Dan Greenhouse

Dan Greenhouse, Chief Strategist at Solus Alternative Asset Management, shares valuable insights on today’s markets. He discusses NVIDIA's adaptive strategies amidst trade tensions and explores the evolving tech landscape with AI and robotics at the forefront. The conversation delves into the performance indicators of various sectors, including the S&P 500’s recovery, and examines how geopolitical shifts are influencing investor sentiment. Greenhouse also emphasizes the challenges small businesses face amid changing economic policies and rising borrowing costs.

In this discussion, Sarah Eisen, a CNBC anchor, interviews the Treasury Secretary at the Milken Conference, shedding light on the President's economic agenda during challenging trade negotiations. Dan Greenhouse from Solis shares his insights on the market's reactions to these comments and overall economic dynamics. They delve into investment strategies amidst market uncertainties, the resilience of American economic fundamentals, and how tariffs are shaping global investment sentiment. Their conversation is an engaging exploration of today's financial landscape.

In this discussion, Stephanie Link, a CNBC contributor with Hightower, and Dan Greenhouse from Solis Alternative Asset Management, dive into the current state of the stock market amidst evolving economic conditions. They analyze the latest GDP figures revealing negative growth countered by positive consumer spending. The duo also explores the implications of upcoming earnings from tech giants like Meta and Microsoft, discussing regulatory scrutiny and the effects of rising interest rates on small businesses. Their insights provide a comprehensive view of navigating today's economic uncertainties.

Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, shares insights on market trends and investment strategies amid trade tensions. Eamon Javers, reporting from the White House, updates listeners on U.S.-China trade negotiations. Dan Greenhouse, Chief Investment Officer at Solus Alternative Asset Management, discusses the complexities of market dynamics and sector performance. They explore the resilience of tech stocks, the implications of stagflation, and the challenges facing small-cap investments, highlighting the transformative role of AI.

Dan Greenhouse, Chief Strategist at Solus Alternative Asset Management, discusses market stability amidst geopolitical tensions. Jordan Jackson from JP Morgan sheds light on market trends shaped by the Federal Reserve. Yuma Young from BMO Wealth Management contrasts market noise with core economic strengths. Chris Verone of Strategas analyzes the surge in yields and its effects on utilities. The conversation navigates rising oil prices, the utilities sector's resilience, and emerging investment opportunities amidst economic uncertainties.