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(3333)

P&L: The Bloomberg Pessimist's Guide to 2017

P&L: The Bloomberg Pessimist's Guide to 2017

John Fraher, Bloomberg's executive editor for international government, discusses Bloomberg's Pessimist's Guide to 2017. Then, Pimm Fox and Lisa Abramowicz speak with Irene Finel-Honigman, an adjunct ...

6 Des 201627min

P&L: Lieberman Says We'll See a Strong Third Party Before 2020

P&L: Lieberman Says We'll See a Strong Third Party Before 2020

Former Senator Joe Lieberman, co-chairman of the nonpartisan advocacy group "No Labels," discusses the emergence of a center-left and center-right coalition after a divisive 2016 election. Then, Lanan...

5 Des 201626min

P&L: Training for Modern Jobs Is the Answer to Wage Stagnation

P&L: Training for Modern Jobs Is the Answer to Wage Stagnation

Pimm Fox and Lisa Abramowicz talk to Chris Lu, deputy secretary for the Department of Labor, about the November jobs report. Then, Global Markets' Peter Kenny discusses why the infrastructure sector i...

2 Des 201625min

P&L: Trump Can't Micromanage a Manufacturing Revival

P&L: Trump Can't Micromanage a Manufacturing Revival

Brooke Sutherland, a columnist for Bloomberg Gadfly, says that Donald Trump won't be able to stop the broader trends eroding manufacturing jobs, despite United Technologies' decision to keep 1,000 job...

1 Des 201626min

P&L: Trump's Treasury Secretary Pick Is a Perfect Trump Villain

P&L: Trump's Treasury Secretary Pick Is a Perfect Trump Villain

Pimm Fox and Lisa Abramowicz talk to Bloomberg's Max Abelson and Justin Sink about Donald Trump's latest cabinet appointments and how Steven Mnuchin's elite background makes him a surprising pick for ...

30 Nov 201626min

P&L: Consumer Confidence's Nine-Year High Is 'Screamingly Good'

P&L: Consumer Confidence's Nine-Year High Is 'Screamingly Good'

Pimm Fox and Lisa Abramowicz talk to Lynn Franco, the director of economic indicators at the Conference Board, about the latest reading of consumer confidence, which reached the highest level since Ju...

29 Nov 201624min

P&L: Why Fake News Is A Global Problem

P&L: Why Fake News Is A Global Problem

David Garrity, the CEO of GVA Research, says we could see more advertisers pushing back against fake news on the Internet. Then, Pimm Fox and Lisa Abramowicz talk to Bloomberg Intelligence's Jonathan ...

28 Nov 201626min

P&L: How Zara Is Dominating The Fast Fashion World

P&L: How Zara Is Dominating The Fast Fashion World

Lisa Abramowicz and Carol Massar, filling in for Pimm Fox, talk to Bloomberg's Stephanie Baker about how Zara's social media presence sets the company apart from the rest of the fashion world. Then, K...

25 Nov 201619min

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