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.

Avsnitt(3318)

Open-AI, Broadcom Sign 10-Gigawatt Pact for Chips, Networking

Open-AI, Broadcom Sign 10-Gigawatt Pact for Chips, Networking

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Mandeep Singh, Bloomberg Intelligence Senior Tech Industry Analyst,...

13 Okt 202518min

BI Weekend: OpenAI, AMD Deal, New Verizon CEO

BI Weekend: OpenAI, AMD Deal, New Verizon CEO

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Herman Chan, Bloomberg Intelligence Senior Analyst for US Regional Banks, discusses ne...

10 Okt 202537min

Microsoft Forecasts Show Data Center Crunch Persisting Into 2026

Microsoft Forecasts Show Data Center Crunch Persisting Into 2026

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses w...

10 Okt 202516min

Delta Sees Robust Demand Going Into 2026 Amid Premium Focus

Delta Sees Robust Demand Going Into 2026 Amid Premium Focus

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Sid Philip, Bloomberg Chief Correspondent for Global Aviation, disc...

9 Okt 202524min

xAI to Raise $20 Billion After Nvidia and Others Boost Round

xAI to Raise $20 Billion After Nvidia and Others Boost Round

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Ed Ludlow, BTech Co-Anchor, discusses news that Elon Musk’s artific...

8 Okt 202522min

Dell Hikes Estimates for Next Four Years on Strong AI Demand

Dell Hikes Estimates for Next Four Years on Strong AI Demand

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Ed Ludlow, BTech Co-Anchor, discusses Dell Technologies roughly do...

7 Okt 202521min

OpenAI inks AMD Chips Deal Worth Tens of Billions of Dollars

OpenAI inks AMD Chips Deal Worth Tens of Billions of Dollars

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Ed Ludlow, BTech Co-Anchor, discusses Advanced Micro Devices inki...

6 Okt 202523min

BI Weekend: Nike, Carnival Earnings, EA Sale

BI Weekend: Nike, Carnival Earnings, EA Sale

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, rec...

3 Okt 202537min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
uppgang-och-fall
avanzapodden
bathina-en-podcast
svd-tech-brief
borsmorgon
rss-kort-lang-analyspodden-fran-di
rss-borsens-finest
rss-inga-dumma-fragor-om-pengar
loungepodden
kapitalet-en-podd-om-ekonomi
tabberaset
rss-dagen-med-di
dynastin
lastbilspodden
affarsvarlden
market-makers