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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Investor Sentiment Has Moved To The Negative Side: Grohowski

Investor Sentiment Has Moved To The Negative Side: Grohowski

Guests:Leo Grohowski, Chief Investment Officer at BNY Mellon Wealth Management, on investor sentiment and current investment strategy.Liam Denning, Energy, Mining and Commodities Columnist for Bloombe...

2 Heinä 201828min

Yuan Devaluation Unlikely, Don’t Hit Panic Button: BBH’s Thin

Yuan Devaluation Unlikely, Don’t Hit Panic Button: BBH’s Thin

Win Thin, Global Head of Emerging Markets F/X for Brown Brothers Harriman, on the China yuan and emerging markets.Justin Gover, CEO of GW Pharmaceuticals (NASDAQ: GWPH and LSE: GWP), on being the firs...

28 Kesä 201825min

Here’s Why U.S. Housing Will Get Even Less Affordable: Shilling

Here’s Why U.S. Housing Will Get Even Less Affordable: Shilling

Gary Shilling, President of A. Gary Shilling & Co. and a Bloomberg Opinion columnist, on the factors that will make U.S. housing even less affordable. Mike McGlone, Commodity Strategist for Bloomberg ...

27 Kesä 201828min

Why It's Time To Be More Optimistic On EM Assets: PGIM's Rajan

Why It's Time To Be More Optimistic On EM Assets: PGIM's Rajan

Arvind Rajan, Managing Director and Head of Global and Macro at PGIM Fixed Income, on why it’s time to turn more optimistic on emerging-market assets. Brooke Sutherland, Bloomberg Opinion deals and in...

25 Kesä 201830min

Libya Conflict Is Hugely Overlooked Issue On Oil Capacity: Wald

Libya Conflict Is Hugely Overlooked Issue On Oil Capacity: Wald

Dr. Ellen Wald, President of Transversal Consulting, to discuss OPEC’s decision and will it means for oil markets and for gasoline prices for US consumers. Media and entertainment guru Porter Bibb of ...

22 Kesä 201828min

The Ball Is In Comcast’s Court :Paul Sweeney

The Ball Is In Comcast’s Court :Paul Sweeney

Paul Sweeney, U.S. Director of Research and Senior Media/Internet Analyst for Bloomberg Intelligence, will discuss 21st Century Fox agreeing to a $71 billion bid from Disney. Sarah Ponczek, Bloomberg ...

21 Kesä 201825min

We are starting to see the fruit of regulatory easing: Terrazas

We are starting to see the fruit of regulatory easing: Terrazas

Aaron Terrazas, Zillow senior economist, on new homes starts data, and the housing market. Patrick Chovanec, Chief Strategist of Silvercrest Asset Management, on U.S trade and tariffs.  David Carringt...

19 Kesä 201829min

Hard to Price in Tarrifs: Michael Zezas

Hard to Price in Tarrifs: Michael Zezas

Tom Halverson, CEO of CoBank, discusses the US farm economy in light of Trump tariffs and trade wars. Aaron Kennon, Chief Executive Officer at Clear Harbor Asset Management, on markets and investing. ...

18 Kesä 201828min

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