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)

Credit Investors See Highest Rate Risk Exposure Ever: Dhulipala

Credit Investors See Highest Rate Risk Exposure Ever: Dhulipala

Srinivas Dhulipala, founder of credit hedge fund Kildonan Castle Asset Management, on why rate volatility presents the single-biggest risk to the high-yield credit market. Shira Ovide, Bloomberg Gadfl...

20 Apr 201830min

U.S. Better Be Prepared For Another Strike On Syria: Stavridis

U.S. Better Be Prepared For Another Strike On Syria: Stavridis

Admiral James Stavridis, retired U.S. Navy admiral and former military commander of NATO, current dean of the Fletcher School at Tufts University and Bloomberg View contributor, on Mike Pompeo speakin...

18 Apr 201832min

$800 Million Crypto Fund Sees A Revolution in Finance: Masters

$800 Million Crypto Fund Sees A Revolution in Finance: Masters

Coinshares Chairman Danny Masters discusses the outlook for bitcoin and crypto currencies, security, and regulation in the industry.Ira Jersey, Chief US interest rate strategist for Bloomberg Intellig...

17 Apr 201826min

Delinquencies Hint At Pockets of Frayed Consumer Health: Cutts

Delinquencies Hint At Pockets of Frayed Consumer Health: Cutts

Amy Crews Cutts, Chief Economist for Equifax, on the rising amount of consumer debt.David Lee, COO and CFO of Impossible Foods, on its plant-based burger making its fast food debut at White Castle. Ba...

12 Apr 201826min

All Eyes Swivel To Washington As Trump Tweets, Ryan To Exit

All Eyes Swivel To Washington As Trump Tweets, Ryan To Exit

Marty Schenker, Chief Content Officer for Bloomberg, on headlines moving markets today: U.S. mulling military strategies in Syria, Trump considering firing Rosenstein to end Mueller investigation. Bil...

11 Apr 201831min

California Plans to Cut Emissions By 40% By 2030: Edison CEO

California Plans to Cut Emissions By 40% By 2030: Edison CEO

Pedro Pizarro, President and CEO, Edison International, on investing in new energies, and how utilities are positioning themselves to benefit from the shift to electric vehicles.Anne Finucane, Vice Ch...

10 Apr 201830min

Developing A Secure Nuclear Energy Strategy In Middle East: IP3

Developing A Secure Nuclear Energy Strategy In Middle East: IP3

Guests:General (Ret.) Keith Alexander, U.S. Army, Co-founder and Director at IP3, on creating a strategy for secure economic development of nuclear energy in the Middle East, and implications for the ...

9 Apr 201826min

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