The Greenhaus Effect: GDP, Tariffs & What's Priced In

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 1 May 2025

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan is joined by Dan Greenhaus , Strategist at Solus Alternative Asset Management. The duo discuss recent market trends, including significant economic indicators like GDP and PCE, and delve into the impact of tariffs and trade deals on the stock market. Greenhaus offers a contrarian perspective on the current market sentiment, arguing that the potential for a shallow recession has been overstated. The conversation also touches on the durability of consumer spending, the implications of AI investment, and the potential trajectories for the S&P 500 and NASDAQ. Packed with valuable insights, this episode provides a thoughtful analysis of both immediate market conditions and longer-term economic forecasts. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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0:56.1	All right, welcome to a very special edition of the Risk Reversal podcast. I'm Dan, Nathan. I'm joined by
1:01.6	old friend Dan Greenhouse. He is the chief strategist at Solis, alternative asset management. Dan,
1:07.4	welcome back to the pod. Are you focused here on what we're doing because you're staring into your iPad? Yeah, I thank you for having me back. I'm not focused as of yet. I'm getting
1:15.4	everything in order so that the viewers get the... We're just going to start it just like this, my man.
1:19.7	The viewers and the listeners deserve the full greenhouse. We got it. And so I'm preparing myself.
1:24.5	This is, last time you were on with us, it was in late September.
1:30.0	It was Danny Moses, Guy, myself, and you.
1:31.5	We called the episode Only Dan's.
	...

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