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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Iran Is The Thing That Keeps Me Up At Night: Former CIA Officer

Iran Is The Thing That Keeps Me Up At Night: Former CIA Officer

Jack DeVine, former Acting Director of the CIA and founding partner and President of security firm The Arkin Group, on Iran, Russia, and Trump's relationship with the intel community. Damian Sassower,...

24 Juli 201829min

Five Things The U.S. Can Do To Prepare For Iran: Adm. Stavridis

Five Things The U.S. Can Do To Prepare For Iran: Adm. Stavridis

Admiral James Stavridis, former military commander of NATO, Dean of the Fletcher School at Tufts University and Bloomberg Opinion columnist, on President Trump amping up rhetoric against Iran on Twitt...

23 Juli 201829min

We’re Fighting the Trade Wars of the 70s & 80s: IIF’s Tim Adams

We’re Fighting the Trade Wars of the 70s & 80s: IIF’s Tim Adams

Tim Adams, President and CEO of the IIF and Former Under Secretary of Treasury for International Affairs, on Trump’s new $500 billion tariffs threat to China, and how trade risks and global debt are t...

20 Juli 201831min

Short-Term Debt Is Best Fixed-Income Bet: BlackRock’s Rosenberg

Short-Term Debt Is Best Fixed-Income Bet: BlackRock’s Rosenberg

Jeffrey Rosenberg, Chief Fixed Income Strategist at Blackrock, on their 2018 mid-year investment outlook. Richard Conn, Managing Partner of Eurasia Advisors, on the fallout of President Trump’s meetin...

19 Juli 201828min

Yield Curve Front And Center For Fed Chair Powell: BI’s Jersey

Yield Curve Front And Center For Fed Chair Powell: BI’s Jersey

Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on what Federal Reserve Chairman Jerome Powell’s testimony before lawmakers means for the economy and the yield curve. Market ...

18 Juli 201821min

Fed Watchers Will Look For Clues On Hikes, Wages, Trade War

Fed Watchers Will Look For Clues On Hikes, Wages, Trade War

Bloomberg’s David Wilson, stocks editor, and Matt Boesler, Fed reporter, along with Carl Riccadonna, Chief US Economist for Bloomberg Intelligence, discuss what to expect from Federal Reserve Chairman...

17 Juli 201811min

BlackRock CEO Larry Fink: Clients Don't Want Exposure To Crypto

BlackRock CEO Larry Fink: Clients Don't Want Exposure To Crypto

Bloomberg's Erik Schatzker discusses his interview with BlackRock CEO Larry Fink.  Gymboree CEO Daniel Griesemer discusses the company's new apparel line and turnaround, after emerging from bankruptcy...

17 Juli 201828min

Bank Stock Weakness Is Signalling Upcoming Downturn: Peabody

Bank Stock Weakness Is Signalling Upcoming Downturn: Peabody

Charles Peabody, President of Portales Partners LLC, on bank earnings and why bank stocks have peaked. Ariel Cohen, Senior Fellow at the Atlantic Council, on Trump’s upcoming summit with Putin. Theres...

13 Juli 201829min

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