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Bearish American Idiots with Dan Greenhaus of Solus Alternative Asset Management

Bearish American Idiots with Dan Greenhaus of Solus Alternative Asset Management

FromOn The Tape


Bearish American Idiots with Dan Greenhaus of Solus Alternative Asset Management

FromOn The Tape

ratings:
Length:
58 minutes
Released:
Jan 12, 2024
Format:
Podcast episode

Description

Dan Greenhaus, Chief Strategist at Solus Alternative Asset Management, joins Dan Nathan, Guy Adami, and Danny Moses this week to give his 2024 stock market outlook.

Topic Timecodes:

Dan’s bullish 2023 call (4:00)

What matters more to the Fed: PCE vs CPI (7:00)

The yield curve (11:15)

Making stock market predictions (15:30)

Energy (23:00)

Bitcoin ETF approval (32:00)

Coinbase (34:00)


After Big Tesla Bet, Hertz Selling One-Third of EV Fleet (38:15)

The Labor Market (47:00)


Calstrs CIO Stepping Down & Private Credit (49:40)

Danny’s NFL Picks (53:30)



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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.

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The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal.
Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.
Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.
Released:
Jan 12, 2024
Format:
Podcast episode

Titles in the series (100)

Each week, CNBC Fast Money contributors Dan Nathan and Guy Adami, along with former hedge fund manager Danny Moses (as featured in The Big Short), break down market-moving headlines, provide their insights into the financial markets and discuss under-the-radar investment themes. You’ll leave each week with a better perspective on financial and business news from three experienced, nonconsensus voices whose goal is to provide listeners with the intellectual framework to think critically and make smarter investment decisions. Each episode, the co-hosts go Off The Tape with a guest from the world of finance, media, entertainment or sports. Dan Nathan is a CNBC contributor, the Principal of Risk Reversal Advisors and is the founder and editor of RiskReversal.com. Guy Adami is an original member of CNBC’s Fast Money and is currently the Director of Advisor Advocacy at Private Advisor Group. Danny Moses has been on Wall Street for decades in a variety of roles, is currently a private investor and was also featured in The Big Short for his bet against the housing market. Stay up to date at OnTheTapePodcast.com, follow us on Twitter @OnTheTapePod and subscribe to On The Tape in your favorite podcast store.