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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Higher-End Housing In U.S. Could See 30-50% Price Drop (Podcast)

Higher-End Housing In U.S. Could See 30-50% Price Drop (Podcast)

Jeanie Wyatt, CEO and CIO of South Texas Money Management, discusses markets, risks in the housing sector, and her current stock picks.  Ellen Wald, President of Transversal Consulting and Nonresident...

3 Dec 201829min

Argentina Is Biggest Risk Facing Emerging Market Credit

Argentina Is Biggest Risk Facing Emerging Market Credit

Damian Sassower, Chief Emerging Markets Strategist for Bloomberg Intelligence, on G20 and emerging markets. Jonathan Tepper, Founder of Variant Perception and Bloomberg Opinion columnist, discusses hi...

30 Nov 201826min

Deutsche Bank’s Board Can't Seem To Grasp Corporate Governance

Deutsche Bank’s Board Can't Seem To Grasp Corporate Governance

Lionel Laurent, Bloomberg Opinion columnist, discusses his column, "Deutsche Bank’s Control Failings Become Acute," following a raid on the company related to money-laundering. June Grasso, Legal Anal...

29 Nov 201828min

Tariffs Driving Some Production Back To China: Volvo CEO

Tariffs Driving Some Production Back To China: Volvo CEO

Volvo CEO Hakan Samuelsson, on why they’re at the LA Auto show without any cars on the stand, the global demand cycle for autos, and thoughts on GM. Frans Muller, President & CEO of Ahold Delhaize, on...

28 Nov 201830min

"Goldilocks" Era Will End For The U.S. Next Year: Bill Rhodes

"Goldilocks" Era Will End For The U.S. Next Year: Bill Rhodes

"Banker to the World" Bill Rhodes, President and CEO of William Rhodes Global Advisors, on China, what to expect at G20, and investing in Mexico. Retired Navy Admiral James Stavridis, former military ...

27 Nov 201828min

It's Very Implausible That Powell Will Pause To Please Markets

It's Very Implausible That Powell Will Pause To Please Markets

John Authers, Senior Editor for Bloomberg Markets, on markets and the Powell "put." David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd, on Facebook's corporate governance, and outlook for CO...

26 Nov 201827min

Bitcoin Sell-Off Reflects Volatility--Not A Bursting Bubble

Bitcoin Sell-Off Reflects Volatility--Not A Bursting Bubble

CoinShares Chairman Danny Masters discusses the sell-off in bitcoin and what it signifies. Ken Monaghan, Amundi Pioneer Co-Director of High Yield, discusses the high yield landscape and whether it's t...

21 Nov 201826min

Monopolies In The U.S. Have Threatened Our Democracy: Tim Wu

Monopolies In The U.S. Have Threatened Our Democracy: Tim Wu

Tim Wu, author and Professor at Columbia Law School, discusses his new book, "THE CURSE OF BIGNESS: ANTITRUST IN THE NEW GILDED AGE."  Leslie Wohlman Himmel, Co-Managing Partner at Himmel + Meringoff ...

20 Nov 201831min

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