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(3338)

Markets, Cyberthreats, And Real Estate

Markets, Cyberthreats, And Real Estate

Cole Smead, President & Portfolio Manager at Smead Capital Management, talks about markets, investing, and the economy in 2022. Everett Millman, Chief Market Analyst at Gainesville Coins, discusses me...

31 Mars 202223min

Markets, The Fed, And Crypto

Markets, The Fed, And Crypto

David Riley, Chief Investment Strategist at BlueBay Asset Management, talks about the global economy and investing in 2022. Bloomberg News Economics Editor Michael McKee discusses his interview with R...

30 Mars 202223min

Markets, Consumer Confidence, And ETFs

Markets, Consumer Confidence, And ETFs

Dan Genter, CEO and CIO of RNC Genter Capital Management, discusses the markets and the economy in 2022. Lynn Franco, Director of Economic Indicators and Surveys at The Conference Board, talks about m...

29 Mars 202223min

Private Credit, Investing, And Cybersecurity

Private Credit, Investing, And Cybersecurity

Jess Larsen, CEO of Briarcliffe Credit Partners, discusses economic pressures in 2022. Annie Massa, Bloomberg News reporter, discusses her Bloomberg “Big Take” story on Vanguard’s evolution irking loy...

28 Mars 202225min

Ukraine, Markets, And The Supply Chain

Ukraine, Markets, And The Supply Chain

Retired US Navy Admiral James Stavridis discusses the Ukraine war and his recent piece for Bloomberg on the possibility of Vladimir Putin using chemical or nuclear weapons. Matt Winkler, Bloomberg New...

25 Mars 202230min

Ukraine, Markets, And Climate Disclosures

Ukraine, Markets, And Climate Disclosures

John Micklethwait, Editor-In-Chief of Bloomberg News, discusses his Bloomberg “Big Take” story on the current era of globalization and the West’s role in preserving it. Loreen Gilbert, CEO of WealthWi...

24 Mars 202232min

The Ukraine War And Energy Crisis

The Ukraine War And Energy Crisis

Aggi Cantrill, TV producer with Bloomberg News, discusses the Ukraine war and the latest updates on the fighting. Randy Schwimmer, Co-head of Senior Lending at Churchill Asset Management, talks about ...

23 Mars 202224min

Markets, Real Estate, And Drones

Markets, Real Estate, And Drones

Greg Hahn, CIO at Winthrop Capital Management, talks about markets and investing amid inflation and geopolitical uncertainty. Robert Teeter, Head of Investment Policy & Strategy Group at Silvercrest A...

22 Mars 202226min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
uppgang-och-fall
rss-borsens-finest
avanzapodden
fill-or-kill
svd-tech-brief
rss-inga-dumma-fragor-om-pengar
dynastin
rss-svart-marknad
bathina-en-podcast
lastbilspodden
borsmorgon
rss-kort-lang-analyspodden-fran-di
montrosepodden
24fragor
kapitalet-en-podd-om-ekonomi
rss-dagen-med-di