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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Why Online Education Should Come With An Online Price

Why Online Education Should Come With An Online Price

Cathy O'Neil, mathematician and Bloomberg Opinion columnist, discusses her column, "Covid-19 Will Make Colleges Prove Their Worth." Michael Hirson, Practice Head, China and Northeast Asia, Eurasia Gro...

26 Touko 202031min

Why Lockdowns Haven’t Proved They’re Worth the Havoc

Why Lockdowns Haven’t Proved They’re Worth the Havoc

Joe Nocera, Bloomberg Opinion columnist, discusses his column: Lockdowns Haven’t Proved They’re Worth the Havoc. Twenty co-founder Jared Allgood, discusses Healthy Together, the contact tracing app de...

22 Touko 202029min

China Stock Delisting Threat Is All Bark, No Bite: KraneShares CIO

China Stock Delisting Threat Is All Bark, No Bite: KraneShares CIO

Brendan Ahern, Chief Investment Officer at KraneShares, on Trump ramping up blame on China and Xi, and the GOP Senate voting to delist China stocks. Donny Dorling, Professor of Geography at Oxford and...

21 Touko 202029min

Now Is The Time To Disrupt Your Business Model: Travelocity Founder

Now Is The Time To Disrupt Your Business Model: Travelocity Founder

Terry Jones, founder of Travelocity and co-founder of Kayak.com, to discuss why now is a good time for company leaders to innovate their business plans. RJ Gallo, Senior Portfolio Manager: Fixed Incom...

20 Touko 202029min

Moderna Vaccine Holds Promise But In Very, VERY Early Days

Moderna Vaccine Holds Promise But In Very, VERY Early Days

Max Nisen, Bloomberg Opinion biotech, pharma and health care columnist, discusses why it's still early days for Moderna's virus vaccine. Lisa Knee, co-leader for the national real estate practice at E...

18 Touko 202026min

China Mostly Views Trump's Latest Salvo As Empty Rhetoric

China Mostly Views Trump's Latest Salvo As Empty Rhetoric

Leland Miller, CEO of China Beige Book, discusses renewed China tensions. Jonathan Miller, President and CEO of Miller Samuel, on how coronavirus is impacting coastal, residential real estate. Andreas...

15 Touko 202025min

Pandemic Could Create Industries We're Not Yet Aware Of

Pandemic Could Create Industries We're Not Yet Aware Of

Dan Black, Senior Fellow at NORC and Professor at the Harris School of Public Policy at the University of Chicago, discussees the future of the U.S. workforce. Andy Browne, Editorial Director for Bloo...

14 Touko 202026min

Powell’s Dark Tone Designed To Pressure Fiscal Policy: Dutta

Powell’s Dark Tone Designed To Pressure Fiscal Policy: Dutta

Neil Dutta, Head of U.S. Economics at Renaissance Macro Research, on Jay Powell and negative rates. Fran Kinniry, Principal and Global Head of Private Investment at Vanguard, on the benefits of privat...

13 Touko 202027min

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