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(3327)

Point View's Dietze Likes: Financials, Energy, Lat Am (Audio)

Point View's Dietze Likes: Financials, Energy, Lat Am (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: David G. Dietze, Founder, President and Chief Investment Strategist at Point View Wealth Management, with a market outlook and his t...

24 Aug 201611min

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

Bloomberg's Wilson on Winners, Losers, Stock of the Day (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. Guest: Bloomberg stocks editor David Wilson on today's market winners, losers, and Stock of the Day: Lannett (LCI).See omnystudio.com/liste...

24 Aug 201612min

Macom's Croteau: Company Benefits From Expanding Cloud (Audio)

Macom's Croteau: Company Benefits From Expanding Cloud (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: John Croteau, CEO of semiconductor company Macom, on their 5G wireless technologies, and powering the fiber optic networks for the "...

24 Aug 201611min

KeyBanc's Gibbs Advises Broader Caution on Steel Demand (Audio)

KeyBanc's Gibbs Advises Broader Caution on Steel Demand (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Phil Gibbs, Metals and Mining Analyst with KeyBanc Capital Markets, on Glencore's earnings, and a macro look at the steel sector.See...

24 Aug 20168min

Bloomberg's Orr on Viacom Debt, Nizza on Nigel Farage (Audio)

Bloomberg's Orr on Viacom Debt, Nizza on Nigel Farage (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUESTS: Emma Orr, Corporate Finance reporter for Bloomberg News, on Viacom facing a decision to let ratings drop on its debt -- or take dra...

24 Aug 201611min

Cambridge Payments' Casey Sees Lower Euro-Dollar Rate (Audio)

Cambridge Payments' Casey Sees Lower Euro-Dollar Rate (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: FED IN FOCUS: Steve Casey, FX Trader and Senior Market Analyst at Cambridge Global Payments, on policy makers' approach to monetary ...

24 Aug 201611min

Rx Savings' Rea on Mylan Under Scrutiny for EpiPen Price(Audio)

Rx Savings' Rea on Mylan Under Scrutiny for EpiPen Price(Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Michael Rea, CEO of Rx Savings Solutions, to discuss Mylan's EpiPen price hike, currently under scrutiny.See omnystudio.com/listener...

24 Aug 20168min

Seneca Women's Ambassador Verveer on Economic Progress (Audio)

Seneca Women's Ambassador Verveer on Economic Progress (Audio)

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Ambassador Melanne Verveer, Co-Founder of Seneca Women and co-author of "Fast Forward: How Woman Can Achieve Power and Purpose," on ...

23 Aug 20168min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
e24-podden
rss-borsmorgen-okonominyhetene
rss-penger-polser-og-politikk
pengepodden-2
utbytte
finansredaksjonen
morgenkaffen-med-finansavisen
rss-sunn-okonomi
livet-pa-veien-med-jan-erik-larssen
okonomiamatorene
tid-er-penger-en-podcast-med-peter-warren
pengesnakk
lederpodden
rss-fa-makro
rss-markedspuls-2
lederskap-nhhs-podkast-om-ledelse
boligbobla
rss-andelige-tanker-med-camillo