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(3339)

Health Care Investing and Economic Outlook

Health Care Investing and Economic Outlook

Joining the Bloomberg Markets AM show is Scott LI, Principle of CRG private health sector, discussing their acquisition of Envision health care corporation. Also joining the show  is Bob Eisenbeis, Vi...

14 Jun 201828min

Oil reports are very Normal : Stephen Schork

Oil reports are very Normal : Stephen Schork

Stephen Schork, President of the Schork Group, on oil markets, natural gas, and upcoming OPEC meeting. Roger Hargens, CEO of Accumold, on the wearable market, and how they are tackling the skilled wor...

13 Jun 201821min

Look at Value Compared to growth says Bent Hunt

Look at Value Compared to growth says Bent Hunt

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses CPI data, the FOMC, the range bound market, and treasury futures. Ben Hunt, Chief Investment Strategist at Salient, ...

13 Jun 201830min

Markets may be facing disrespectful tweet fatigue : Paulsen

Markets may be facing disrespectful tweet fatigue : Paulsen

Joel Levington, Senior Credit Analyst for Bloomberg Intellligence, will discuss why GE bonds may have bottomed, and why auto bonds have been among the worst this year. Jim Paulsen, Chief Investment St...

11 Jun 201830min

Eric Wiegand, Senior Portfolio Manageron markets and investing

Eric Wiegand, Senior Portfolio Manageron markets and investing

Rick Helfenbein, president and CEO of the American Apparel & Footwear Association (AAFA), on how tariffs will end up costing the American consumer. Andrew Stoltmann, Securities Fraud Attorney at Stolt...

11 Jun 201830min

The Market has Distinct Trading Pattern : Phil Orlando

The Market has Distinct Trading Pattern : Phil Orlando

Matt Forester, Chief Investment Officer for BNY Mellon Lockwood Advisors, will discuss key concerns with the markets today, and how they’re likely to impact investors. Dr. David Kelly, Chief Global St...

8 Jun 201835min

Expectations around the Fed have Waxed and Waned : Marvin Loh

Expectations around the Fed have Waxed and Waned : Marvin Loh

Anne Mathias, Global Rates & Foreign Currency Strategist for Vanguard, on global interest rates, the Fed, and inflation. Ram Nagappan, Chief Information Officer at BNY Mellon Pershing, on fintech and ...

6 Jun 201829min

China, Asset Management and Investing Strategies

China, Asset Management and Investing Strategies

Joining Pimm Fox and Lisa Abramowicz on Bloomberg Markets AM is Carson Block, Chief Investment Officer, Muddy Waters Capital LLC, discussing China's impact on US capital markets. Also joining Pimm and...

5 Jun 201828min

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