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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Episoder(3345)

At Peak Of Streaming Wars in 2020: LUMA's Kawaja

At Peak Of Streaming Wars in 2020: LUMA's Kawaja

Terence Kawaja, Founder & CEO, LUMA Partners Investment Banking, on the streaming wars. Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on credit markets and his current investmen...

4 Feb 202028min

China Sell-Off Is Buying Opportunity: KraneShares CIO

China Sell-Off Is Buying Opportunity: KraneShares CIO

Brendan Ahern, Chief Investment Officer at Kraneshares, on China markets sinking and whether it's a buying opportunity. Rania Sedhom, Managing Partner of Sedhom Law Group, on how luxury goods are impa...

3 Feb 202024min

When WHO Sounds The Alarm,  History Shows It's Time To Dip In

When WHO Sounds The Alarm, History Shows It's Time To Dip In

David Dietze Chief Investment Strategist at Point View Wealth Management, on markets and investing. Regina Mayor, Global Energy Head at KPMG, on Big Oil earnings and how the coronavirus is impacting o...

31 Jan 202025min

Microsoft Is One of Best Tech Turnarounds In Last 20 Years

Microsoft Is One of Best Tech Turnarounds In Last 20 Years

Dan Ives, Equity Analyst at Wedbush Securities, discusses Tesla, Microsoft and Facebook. Ryan Sullivan, Senior Vice President of Global Exchange Traded Fund Services at Brown Brothers Harriman, on the...

30 Jan 202031min

Industrial Recession In The U.S. Is Not Over: Booth

Industrial Recession In The U.S. Is Not Over: Booth

Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC, former adviser to the Dallas Fed and a Bloomberg Opinion contributor, discusses the economy and what to expect from the F...

29 Jan 202028min

'Missing Inflation' Is Seen In Asset Prices: Shalett

'Missing Inflation' Is Seen In Asset Prices: Shalett

Lisa Shalett, Chief Investment Officer, Wealth Management for Morgan Stanley, discusses her investment outlook and strategy. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Inte...

28 Jan 202026min

Stock Buying Opportunity Isn't Here Yet: Hugh Johnson

Stock Buying Opportunity Isn't Here Yet: Hugh Johnson

Hugh Johnson, Chairman and CIO of Hugh Johnson Advisors, on how investors should react to the increasing risk-off sentiment. Drew Armstrong, Team Leader for U.S. Health Care at Bloomberg, on containin...

27 Jan 202028min

Penn Mutual Is Selling HY Bonds, Opting for IG: CIO

Penn Mutual Is Selling HY Bonds, Opting for IG: CIO

Mark Heppenstall, CIO of Penn Mutual Asset Management, discusses his current investment outlook and opportunities in the bond market. Tom Gearing, CEO of Cult Wines Asset Management, on how Trump's ta...

24 Jan 202027min

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