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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Venezuela Bondholders Shouldn't Abet Bad Regime, Hausmann Says

Venezuela Bondholders Shouldn't Abet Bad Regime, Hausmann Says

Ricardo Hausmann, the director of the Center for International Development at Harvard's Kennedy School and Venezuela's former planning minister, discusses Venezuela's debt outlook and political climat...

26 Touko 201727min

Bitcoin Craze Stems From Institutional Buying, Quaranta Says

Bitcoin Craze Stems From Institutional Buying, Quaranta Says

Ron Quaranta, chairman of the Wall Street Blockchain Alliance, discusses the state of the blockchain world in financial markets and the surge in demand for bitcoin. Joseph Feldman, the senior managing...

25 Touko 201733min

U.S. Economy Has Peaked So Don't Expect Fast Growth, Ramos Says

U.S. Economy Has Peaked So Don't Expect Fast Growth, Ramos Says

Ernesto Ramos, the head of equities at BMO Global Asset Management, discusses his contrarian view that the U.S. economy has peaked and that we aren't in a higher-growth environment. Patrick Chovanec, ...

24 Touko 201728min

USPS' Seaver Sees Cases for Autonomous and Drone Delivery

USPS' Seaver Sees Cases for Autonomous and Drone Delivery

Live from the National Postal Forum in Baltimore, Maryland. Kristin Seaver, chief information officer and executive vice president of the United States Postal Service, discusses mail intelligence engi...

23 Touko 201736min

Fed Could Lose a Tool With Balance Sheet Cut, Kocherlakota Says

Fed Could Lose a Tool With Balance Sheet Cut, Kocherlakota Says

Narayana Kocherlakota, a Bloomberg View columnist and the former Minneapolis Fed president, discusses what he calls the Fed's $2 trillion mistake and why economic forecasting is still broken. Michael ...

22 Touko 201728min

Contagion From Brazil to EM Is Relatively Limited, Dennis Says

Contagion From Brazil to EM Is Relatively Limited, Dennis Says

Geoffrey Dennis, the head of global emerging market strategy at UBS Securities, discusses emerging markets and Brazil. Mike McGlone, a commodities strategist at Bloomberg Intelligence, talks about the...

19 Touko 201726min

How Brazil's Corruption Crises Are Roiling Markets

How Brazil's Corruption Crises Are Roiling Markets

Bloomberg's David Wilson and Vivianne Rodrigues tell Lisa Abramowicz explain how Brazil's corruption crises are roiling the markets. Then, Max Abelson, a Bloomberg finance reporter, talks about the ke...

18 Touko 201710min

The Real Move Is From High to Low Cost Funds, Kapoor Says

The Real Move Is From High to Low Cost Funds, Kapoor Says

Kunal Kapoor, CEO of Morningstar Inc., discusses passive vs. active funds and the financial services industry. Doug Borthwick, the managing director and head of FX at Chapdelaine & Co., talks about th...

17 Touko 201730min

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