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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Global Default Rate Hit Could Hit 10% By Year-End: TwentyFour Asset

Global Default Rate Hit Could Hit 10% By Year-End: TwentyFour Asset

Mark Holman, CEO Of TwentyFour Asset Management, discusses growing volatility in the fixed income market. "Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the...

11 Touko 202033min

Airline Traffic May Not Recover 2019 Levels Until 2025

Airline Traffic May Not Recover 2019 Levels Until 2025

George Ferguson, Senior Aerospace, Defense & Airlines Analyst for Bloomberg Intelligence, on why airline traffic may not recover. Logan Mohtashami, Senior Loan Officer at AMC Lending and contributor t...

8 Touko 202033min

Papa John's Just Hired Over 12,000 People: CEO Lynch

Papa John's Just Hired Over 12,000 People: CEO Lynch

Papa John's CEO Rob Lynch discusses earnings, outlook, and how covid-19 has impacted the food delivery business. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, Bloomber...

7 Touko 202032min

Why Stocks Are Rising While Economy Crashes: Paul Krugman

Why Stocks Are Rising While Economy Crashes: Paul Krugman

Nobel Laureate economist Paul Krugman discusses his column on the disconnect between markets and the economy: "Crashing Economy, Rising Stocks: What’s Going On?" Terry Kawaja, CEO and Founder of LUMA ...

6 Touko 202029min

JPM's Kelly: Expect Another Wave Down In Stock Market

JPM's Kelly: Expect Another Wave Down In Stock Market

David Kelly, Chief Global Strategist for J.P. Morgan Asset Management, on when the economy will return, and his current investment strategy. Sonali Basak, Bloomberg Wall Street correspondent, on her i...

5 Touko 202026min

China Can't Recover Economy Until Rest Of World Recovers

China Can't Recover Economy Until Rest Of World Recovers

Leland Miller, CEO of China Beige Book International, discusses their April 2020 special survey gauging the state of China’s economic recovery. Tara Lachapelle, Bloomberg Opinion media and deals colum...

4 Touko 202022min

The Fed Should Go Negative: Former Fed President Kocherlakota

The Fed Should Go Negative: Former Fed President Kocherlakota

Narayana Kocherlakota, former Minneapolis Fed President, Professor of Economics at the University of Rochester, and a Bloomberg Opinion columnist, on why the Fed should go negative. Dan Ives, Equity A...

1 Touko 202026min

This Market Looks A Lot Like Q2 2008: JPM's Bob Michele

This Market Looks A Lot Like Q2 2008: JPM's Bob Michele

Bob Michele, Chief Investment Officer and Head of the Global Fixed Income, Currency & Commodities (GFICC) group, on the Fed stepping into corporate markets. Nathan Sheets, Chief Economist for PGIM Fix...

30 Huhti 202029min

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