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(3345)

Gilead Virus Treatment Is Promising But No Silver Bullet Yet

Gilead Virus Treatment Is Promising But No Silver Bullet Yet

Sam Fazeli, Director of Research: EMEA for Bloomberg Intelligence, on Gilead's positive trial for a potential coronavirus treatment. Lisa Shalett, Chief Investment Officer: Wealth Management for Morga...

29 Apr 202028min

Despite All the Noise, PPE Is Only 1% of 3M's Bottom Line

Despite All the Noise, PPE Is Only 1% of 3M's Bottom Line

Karen Ubelhart, Senior Industrials analyst for Bloomberg Intelligence, on 3M and Caterpillar earnings. Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, on why the o...

28 Apr 202033min

Trump Threatens Post Office As Way To Settle Amazon Score

Trump Threatens Post Office As Way To Settle Amazon Score

Timothy O'Brien, Senior Columnist for Bloomberg Opinion, on his column, "Trump Views Post Office as Way to Settle Scores." Nick Bloom, Economics Professor at Stanford, and senior fellow at the Stanfor...

27 Apr 202023min

We're Built For A Time Like This: New York Life CEO

We're Built For A Time Like This: New York Life CEO

Ted Mathas, Chairman and CEO of New York Life, on how the coronavirus is impacting the insurance industry. Sam Fazeli, Director of Research, EMEA, for Blooomberg Intelligence, on Gilead's drug trial f...

24 Apr 202027min

Home Health Care Referrals Are Surging: BrightStar Care CEO

Home Health Care Referrals Are Surging: BrightStar Care CEO

Shelly Sun, Founder & CEO of BrightStar Care, discusses the impact of the coronavirus on the home health care business. John Tobin, portfolio manager at Epoch Investment Partners, on why companies sho...

23 Apr 202031min

I Can't Remember A More Difficult Time For EM: Bill Rhodes

I Can't Remember A More Difficult Time For EM: Bill Rhodes

"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on why G20 needs to come together to recover the global economy. Everett Millman, Precious Metals Specialist at ...

22 Apr 202031min

Saudis Go In For The Kill As They Target U.S. Oil Producers

Saudis Go In For The Kill As They Target U.S. Oil Producers

John Kilduff, Founder of Again Capital, on the oil market collapse, and what comes next. David Kotok, Chairman & Chief Investment Officer at Cumberland Advisors, discusses how the Fed is trying to con...

21 Apr 202027min

Flattened Curve Doesn't Mean The Dying Is Ending Anytime Soon

Flattened Curve Doesn't Mean The Dying Is Ending Anytime Soon

Cathy O'Neil, mathematician and Bloomberg Opinion columnist, on how "flattening the curve" is misleading. Vincent Cignarella, Global Macro Strategist for Bloomberg, on how the oil price collapse is im...

20 Apr 202023min

Populært innen Business og økonomi

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