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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Debt ETFs Could Grow to $2 Trillion: BlackRock’s Tucker

Debt ETFs Could Grow to $2 Trillion: BlackRock’s Tucker

Matt Tucker, Head of iShares Americas Fixed Income Strategy at BlackRock, on the fixed income market and consumer flows. Sam Masucci, CEO of ETF Managers Group, on money flowing out of cyptocurrencies...

19 Sep 201828min

Dunkin’s Travis: Public Companies Profit From Scrutiny

Dunkin’s Travis: Public Companies Profit From Scrutiny

Nigel Travis, Executive Chairman of Dunkin' Brands, discusses his new book, "The Challenge Culture," and outlook for the brand. Leland Miller, CEO of China Beige Book International, on China retaliati...

18 Sep 201829min

China Retaliation On Tariffs Could Punish Supply Chains

China Retaliation On Tariffs Could Punish Supply Chains

Brad Setser, Senior Fellow for International Economics at the Council on Foreign Relations, on the latest tariffs push in the Trump/China trade war.  Denise Chisholm, Sector Strategist at Fidelity, on...

17 Sep 201827min

Consumers May Balk At Paying For Outage-Proof Utilities

Consumers May Balk At Paying For Outage-Proof Utilities

GUESTS:Kit Konolige, Senior Utilities Industry Analyst for Bloomberg Intelligence, on impact to utilities from Hurricane Florence.  Michael Brandes, chief investment strategist of Itaú Private Bank, o...

14 Sep 201830min

Wall Street’s Shale Mania Is Like The First Dotcom Bubble

Wall Street’s Shale Mania Is Like The First Dotcom Bubble

GUESTS: Bethany McLean, co-author of the bestseller "The Smartest Guys In The Room: The Amazing Rise and Scandalous Fall of Enron," discusses her new book, "Saudi America SAUDI AMERICA: The Truth Abou...

13 Sep 201826min

Drug Prices Increased 35 to 435%, Despite Trump Pledge

Drug Prices Increased 35 to 435%, Despite Trump Pledge

Michael Rea, Founder and CEO of RX Savings Solutions, discusses how drug companies are ignoring Trump and raising prices, and the increase in spread pricing from PBMs. Hosted by Pimm Fox and Lisa Abra...

12 Sep 201827min

CalSTR's Ailman: Market Shifting To Private Companies

CalSTR's Ailman: Market Shifting To Private Companies

Chris Ailman, Chief Investment Officer for CalSTRS, on his investment strategy, trade wars, and hedging the portfolio. Jim Anderson, CEO of SocialFlow, on creating a new blockchain-enabled digital adv...

11 Sep 201838min

Argentina Has ’Passed The EM Test’ While Turkey Fails

Argentina Has ’Passed The EM Test’ While Turkey Fails

Eric Fine, Portfolio Manager:Emerging Markets Fixed Income Strategy for Van Eck Global, on emerging market strategy, and why he still likes Argentina. Porter Bibb, Managing Partner for MediaTech Capit...

10 Sep 201828min

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