Guy Adami, Danny Moses, and Dan Nathan host Dan Greenhaus, the Chief Strategist at Solus Alternative Asset Management. The discussion begins with reflections on Dan's accurate market predictions from his last appearance. They delve into his steadfast bullish outlook on equities despite prevalent concerns such as high debt-to-GDP ratios and potential valuation issues. The conversation transitions to market dynamics, comparing the relevance of different indexes like the S&P 500 and the Russell 2000. Greenhaus highlights the influence of passive investments and market structure changes on current trends. The episode also touches upon the recent Federal Reserve interest rate cut, the impact of dropping oil prices on consumers, and the under appreciated issues of fiscal deficits and global demographic shifts.
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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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