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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Machines Are Replacing Wall Street's Bonus Culture

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Oil Pressure Is To The Downside, Ex-Iran: Kilduff

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Former CIA Ops Chief: Trump's Iran Strike Was Big Win

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Don't See Oil North of $70 Without Escalation: Kamel

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Ayham Kamel, Practice Head, Middle East & North Africa at Eurasia Group, on Iran and oil markets. Scott Wren, Senior Global Market Strategist, Wells Fargo Investment Institute, on markets and geopolit...

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Iran Tensions Firm Up Bullish Picture For Crude

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Welles Fitzpatrick, Managing Director: E&P Research at SunTrust Robinson Humphrey, discusses how the Iran escalation will impact E&P stocks. Ariel Cohen, Senior Fellow at the Atlantic Council and Foun...

7 Jan 202028min

Oil Markets Say Full-Blown War With Iran Is Unlikely

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Ellen Wald, President of Transversal Consulting and a Bloomberg Opinion contributor, discuss oil markets as Trump threatens sanctions on Iraq. Phil Orlando, Chief Equity Market Strategist and Head of ...

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Soleimani Death Limits Iran's Options, 2020 Economic and Retail Outlooks

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Peter Tchir, Head of Macro Strategy at Academy Securities, and Academy Securities Advisory Board Member Retired Marine Lieutenant General Robert Walsh discuss the market and geopolitical impact of the...

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2020 Global Outlook, Six Word Market Narratives

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Torsten Slok, Chief Economist at Deutsche Bank Securities, shares his 2020 outlook for markets and the global economy. He says when the Fed expands it balance sheet 1% the S&P goes up approximately 1%...

2 Jan 202026min

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