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Dan Greenhaus: Make Hay While The Sun Shines

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Manage episode 496416964 series 2866750
Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Dan Nathan and Guy Adami are joined by Dan Greenhaus from Solus Alternative Asset Management to discuss the intricacies of the current market trends. The conversation covers a range of topics, including the contentious rally in the S&P 500, the implications of tariffs, and the future of global trade. Greenhaus shares his skepticism about the severity of tariff impacts and delves into the complexities of inflation, interest rates, and the weakening dollar. They also explore the robustness of consumer spending, the housing market's significance, and financial sector performance. A notable discussion on AI's transformative potential and market overvaluation rounds out the episode. The hosts conclude by sharing their views on stock market trajectories and potential economic hurdles in the coming months.

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FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media

  continue reading

855 episodes

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iconShare
 
Manage episode 496416964 series 2866750
Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Dan Nathan and Guy Adami are joined by Dan Greenhaus from Solus Alternative Asset Management to discuss the intricacies of the current market trends. The conversation covers a range of topics, including the contentious rally in the S&P 500, the implications of tariffs, and the future of global trade. Greenhaus shares his skepticism about the severity of tariff impacts and delves into the complexities of inflation, interest rates, and the weakening dollar. They also explore the robustness of consumer spending, the housing market's significance, and financial sector performance. A notable discussion on AI's transformative potential and market overvaluation rounds out the episode. The hosts conclude by sharing their views on stock market trajectories and potential economic hurdles in the coming months.

Links


FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media

  continue reading

855 episodes

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