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.

See omnystudio.com/listener for privacy information.

Episoder(3340)

Lab-Grown Diamond Demand On The Rise

Lab-Grown Diamond Demand On The Rise

Amish Shah, President of ALTR Created Diamonds, discusses lab-grown diamond demand. Mimi Song, Chief Economist at CrossBorder Solutions, discusses the implications of increasing a global minimum corpo...

7 Jul 202124min

How The Ultra-Wealthy Are Investing

How The Ultra-Wealthy Are Investing

Michael Sonnenfeldt, Founder and Chairman of Tiger 21, talks about how the ultra-wealthy are investing right now. Steven Ricchiuto, US Chief Economist for Mizuho Securities USA, discusses ISM data and...

6 Jul 202126min

Still a Long Way to Maximum Employment

Still a Long Way to Maximum Employment

Jeffrey Cleveland, Chief Economist at Payden & Rygel, discusses the June jobs report, and the timeline for a Fed rate hike. Leonid Bershidsky, Bloomberg Opinion Columnist, discusses his column, Dark M...

2 Jul 202130min

A Generational Opportunity in Distressed Debt

A Generational Opportunity in Distressed Debt

Paul Triggiani, Managing Director and Head of Distressed Credit at Invesco, discusses the distressed debt market. Meera Pandit, VP, Global Market Strategist at JPMorgan Asset Management, looks ahead t...

1 Jul 202123min

AppHarvest CEO on Sustainable Infrastructure

AppHarvest CEO on Sustainable Infrastructure

Jonathan Webb, CEO of AppHarvest, discusses sustainable infrastructure and controlled environment agriculture, and bringing farming into the 21st century. Bryan Whalen, Group Managing Director of Fixe...

30 Jun 202123min

Understanding Facebook's Antitrust Case Win

Understanding Facebook's Antitrust Case Win

Jim Anderson, CEO of SocialFlow, discusses Facebook's antitrust case victory. Janelle Woodward, President of MacKay Shields, talks markets. Scott Freeman, Co-Founder and Partner at JST Capital, discus...

29 Jun 202121min

The Future Of Fitness Beyond The Pandemic

The Future Of Fitness Beyond The Pandemic

Carl Daikeler, Co-Founder, Chairman, and CEO of The Beachbody Company, discusses the company's listing day and the future of fitness. Jonathan Carson, CEO & Founder of Stretto, talks the eviction mora...

28 Jun 202126min

DOJ Sues Georgia Over Voter Law

DOJ Sues Georgia Over Voter Law

Chris Strohm, National Security Reporter for Bloomberg News, discusses the Justice Department's lawsuit against the state of Georgia. Allyson Witherspoon, Vice President and Chief Marketing Officer fo...

25 Jun 202126min

Populært innen Business og økonomi

lydartikler-fra-aftenposten
stopp-verden
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
utbytte
pengesnakk
pengepodden-2
finansredaksjonen
livet-pa-veien-med-jan-erik-larssen
tid-er-penger-en-podcast-med-peter-warren
morgenkaffen-med-finansavisen
rss-sunn-okonomi
okonomiamatorene
lederpodden
rss-markedspuls-2
rss-andelige-tanker-med-camillo
rss-fa-makro
rss-investering-gjort-enkelt