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(3326)

SCOTUS Tax Ruling, US Housing

SCOTUS Tax Ruling, US Housing

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.June Grasso, Bloomberg Legal Analyst and Host of the Bloomberg Law Show, discusses the latest SCOTUS ruling about a U.S tax on fore...

20 Jun 202436min

Boeing Report, US Retail Sales

Boeing Report, US Retail Sales

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. George Ferguson, Bloomberg Intelligence Senior Aerospace, Defense, and Airlines Analyst, discusses the latest on Boeing. Jill Blan...

18 Jun 202446min

French Market Volatility, EV Forecast

French Market Volatility, EV Forecast

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Marcus Ashworth, Bloomberg Opinion Columnist covering European Markets, discusses recent turmoil in European markets. Kim Forrest, ...

17 Jun 202448min

Oracle Earnings, EU China Tariffs

Oracle Earnings, EU China Tariffs

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.In this week's podcast: Anurag Rana, Bloomberg Intelligence Technology Analyst, joins to break down Oracle earnings. Alex Harris, B...

14 Jun 202439min

US Consumer Sentiment Falls,  Bump Stock Ban Tossed

US Consumer Sentiment Falls, Bump Stock Ban Tossed

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Joanne Hsu, University of Michigan Surveys of Consumers Director, to discuss the latest consumer sentiment data from UMich. Harold...

14 Jun 202436min

SCOTUS Abortion Pill Ruling

SCOTUS Abortion Pill Ruling

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Wendy Schiller, Professor at Brown University, discusses the US Supreme Court preserving full access to a widely used abortion pill...

13 Jun 202444min

Instant Reaction: Supreme Court Backs Full Access to Abortion Pill

Instant Reaction: Supreme Court Backs Full Access to Abortion Pill

The Supreme Court preserved full access to a widely used abortion pill in a case that carried major stakes for reproductive rights and election-year politics. Bloomberg's Paul Sweeney and Alix Steel b...

13 Jun 202414min

Instant Reaction: Jay Powell on Fed Policy

Instant Reaction: Jay Powell on Fed Policy

Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision See omnystudio.com/listener for privacy infor...

12 Jun 202424min

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