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(3342)

Auto Icon Carlos Ghosn Could Be Facing A Catastrophic Ending

Auto Icon Carlos Ghosn Could Be Facing A Catastrophic Ending

David Welch, Detroit Bureau Chief, and Matt Miller, co-anchor of Bloomberg’s European Open, on Nissan CEO Carlos Ghosn arrested over financial improprieties. Peggy Collins, Bloomberg Investing Team Le...

19 Nov 201818min

The Bottom Line Is California Won't Allow PG&E To Fail

The Bottom Line Is California Won't Allow PG&E To Fail

Kit Konolige, Senior Industrials and Utilities Analyst for Bloomberg Intelligence, on PG&E soaring after regulator signals it doesn’t have bankruptcy interest.  Brendan Brown, Chief Economist and Head...

16 Nov 201826min

People Voted On Health Care, Not The Economy: Rep. Eshoo

People Voted On Health Care, Not The Economy: Rep. Eshoo

Rep. Anna Eshoo, D-CA, discusses health care legislation and what the Democrats have in store when they take over the House in January. Chris Ailman, Chief Investment Officer at CalSTRS Investments, o...

15 Nov 201830min

Permanente Sees Health Care Shifting From Hospital To Home

Permanente Sees Health Care Shifting From Hospital To Home

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14 Nov 201829min

France Wouldn't Consume More U.S. Wine, Even With Zero Tariffs

France Wouldn't Consume More U.S. Wine, Even With Zero Tariffs

Tom Gearing, Managing Director and co-Founder of Cult Wines, on Trump's wine tweets, and investing in wine. Danny Blanchflower, Professor of Economics at Dartmouth and former BOE policy maker, on the ...

13 Nov 201829min

State-Approved Cannabis Will Become Permanent in 2019

State-Approved Cannabis Will Become Permanent in 2019

Adam Bierman, CEO and co-founder of MedMen, on their recent acquisition of PharmaCann, and how this year’s midterms will impact the cannabis industry.  Gary Shilling, President of A. Gary Shilling, on...

12 Nov 201829min

Signs of Credit Stress Pose A Big Challenge to Emerging Markets

Signs of Credit Stress Pose A Big Challenge to Emerging Markets

Damian Sassower, Chief EM Credit Strategist for Bloomberg Intelligence, on tight conditions shifting the returns on EM, and the current outlook for EM markets. Greg Gohr, Senior Vice President, Wealth...

9 Nov 201830min

We've Been Reducing Risk As Cycle Nears Peak: Commonwealth CIO

We've Been Reducing Risk As Cycle Nears Peak: Commonwealth CIO

Brad McMillan, Chief Investment Officer at Commonwealth Financial Network, on markets and investments. Kristina Hooper, Chief Market Strategist, Invesco, on how the election outcome will impact invest...

8 Nov 201829min

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