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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Such Strong GDP Isn’t Sustainable: KPMG’s Hunter

Such Strong GDP Isn’t Sustainable: KPMG’s Hunter

Constance Hunter, Chief Economist at KPMG, on GDP numbers, the Fed and economic outlook. David Garrity, Chief Market Strategist for Laidlaw & Co. LTD, on Google and Amazon earnings, and the tech secto...

26 Okt 201831min

Tesla Stock Will Be Below $200 In Next 12 Months: Kudla

Tesla Stock Will Be Below $200 In Next 12 Months: Kudla

David Kudla, Founder, CEO and Chief Investment Strategist of Mainstay Capital, on Tesla earnings and outlook.  Clint Watts, Senior Fellow at the Center for Cyber and Homeland Security at George Washin...

25 Okt 201827min

We're Going To See An Implosion In High-End Condos: Guterman

We're Going To See An Implosion In High-End Condos: Guterman

Gerald Guterman, Senior Principal Partner at Guterman Partners, LLC, on risks in the condo market. Leslie Wohlman Himmel, Co-Managing Partner at Himmel + Meringoff Properties, on real estate investing...

24 Okt 201825min

MTA Homing In On Near-Term $33 Billion Upgrade Plan (Podcast)

MTA Homing In On Near-Term $33 Billion Upgrade Plan (Podcast)

Pat McCoy, Finance Director, New York Metropolitan Transportation Authority, on being a leader in selling municipal green bonds, and the capital needed to revamp the system. Sean McCarthy, CEO, and Bo...

23 Okt 201826min

Ford Bonds Are A Golden Opportunity If Rating Holds Up

Ford Bonds Are A Golden Opportunity If Rating Holds Up

Joel Levington, Senior Credit Analyst for Bloomberg Intelligence, on whether Ford credit could get cut to a junk rating. Michael Zezas, Head of US Public Policy & Municipal Credit Strategy at Morgan S...

22 Okt 201827min

EM Investors Are Very Worried About China: Van Eck’s Fine

EM Investors Are Very Worried About China: Van Eck’s Fine

Eric Fine, Portfolio Manager: Emerging Markets Fixed Income Strategy at Van Eck Global, on emerging markets, China fears and the IMF. Marty Schenker, Chief Content Officer for Bloomberg News, on the p...

19 Okt 201828min

The Smart Money May Be Getting Out of the Market Now: Booth

The Smart Money May Be Getting Out of the Market Now: Booth

Danielle DiMartino Booth, CEO and Director of Intelligence at Quill Intelligence, and a Bloomberg Opinion columnist, discusses red flags in the economy. Dr. Ellen Wald, President of Transversal Consul...

18 Okt 201826min

Digital Currencies Are Entering A Third Phase: CoinShares Chair

Digital Currencies Are Entering A Third Phase: CoinShares Chair

CoinShares Chairman Danny Masters discusses Fidelity’s new client offering, and the outlook for crypto currencies. Kathleen Gaffney, Co-Director of Diversified Fixed Income at Eaton Vance, discusses h...

17 Okt 201825min

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