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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Microsoft and OpenAI, Treasury Auction, and CZ Zhao

Microsoft and OpenAI, Treasury Auction, and CZ Zhao

Dan Ives, Senior Equity Analyst at Wedbush Securities, joins to discuss the latest on OpenAI, Microsoft, and gives us a preview of Nvidia earnings. Sinead Colton Grant, global head of BNY Mellon Inves...

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Matt Miller and Hannah Elliott have a new podcast focused on cars. Listen for drive reviews, news updates and dealership details from auto industry insiders.     If you like this episode, download mor...

18 Marras 202325min

A US Recession and Retail Report

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Chris Campbell, Chief Strategist at Kroll, discusses his outlook for the US economy and potential for a recession amid this week’s government shutdown. Kevin Tynan, Senior Autos Analyst with Bloomberg...

17 Marras 202334min

FDIC Deposits and Media Overview

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Herman Chan, Senior Analyst: US Regional Banks & Fintech with Bloomberg Intelligence, joins to discuss the FDIC set to approve a plan for refilling deposit insurance funds, and how big banks will be s...

16 Marras 202338min

SpaceX Spinoff and Rates Outlook

SpaceX Spinoff and Rates Outlook

Ed Ludlow, host of Bloomberg Technology, joins to discuss SpaceX potentially spinning off Starlink. Jay Hatfield, CEO at Infrastructure Capital Management, joins to discuss his inflation call in the U...

15 Marras 202337min

Potential Shutdown and Drug Development

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Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses how Treasuries might react to a government shutdown on Friday. Michael Shah, Pharma Analyst with Bloomberg Intellige...

14 Marras 202336min

Government Shutdown, Real Estate, and Tesla

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Nathan Dean, Senior Policy Analyst with Bloomberg Intelligence, and Jordan Fabian, White House reporter with Bloomberg News, join for a roundtable discussion on the potential US government shutdown an...

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