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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P&L: Tough Questioning in Tillerson Hearing is Bipartisan

P&L: Tough Questioning in Tillerson Hearing is Bipartisan

Bloomberg's Steven Dennis discusses the Congressional hearings for Donald Trump's cabinet picks. Mike Materasso, senior vice president and co-chair of Franklin Templeton's Fixed Income Policy Committe...

11 Jan 201731min

P&L: The Global Nature of the Auto Industry

P&L: The Global Nature of the Auto Industry

Bob Carter, president of Toyota North America, discusses the new Camry and the global nature of the auto industry. Nancy Ognanovich, a senior reporter at Bloomberg BNA, talks to Pimm Fox and Lisa Abra...

10 Jan 201723min

P&L: Volvo Will Start Producing Cars in U.S. by Mid-2018

P&L: Volvo Will Start Producing Cars in U.S. by Mid-2018

Volvo's Lex Kerssemakers discusses Volvo's comeback and says the company will start producing cars in the U.S. by mid-2018. Kevin Tynan, a senior auto analyst for Bloomberg Intelligence, and Bloomberg...

9 Jan 201725min

P&L: AT&T-Time Warner Will Merge, But Will Be Dwarfed by Rivals

P&L: AT&T-Time Warner Will Merge, But Will Be Dwarfed by Rivals

Porter Bibb of Mediatech Capital Partners gives an outlook for the AT&T-Time Warner merger and discusses Megyn Kelly and Greta Von Susteren moving to NBC from Fox. Dr. Alex Lidow, CEO and co-founder o...

6 Jan 201725min

P&L: 2017's 'Bunny' Market That Hops Around But Doesn't Get Far

P&L: 2017's 'Bunny' Market That Hops Around But Doesn't Get Far

Jim Paulsen, chief investment strategist and economist at Wells Capital Management, sees a "bunny" market in 2017. Ellen Zentner, chief U.S. economist at Morgan Stanley, gives her 2017 U.S. consumer o...

5 Jan 201730min

P&L: Trump's Tariff Threat Would Violate NAFTA

P&L: Trump's Tariff Threat Would Violate NAFTA

Bloomberg's Shannon Pettypiece says that Donald Trump will violate NAFTA if he follows through on his promise to put a tax on goods coming in through Mexico. Then Frank Sorrentino, CEO of ConnectOne B...

4 Jan 201727min

P&L: Where China Comes Into Play in U.S.-Russia Relations

P&L: Where China Comes Into Play in U.S.-Russia Relations

Ariel Cohen, a senior fellow at the Atlantic Council and director of the Center for Energy, Natural Resources and Geopolitics says he suspects that Donald Trump is trying to butter up Vladimir Putin t...

3 Jan 201725min

P&L: MIT's Gruber on How to Restore Obamacare to Initial Vision

P&L: MIT's Gruber on How to Restore Obamacare to Initial Vision

Jonathan Gruber, a professor of economics at MIT and considered a key architect of Obamacare, tells Pimm Fox how the Affordable Care Act could be fixed to function as it was written. Nick Wadhams, a f...

30 Dec 201627min

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