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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WeWork Withdraws IPO, Repo Strains, AI in Hiring

WeWork Withdraws IPO, Repo Strains, AI in Hiring

Sonali Basak, Bloomberg Investment Reporter, will discuss WeWork withdrawing the prospectus for its postponed IPO. Brian Chappatta, Bloomberg Opinion debt columnist, will discuss his column on Investm...

30 Sep 201924min

Whistle-Blower Complaint, Climate Change, & Bond Market

Whistle-Blower Complaint, Climate Change, & Bond Market

Carin Pai, Head of Equities, Fiduciary Trust Company International, with markets commentary, and how equity performance is reflecting views on trade policy and interest rates. Noah Feldman, Professor ...

27 Sep 201928min

Ukraine Call Summary, Impeachment Inquiry, & GBF

Ukraine Call Summary, Impeachment Inquiry, & GBF

Alex Wayne, Bloomberg News White House Team Leader, will  discuss President Trump releasing a rough transcript of call with Ukraine. Justin Sink, Bloomberg News White House Reporter, will discuss Nanc...

25 Sep 201928min

Trump's UN Speech, Boris Johnson, & Climate Change

Trump's UN Speech, Boris Johnson, & Climate Change

Saleha Mohsin, Bloomberg News U.S. Treasury Reporter, will recap President Trump’s UN address. Seventh Generation CEO Joey Bergstein discusses their effort to address global climate change and the gro...

24 Sep 201923min

WeWork CEO May Be Fall Guy For Investor Misvaluation

WeWork CEO May Be Fall Guy For Investor Misvaluation

Shira Ovide, Bloomberg Opinion technology columnist, on SoftBank pressuring WeWork CEO Adam Neumann to step down as its IPO falters. John Authers, Senior Editor for Bloomberg Markets, and Carl Riccado...

23 Sep 201929min

China Trade Ceasefire Expected Soon, Punting To 2020

China Trade Ceasefire Expected Soon, Punting To 2020

Michael McDonough, Chief Economist for Financial Products at Bloomberg LP, on why he expects an interim, cosmetic trade deal with China. Harold Edwards, CEO of Limoneira (Nasdaq: LMNR), on the global ...

20 Sep 201928min

Fed Injects Cash for Third Day as Calm Returns

Fed Injects Cash for Third Day as Calm Returns

Tom Kennedy, Global Head of Macro & Fixed Income Strategy at J.P. Morgan Private Bank, discusses the Fed injecting cash for a third day and the latest interest rate cut. Bob Ryan, Chief Strategist, Co...

19 Sep 201919min

Wishes For Big Rate Cuts Foiled By Strong Consumer

Wishes For Big Rate Cuts Foiled By Strong Consumer

Bob Burgess, Bloomberg Opinion editor, on his column, "Markets Have Three Wishes. One May Come True." Melissa Reagen, Head of U.S. Research at Nuveen Real Estate, discusses the latest market trends in...

18 Sep 201928min

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