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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Audible Gasps in Chamber, Republicans Dazed After Obamacare Vote: Dennis

Audible Gasps in Chamber, Republicans Dazed After Obamacare Vote: Dennis

Bloomberg’s Stephen Dennis, congressional reporter, and Zach Tracer, health care reporter, on the Senate’s failure to repeal Obamacare, as McCain blocks bill. Anna Edney, health care reporter for Bloo...

28 Juli 201728min

Southwest’s Kelly Sees Proportion of Larger Aircraft In Fleet Growing

Southwest’s Kelly Sees Proportion of Larger Aircraft In Fleet Growing

Gary Kelly, CEO of Southwest Air, on earnings, pricing and demand, capacity and fuel prices.  Cliff Noreen, Deputy Chief Investment Officer for MassMutual, on the debt markets and insatiable demand fo...

27 Juli 201729min

Copper Has More Room -- And Momentum -- to Soar, Dudas Says

Copper Has More Room -- And Momentum -- to Soar, Dudas Says

Mike Dudas, a metals and mining analyst at Vertical Research, talks about copper's hot streak and mining companies' earnings. Ward McCarthy, the chief financial economist at Jefferies, provides an out...

26 Juli 201727min

'Everyone's Back in the Pool' on Greek Debt Deal, Ballard Says

'Everyone's Back in the Pool' on Greek Debt Deal, Ballard Says

Simon Ballard, a Bloomberg credit strategist in London, talks about Greece returning to the debt markets. Steven Oh, the global head of credit and fixed-income at PineBridge Investments, tells Pimm Fo...

25 Juli 201729min

A Collapsing Venezuela Could Jolt Oil Market, Denning Says

A Collapsing Venezuela Could Jolt Oil Market, Denning Says

Bloomberg Gadfly's Liam Denning talks about how a collapsing Venezuela could jolt the oil market. Dr. Stafford Broumand, a plastic surgeon at 740 Park Plastic Surgery and the former president of the A...

24 Juli 201727min

How Sinclair Broadcasting Is Delivering Trump's Message

How Sinclair Broadcasting Is Delivering Trump's Message

Bloomberg Businessweek's Felix Gillette tells Pimm Fox and Lisa Abramowicz how the Sinclair Broadcasting group -- the largest owner of broadcast TV stations -- is becoming the unofficial arm of the Tr...

21 Juli 201728min

Mueller Expands Probe Into Trump's Business, While Sessions Labors On

Mueller Expands Probe Into Trump's Business, While Sessions Labors On

Bloomberg's Christian Berthelsen, Bloomberg View columnist Al Hunt and national security editor Larry Liebert talk about the Bloomberg scoop that U.S. Special Counsel Robert Mueller is said to be expa...

20 Juli 201722min

McCormick-Reckitt Could Be Kraft-Heinz's Worst Nightmare, Flickinger Says

McCormick-Reckitt Could Be Kraft-Heinz's Worst Nightmare, Flickinger Says

Burt Flickinger, the managing director at Strategic Resource Group, talks about McCormick & Co. acquiring Reckitt Benckiser Group Plc's food business for $4.2 billion. Frank Bien, CEO of Looker, and M...

19 Juli 201730min

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