Dan Greenhaus: Pardon The Interruption

RiskReversal Pod

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 3 November 2025

⏱️ 45 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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 USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

Click on a timestamp to play from that location

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.
0:30.8	This episode of Risk Reversal podcast is presented by Fidelity Investments in the all-new Fidelity Trader Plus platform.
0:38.5	Want to access your preferred trading tools, charts, and saved orders from anywhere without
0:43.2	interruptions?
0:44.2	Try Fidelity Trader Plus, Fidelity's most powerful trading experience yet.
0:48.9	With seamless connectivity from your desktop to your laptop to your mobile device, you can make smarter, faster
0:55.6	trade decisions when it matters with Fidelity Trader Plus and get free third-party analyst ratings
1:01.5	and customer alerts. Unlock your edge with the next generation of advanced trading at
1:07.2	fidelity.com slash trader plus.
1:11.0	IConnections is the largest membership-only platform for the alternative investment industry.
1:15.0	Bringing together thousands of fund managers and allocators in one powerful hub.
1:18.2	I-Connections re-imagines how the industry connects through its digital offerings and premier in-person events,
1:22.9	empowering allocators and managers to meet, build relationships, and do business anytime, anywhere.
1:27.8	To explore more about IConnections, its events, and gain access to the members-only platform,
1:32.0	visit iConnections.io.
1:35.6	Welcome to the Risk Reversal podcast. Guy Dami, always joined by.
1:39.4	Dan Nathan.
1:40.0	Yeah, and today we have another Dan.
1:41.8	Only Dan's here on this side of the desk.
	...

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.