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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Borthwick Looks for Weaker Dollar, Sees Strong China Currency

Borthwick Looks for Weaker Dollar, Sees Strong China Currency

Douglas Borthwick, head of foreign exchange at Chapdelaine & Co., discusses currencies following the Fed hike, the Dutch elections and the Bank of England and Bank of Japan rate decisions. Citigroup's...

16 Maalis 201728min

Kocherlakota Sees Labor Market Slack, Calls for Hike Caution

Kocherlakota Sees Labor Market Slack, Calls for Hike Caution

Narayana Kocherlakota, a Bloomberg View columnist and former Minneapolis Fed president, tells Pimm Fox and Lisa Abramowicz why the Fed should display more patience on a rate hike. Washington D.C. Mayo...

15 Maalis 201728min

Eisenbeis Doesn't Expect Fed to Sell Off Mortgage Assets

Eisenbeis Doesn't Expect Fed to Sell Off Mortgage Assets

Bob Eisenbeis, vice chairman and chief monetary economist at Cumberland Advisors and the former director of research at the Atlanta Fed, previews what to expect from the Fed and gives an outlook for r...

14 Maalis 201726min

The 2016 Car Swoon Is Turning Into a Skid in 2017, Tynan Says

The 2016 Car Swoon Is Turning Into a Skid in 2017, Tynan Says

Kevin Tynan, senior auto analyst at Bloomberg Intelligence, says the 2016 car swoon is turning into an uncontrollable skid this year. Tyler Benster, a general partner at Asimov Ventures, and Shamil Ha...

13 Maalis 201729min

NAFTA Trade Issues Baked Into TPP Are Now Gone, Froman Says

NAFTA Trade Issues Baked Into TPP Are Now Gone, Froman Says

Michael Froman, a former U.S. trade representative and distinguished fellow at the Council on Foreign Relations, discusses the future of global trade, TPP and renegotiating NAFTA. Axel Merk, president...

10 Maalis 201726min

Dodd-Frank Repeal Won't Happen This Year, Nathan Dean Says

Dodd-Frank Repeal Won't Happen This Year, Nathan Dean Says

Bloomberg Intelligence's Nathan Dean says key Republicans are turning away from rolling back Dodd-Frank and turning towards easier things to tackle. Richard Conn, a managing partner at Eurasia Advisor...

9 Maalis 201727min

Should the Real Price of Oil Be $20 a Barrel? Smead Asks

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Bill Smead, CEO of Smead Capital Management, discusses what would happen if oil was priced at $20 a barrel. Bloomberg's Chris Reiter discusses a study from consultant firm Roland Berger that says a U....

8 Maalis 201727min

Travel Ban Puts $1 Billion of Tourism at Risk, Mayor Walsh Says

Travel Ban Puts $1 Billion of Tourism at Risk, Mayor Walsh Says

In this special episode of P&L, recorded live at Symphony Hall in Boston, we take a look at the city in the age of Trump. First up: Mayor Marty Walsh talks about the potential impact of an immigration...

7 Maalis 201730min

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