Fools & Fanatics + A Conversation With Dan Greenhaus

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 10 February 2023

⏱️ 71 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Hard landing, soft landing, it sounds like a rolling recession to Guy, Dan and Danny (1:00). Traders are placing their bets on The Fed going to 6% (8:00). Danny has a mini-RotT on Robinhood and its latest meme stock debacle (16:00). Microsoft and Alphabet have officially entered the AI chatbot wars (18:30). It’s a bird, it’s a plane, it’s actually a Chinese spy balloon. What does this mean for the state of the U.S.-China relationship (19:50). Guy and Danny offer an update on the gold trade (32:30). Danny lays out his Super Bowl action (34:00). Dan Greenhaus of Solus Alternative Asset Management joins the pod after the break to discuss the politicization of stock buybacks (39:30). Dan outlines how his routine has changed moving from the sell side to the buy side (44:00). How is Dan looking at the contradictory indicators in the market right now (47:00)? How is the Bank of Japan the canary in the coal mine(1:02:15). By definition, does something HAVE to break in the market (1:04:00) for things to get better? Check out our show notes and transcript here ---- FactSet Webinar: https://riskreversal.com/factset2023/ ---- 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 us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Transcript

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0:00.0	I find myself reading quite a bit these days, Dan Nathan, Danny Moses.
0:05.1	Lately, I've been reading a lot of Bertrand Russell, one of the great philosophers of our time.
0:11.9	And I just want to put this out there.
0:13.3	By the way, you are listening to The On the Tate Podcast.
0:15.4	Guy Dammy, Dan, Nathan, Danny Moses.
0:17.2	In just a few minutes, we'll be joined by Dan Greenhouse, the chief strategist at Solos
0:22.4	alternative asset management. Dig him. But listen to this for a second. Indulge me, and I promise
0:29.5	I won't talk anymore. The will to doubt. The will to doubt. Bertrand Russell, here we go.
0:36.3	None of our beliefs are quite true. All have at least
0:39.8	a vagueness and error. The methods of increasing the degree of truth and our beliefs are well
0:45.4	known. They consist in hearing all sides trying to ascertain all the relevant facts and controlling
0:53.1	our inherent bias.
0:54.9	So what does that mean, Dan Nathan?
0:56.8	It means, yes, we're all somewhat dogmatic.
0:59.9	We all have our biases.
1:01.2	And I'm trying to take in all sides.
1:03.5	But you know what?
1:04.2	Bertrand Russell said something else, Dan, Nathan.
1:06.4	I want to read this to you as well.
1:08.5	The whole problem with the world is that fools and fanatics are always
1:13.8	certain of themselves and wiser people so full of doubt. I like to think I'm one of the wiser
1:20.3	people that are full of doubt, but there are a lot of fools and fanatics out there right now that
	...

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