Dan Greenhaus: Make Hay While The Sun Shines

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 25 July 2025

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

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Summary

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. Checkout 'The Master Investor' podcast —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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0:00.0	Balance your trading strategy by adding futures. CME group helps you manage risk and capture opportunities in all market environments.
0:09.1	Capitalize on around the clock access to highly liquid global futures and options market across all major asset classes.
0:16.9	Just visit your online broker and get started.
0:19.7	Plug into valuable educational materials and trading tools and see what adding futures can do for you at cMEgroup.com slash on the tape.
0:31.1	IConnections is the largest membership only platform for the alternative investment industry,
0:36.3	bringing together thousands of fund managers
0:38.4	and allocators on a single powerful platform. Through its platform and premier in-person events,
0:44.7	IConnections reimagines how the industry connects, empowering allocators and managers to meet,
0:50.5	build relationships, and do business anytime, anywhere. To explore more about IConnections
0:56.5	events and gain access to its members-only platform, visit Iconnections.io.
1:03.9	All right, welcome to the Risk Reversal podcast. I'm Dan Nathan, always joined by Guy.
1:09.5	Hello, Dan. Hi, Guy. We got a special one here.
1:12.5	We have Dan Greenhouse. He's the strategist at Solis alternative asset management. That is an asset
1:17.7	management firm that has $3 billion of assets under management. I think it's actually $7 billion.
1:25.3	It's actually $3 billion of assets under management.
1:29.6	Dan, welcome back to the podcast.
1:32.0	Thank you for having you guys.
1:32.8	May 1st.
1:34.8	What was going on May 1st?
1:36.6	It was before Taco.
1:38.0	Yeah.
1:38.3	Let's be honest on that.
	...

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