What The "AI Doomers" Are Missing | Dan Greenhaus & Vincent Daniel скачать в хорошем качестве

What The "AI Doomers" Are Missing | Dan Greenhaus & Vincent Daniel

Broadcast live from iConnections Global Alts in South Beach, Guy Adami and Dan Nathan are joined by Dan Greenhaus of Solus Alternative Asset Management and later Vincent Daniel to discuss a sharp, risk-off market move tied to the increasingly financialized AI buildout. They review weakness across private credit and alternative lenders after reports of difficulty placing debt to fund CoreWeave’s data center, spilling over into names like Blue Owl and into large alternative managers, banks, and high-profile stocks like IBM, which suffers its worst day in decades. The group debates how a viral AI “thought experiment” amplified uncertainty about near-term industry disruption, the circular quid-pro-quo dynamics of AI financing and chip demand, and whether market valuations offer any cushion if the AI narrative falters. With Nvidia reporting the next day, they focus on expectations for growth and margins, the risk that competition could compress gross margins and re-rate the stock, and the broader question of whether AI success could drive major white-collar job losses, “ghost GDP,” and policy responses. The conversation closes with Daniel describing investor “what if” fears around AI’s impact on employment and fee-based industries. — FOLLOW US Instagram:   / riskreversalmedia   Twitter: https://x.com/riskreversal LinkedIn:   / riskreversalmedia   #investing #stocks #stockmarket The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.