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(3324)

Lilly’s Zepbound Cuts Risk of Diabetes

Lilly’s Zepbound Cuts Risk of Diabetes

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20 Aug 202442min

7-Eleven Owner Gets Buyout Offer

7-Eleven Owner Gets Buyout Offer

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Diana Rosero Pena, Bloomberg Intelligence Consumer Staples Analyst, discusses Seven & I getting a buyout offer from Couche-Tard. C...

19 Aug 202444min

BI Weekend: Mars, Kellanova Deal, New Starbucks CEO

BI Weekend: Mars, Kellanova Deal, New Starbucks CEO

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.On this week’s podcast: Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Mars a...

16 Aug 202438min

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US Consumer Sentiment Rises For First Time in Five Months

Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses the latest consumer sentiment data from the University of Michigan. Shana Sissel, President and CEO at Banríon Capital Manag...

16 Aug 202437min

U.S Retail Sales Beat Forecasts, Walmart Earnings

U.S Retail Sales Beat Forecasts, Walmart Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Mari Shor, Senior Equity Analyst at Columbia Threadneedle Investments, joins to break down U.S Retail Sales. Jennifer Bartashus, B...

15 Aug 202439min

Mars to Purchase Kellanova, US Inflation Eases

Mars to Purchase Kellanova, US Inflation Eases

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail Staples & Packaged Food, discusses Mars agreeing to buy Kellanov...

14 Aug 202443min

Starbucks Ousts CEO, Home Depot Earnings

Starbucks Ousts CEO, Home Depot Earnings

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Jody Lurie, Bloomberg Intelligence Credit Analyst, joins the program to discuss Starbucks replacing its’ CEO. Redd Brown, Bloomber...

13 Aug 202441min

B. Riley Faces Wider Probe, Markets Rebound

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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. David Voreacos, Bloomberg Legal Reporter, discusses B.Riley facing a widening US investigation. Kristina Hooper, Chief Global Mark...

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