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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Saudi’s PIF May Not Have Cash To Take Big Tesla Stake

Saudi’s PIF May Not Have Cash To Take Big Tesla Stake

Dr. Ellen Wald, energy analyst and President of Transversal Consulting, to discuss Saudi Arabia’s potential deal to invest in a Tesla privatization, and what it means for their future oil strategy. Mi...

16 Aug 201830min

Markets May Have To Adjust To Getting Info Via Twitter

Markets May Have To Adjust To Getting Info Via Twitter

Jill Fisch, Business Law Professor at the University of Penn Law School, discusses the legality surrounding Elon Musk's tweets regarding a potential buyout. Robert Lawrence, Professor of International...

15 Aug 201825min

Cash And De-Risking Look Good As We Enter Late Cycle: Kennedy

Cash And De-Risking Look Good As We Enter Late Cycle: Kennedy

Tom Kennedy, Head of Fixed Income Strategy at J.P. Morgan Private Bank, discusses why cash and de-risking look good right now.  Ben Hunt, Co-founder and Chief Investment Officer of Second Foundation P...

14 Aug 201829min

White House Lax Protocol Opens Window For More Security Breaches

White House Lax Protocol Opens Window For More Security Breaches

Clint Watts, a former FBI special agent and Senior Fellow at the Foreign Policy Research Institute, discusses Russia’s continued hacking into U.S. elections, and eroding White House security.Win Thin,...

13 Aug 201827min

Why The U.S. Wouldn’t Want The IMF To Bail Out Turkey: Rhodes

Why The U.S. Wouldn’t Want The IMF To Bail Out Turkey: Rhodes

Guests:Banker to the world Bill Rhodes, President and CEO of William Rhodes Global Advisors, on the global macro issues surrounding China trade, and a look at the situation in Turkey.Porter Bibb, Mana...

10 Aug 201833min

Musk’s Proposal Creates Liquidity, Uncertainty, For Tesla Bonds

Musk’s Proposal Creates Liquidity, Uncertainty, For Tesla Bonds

Joel Levington, Senior Credit Analyst for Bloomberg Intelligence, on how Tesla credit is reacting to Musk's tweet on taking the company private. Gordon L. Johnson, Analyst and Managing Director at Ver...

8 Aug 201829min

It’s Only The Beginning Of The Decline From Trade Wars: Kotok

It’s Only The Beginning Of The Decline From Trade Wars: Kotok

David Kotok, Chairman and CIO of Cumberland Advisors, on his current investment outlook, impact from trade wars, and why investors should keep dry powder. Dr. Ellen Wald, President of Transversal Cons...

7 Aug 201827min

U.S. Oil Demand Is Peaking, Expect Lower Prices At Pump: Schork

U.S. Oil Demand Is Peaking, Expect Lower Prices At Pump: Schork

Stephen Schork, President of the Schork Group, on LNG producers at risk from tariffs, and how Iran sanctions could impact the oil market. Tuna Amobi, Senior media and entertainment analyst at CFRA Res...

6 Aug 201831min

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