Dan Greenhaus is Over the Bear Argument

[@jeparks]

One question I would love someone to ask one of the bulls at some point: Is there ANY scenario where the market goes down? Rates goes up, Greenhaus is bullish. Rates goes down, Greenhaus is bullish. Job market loose, Greenhaus is bullish. Job market gets tight, Greenhaus is bullish. Equities cheap. Greenhaus is bullish. Equities are expensive, Greenhaus is bullish. I can go on and on with any metric and these dudes are never anything than bullish. I do remember these guys back in 2000, I remember them from 2008. These guys also never see the downturn and they're the reason you get your head handed to you for 30-40% of your portfolio.

[@jeparks]

@@SeekingAlfalfa So tell me, how many of those experts exist vs bulls like this guy, Drawdown Josh Brown, Tom Lee, Adam Jonas, etc. The bear analysts don't come anywhere close to matching the bull volume.

[@jeparks]

Or how about this for differentiation in positions: Bear Camp: Is NVDA going up several AMD market caps in a single day a feature of an efficient market or a dysfunctional market? Does any of this make sense? Where are the normal 15-20% down periods that would happen from time to time (1970-2008)? Bull Camp: Oh My God, the market is down 1% today just off ATHs! Our boy Jeremy Siegel is right, we need an emergency 75bps cut from the Fed stat! Else we're headed for oblivion!

[@Soulflame123]

All valid points, But being bearish can only be a temporary sentiment, over the long run everyone is a bull. The market will “crash”at some point 20% or more, its inevitable. But bears now are just early in a game currently run by the bulls.

[@eikoGoldstein]

@@Soulflame123 You've got it right. Over the long term, the market goes up. Winners invest regularly, whether it rains or shines, because the market will be higher in the future than it is now. The market-timers are focused on the short term, and this is a loser's game. For some reason, people can't accept this. Keep buying! It's our only hope if we wish to secure our family in retirement. Best wishes!

[@prolific1518]

​@@eikoGoldstein people that say "keep buying" have never experienced a bear market. You just expose yourself as a noob tbh

[@VB-kn8ob]

Danny, Dan Nathan and Guy - You guys rock! Great responses to Dan (somewhat arrogant) Greenhaus!

[@waldondarin8323]

I hope you’re joking. Greenhaus has been right all this time. These three have been wrong for two years. Danny M even tried to spin it and say, we, at times, are bullish on some individual stocks. Come on.

[@KK-pm7ud]

Dan and Danny both made great points about Russell. Why i like this pod.

[@Slant88]

Great conversation, guys. Cheers

[@MrToastedtoad]

Dan Greenhaus's quote "skate where the puck is at" is wrong. The correct idea and quote was: "skate where the puck is going". Check the transcript.

[@adarshgmani]

Great discussion

[@JeffHansen57]

Good show as always. Nice to have a variety of views from week to week

[@dj50000]

Good interview...takes all sorts to make a market. We're definitely late cycle.

[@mesa2482]

I love danny most. In this podcast he was on fire

[@CrankyDumpling]

3 Dan's and a guy...awesome segment/show name 😂

[@ericgreynolds8461]

Not sure how this podcast doesn't get more views than it does

[@frankintorcia9946]

bc these guys are never right lol

[@DAVE-THA-PLUMBER]

@@frankintorcia9946exactly

[@midwestcannabis]

Because Bears Suck!

[@chickenwing43]

Because listening to these guys destroys peoples returns.

[@frankintorcia9946]

@@chickenwing43 i enjoy listening to different analysts and view points. as anyone should.. but these guys are consistently wrong more than anyone else. they cant change their view point. they just use scare tactics to influence people to go short or stay bearish. i mean.. they’re always wrong

[@rlvtrader]

When the fed was raising rates, that's when you should be worried about the downturns. With rates going down now, it's time to be in the market. I agree with the Greenhaus, it's that simple. The economy is still looking good. Yes we may have short term blips, but those are buy days. I'm up almost 31% YTD, last year I was up 55%.

[@chatgpt-n8r]

when guys like this and Mike Wilson flip, the bear market will enter

[@JimMcNutty]

What would it take for KZbinr commenters to get bullish and not convinced the world is ending. That’s the real question.

[@RiskReversalMedia]

who knows - keep watching and find out

[@loriq238kx]

I’m your average , who actually struggled to make it through bitcoin and I retired when I was 55, here’s how I did it. Find a trader like Alice harriet to handle your trade Became an investor , so you make twice as much as you trade. You’re going to work your ass off. Buy everything for cash. Put the max in your 401K, so you’re not paying any taxes on that money. Pay as much as you can on your house payment. Drive a basic car, when I was working I had a Honda Civic and rode my bicycle to work. Draw the money from your 401K so you pay no or as little possible in taxes. I’m 65 now, live in CA and my life is awesome

[@oprahqz5jdq12]

awesome! I really have a question. For someone with less than $5,000 to invest, how would you recommend we enter the crypto market? I am looking at studying some traders and copying their strategy rather than investing myself and losing money emotionally. What's your take on this approach?

[@AnthonyAntoinetteNwaurugu]

As a beginner what do i need to do? How can i invest, on which platform? If you know any please share.

[@loriq238kx]

For the Newbie if you are actually trading in the crypto space and you don't have a sound mentor. Then you are certainly going to get liquidated in 90% of your trades. Yeah that's sad truth. I remember when i just got into crypto back in 2019 but later in 2020 i ended up selling it because i have lost alot trading all by myself without a guide. Got back into crypto early in 2024 i mate Alice harriet im rejoicing till now

[@DaCk-j6u]

GREAT NWES!!started working with Alice back in April , and my financial goals have been clearer. It's like having a strategic partner for my money with a solid track record.

[@sergiorom33]

She is really a good investment advisor. I was privileged to attend some of her seminars. That is how i started my crypto investment

[@gloriajaimesa2811]

Hey Dan G - nice show..show me some optimism

[@HedgeFundOfOne]

Now that he's tired of Bear Case, markets can go down. 😁

[@and1play5]

Better wait till 2026😂😂😂

[@frankintorcia9946]

lol. yeah. sure. keep listening to on the tape

[@KK-pm7ud]

16:30 - He doesn't care about boring listeners. He just didn't want to get into immigration politics. Smart person.

[@pregan66]

Many times, the simple view is true. This is one of those times.

[@Reutzel507]

Risk happens fast

[@jays9870]

What a Wonderful World (Pops)

[@salai-w8n]

No, It's all about investment houses, via the SEC, controlling the metal markets

[@Marketwizchap]

Have @ it Greenhaus

[@midwestcannabis]

I love how all the bears in the chat are bitter. Zoom out. Up and to the right? 🤷‍♂️

[@prolific1518]

Keep buying Nvidia buddy

[@midwestcannabis]

@@prolific1518 full position

[@prolific1518]

@@midwestcannabis so you're just yapping and don't even have any more money to invest? Lol no wonder you're so desperate.

[@KK-pm7ud]

39:00 Tom Lee rightfully taking strays

[@daousss]

If everything is fine, why are we still talking about it?

[@psychedoutil]

Greenhaus is just another talking head that knows the underlying issues but disregarding them. His comments are truly out of touch with the real consumer. His first belief that immigration will fix the productivity issue is idealistic at best. He ignores the reality of his so called resilient consumer. Most people just stepped down. Luxury shoppers moved to high mid class. Middle class has moved to Walmart and others. The poor are getting crushed. Inflation is strangling and his reference to the fed lower inflationary rate is ignoring the fact that the consumer still has to recover from the other 20%+ inflation over the years. The current PE is high, the forward PE has very little room to move up, and the Schiller PE is well over 30% premium. He’s just an example of someone riding the waves of optimism and profited. The market and economy is shaky and that’s why people are bullish.

[@KK-pm7ud]

Steelers game didn't count because a real QB played instead of Richardson. I hope Seattle wins because I like the segment.

[@RL_ATX]

Someone tell Dan Greenhaus when you can't find a job that will keep you at your income level that you had for the prior ten years, things begin to deteriorate quickly. The data is being missed right now, but continuing jobless claims decrease for two reasons, either those people are finding jobs - or . . . unemployment benefits run out and people no longer have that ability to keep looking for a "real job" and have to go wash dishes instead. .

[@prolific1518]

Pumper needs to maintain positive sentiment so it doesn't look suspicious when the market keeps magically moving up until the election.

[@midwestcannabis]

Nice🥳✌️🥳✌️

[@fondofthebonds4914]

Why invite someone and then constantly interrupt with your irrelevant points? Lots of cash on sidelines!!!! Danny’s favorite irrelevant line

[@KateRios-s8n]

I'm favoured, $60k every week! I can now give back to the locals in my community and also support God's work and the church. God bless America.

[@MissJOVI-vr4sh]

How please?

[@KateRios-s8n]

As a beginner, it's essential for you to have a mentor to keep you accountable. I'm guided by a widely known crypto consultant

[@KateRios-s8n]

She is Expert Valerie Adams

[@KateRios-s8n]

She's a licensed broker in the states🇺🇸🇺🇸

[@jane23726]

I Just withdrew my profits week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills

[@TheJermiester]

Bears sound smart, bulls make money

[@Harry-vpr]

How do most of you guys still making profit? Even with the downturn of economy and ever increasing life standards

[@GeorgeMartinez-d3f]

Well, I picked the challenge to put my finances in order. Then I invested in cryptocurrency and stocks, through the assistance of my discretionary fund manager

[@GeorgeMartinez-d3f]

Mrs Nancy Williams Laplace

[@Marryjane192]

The first step to successful investment is figuring your goals and risk tolerance either on your own or with the help of a financial professional but it's very advisable you make use of professional

[@petermoss6355]

This is correct, Nancy's strategy has normalized winning trades for me also and it’s a huge milestone for me looking back to how it all started..

[@Ricroaming]

Nancy is considered a key Crypto Strategist with one of the best copy Trading Portfolios and also very active in the cryptocurrency space.

[@lanceaugust]

We are witnessing the capitulation of the last remaining bears. Prepare yourself for the euphoric phase of the market run up.

[@AugustoLucarelli]

Funny and sad at the same time how the orthodox economic monetarist school tends to look at the liabilities side and forget about the asset side. The endless nonsense talking point about the deficit is a clear demonstration. The deficit is just the saving of the private sector by the identity sectorial balance. Plot the deficit versus recession period and you’ll see that when the deficit gets too small you get a recession. The U.S. is not Greece. In Europe we gave up the fiscal space because the euro doesn’t not have the backing of a federal government. In essence every eu contries borrow in foreign currency. Please invite Stephany Kelton of Warren mosler to the podcast otherwise you’ll be stuck into the deficit nonsense.

[@MrToastedtoad]

I don't trust anything Greenhaus said. How self absorbed is this guy and he's completely full of himself.

[@johnbrennan6987]

sure the trend is great until you get clobbered. the data looks bad and a recession is coming - full time employment is down yoy, huge costs to being part time in terms of benefits, the unemployment is going up oct 4 unless they fudge the numbers in which case they will come out with really bad revisions after the election, credit card debt crazy high, delinquincies rising, rate cuts will do very little to help people paying debt on credit cards, 1 trillion a year in interest on the debt and rising.

[@usazar]

I'm a bull coz I'm a pessimist, i am pessimistic about my or anyone else's ability to call a bear market.

[@hafeld8348]

Three bear losers

[@DAVE-THA-PLUMBER]

Exactly

[@wavymcfly]

What the hell took so long?

[@cheersmodreams691]

Once again you guys talk about the consumer as though they are a single block of spending behavior when you know it's not the case. The macro data on the consumer says 'good health' because the 'haves' keep spending and the retired generation is spending like drunken sailors waiting to die. The macro data does not reflect the voice of the 'have nots' which yells out consumer pain. So, let's stop talking about a healthy consumer. Let's start talking about what event will force the 'haves' to lower their spending. The elders, for their role, will continue to spend because they are in their golden years and will continue to spend their golden dollars. We know the event, getting fired/laid off.