Guest Dan Greenhouse, Chief Strategist at Solis Alternative Asset Management, dives into the current market landscape, citing strong earnings and consumer spending as catalysts for a sustained rally. He also shares concerns about potential tariffs, especially in the chip and pharma sectors, discussing their disruptive effects. Furthermore, Mark Zandi, Moody's Chief Economist, provides insights on how a government shutdown could unexpectedly impact GDP growth, highlighting the risks stemming from wealth concentration and spending patterns.
