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(3339)

CFPB’s Regulation Rollback Creates Financial Inclusion: Zywicki

CFPB’s Regulation Rollback Creates Financial Inclusion: Zywicki

Todd Zywicki, professor at George Mason University School of Law and a former director of the Federal Trade Commission’s Office of Policy Planning, on how Mick Mulvaney’s rollback of regulations at th...

5 Mars 201826min

Tariffs Could Suppress Aluminum Price If Imports Slow: Cosgrove

Tariffs Could Suppress Aluminum Price If Imports Slow: Cosgrove

Market Drivers with Bloomberg stocks editor David Wilson, and Andrew Cosgrove, Senior Analyst: Energy & Mining for Bloomberg Intelligence, on impact of Trump imposing stiff steel and aluminum tariffs....

1 Mars 201823min

Tyson Turns to Vegan Foods As It Seeks to Disrupt Itself

Tyson Turns to Vegan Foods As It Seeks to Disrupt Itself

Tom Hayes, CEO of Tyson Foods, on business outlook and shift towards prepared and snack foods, the company’s new vegan line, and commitment to transparency and sustainability.Michael Gorenstein, CEO o...

28 Feb 201829min

Market Watches Powell For Clues On Inflation Target: Boesler, Wilson

Market Watches Powell For Clues On Inflation Target: Boesler, Wilson

Market Drivers with Bloomberg stocks editor David Wilson, and Matt Boesler, Federal Reserve reporter for Bloomberg, on what to expect from Fed Chair Jay Powell's testimony before the House Financial S...

27 Feb 201816min

Coming Soon: Decrypted Season 2

Coming Soon: Decrypted Season 2

Decrypted returns on March 6th with a brand new season. Here's a sneak peek of what's in store. We'll be releasing new episodes every Tuesday starting next week. See omnystudio.com/listener for privac...

27 Feb 20182min

Tariffs May Cause Pricing Premiums For US-Made Steel: Dudas

Tariffs May Cause Pricing Premiums For US-Made Steel: Dudas

Mike Dudas, Metals and Mining Analyst for Vertical Research, on why gold is going to $1400 and Trump's aluminum tariffs. Brian Reynolds, Asset Class Strategist for Canaccord Genuity, on Wall Street bu...

26 Feb 201829min

BlackRock Shows Disproportionately Big Passive Gun Ownership: Balchunas

BlackRock Shows Disproportionately Big Passive Gun Ownership: Balchunas

Eric Balchunas, Senior ETF analyst for Bloomberg Intelligence, on how passive managers may have to take a more active role in light of unsavory stocks being in their indexes. Eric Kazatsky, municipal ...

23 Feb 201818min

Lurking Unfairness At Heart Of Economy: Facebook Co-Founder

Lurking Unfairness At Heart Of Economy: Facebook Co-Founder

Chris Hughes, co-Founder of Facebook, on his new book: FAIR SHOT: Rethinking Inequality and How We Earn, which exposes the specific forces of Big Tech that create today’s economic unfairness. Zach Tra...

22 Feb 201834min

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