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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Trump's Desire For Bilateral Trade Is A Big Deal: Coy (Podcast)

Trump's Desire For Bilateral Trade Is A Big Deal: Coy (Podcast)

Peter Coy, Economics Editor for Bloomberg Businessweek, on economic impact of a new trade deal with Mexico. Liam Denning, Energy, Mining and Commodities Columnist for Bloomberg Opinion, on Elon Musk e...

27 Elo 201829min

Sharp Fall In The Yuan Is Big Risk To Global Growth (Podcast)

Sharp Fall In The Yuan Is Big Risk To Global Growth (Podcast)

Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on how US-China trade issues can impact global markets. Rick Helfenbein, American Apparel & Footwear Association president and CEO, ...

27 Elo 201829min

Why Saudi Aramco Is Pursuing Sabic In Place Of An IPO

Why Saudi Aramco Is Pursuing Sabic In Place Of An IPO

Dr. Ellen Wald, energy analyst and President of Transversal Consulting, to discuss why Saudi Aramco is pursuing the Sabic deal in place of an IPO, and what this means for the kingdom. Alan Bjerga, agr...

23 Elo 201830min

Michael Cohen Is A Much Bigger Risk To Trump Than Manafort

Michael Cohen Is A Much Bigger Risk To Trump Than Manafort

GUESTS: Joe Moreno, former federal prosecuter with the DOJ and Partner at Cadwalader, on the legal and criminal issues surrounding Paul Manafort, Michael Cohen and President Trump. Hugh Johnson, Chair...

22 Elo 201829min

Hard To See Coal Rebound Despite Trump's EPA Rollback

Hard To See Coal Rebound Despite Trump's EPA Rollback

Ethan Zindler, Head of Americas for Bloomberg New Energy Finance, on the EPA's plan to dramatically scale back limits on greenhouse gas emissions from power plants. Eric Balchunas, Senior ETF analyst ...

22 Elo 201830min

Disastrous Scenario If Turkey Exited NATO: Stavridis

Disastrous Scenario If Turkey Exited NATO: Stavridis

Retired Navy Admiral Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, on Trump revoking security clearances, and the situation in Turkey and impact to NATO. David Garrit...

21 Elo 201826min

Loomis' Fuss Sees Two More Fed Hikes, But Uncertainty Prevails

Loomis' Fuss Sees Two More Fed Hikes, But Uncertainty Prevails

Dan Fuss, Vice Chairman of Loomis Sayles, on fixed income markets, bond yields, central bank policy and trade concerns. Burt Flickinger, Managing Director for Strategic Resource Group, on the aftermat...

20 Elo 201830min

Ex-SEC Chair Levitt: It’s A Bad Idea to Reduce EPS Reporting

Ex-SEC Chair Levitt: It’s A Bad Idea to Reduce EPS Reporting

GUESTS:Former SEC Chairman Arthur Levitt weighs in on President Trump’s seeking an SEC study to move companies to six-month reporting cycles from the current quarterlies. Hans Olsen, Fiduciary Trust C...

17 Elo 201830min

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