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: Yahoo Security Breach Could Cost Shareholders $1 Billion

P&L: Yahoo Security Breach Could Cost Shareholders $1 Billion

Bloomberg Gadfly columnist Shira Ovide tells Pimm Fox and Lisa Abramowicz how much the hack could cost shareholders if it leads to the collapse of the Verizon deal. Then, Nav Athwal, CEO of RealtyShar...

16 Dec 201625min

P&L: Could See Mid- to Low-90s for the Euro-Dollar in 2017

P&L: Could See Mid- to Low-90s for the Euro-Dollar in 2017

Doug Ramsey, CIO of the Leuthold Group, gives his outlook for markets and the dollar. Then, Bloomberg's Mark Gilbert tells Pimm Fox and Lisa Abramowicz why post-Brexit Britain may face a wage squeeze ...

15 Dec 201626min

P&L: We Need to Deploy New Tech Faster to Prevent Cyber Attacks

P&L: We Need to Deploy New Tech Faster to Prevent Cyber Attacks

Gil Shwed, CEO of Check Point Software, tells Pimm Fox and Lisa Abramowicz what the U.S. government needs to do to prevent future cyber attacks. Then, Bloomberg's Jing Cao discusses IBM's plan to hire...

14 Dec 201616min

P&L: Former Acting Director of the CIA Discusses Russian Hack

P&L: Former Acting Director of the CIA Discusses Russian Hack

Jack Devine, former acting director of the CIA and president of the Arkin Group, talks to Pimm Fox and Lisa Abramowicz about the Russian hack and the impact of Donald Trump's recent dismissive comment...

13 Dec 201621min

P&L: Fed Should Do at Least Four Hikes in 2017

P&L: Fed Should Do at Least Four Hikes in 2017

Bob Michele, JPMorgan's chief investment officer, says the Fed should make the December meeting an event to show what they want to do in 2017. Then, Bloomberg's Alex Sherman tells Pimm Fox and Lisa Ab...

12 Dec 201625min

P&L: Some Italian Banks Should Die, "Zombie Banks" Author Says

P&L: Some Italian Banks Should Die, "Zombie Banks" Author Says

Bloomberg's Yalman Onaran, author of "Zombie Banks," discusses Italian banks and the ECB's decision to reject Monte Paschi's bid for more time on capital. Then, Pimm Fox and Lisa Abramowicz talk to Ji...

9 Dec 201625min

P&L: How Blockchain Will Affect Market Structures

P&L: How Blockchain Will Affect Market Structures

Pimm Fox and Lisa Abramowicz talk to Christian Catalini, a professor at MIT, about Blockchain and why cryptocurrencies such as bitcoin could be widespread and disruptive. Then, John Stoltzfus, Oppenhe...

8 Dec 201626min

P&L: Chipotle Has Lost Its Way

P&L: Chipotle Has Lost Its Way

Scott Rothbort, president of LakeView Asset Management, talks about the changing nature of the retail industry, Wal-Mart's outlook and why Chipotle has lost its way. Then, Pimm Fox and Lisa Abramowicz...

7 Dec 201626min

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