On episode 67 of The Compound and Friends, Dan Greenhaus joins Michael Batnick and Downtown Josh Brown to discuss what constitutes a recession, the Fed, ramifications of a strong dollar, Tesla's earnings call, buybacks, the importance of interest rates, and more! BONUS: Barry Ritholtz makes a special appearance!Thanks to our friends at Kraneshares for sponsoring this episode. To learn more visit: www.kraneshares.comCheck out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.comObviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0. Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this discussion, finance whiz Sam Ro, known for his keen market insights, joins Dan Greenhaus, a strategic investment guru, to tackle money matters. They delve into the recent surge in Chinese stocks, revealing trends that could reshape portfolios. Sam and Dan also explore the phenomenon of 'cash on the sidelines,' debunking myths about stagnant funds. With a blend of humor and sharp analysis, they provide fresh perspectives on navigating today's turbulent markets and the importance of swift investment decisions to seize opportunities.

In this podcast, they talk about inflation, the Fed, stock market bubbles, Tesla, short sellers, international stocks, banning TikTok, and more. They discuss the impact of Federal Reserve actions, market dynamics past and present, and investment opportunities in Asian markets. They also explore hybrid cars' surprising influence on Tesla and the EV market, share stock picks, and recommend favorite movies and TV shows.

Dan Greenhaus, Chief Strategist at Solis Alternative Assets, joins finance experts Guy Adami, Danny Moses, and Dan Nathan for an insightful discussion. They revisit Greenhaus's market predictions and his bullish stance on equities despite economic concerns. The group analyzes the interplay of indices like the S&P 500 and Russell 2000 and how passive investments are reshaping trends. They also tackle the implications of recent Fed interest rate cuts, falling oil prices, and pressing demographic shifts impacting the economy.

Solus' Dan Greenhaus and Edward Jones' Mona Mahajan discuss market action and year-end investing. Bernstein's Stacy Rasgon shares insights on Nvidia's new AI chip. The Blueshirt Group's Gary Dvorchak talks about sideline talks between China and the US. Janus Henderson's Adam Hetts discusses finding value in investments. Courtney Reagan looks ahead to retail earnings and interviews Tyson CEO on consumer behavior changes.

Dan Greenhaus from Solus Alternative Asset Management, Courtney Garcia of Payne Capital Management, Brian Belski from BMO, Katherine Stueland, CEO of GeneDX, and Doug Clinton of Intelligent Alpha delve into the mega-cap tech landscape. They discuss the urgency surrounding Alphabet's upcoming earnings amid fierce competition and regulatory hurdles. Stueland also shares GeneDX's success in pediatric genetic diagnostics and their innovative approach to genetic testing. Insights into mid-cap investments and AI's impact on market dynamics provide listeners with valuable takeaways.

In this engaging discussion, Dan Greenhaus from Solus Alternative Asset Management provides insights on credit markets, suggesting that higher yields may not harm equities. Tom Narayan from RBC delves into the future of the mobility sector, highlighting how Tesla's robotaxi could greatly enhance its valuation. They also touch on inflation's impact on investments, strategies in real estate, and the evolving dynamics of interest rates and risk assets, while emphasizing the need for adaptable investment approaches.

Dan Greenhaus, Chief Strategist at Solus Alternative Asset Management, discusses his extensive experience in distressed and high-yield investing. He highlights the significance of gauging market consensus and understanding pricing intricacies. Dan examines the current economic climate and the Federal Reserve's interest rate policies, noting their unexpected impact on consumer behavior. He draws attention to indicators like jobless claims and Visa's earnings, while reflecting on how past easing cycles often missed timely interventions. His insights reveal the balance between theory and real-world market dynamics.

Financial experts Dan Greenhaus, Marci McGregor, and Victoria Fernandez discuss the impact of earnings season on the market. Shareholder Ayako Yoshioka and tech expert Alex Kantrowitz analyze Alphabet's report. Also, top analyst Dan Ives shares insights on Tesla's numbers.

Market analysts and financial experts Dan Greenhaus, Shannon Saccocia, Dan Chung, and Jeff DeGraaf discuss the second-half stock market outlook, Nvidia's sell-off, and potential sector breakouts. Insights on market dynamics, tech-led rally warnings, and predictions for the remaining year are shared in an engaging and informative discussion.