Déjà Vu All Over Again with Dan Greenhaus

RiskReversal Pod

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 23 June 2023

⏱️ 70 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Guy, Dan, and Danny discuss comparisons to the tech bubble and financial crisis (2:00), AMD (10:00), “smug complacency” in the market (12:30), US-China relations (17:30), Tesla (20:30), crypto (29:30), and what to look for to be more constructive (32:00). After the break, Dan & Danny sit down with Dan Greenhaus, Chief Strategist at Solus Alternative Asset Management, and talk about getting less bearish (40:30), the housing market (49:00), the consumer (55:00), looking at past cycles (57:30), and what he would be buying now (1:06:00). 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 Learn more about Ro body: ro.co/tape 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. We’re on social: Follow Dan Nathan @RiskReversal on Twitter 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

Transcript

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0:00.0	In March of 1970, Crosby Stills and Nash, along with Neil Young, released their second studio album, their first album with Neil Young.
0:11.0	The name of that album, Danny Moses, was Deja Vu.
0:15.0	And it's fascinating because we're going to talk about a couple things to have me deja vuing all over the place.
0:21.5	By the way, this is the on the tape podcast, Danny Moses, who looks better each week,
0:27.2	Dan Nathan, who looks slimmer, more fit and more handsome each week.
0:32.2	About midway through the show, we're going to speak to Dan Greenhouse,
0:35.3	chief economists and strategist at Solis
0:37.6	Alternative Asset Management.
0:40.8	So why did I bring up Dejabu? First of all,
0:43.2	it's a great album. Teach your children, our house, right?
0:46.3	Helpless. All the things, but helpless is something
0:48.9	I'm feeling right now. Not helplessly hoping, just helplessly
0:52.1	leaves me. Helplessly hoping her harlequin. That one? Yeah leaves me, helpless. Helpless. Helpless.
0:55.0	That one?
0:56.0	Yeah, you like that.
0:57.0	I do.
0:58.0	Keep going.
0:59.0	I tell you, you're so good at this.
1:00.0	Let's go.
1:01.0	Who's that guy, Rosie, right?
1:02.0	David Rosenberg.
1:03.0	Roosevelt.
	...

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