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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Deflationary Forces Will See 30-Year UST Going To 2%: Shilling

Deflationary Forces Will See 30-Year UST Going To 2%: Shilling

Guests:Gary Shilling, President of A. Gary Shilling & Co. and Bloomberg View Prophet and columnist, on markets, commodities and current investment themes.Brendan Ahern, CIO of KraneShares, on China, t...

6 Apr 201831min

Trade Uncertainty Means Volatility Is Here to Stay: Clay Lowery

Trade Uncertainty Means Volatility Is Here to Stay: Clay Lowery

Clay Lowery, Managing Director at Rock Creek Global Advisors and former Assistant Secretary for International Affairs at the US Treasury Department, on tariffs, and the US considering an emergency CFI...

5 Apr 201830min

Weak Dollar To Continue As Central Banks Reallocate: Borthwick

Weak Dollar To Continue As Central Banks Reallocate: Borthwick

Doug Borthwick, Managing Director/Head:FX at Chapdelaine & Co, on currency strategy, dollar weakness, and why the Canadian dollar will rebound. Satish Jindel, President of SJ Consulting, dispels Trump...

4 Apr 201829min

Trump Government Muddies Economics With Politics: Alan Blinder

Trump Government Muddies Economics With Politics: Alan Blinder

Alan Blinder, economist and former Vice-Chair of the Federal Reserve, on his new book, "Advice and Dissent: Why America Suffers When Economics and Politics Collide." Jordyn Holman, Bloomberg reporter,...

3 Apr 201828min

Hold On To Tesla, As Management Tackles Balance Sheet: Houchois

Hold On To Tesla, As Management Tackles Balance Sheet: Houchois

Guests:Philippe Houchois, equity analyst at Jefferies, on why he thinks investors should hold onto Tesla, as the stock comes under pressure amidst production concerns.Banker to the world Bill Rhodes, ...

2 Apr 201826min

Anything Over 3% On 10-Year UST Is Overreaction: PGIM’s Collins

Anything Over 3% On 10-Year UST Is Overreaction: PGIM’s Collins

Mike Collins, Senior Investment Officer, Portfolio Manager and at PGIM Fixed Income, on current investment strategy, the yield curve and rate hike outlook. Shira Ovide, Bloomberg Gadfly technology col...

29 Mar 201828min

Tesla Will Burn Through Cash By First Half Of 2019: Levington

Tesla Will Burn Through Cash By First Half Of 2019: Levington

Joel Levington, Senior credit analyst for Bloomberg Intelligence, on Moody’s downgrade of Tesla’s bonds to Caa1, which may slice about 3 points of value off the notes and create a dilemma in raising m...

29 Mar 201830min

How Facebook Enabled Scam Advertisers Via Affiliate Marketers

How Facebook Enabled Scam Advertisers Via Affiliate Marketers

Robert Friedman, Senior Editor, Projects & Investigations for Bloomberg, on how Facebook helps shady advertisers. Jack Devine, former Acting Director of the CIA and founding partner and President of s...

27 Mar 201827min

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