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(3341)

A Deep Dive Into The GameStop Hearing: MIT's Aral, Ritholtz

A Deep Dive Into The GameStop Hearing: MIT's Aral, Ritholtz

Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, on why Robinhood is being unfairly targeted. Sinan Aral, Director of the MIT Initia...

18 Feb 202130min

A G20 Country Will Adopt Bitcoin by Yr-End: CoinShares' Demirors

A G20 Country Will Adopt Bitcoin by Yr-End: CoinShares' Demirors

Meltem Demirors, Chief Strategy Officer at CoinShares, on bitcoin breaking thru $50,000 and the growing adoption of crypto. Craig Johnson, President of Customer Growth Partners, on the surprisingly st...

17 Feb 202127min

AutoNation CEO: We Had The Best Quarter Of All Time.

AutoNation CEO: We Had The Best Quarter Of All Time.

Mike Jackson, CEO of AutoNation, on their best quarter ever. Gilda Perez-Alvarado, Global CEO of JLL Hotels & Hospitality, on the huge amounts of capital chasing hotel investments. Cliff Kupchan, Chai...

16 Feb 202127min

Michael Nathanson: Disney Going All In On Streaming

Michael Nathanson: Disney Going All In On Streaming

Michael Nathanson, Founding Partner and Senior Research Analyst at MoffettNathanson, on Disney earnings and the streaming landscape. Raj Agrawal, CFO for Western Union, on Q4 earnings and impact of th...

12 Feb 202125min

Sonos CEO: Stay Tuned For Audio Category Expansion

Sonos CEO: Stay Tuned For Audio Category Expansion

Sonos CEO Patrick Spence on Q1 earnings, and how they tapped into the growing home audio category during the pandemic. Dr. Lucas Joppa, Chief Environmental Officer at Microsoft, on the company’s carbo...

11 Feb 202126min

Teva CEO: We Have Capability To Distribute Vaccine In U.S.

Teva CEO: We Have Capability To Distribute Vaccine In U.S.

Kåre Schultz, CEO of Teva Pharmaceuticals, on earnings and outlook. Jim Paulsen, Chief Investment Strategist for The Leuthold Group, on his current investment outlook, and whether we're in a bubble. J...

10 Feb 202127min

1-800-FLOWERS.COM Thrived Amid Need For Human Connection

1-800-FLOWERS.COM Thrived Amid Need For Human Connection

Chris McCann, CEO of 1-800-FLOWERS.COM, Inc., discusses how the company is adapting amid COVID, and outlook for Valentine’s Day business. Ariel Cohen, Senior Fellow at the Atlantic Council and Foundin...

9 Feb 202126min

19% of U.S. Workers Unsure of Taking Vaccine, Survey Says

19% of U.S. Workers Unsure of Taking Vaccine, Survey Says

Rebecca Ray, Executive Vice President: Human Capital at The Conference Board, on their new survey polling 2,000 U.S. workers on comfortability taking the vaccine and return to work. Mike McGlone, Comm...

8 Feb 202126min

Populært innen Business og økonomi

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