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)

Government Should Be Borrowing As Much As They Can Now: Stern

Government Should Be Borrowing As Much As They Can Now: Stern

Joel Stern, Chairman and CEO of Stern Value Management, discusses government debt. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, with key takeaways from Apple ea...

2 Mai 201830min

Ludicrous To Attack China For Supporting Its Own Economy: Roach

Ludicrous To Attack China For Supporting Its Own Economy: Roach

Stephen Roach, Senior Fellow and lecturer at Yale University and a Bloomberg View columnist, discusses whether China has the edge in US trade negotiations. Liam Denning, Energy, Mining and Commodities...

1 Mai 201826min

Unlikely For Sprint And T-Mobile Deal To Get Approved: Butler

Unlikely For Sprint And T-Mobile Deal To Get Approved: Butler

John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on T-Mobile to acquire Sprint Corp. for $26.5 billion in stock. Andy Lipow, President of Lipow Oil Associates, on M...

30 Apr 201829min

Consumers Will Be Able To Get Paid For Their Own Data: SRAX CEO

Consumers Will Be Able To Get Paid For Their Own Data: SRAX CEO

Chris Miglino, CEO and Founder of SRAX (Social Reality), on how data is controlled and managed, how regulation will impact big tech media ad dollars, and developing technology for consumers to control...

27 Apr 201829min

Fiat Chrysler Ahead Of The Pack In Transition To SUVs: Kudla

Fiat Chrysler Ahead Of The Pack In Transition To SUVs: Kudla

(Bloomberg) -- Bloomberg Markets AM with Pimm Fox and Lisa Abramowicz.Guests:David Kudla, Founder, CEO and Chief Investment Strategist of Mainstay Capital, on auto earnings, and a broader look at the ...

26 Apr 201829min

Facebook Tries to Curb Fake News, Abuse with New Guidelines

Facebook Tries to Curb Fake News, Abuse with New Guidelines

Monika Bickert, Vice President, Product Policy and Counterterrorism at Facebook, on the company's update of community standards. Phil Bak, CEO of Exponential ETFs, on overexposure to FAANG trade in tr...

25 Apr 201832min

Higher U.S. Yields Are Shifting The Risk-Reward in EM: Sassower

Higher U.S. Yields Are Shifting The Risk-Reward in EM: Sassower

FOCUS ON FIXED INCOME: Damian Sassower, fixed income strategist for Bloomberg Intelligence, on emerging market debt and what higher US yields mean for EM.Jason Trennert, Chairman and Chief Investment ...

24 Apr 201826min

We want to be a consolidator in the industry: William Weld

We want to be a consolidator in the industry: William Weld

Dave Lafferty, Chief Market Strategist of Natixis Investment Managers, on markets and outlook. Also joining Pimm and Lisa is Scott Black, President and Founder of Delphi Management, on value investing...

20 Apr 201833min

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