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Dan Greenhaus: Pardon The Interruption
Manage episode 517491934 series 2866750
In this episode of the RiskReversal Podcast, hosts Guy Adami and Dan Nathan are joined by Dan Greenhaus, the chief economist and strategist at Solus Alternative Asset Management. Returning since his last appearance in July, Dan shares his consistently accurate market predictions, offering insights into the recent earnings season and the broader economic landscape. The discussion covers the impact of company-specific data versus macroeconomic data, consumer behavior, and the role of the Federal Reserve. They also analyze the AI-driven CapEx boom, its implications for various sectors, and how companies are financing this growth. The conversation culminates in reflections on inflation, politics, and the significant economic challenges and opportunities moving into the next year. —
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
879 episodes
Manage episode 517491934 series 2866750
In this episode of the RiskReversal Podcast, hosts Guy Adami and Dan Nathan are joined by Dan Greenhaus, the chief economist and strategist at Solus Alternative Asset Management. Returning since his last appearance in July, Dan shares his consistently accurate market predictions, offering insights into the recent earnings season and the broader economic landscape. The discussion covers the impact of company-specific data versus macroeconomic data, consumer behavior, and the role of the Federal Reserve. They also analyze the AI-driven CapEx boom, its implications for various sectors, and how companies are financing this growth. The conversation culminates in reflections on inflation, politics, and the significant economic challenges and opportunities moving into the next year. —
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
879 episodes
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