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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Bloomberg's Nocera Says Tom Price's Stock Trades Are Unethical

Bloomberg's Nocera Says Tom Price's Stock Trades Are Unethical

Bloomberg's Joe Nocera tells Pimm Fox and Lisa Abramowicz why Tom Price's stock trades flunk the smell test. Jamie Butters, a U.S. auto reporter for Bloomberg, discusses why Donald Trump has picked a ...

25 Jan 201727min

P&L: New Border Taxes Are Biggest Risk to Canada, Wingrove Says

P&L: New Border Taxes Are Biggest Risk to Canada, Wingrove Says

Bloomberg's Josh Wingrove discusses Canada signaling a possible U.S. trade deal that excludes Mexico. Michael Halen, a consumer analyst at Bloomberg Intelligence, speaks with Pimm Fox and Lisa Abramow...

23 Jan 201727min

P&L: Bloomberg's Sink on Trump's Immediate Challenges

P&L: Bloomberg's Sink on Trump's Immediate Challenges

Justin Sink, a U.S. government reporter for Bloomberg, tells Pimm Fox and Lisa Abramowicz about Donald Trump's immediate challenges after taking office. Doug Borthwick, the managing director and head ...

20 Jan 201719min

P&L: Bloomberg's Meyer on the Sense of Growing Alarm in Kremlin

P&L: Bloomberg's Meyer on the Sense of Growing Alarm in Kremlin

Henry Meyer, a politics reporter for Bloomberg in Moscow, discusses the Kremlin's growing fears that a meaningful detente with the U.S. may not be achieved. John Augustine, CIO of Huntington Bank, dis...

19 Jan 201725min

P&L: Puzder May Drop Out, BNA's Ognanovich says (Correct)

P&L: Puzder May Drop Out, BNA's Ognanovich says (Correct)

Nancy Ognanovich, a senior reporter at Bloomberg BNA, discusses the Senate hearings on Donald Trump's cabinet picks and tells co-hosts Pimm Fox and Lisa Abramowicz that Andrew Puzder may drop out of t...

18 Jan 201724min

Bloomberg’s Welch on GM: Already in the Works, Mostly Posturing

Bloomberg’s Welch on GM: Already in the Works, Mostly Posturing

David Welch, Detroit Bureau chief for Bloomberg, on GM announcing $1 billion in US investments, answering to pressure from Trump. Rob Hutton, UK government and politics reporter for Bloomberg, on Ther...

17 Jan 201725min

P&L: Fed Won't Be in a Position to Raise Rates in February

P&L: Fed Won't Be in a Position to Raise Rates in February

Ward McCarthy, the chief economist at Jefferies, discusses the Fed and gives his global economic outlook for 2017. John Lauerman, a health care reporter for Bloomberg, tells Pimm Fox and Lisa Abramowi...

13 Jan 201724min

P&L: Apple Could Bundle New Original Content Business

P&L: Apple Could Bundle New Original Content Business

John Petrides, a managing director and portfolio manager at Point View Wealth Management, says Apple could build a significant new business in original shows and movies. Liz Ann Sonders, chief investm...

12 Jan 201725min

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