Banks At Cycle Top, Will Be Down 30-50% In 12-18 Months: Peabody

Banks At Cycle Top, Will Be Down 30-50% In 12-18 Months: Peabody

Charles Peabody, President of Portales Partners LLC, on bank earnings and why we are seeing a lower quality of earnings. Brian Egger, Senior Gaming and Lodging analyst for Bloomberg Intelligence, on continued consolidation in the gambling industry, as Icahn plans to sell Tropicana in a $1.85 billion deal. Jack Ablin, Founding Partner and Chief Investment Officer at Cresset Wealth Advisers, on why the market is undervalued and current credit conditions.David Chene, Managing Partner at Kennedy Lewis Investment Management LLC, on whether corporate debt will be leading the US into the next recession.

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Pfizer's Robust Vaccine Data Comes With Caveats: Nisen

Pfizer's Robust Vaccine Data Comes With Caveats: Nisen

Max Nisen, Bloomberg Opinion biotech and health care columnist, on Pfizer's vaccine data showing it prevents 90% of covid infections. Mike Mayo, Senior Banking Analyst at Wells Fargo Securities, on th...

9 Marras 202031min

The Industries That Are Hiring Right Now: LaSalle CEO

The Industries That Are Hiring Right Now: LaSalle CEO

Tom Gimbel, CEO of global staffing company LaSalle Network, on the jobs report and the hiring landscape. Eddie Perkin, Chief Equity Investment Officer at Eaton Vance, on impact on markets and the grow...

6 Marras 202031min

Stimulus Gridlock Will Test Fed's Toolbox: State Street's Loh

Stimulus Gridlock Will Test Fed's Toolbox: State Street's Loh

Marvin Loh, Global Macro Strategist at State Street, on what to expect from the Fed, as the likelihood of a split government dampens stimulus expectations. Kate Barton, Global Vice Chair of Tax at EY,...

5 Marras 202033min

No Plausible Legal Grounds To Contest Election: Levitt

No Plausible Legal Grounds To Contest Election: Levitt

Justin Levitt, Professor of Constitutional Law at Loyola Law School, on why there isn't a legal basis for contesting the election. David Kotok, Chairman & Chief Investment Officer at Cumberland Adviso...

4 Marras 202031min

Contested Election Is Worst Case For Markets: Invesco's Hooper

Contested Election Is Worst Case For Markets: Invesco's Hooper

Kristina Hooper, Invesco Chief Global Market Strategist, on election scenarios and avoiding fear-driven decisions. Wendy Schiller, Chair of Political Science at Brown University, on why the election i...

3 Marras 202027min

The Return of Inflation Pushing Up Yields in 2021: Bianco

The Return of Inflation Pushing Up Yields in 2021: Bianco

Jim Bianco, Founder and President of Bianco Research, on how bond markets pricing in the election. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Her...

2 Marras 202027min

U.S. May Need France-Like Lockdowns to Beat Covid

U.S. May Need France-Like Lockdowns to Beat Covid

Sam Fazeli, Senior Pharmaceutical Analyst and Head of EMEA Research at Bloomberg Intelligence, discusses his column: "U.S. May Need France-Like Lockdowns to Beat Covid." Laura Martin, Senior Media Ana...

30 Loka 202028min

Low-Rated Junk Bonds Not Properly Pricing Risk: TCW's Rivelle

Low-Rated Junk Bonds Not Properly Pricing Risk: TCW's Rivelle

Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on his investment strategy and outlook for fixed income markets. Constance Hunter, Chief Economist at KPMG, on GDP and economic out...

29 Loka 202026min

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