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(3330)

General Motors, Big Tech, GE, and Spotify

General Motors, Big Tech, GE, and Spotify

Kevin Tynan, Senior Autos Analyst with Bloomberg Intelligence, joins to talk General Motors earnings and the latest developments in the UAW strike. Liz Young, Head of Investment Strategy at SoFi, join...

24 Okt 202351min

Israel, Oil Merger, Airlines, and Drug Development

Israel, Oil Merger, Airlines, and Drug Development

Ambassador Alon Pinkas, former Israel General Consel in New York, former Chief of Staff to two foreign minister, and former advisor on US affairs to former Israeli Prime Minister Ehud Barak, joins to ...

23 Okt 202354min

Israel Conflict, Jay Powell on Polixy, AmEx Earnings, and Indian Motorcycles

Israel Conflict, Jay Powell on Polixy, AmEx Earnings, and Indian Motorcycles

Micheline Ishay, professor at Josef Korbel School of International Studies at University of Denver, joins to discuss the war in Israel, American diplomacy, and regional political discourse and pressur...

20 Okt 202348min

Israel, Biden-Trump, Tesla, and Netflix

Israel, Biden-Trump, Tesla, and Netflix

Hilary Kalisman, professor at University of Colorado-Boulder, joins to offer her perspective and studies on the Israel-Hamas war, its geopolitical implications, and global diplomatic efforts. Gregory ...

19 Okt 202345min

Israel and Gaza, Choice Hotels, and Bank Earnings

Israel and Gaza, Choice Hotels, and Bank Earnings

Galit Altstein, Israel economy and government reporter for Bloomberg News, joins to discuss President Biden’s speech in Israel. Chris Whalen, Chairman at Whalen Global Advisors, joins to wrap bank ear...

18 Okt 202353min

Banks, Israel, Retail, and Choice Hotels

Banks, Israel, Retail, and Choice Hotels

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins to discuss Goldman Sachs and Bank of America earnings. Russell Price, Chief Economist at Ameriprise F...

17 Okt 202354min

Israel, the Fed, IPOs, and Fintech

Israel, the Fed, IPOs, and Fintech

Mick Mulroy, former CIA paramilitary officer and co-founder of the Lobo Institute, joins to discuss the latest on the war in Israel and what a potential ground invasion could look like, and also discu...

16 Okt 202350min

Markets, Banks, and M&A

Markets, Banks, and M&A

Matthew Jessup CEO and Managing Partner with Jessup Wealth Management, joins us from the Commonwealth Financial Network 2023 National Conference to discuss markets and investing. Brad McMillan, CIO at...

13 Okt 202353min

Populært innen Business og økonomi

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