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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Minsky Moment Is Real Possibility: Economist Bob Barbera

Minsky Moment Is Real Possibility: Economist Bob Barbera

John Authers, Senior Editor for Bloomberg Markets, and economist Bob Barbera, Professor at Johns Hopkins University, discuss why a Minsky moment may be looming. Barry Ritholtz, Founder of Ritholtz Wea...

23 Tammi 202025min

UN Draws Line Linking Khashoggi Murder To Bezos Hack

UN Draws Line Linking Khashoggi Murder To Bezos Hack

Greg Farrell, investigative legal reporter for Bloomberg, on the Saudi Crown Prince implicated in the hack of Jeff Bezos' phone. Tom Orlik, Chief Economist for Bloomberg Economics, on the economic ris...

22 Tammi 202025min

Everyone Still Chasing Netflix For International Subs

Everyone Still Chasing Netflix For International Subs

Tara Lachapelle, Bloomberg Opinion media columnist, previews Netflix earnings and discusses Comcast's business model for its streaming service. Bob Mintz, Former Federal Prosecutor and Partner at McCa...

21 Tammi 202027min

U.S. Shale Patch Is No Longer A Growth Market

U.S. Shale Patch Is No Longer A Growth Market

Simon Casey, Energy Americas Team Leader for Bloomberg, on Shlumberger shrinking its shale business, and what that says about peak shale. Charly Weinstein, CEO of Eisner Amper, on what business leader...

17 Tammi 202027min

Why Massive Growth In Private Markets Will Continue

Why Massive Growth In Private Markets Will Continue

Kelly Rodriques, CEO of Forge, on the growth of private markets and direct public offerings in 2020. Burt Flickinger, Managing Director for Strategic Resource Group, on retail sales and what this fore...

16 Tammi 202026min

Phase 1 Trade Deal Is Just The Beginning: Leland Miller

Phase 1 Trade Deal Is Just The Beginning: Leland Miller

Leland Miller, CEO of China Beige Book International, and Andy Browne, editorial director of the New Economy Forum, on the signing of the Phase 1 China trade deal. Sal Gilbertie, President, CIO and co...

15 Tammi 202039min

Consumers Are Really Driving Banking Industry: Leon

Consumers Are Really Driving Banking Industry: Leon

Ken Leon, Global Director of Industry and Equity Research at CFRA Research, on bank earnings. Mark Gilbert, Bloomberg Opinion columnist covering asset management, discusses his column,"BlackRock's Cli...

14 Tammi 202028min

Machines Are Replacing Wall Street's Bonus Culture

Machines Are Replacing Wall Street's Bonus Culture

Lananh Nguyen, finance reporter for Bloomberg, on the end of the bonus culture on Wall Street. Rick Helfenbein, former Chairman, President & CEO of the American Apparel & Footwear Association, on why ...

13 Tammi 202025min

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