul Sweeney and Simone Foxman.See omnystudio.com/listener for privacy inform...

17 Aug 20239min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
uppgang-och-fall
rss-inga-dumma-fragor-om-pengar
rss-borsens-finest
avanzapodden
svd-tech-brief
rss-kort-lang-analyspodden-fran-di
bathina-en-podcast
fill-or-kill
montrosepodden
24fragor
borsmorgon
dynastin
rss-dagen-med-di
market-makers
tabberaset
kapitalet-en-podd-om-ekonomi