Go offline with the Player FM app!
Dan Greenhaus: Make Hay While The Sun Shines
Manage episode 496416964 series 2866750
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
- How Wall Street Plans to Fix the Housing Crisis | Bullish (Bloomberg)
- Checkout 'The Master Investor' podcast
—
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
855 episodes
Manage episode 496416964 series 2866750
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
- How Wall Street Plans to Fix the Housing Crisis | Bullish (Bloomberg)
- Checkout 'The Master Investor' podcast
—
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
855 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.