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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Fed Balance Sheet Will Be At $9 Trillion Next Year: BI's Jersey

Fed Balance Sheet Will Be At $9 Trillion Next Year: BI's Jersey

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, discusses the new Fed facilities, and the Fed balance sheet. Matt Maley, Chief Market Strategist at Miller Tabak + Co., LLC, o...

24 Mars 202029min

American Consumers Weakening Even Before Virus: DB's Slok

American Consumers Weakening Even Before Virus: DB's Slok

Torsten Slok, Deutsche Bank Chief Economist, on the severe recession to come. Michael McKee, International Economics & Policy Correspondent for Bloomberg, on the Fed signalling unlimited QE for compan...

23 Mars 202025min

Want Ventilators? Roll Back Trump's Tariffs

Want Ventilators? Roll Back Trump's Tariffs

Brooke Sutherland, Bloomberg Opinion industrials columnist, on her new column: "Want Ventilators? Roll Back Trump’s Tariffs." Meghan L. O’Sullivan, Professor of International Affairs at Harvard’s Kenn...

20 Mars 202025min

ETFs Provided Key Liquidity Amid Turmoil: BlackRock's Cohen

ETFs Provided Key Liquidity Amid Turmoil: BlackRock's Cohen

Samara Cohen, Head of iShares Global Markets at BlackRock, on what’s happening in the ETF trading complex. Bart Van Ark, Chief Economist at the Conference Board, on the February Leading Economic Index...

19 Mars 202034min

Dysfunctional Bond-Market May Be Worse Than 2008

Dysfunctional Bond-Market May Be Worse Than 2008

Jim Bianco, President and Founder of Bianco Research, discusses the dysfunction in credit markets. Tom McGee, President and Chief Executive Officer of the International Council of Shopping Centers (IC...

18 Mars 202027min

Only Way To Defeat Virus Is To Self-Isolate: Former Medicare Head

Only Way To Defeat Virus Is To Self-Isolate: Former Medicare Head

Andy Slavitt, Former Acting Administrator for Medicare and Medicaid Services, on asking Americans to stay home, and upcoming strain on the U.S. health care system. Peter Tchir, Head of Macro Strategie...

17 Mars 202024min

Why Banks Must Lend To Those People They Normally Wouldn't

Why Banks Must Lend To Those People They Normally Wouldn't

Carl Weinberg, Founder and Chief International Economist of High Frequency Economics, on the monetary and fiscal response to the coronavirus. David Garrity, Chief Market Strategist for Laidlaw & Co, a...

16 Mars 202020min

People Made Bad Bets, And Now They Need Cash To Cover It

People Made Bad Bets, And Now They Need Cash To Cover It

Steve Blitz, Chief U.S Economist at TS Lombard, on central banks and the Fed QE plan. Marian Harkin, Irish Parliament member and former member of the European Parliament, on how Ireland is managing th...

13 Mars 202027min

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