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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M&A, Weight Loss, and Tesla

M&A, Weight Loss, and Tesla

Ted Smith, co-founder at Union Square Advisors, joins to discuss expected M&A activity in 2024. Sam Fazeli, Head of Euro Research and Pharma Analyst at Bloomberg Intelligence, discusses Pfizer’s miss ...

13 Dec 202337min

Choice Hotels, Alphabet, and Housing

Choice Hotels, Alphabet, and Housing

Jody Lurie, Credit Analyst with Bloomberg Intelligence, joins to break down Choice Hotels’ proposed hostile takeover of Wyndham. Gene Seroka, CEO of the Port of LA, joins to discuss the supply chain, ...

12 Dec 202337min

Zelenskiy, Ohtani, and Hawaiian Airlines

Zelenskiy, Ohtani, and Hawaiian Airlines

Brad Jacobs, Executive Chairman of XPO Logistics (NYSE: XPO), joins to discuss returns to the show to reveal the industry and targets of his new investment venture. Wendy Schiller, Professor at Brown ...

11 Dec 202337min

Jobs, Markets, and Higher Ed

Jobs, Markets, and Higher Ed

Tom Gimbel, CEO at the LaSalle Network, joins to discuss Friday’s jobs report. Nancy Tengler, CEO and CIO at Laffer Tengler Investments joins to discuss the market reaction to jobs numbers and outlook...

8 Dec 202339min

SpaceX, Private Credit, and COP28

SpaceX, Private Credit, and COP28

Loren Grush, Space Reporter with Bloomberg News, joins to talk SpaceX’s tender offer and outlook for the company. Anjee Solanki, National US Director of Retail at Colliers, joins to discuss consumer h...

7 Dec 202343min

Bank CEOs, Oil, and Rate Cuts

Bank CEOs, Oil, and Rate Cuts

Mick Mulroy, co-founder of the Lobo Institute, and Joe Mathieu, host of Bloomberg’s “Balance of Power” and “Sound On,” join to discuss Kevin McCarthy leaving Congress, Ukraine, and foreign aid. Chris ...

6 Dec 202331min

Soft Landing, EVs, and Private Credit

Soft Landing, EVs, and Private Credit

Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins for a breakdown of economic data and outlook for a recession in the US. Huw van Steenis, Vice Chair and Partner at Ol...

5 Dec 202335min

XPO, Spotify, and AI

XPO, Spotify, and AI

Brad Jacobs, Executive Chairman of XPO Logistics (NYSE: XPO), joins to discuss his new investment venture, the delivery industry and founding XPO, and his new book “How to Make a Few Billion Dollars.”...

4 Dec 202339min

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