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.

See omnystudio.com/listener for privacy information.

Episoder(3333)

P&L: The Thanksgiving Price War

P&L: The Thanksgiving Price War

Lisa Abramowicz talks to Jen Bartashus, a U.S. food and drug retail analyst for Bloomberg Intelligence, about food deflation and how it's affecting food prices across different stores. Then, David Kud...

23 Nov 201625min

P&L: How Do We Replace Obamacare With Something That Works?

P&L: How Do We Replace Obamacare With Something That Works?

Lisa Abramowicz and Mike Regan, filling in for Pimm Fox, talk to Susan DeVore, CEO of Premier Inc., about the future of Obamacare under Donald Trump. Then, Mike Underhill, a money manager at RidgeWort...

22 Nov 201628min

P&L: What President Trump Means For U.S.-Russia Relations

P&L: What President Trump Means For U.S.-Russia Relations

Lisa Abramowicz and Mike Regan, filling in for Pimm Fox, talk to Richard Conn, a managing partner at Eurasia Advisors, about the global implications of a possible closer relationship between Russia an...

21 Nov 201626min

P&L: The Biggest Risk Is a Trade War, Nick Sargen Says

P&L: The Biggest Risk Is a Trade War, Nick Sargen Says

Nick Sargen, author of the new book, "Global Shocks," discusses whether Donald Trump's election is the next global shock. Then, Lacy Hunt, Hoisington Investment Management Co.'s chief economist, talks...

18 Nov 201628min

P&L: Does The Fed Still Matter to Equity Traders?

P&L: Does The Fed Still Matter to Equity Traders?

Lisa Abramowicz talks to Miller Tabak's Matt Maley about markets and leverage -- and whether the Fed still matters.See omnystudio.com/listener for privacy information.

17 Nov 20166min

P&L: TPP Is Dead, Former Adviser to Bill Clinton Says

P&L: TPP Is Dead, Former Adviser to Bill Clinton Says

Robert Lawrence, a professor of International Trade and Investment at the Harvard Kennedy School and former economic adviser to Bill Clinton, discusses the outlook for trade as Donald Trump pledges to...

16 Nov 201628min

P&L: No Need For More Trade Restrictions, Paul Christopher Says

P&L: No Need For More Trade Restrictions, Paul Christopher Says

Pimm Fox and Lisa Abramowicz talk to Paul Christopher, the head global market strategist for Wells Fargo Investment Institute, about how markets are anticipating Donald Trump's administration. Then, S...

15 Nov 201626min

P&L: How Donald Trump May Save Banks Billions

P&L: How Donald Trump May Save Banks Billions

Pimm Fox and Lisa Abramowicz talk to Silla Brush, a financial regulation reporter for Bloomberg, about how Donald Trump could disrupt global banking rules. Then, they discuss the global bond rout with...

14 Nov 201626min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
finansredaksjonen
pengepodden-2
pengesnakk
tid-er-penger-en-podcast-med-peter-warren
livet-pa-veien-med-jan-erik-larssen
rss-sunn-okonomi
utbytte
stormkast-med-valebrokk-stordalen
morgenkaffen-med-finansavisen
lederpodden
okonomiamatorene
rss-markedspuls-2
rss-fa-makro
flypodden