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The Greenhaus Effect: GDP, Tariffs & What's Priced In

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Manage episode 480049938 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 is joined by Dan Greenhaus , Strategist at Solus Alternative Asset Management. The duo discuss recent market trends, including significant economic indicators like GDP and PCE, and delve into the impact of tariffs and trade deals on the stock market. Greenhaus offers a contrarian perspective on the current market sentiment, arguing that the potential for a shallow recession has been overstated. The conversation also touches on the durability of consumer spending, the implications of AI investment, and the potential trajectories for the S&P 500 and NASDAQ. Packed with valuable insights, this episode provides a thoughtful analysis of both immediate market conditions and longer-term economic forecasts.


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

  continue reading

764 episodes

Artwork
iconShare
 
Manage episode 480049938 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 is joined by Dan Greenhaus , Strategist at Solus Alternative Asset Management. The duo discuss recent market trends, including significant economic indicators like GDP and PCE, and delve into the impact of tariffs and trade deals on the stock market. Greenhaus offers a contrarian perspective on the current market sentiment, arguing that the potential for a shallow recession has been overstated. The conversation also touches on the durability of consumer spending, the implications of AI investment, and the potential trajectories for the S&P 500 and NASDAQ. Packed with valuable insights, this episode provides a thoughtful analysis of both immediate market conditions and longer-term economic forecasts.


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

  continue reading

764 episodes

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