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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Power Of US Sanctions Is Diminished After Caving On ZTE: Lake

Power Of US Sanctions Is Diminished After Caving On ZTE: Lake

Eli Lake, Bloomberg Opinion columnist on why Trump's cave to China's ZTE hurts his Iran strategy, and North Korea threatening to cancel the Trump summit. Jeff Smedsrud,  co-founder of HealthCare.com a...

16 Mai 201829min

US Reversal On ZTE Shows Weakness On Trade Negotiations: Miller

US Reversal On ZTE Shows Weakness On Trade Negotiations: Miller

Leland Miler, CEO of China Beige Book, on Trump backtracking on moves against China's ZTE Corp, and what this signals about his trade war stance. Brian Egger, Senior Gaming & Lodging Analyst for Bloom...

14 Mai 201826min

High Yield, EM Most Vulnerable To Asset Collapse: TCW's Rivelle

High Yield, EM Most Vulnerable To Asset Collapse: TCW's Rivelle

Tad Rivelle, Chief Investment Officer for Fixed Income at TCW Group, on the disconnect between asset prices and income, and current investment strategy. Tom Russo, Managing Partner at Gardner Russo & ...

11 Mai 201828min

Tesla Will Go Bankrupt Without A Near-Term Cash Raise: Schultze

Tesla Will Go Bankrupt Without A Near-Term Cash Raise: Schultze

George Schultze, head of Schultze Asset Management, discusses the distressed equities and debt markets, and outlook for Tesla. Larry Noble, Senior Director and General Counsel for the Campaign Legal C...

11 Mai 201832min

Corporate Payments To Cohen Are A Serious Legal Matter: Feldman

Corporate Payments To Cohen Are A Serious Legal Matter: Feldman

Noah Feldman, Harvard Law Professor and Bloomberg Opinion columnist, on the payments that Michael Cohen received from corporations and a Russian oligarch, and the line between lobbying and bribes. Joh...

9 Mai 201828min

Seeing EM Fund Outflows Accelerate, More Pain To Come: Sassower

Seeing EM Fund Outflows Accelerate, More Pain To Come: Sassower

Damian Sassower, Fixed Income Strategist for Bloomberg Intelligence, on whether we are reaching the bottom for EM. Elizabeth Nyamayaro, Senior Advisor to the Under Secretary-General and Executive Dire...

8 Mai 201827min

Summer Driving Season Will Pump Oil Prices Until Fall: Schenker

Summer Driving Season Will Pump Oil Prices Until Fall: Schenker

Jason Schenker, President of Prestige Economics and a Bloomberg Prophet, discusses how a renewal of sanctions on Iran are impacting oil markets, and outlook for summer driving season.Ken Weissenberg, ...

7 Mai 201827min

Elon Musk Call Was Reminiscent Of The 2001 Enron Call: Johnson

Elon Musk Call Was Reminiscent Of The 2001 Enron Call: Johnson

Gordon L. Johnson, Vertical Group Analyst and Managing Director, on Tesla’s outlook and cash burn.Bermuda Premier David Burt on their economy, tax haven status, and Bermuda as a regulatory play for in...

3 Mai 201826min

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