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(3338)

WalMart Is The Buy Of The Decade After Stock Plunge: Flickinger

WalMart Is The Buy Of The Decade After Stock Plunge: Flickinger

Burt Flickinger, Managing Director at Strategic Resource Group, on Walmart earnings and outlook. Russ Koesterich, head of asset allocation for BlackRock Inc.’s global allocation team, on market outloo...

20 Feb 201830min

Local Currency EM Debt Is A Good Play On Weaker Dollar: Stein

Local Currency EM Debt Is A Good Play On Weaker Dollar: Stein

Eric Stein, Co-Director of Global Income at Eaton Vance, on the bond market, the yield curve and EM debt.Max Nisen, Bloomberg Gadfly health care columnist, on Blue Cross of Idaho offering insurance pl...

16 Feb 201825min

Lack of Bids For EM High Yield Debt: Bloomberg's Sassower

Lack of Bids For EM High Yield Debt: Bloomberg's Sassower

Damian Sassower, Fixed Income Strategist for Bloomberg Intelligence, on the lack of bids for emerging market debt. VolitionRX Group CEO Cameron Reynolds on developing a colon cancer test that could so...

15 Feb 201833min

Time to Keep Reducing Risk, Particularly EM, Some Stocks: Tchir

Time to Keep Reducing Risk, Particularly EM, Some Stocks: Tchir

Peter Tchir, Head of Macro Strategy at Academy Securities, on what CPI and retail sales signal for markets, and his current investment strategy. Walter Kemmsies, Economist and Chief Strategist of JLL’...

14 Feb 201830min

Banks Are Still Reducing Energy Exposure: BlackGold’s Honari

Banks Are Still Reducing Energy Exposure: BlackGold’s Honari

Sharam Honari, partner at BlackGold Capital Management, on opportunities and outlook for energy credit. Katie Koch, Global Head of Fundamental Equity Client Portfolio Management at Goldman Sachs Asset...

13 Feb 201827min

Extremely Low Odds For Infrastructure Bill Becoming Law: Dean

Extremely Low Odds For Infrastructure Bill Becoming Law: Dean

Nathan Dean, Senior Analyst: Financial Services Policy for Bloomberg Intelligence, on President Trump’s budget blueprint and infrastructure plan. Jason Schenker, President and Founder of Prestige Econ...

12 Feb 201826min

Treasury ETFs See Big Inflows, Hot Money Is Spooked: Balchunas

Treasury ETFs See Big Inflows, Hot Money Is Spooked: Balchunas

Eric Balchunas, Senior ETF analyst for Bloomberg Intelligence, and Dave Wilson, Bloomberg stocks editor, on market drivers and ETF flows amid the sell-off. Nick Colas, Co-Founder of DataTrek Research ...

9 Feb 201825min

Tesla Provides No Answers On Model 3 Production Issues: Denning

Tesla Provides No Answers On Model 3 Production Issues: Denning

Liam Denning, Energy, Mining and Commodities columnist for Bloomberg Gadfly, on Tesla’s cash burn. Leo Grohowski, Chief Investment Officer at BNY Mellon Wealth Management, on investor flows and curren...

8 Feb 201830min

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