Bearish American Idiots with Dan Greenhaus of Solus Alternative Asset Management

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 12 January 2024

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Dan Greenhaus, Chief Strategist at Solus Alternative Asset Management, joins Dan Nathan, Guy Adami, and Danny Moses this week to give his 2024 stock market outlook. Topic Timecodes: Dan’s bullish 2023 call (4:00) What matters more to the Fed: PCE vs CPI (7:00) The yield curve (11:15) Making stock market predictions (15:30) Energy (23:00) Bitcoin ETF approval (32:00) Coinbase (34:00) After Big Tesla Bet, Hertz Selling One-Third of EV Fleet (38:15) The Labor Market (47:00) Calstrs CIO Stepping Down & Private Credit (49:40) Danny’s NFL Picks (53:30) — Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Transcript

Click on a timestamp to play from that location

0:00.0	Welcome to the On the Tape podcast.
0:03.0	Guy Adami, always joined by Danny Moses, Dan Nathan, and a third Dan today.
0:09.4	Dan Greenhouse, the chief strategist at Solis Alternative Asset Management.
0:15.8	Dan Greenhouse, it's great to have you back now for the third time.
0:19.3	That is correct.
0:19.8	Third time.
0:20.3	Second time in person. First, Third time. Second time in person.
0:21.2	First, wait, yes, second in person. And I did one remote. So that makes three. I know math is,
0:27.6	math is tough in our business. I know. But I do a lot of time thinking about titles for our show,
0:32.9	as you know. And Dan Greenhouse, I knew he was coming. It's been on our calendar for quite some
0:37.4	time. So here's how my mind works. The first band I, I knew he was coming. It's been on our calendar for quite some time.
0:37.8	So here's how my mind works. The first band I think of is Lifehouse. Now, Dan Nathan, you know
0:43.1	Lifehouse. That's a John Alasia band, by the way. Remember that? You and me was one of their
0:47.7	songs, life. A three-person band, like the police. I'm like, nah, this is really nothing. So what do I think of next?
0:55.5	I think, of course, Green Day.
1:00.2	Now, listen to the lines, listen to the lyrics from this song, and I'm going to tie this all together, okay?
1:01.2	I want you to hear this.
1:02.3	Welcome to a new kind of tension.
1:04.9	Okay?
1:05.3	You follow this?
1:06.1	Yeah.
1:06.8	All across the alien nation where everything isn't meant to be okay. In television dreams of tomorrow,
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from RiskReversal Media, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of RiskReversal Media and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.