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(3345)

80% of Bain’s Distressed Purchases Have Been Outside the U.S. (Correct)

80% of Bain’s Distressed Purchases Have Been Outside the U.S. (Correct)

(Corrects title in reference to Bain's credit purchases.)Jonathan Lavine, Co-Managing Partner and Credit Chief Investment Officer at Bain Capital, discusses the private credit markets. John Butler, Se...

11 Juni 201926min

Too Much Worry About Emerging Markets: Van Eck's Fine

Too Much Worry About Emerging Markets: Van Eck's Fine

Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, discusses why EM fears are overblown.  Anurag Rana, Software & IT Services analyst for Bloomberg Intelligence, o...

10 Juni 201927min

Philip Morris Bets The Company's Future On Vaping Products

Philip Morris Bets The Company's Future On Vaping Products

See omnystudio.com/listener for privacy information.

7 Juni 201927min

Why The US Dollar Is Poised to Weaken Vs Euro

Why The US Dollar Is Poised to Weaken Vs Euro

Ed Al-Hussainy, Senior Interest Rates and Currencies Analyst for Columbia Threadneedle Investments, on the dollar, EM currencies and interest rates. Brian Fenty, Co-Founder and CEO of TodayTix, expand...

6 Juni 201928min

Mike Mayo: Banks Are Poised To Party Like It’s 1995

Mike Mayo: Banks Are Poised To Party Like It’s 1995

Mike Mayo, Senior Banking Analyst for Wells Fargo Securities, on his market moving note on how banks are poised to "party like its 1995" if rates were cut.  Ken Fisher, Founder, Executive Chairman and...

5 Juni 201935min

UBS's Harford: We're In 4th Inning of Consolidation

UBS's Harford: We're In 4th Inning of Consolidation

Suni Harford, Head of Investments at UBS Asset Management, on the big shifts in the asset management industry. Afsaneh Beschloss, Founder and CEO of RockCreek, on emerging markets, global finance and ...

4 Juni 201928min

Dollar to Weaken on Mexico Trade Tensions: Nordvig

Dollar to Weaken on Mexico Trade Tensions: Nordvig

Jens Nordvig, Founder and CEO of Exante Data, on China, EM currencies, and Mexico. Carl Weinberg, Founder and Chief International Economist at High Frequency Economics, on the global economy as Trump'...

3 Juni 201928min

Trump Tariffs Imperil Mexico Relationship: Duncan Wood

Trump Tariffs Imperil Mexico Relationship: Duncan Wood

Duncan Wood, Director of the Mexico Institute at The Wilson Center, on how President Trump's 5% tariff threat to Mexico over migrants will impact the economy and the trade deal. Alan Baum, auto analys...

31 Maj 201926min

Populärt inom Business & ekonomi

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