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The Greenhaus Effect: GDP, Tariffs & What's Priced In
Manage episode 480049938 series 2866750
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.
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FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
764 episodes
Manage episode 480049938 series 2866750
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
764 episodes
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